Top Financial Services Firms in New York
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves New YorkServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves New YorkServices provided
See 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.
-
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Apogem Capital is a Commercial Financing company. They offer Commercial Financing and Funding & Investment and were launched in 2022.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Bain Capital, a Commercial Financing company, was founded in 1984. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Financial Advising & Planning company Piper Sandler was launched in 1895. The large team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Cyprium Partners is a Financial Advising & Planning company. They were established in 2011, and their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Launched in 2012, Crowne Equity Partners, LLC is a Financial Advising & Planning company. The agency focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Paulson Investment Company, LLC is a midsize Commercial Financing company. Launched in 1970, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Launched in 1881, Oppenheimer & Co. Inc. Is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
FS Investments is a Financial Advising & Planning company. The Philadelphia, Pennsylvania-based team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Yellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Small Accounting company Accounting Management Inc., is headquartered in New York, New York. The team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Woodbury, NY
Services provided
Based in Woodbury, New York and Boca Raton, Florida, Reid CPAs LLP is a Business Consulting company. They provide Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Sigma Valuation Consulting, Inc. Is a Commercial Brokerage Services company. In New York, New York and Roseland, New Jersey, the team provides Commercial Brokerage Services and Accounting.
Read more -
UndisclosedUndisclosedFreelancerNewburgh, NY
Services provided
Accounting and Business Valuation Services company Advent Valuation Advisors was launched in 1991. The agency specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Syosset, NY
Services provided
Legacy Edge is a Financial Advising & Planning company. The team offers Financial Advising & Planning and is based in Syosset, New York.
Read more -
UndisclosedUndisclosed2 - 9Miller Place, NY
Services provided
Howard S. Cohen CPA PC is a Miller Place, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Valuation Services, Inc. Is a small Arlington, Virginia-based Business Valuation Services company. The team focuses on Business Valuation Services and Accounting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Based in Colts Neck, New Jersey and Ottawa, Canada, MR Valuation Consulting, LLC is an Accounting company. They offer Accounting and Business Valuation Services and were established in 2000.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
FTS US Inc. Is an Accounting company. They are located in New York, New York, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Pendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Startup Accounting Solutions is a small Accounting company. Launched in 2018, the team focuses on Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed1,000 - 9,999Jericho, NY
Services provided
J.S. Held LLC is a Business Consulting company. They specialize in Business Consulting and Accounting and were launched in 1974.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Headquartered in New York, New York, Longwave Financial, LLC is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Valuation Resource Group LLC is a Business Valuation Services company. Launched in 2000, their team offers Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Established in 1891, PKF O'Connor Davies is a Business Consulting company. The team specializes in Business Consulting and Cybersecurity and is based in New York, New York and Miami, Florida.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Compliance Risk Concepts (CRC) is a Compliance Consulting company. Launched in 2013, their team focuses on Compliance Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Big Flats, NY
Services provided
Fundamental Compliance Consulting, LLC is a Compliance Consulting company. The firm is headquartered in Big Flats, New York. Their team provides Compliance Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Clifton Park, NY
Services provided
GTM Payroll Services Inc., an Accounting company, offers Accounting and HR Outsourcing. The agency is headquartered in Clifton Park, New York.
Read more -
UndisclosedUndisclosed50 - 249Woodbury, NY
Services provided
Bookkeeper360 is an Accounting company. They are headquartered in Woodbury, New York. Their team offers Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosedFreelancerNew York, NY
Services provided
Established in 1994, Professional Bookkeeping Service of NY is a small Accounting company located in New York, New York. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Williamsville, NY
Services provided
Financial Advising & Planning company defi SOLUTIONS was founded in 2012. The team provides Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 2018, Venture Growth Partners is a small Commercial Financing company. Their team provides Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Bone Fide Wealth, a Financial Advising & Planning company, was founded in 2016. They offers Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Schneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Ariste Advisors LLC is a Financial Advising & Planning company. Founded in 2020, their team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Established in 2016, Lanyap Financial is an Accounting company. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
BAT Financial Group is an Accounting company. The Brooklyn, New York-based firm was launched in 2021. Their team specializes in Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Geller is a midsize Accounting company launched in 1984. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Berdon, an Accounting company, is based in New York, New York and Jericho, New York. They offer Accounting and Business Consulting and were founded in 1917.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Galleros Robinson is an Accounting company. They are in New York, New York and have small team. Their team focuses on Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Business Consulting company Makosi was launched in 2006. The company specializes in Business Consulting and Financial Advising & Planning, and is midsize.
Read more -
UndisclosedUndisclosed250 - 999Fairport, NY
Services provided
Manning & Napier is a Business Consulting company headquartered in Fairport, New York and Dublin, Ohio. They focus on Business Consulting and Financial Advising & Planning and were founded in 1970.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
ACG RISK & COMPLIANCE SOLUTIONS is a small Financial Consulting company launched in 2019. Their team offers Financial Consulting and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Atlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Based in New York, New York and Manchester, New Hampshire, PharmaOut is a Recruitment Process Outsourcing company. The team offers Recruitment Process Outsourcing and Staffing.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
JDA TSG is a Recruitment Process Outsourcing company in New York, New York. Established in 2011, the team provides Recruitment Process Outsourcing and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
IMG Advisors LLC is an IT strategy consulting company. Launched in 2008, the company focuses on IT strategy consulting and BI & big data consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Unique Sports Management International is a branding agency. They provide Branding and Corporate Training & Coaching and are based in Melville, New York.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Optima Benefits & Payroll, LLC, an Accounting company, was founded in 2004. The team focuses on Accounting and HR Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell 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.
List of the Top 15 New York Financial Services Companies
-
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
23.6/40.016.4/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning50% Insurance Services & Brokers40% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
22.2/40.017.2/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Buffalo, NY
Ability to deliver
22/40.016.2/20 Reviews1.4/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21.4/40.017.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Hauppauge, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Valhalla, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Buffalo, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsford, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
Undisclosed$100 - $149 / hr2 - 9New York, NY
Ability to deliver
27.7/40.017.6/20 Reviews5.1/10 Clients & Experience5/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other
