Top Financial Services Firms in Miami
427 Companies
List of the Top Miami Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Miami, FLServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
Reviews mention Knowledgeable
Clients consistently highlight CSTMR's deep knowledge and expertise in marketing, branding, and digital strategies. One client noted their 'impressive depth of knowledge in content, branding, and design,' while another praised their understanding of digital marketing, stating they effectively navigated technical challenges. This sentiment is reinforced by successful outcomes, such as increased website traffic and improved SEO rankings, demonstrating CSTMR's ability to apply their knowledge effectively to drive results.-
Marketing Strategy & Website Design for Bank
5.0 May 2, 2018They’re also very knowledgeable about digital marketing and have helped us navigate the technical side. Their site changes, email marketing suggestions, and responsive analytics tracking are considerably strong.
Read Full Review -
Branding & Website Dev for AI Governance Platform
5.0 Jun 23, 2025Their depth of knowledge in content, branding, and design was impressive. This expertise ensured that our project was executed with a high level of proficiency. They were methodical in their approach and managed all deliverables on time.
Read Full Review
Was this helpful?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
Read All ReviewsSelect Industry to see insights
Other Industry Other industries Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves Miami, FLServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingHenry Dean, CPA, PA is a Delray Beach, Florida-based Accounting company. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingAccounting company Susan Toth, CPA MBA is located in Delray Beach, Florida. Founded in 2005, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingMiriam B. Walling, CPA is a small Delray Beach, Florida-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingSmall Accounting company ELLIE ROZINSKY, CPA, is based in Delray Beach, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerDelray Beach, FL
Services provided
100% AccountingPeter Weisberg, CPA, CFP, an Accounting company, was founded in 2017. The team provides Accounting and is located in Delray Beach, Florida.
Read more -
UndisclosedUndisclosedFreelancerDelray Beach, FL
Services provided
100% AccountingBrian H. Rosenberg, CPA is an Accounting company. Their small team is located in Delray Beach, Florida and specializes in Accounting. The company was launched in 2003.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingEdward A. Zuraw & Company is an Accounting company. Established in 2018, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingPASTOR & GOLBOIS CPAs, P.A., an Accounting company, was founded in 2002. They focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingRoy & Spamer, PA is an Accounting company. They provide Accounting and were launched in 2007. The agency is based in Delray Beach, Florida.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingDavid R Brover, CPA is an Accounting company. Located in Delray Beach, Florida, the agency was founded in 1987. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
100% AccountingSanson Kline Jacomino Tandoc & Gamarra LLP, an Accounting company, was founded in 1978. They focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingTaxApro Accounting is an Accounting company. Their small team is based in Miami, Florida. Their team offers Accounting.
Read more -
UndisclosedUndisclosed250 - 999Miami, FL
Services provided
100% AccountingBerkowitz Pollack Brant Advisors + CPAs, an Accounting company, was established in 1980. The team provides Accounting and is in Miami, Florida.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
100% AccountingCalas Group is an Accounting company. They are in Miami, Florida and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingFounded in 1984, Jack Levine PA CPA is an Accounting company. Located in Miami, Florida, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
100% AccountingA&G Accounting and Financial Services is an Accounting company. Founded in 2012, the company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingC&M CPA is an Accounting company. The team focuses on Accounting and is based in Miami, Florida.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingHarriett Fox, C.P.A, an Accounting company, was launched in 2007. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingCummings Grayson & Co. Is a Miami, Florida-based Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingFounded in 2006, Travieso & Alvarez Tax & Financial Services is an Accounting company. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingAponte Paez Accountant, a small Accounting company, is based in Miami, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
100% AccountingPaul A. Garcia, P.A. Is an Accounting company. Established in 1985, the firm is in Coral Gables, Florida. Their team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Coral Gables, FL
Services provided
80% Accounting20% Business ConsultingH&CO, LLP is a Coral Gables, Florida-based Accounting company. They provide Accounting and Business Consulting and were established in 1993.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingLocated in Miami, Florida, Mata & Baker Tax Consultants, P.A is an Accounting company. Founded in 2016, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingSurplus is a small Miami, Florida-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingAlliant Accounting is a small Miami, Florida-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingCPA Miami is an Accounting company. The agency is in Miami, Florida. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
100% AccountingAccounting company Ellrich, Neal, Smith & Stohlman, P.A. Specializes in Accounting. They were established in 1988.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
50% Accounting30% Finance & Accounting Outsourcing (FAO)20% Business ConsultingSheer & Company, an Accounting company, was established in 2014. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
70% Accounting30% Business ConsultingBenitez & Company is an Accounting company. Their team is located in Miami, Florida. The agency focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Coral Gables, FL
Services provided
100% AccountingAppelrouth, Farah & Co., P.A. Is a small Accounting company based in Coral Gables, Florida. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingSmall Accounting company Timothy F. Susich, CPA, PA, is in Miami, Florida. The team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerNorth Miami, FL
Services provided
100% AccountingLaunched in 2016, Ergedine Pericles, CPA, P.A. Is an Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Coral Gables, FL
Services provided
100% AccountingFounded in 1991, De La Hoz, Perez & Barbeito, P.A. Is a small Coral Gables, Florida-based Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pinecrest, FL
Services provided
100% AccountingYeager Sherburne CPA is a Pinecrest, Florida-based Accounting company. They specialize in Accounting and were launched in 2001.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingSmall Accounting company Isa's Bookkeeping Services, is based in Miami, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingKim Marks CPA is a small Miami, Florida-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hialeah, FL
Services provided
100% AccountingLee & Nieda is an Accounting company launched in 2016. The team specializes in Accounting and is located in Hialeah, Florida.
Read more -
UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingPasternack Associates, LLC is a small Accounting company based in Delray Beach, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Coral Springs, FL
Services provided
100% AccountingBlum and Blum is an Accounting company launched in 1985. The firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingGallant Accountants & Advisors, an Accounting company, is based in Miami, Florida. Founded in 2016, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
75% Accounting25% Business ConsultingJ A Rodriguez CPA, LLC is a small Accounting company founded in 1986. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
65% Accounting35% Business ConsultingSmall Accounting company Valdes Accounting & Taxes Inc, is located in Miami, Florida. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9North Miami, FL
Services provided
20% Accounting80% Commercial Brokerage ServicesLocated in Sudbury, Massachusetts and North Miami, Florida, The Faber Group is a Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Accounting.
Read moreSee All Locations (3)North Miami, FL
12550, Biscayne Blvd, Suite 500
North Miami, FL 33181305.893.0110
Was this helpful?
-
UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
100% AccountingGidney & Company, CPA is a small Miami Beach, Florida-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
70% Accounting30% Business ConsultingMOAaccounting is a small Accounting company established in 1996. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
100% AccountingDavid L Wrubel, CPA is an Accounting company. Based in Miami Beach, Florida, the company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
100% AccountingJames Cavalaris, CPA is an Accounting company. They are based in Miami Beach, Florida, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Golden Beach, FL
Services provided
100% AccountingFounded in 2016, Miami Accounting & Tax Services is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
75% Accounting25% Business ConsultingSmall Accounting company Miami Beach CPA, is headquartered in Miami Beach, Florida. The team provides Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 5 Miami Financial Services Companies
-
UndisclosedUndisclosed50 - 249Miami Beach, FL
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$200 - $300 / hr2 - 9Miami, FL
Ability to deliver
24.2/40.016.2/20 Reviews2.5/10 Clients & Experience5.5/10 Market PresenceService focus
76% Accounting24% Other -
$1,000+$50 - $99 / hr2 - 9Miami, FL
Ability to deliver
20.9/40.016.2/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
21.2/40.016.6/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
7.9/40.00/20 Reviews1.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
$250,000+< $25 / hr250 - 999Miami, FL
Ability to deliver
7.2/40.00/20 Reviews1.2/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning25% Insurance Services & Brokers25% Other -
$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Miami, FL
Ability to deliver
6.4/40.00/20 Reviews1.2/10 Clients & Experience5.2/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
5.8/40.00/20 Reviews0.6/10 Clients & Experience5.2/10 Market PresenceService focus
90% Accounting10% Other -
$5,000+Undisclosed2 - 9Miami, FL
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
25% Accounting20% Financial Advising & Planning55% Other -
UndisclosedUndisclosed1,000 - 9,999Miami, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.