Top Financial Services Firms in Raleigh
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Raleigh, NCServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
-
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Accounting company Joyce and Company, CPA is based in Cary, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Knightdale, NC
Services provided
Small Accounting company Alexander Accounting & Tax Service Group, Inc., is located in Knightdale, North Carolina. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sanford, NC
Services provided
Founded in 2010, RC Accounting Corp is an Accounting company. Headquartered in Sanford, North Carolina, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Smithfield, NC
Services provided
Peedin & Sasser CPAs PLLC is an Accounting company. They were launched in 1970, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kinston, NC
Services provided
Small Accounting company Lloyd Moody, CPA, is based in Kinston, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Rabon & Dailey, LLP is a small Cary, North Carolina-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Durham, NC
Services provided
Bridget A. Ryan, CPA, PLLC, an Accounting company, is headquartered in Durham, North Carolina. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Durham, NC
Services provided
Launched in 2016, Bass Carney CPA, PLLC is a small Durham, North Carolina-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
W. Allen Scazzero, a small Accounting company, is based in Raleigh, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Henderson, NC
Services provided
Holden Moss Certified Public Accountants is an Accounting company. The team specializes in Accounting, and the agency is headquartered in Henderson, North Carolina.
Read more -
UndisclosedUndisclosed2 - 9Hope Mills, NC
Services provided
Launched in 2008, Michael D Mitchell CPA is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Clinton, NC
Services provided
Baldwin & Hodge, LLP is an Accounting company. They are in Clinton, North Carolina and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Established in 1995, Peter R. Cabrera, CPA is an Accounting company. The company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Launched in 1988, Edmundson CPA, PLLC is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chapel Hill, NC
Services provided
Lipkin CPA, PLLC is an Accounting company. They are headquartered in Chapel Hill, North Carolina and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Goldsboro, NC
Services provided
Banks, Gray & Crumpler, PLLC, CPA's, an Accounting company, is based in Goldsboro, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chapel Hill, NC
Services provided
In Chapel Hill, North Carolina, Boyd Tax & Accounting is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chapel Hill, NC
Services provided
Launched in 2015, Holliday PLLC, a small Accounting company, is in Chapel Hill, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
DiAnne D Carnes, CPA, PA is an Accounting company. They are headquartered in Cary, North Carolina, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Founded in 1998, Compass Consulting Services P.A. Is an Accounting company. Headquartered in Raleigh, North Carolina, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Hoover & Hoover CPA is an Accounting company. Launched in 1990, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Durham, NC
Services provided
Curl & Associates, PLLC is a small Accounting company based in Durham, North Carolina. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burlington, NC
Services provided
STOUT STUART McGOWEN & KING LLP is an Accounting company. The firm is in Burlington, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carrboro, NC
Services provided
TC Koziara, PLLC is an Accounting company. They are located in Carrboro, North Carolina. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Dreher Martin CPAs, P.A. Is an Accounting company. They are located in Raleigh, North Carolina. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chapel Hill, NC
Services provided
Based in Chapel Hill, North Carolina, Sherri Rose, CPA, PLLC is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chapel Hill, NC
Services provided
Ranjana Batra CPA PA is an Accounting company. They focus on Accounting and are in Chapel Hill, North Carolina.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Bassett & Associates, P.A. Is a small Accounting company located in Raleigh, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Goldsboro, NC
Services provided
Sherif Y. Iskander, CPA, PA is an Accounting company. They are headquartered in Goldsboro, North Carolina and have small team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Lauren Massie, CPA, EA, MBA, a small Accounting company, is in Raleigh, North Carolina. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pittsboro, NC
Services provided
C.W. Dunn & Associates CPAs, PLLC is an Accounting company. They focus on Accounting and were established in 1989.
Read more -
UndisclosedUndisclosed10 - 49Fayetteville, NC
Services provided
Accounting company TRP CPAs, PLLC is in Fayetteville, North Carolina. They specialize in Accounting and were launched in 1972.
Read more -
UndisclosedUndisclosed2 - 9Graham, NC
Services provided
Cobb Ezekiel Loy & Company P.A. Is a small Graham, North Carolina-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Durham, NC
Services provided
WolfBridge Financial, a small Accounting company, is in Durham, North Carolina. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Hollingsworth Avent Averre & Purvis, PA is an Accounting company. They are in Raleigh, North Carolina and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Smithfield, NC
Services provided
Watson Cooke & Jones: Burgess Lisa CPA, a small Accounting company, is headquartered in Smithfield, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Reedman & Associates is a small Accounting company in Raleigh, North Carolina. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cary, NC
Services provided
Launched in 2010, Stan P. Moore CPA, PLLC is an Accounting company. The team provides Accounting and is in Cary, North Carolina.
Read more -
UndisclosedUndisclosed250 - 999Greensboro, NC
Services provided
In Greensboro, North Carolina, Davenport & Company LLC is a midsize Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, NC
Services provided
Beyah's Accounting & Tax Service, an Accounting company, was launched in 1987. Based in Fayetteville, North Carolina, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dunn, NC
Services provided
Strickland & Warren, PA, an Accounting company, is located in Dunn, North Carolina. Established in 1984, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hillsborough, NC
Services provided
Time Value Accounting is a small Hillsborough, North Carolina-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sanford, NC
Services provided
Lee West, CPA, P. A. Is an Accounting company founded in 1986. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Angier, NC
Services provided
Shelton L Hawley, CPA, PA is a small Accounting company. Established in 1980, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Launched in 1999, RODNEY SEGRAVES is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
JIL Enterprises PA, an Accounting company, is headquartered in Raleigh, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Morrisville, NC
Services provided
Padgett Business Services is a small Accounting company. Launched in 1993, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, NC
Services provided
Freeman & Barrett CPAs PA is a Fayetteville, North Carolina-based Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, NC
Services provided
Small Accounting company Willie Cooper Jr. CPA, is in Fayetteville, North Carolina. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, NC
Services provided
Ace Management Group, Inc. Is an Accounting company. Established in 1996, their team specializes in Accounting.
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 1 Raleigh Financial Services Companies
-
UndisclosedUndisclosed10 - 49Raleigh, NC
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
90% Accounting10% Other -
$5,000+$300+ / hr10 - 49Raleigh, NC
Ability to deliver
7.6/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$150 - $199 / hr10 - 49Raleigh, NC
Ability to deliver
6.5/40.00/20 Reviews1.2/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Raleigh, NC
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.3/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr250 - 999Raleigh, NC
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
70% Accounting30% Other -
$50,000+Undisclosed10 - 49Raleigh, NC
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
Undisclosed$150 - $199 / hr10 - 49Raleigh, NC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
15% Accounting85% Other -
$10,000+$200 - $300 / hr2 - 9Raleigh, NC
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed2 - 9Raleigh, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Raleigh, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$5,000+$100 - $149 / hr10 - 49Raleigh, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
40% Accounting30% Financial Advising & Planning30% Other -
$10,000+$300+ / hr250 - 999Raleigh, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning60% Insurance Services & Brokers20% Other -
UndisclosedUndisclosed10 - 49Raleigh, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Durham, NC
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Wake Forest, NC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Insurance Services & Brokers
