Top Mortgage Brokers
134 Companies
List of the Top Loan Brokers
Sponsored
-
$1,000+$200 - $300 / hr2 - 9Ellicott City, MD
Services provided
10% Financial Advising & Planning60% Fractional CFO Services10% Business Valuation Services +210% Finance & Accounting Outsourcing (FAO)10% Financial ConsultingFocus Areas
20% Mortgage & Loan Brokerage20% Actuarial Services20% Securities Brokerage +220% Stocks Portfolio Management20% Wealth & Asset ManagementFractional CFO Services company Sustain CFO Services offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). They were established in 2016.
Read more -
UndisclosedUndisclosed50 - 249Alexandria, VA
Services provided
35% Financial Advising & Planning35% Accounting15% Business Consulting +115% Financial ConsultingFocus Areas
20% Mortgage & Loan Brokerage20% Debt Consulting20% Retirement Planning +220% Stocks Portfolio Management20% Wealth & Asset ManagementIn Alexandria, Virginia and Glen Allen, Virginia, KWC CPAs is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
25% Financial Advising & Planning25% Commercial Brokerage Services25% Commercial Development +125% Commercial Property ManagementFocus Areas
50% Mortgage & Loan Brokerage50% Wealth & Asset ManagementCommercial Brokerage Services company Capital Real Estate Partners, LLC focuses on Commercial Brokerage Services and Commercial Property Management. They are headquartered in Cincinnati, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Boerne, TX
Services provided
50% Financial Advising & Planning50% AccountingFocus Areas
25% Mortgage & Loan Brokerage50% Retirement Planning25% Wealth & Asset ManagementSuzann M. Woodward, CPA, an Accounting and Financial Advising & Planning company, is headquartered in Boerne, Texas. They offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Olympia, WA
Services provided
20% Financial Advising & Planning80% Compliance ConsultingFocus Areas
100% Mortgage & Loan BrokerageCompliance Services Group, LLC, a small Compliance Consulting company, is located in Olympia, Washington. The team offers Compliance Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Financial Advising & Planning40% Litigation Support Services20% Commercial Brokerage Services +120% TranslationFocus Areas
100% Mortgage & Loan BrokerageNew York Notary Signing Services is a Litigation Support Services company founded in 2021. The team focuses on Litigation Support Services and Translation and is based in New York, New York.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
20% Financial Advising & Planning80% Funding & InvestmentFocus Areas
40% Mortgage & Loan Brokerage60% Wealth & Asset ManagementJLM Financial Partners, LLC is a Funding & Investment company based in Austin, Texas. They focus on Funding & Investment and Financial Advising & Planning and were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
10% Financial Advising & Planning80% Litigation Support Services10% Banking LawFocus Areas
100% Mortgage & Loan BrokerageRiverside Notary Service, a Litigation Support Services company, specializes in Litigation Support Services and Financial Advising & Planning. The firm is based in Riverside, California.
Read more -
UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
10% Financial Advising & Planning30% Business Consulting20% Accounting +410% Commercial Brokerage Services10% Commercial Development10% Commercial Financing10% Funding & InvestmentFocus Areas
40% Mortgage & Loan Brokerage40% Debt Consulting20% Actuarial ServicesBetter Business Consulting Group LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and Accounting and were founded in 2017.
Read more -
UndisclosedUndisclosed2 - 9New Brighton, MN
Services provided
15% Financial Advising & Planning40% Business Consulting15% Bankruptcy Law +215% Business Valuation Services15% Corporate LawFocus Areas
35% Mortgage & Loan Brokerage35% Debt Consulting30% Stocks Portfolio ManagementFounded in 1993, Lighthouse Management Group, Inc. Is a Business Consulting company. The company focuses on Business Consulting and Financial Advising & Planning, and is small.
Read more -
UndisclosedUndisclosed10 - 49Bethlehem, PA
Services provided
20% Financial Advising & Planning25% Commercial Financing25% Funding & Investment +310% Business Consulting10% Financial Consulting10% Insurance Services & BrokersFocus Areas
20% Mortgage & Loan Brokerage50% Wealth & Asset Management30% Retirement PlanningLocated in Bethlehem, Pennsylvania, Cornerstone Advisors Asset Management is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
Read more -
Undisclosed$50 - $99 / hr2 - 9Minneapolis, MN
Services provided
35% Financial Advising & Planning25% Business Consulting25% Financial Consulting +115% Corporate Training & CoachingFocus Areas
100% Mortgage & Loan BrokerageHeadquartered in Minneapolis, Minnesota, Excel Savants LLC is a Financial Advising & Planning company. Founded in 2018, the team focuses on Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Lisle, IL
Services provided
10% Financial Advising & Planning80% Insurance Services & Brokers10% Funding & InvestmentFocus Areas
20% Mortgage & Loan Brokerage20% Actuarial Services20% Debt Consulting +220% Retirement Planning20% Wealth & Asset ManagementInsurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Upper Marlboro, MD
Services provided
20% Financial Advising & Planning30% Accounting10% Business Consulting +710% Engineering10% Financial Consulting10% HR Consulting3% HR Outsourcing3% Recruiting2% PEO/Employee Leasing2% StaffingFocus Areas
20% Mortgage & Loan Brokerage20% Actuarial Services20% Debt Consulting +220% Retirement Planning20% Wealth & Asset ManagementInnovative Solutions Consulting, an Accounting company, was launched in 2013. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Beverly Hills, CA
Services provided
25% Financial Advising & Planning50% Accounting25% Financial ConsultingFocus Areas
25% Mortgage & Loan Brokerage50% Wealth & Asset Management15% Securities Brokerage +110% Debt ConsultingCebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
Read moreSee All Locations (4)Beverly Hills, CA
9595 Wilshire Boulevard
Beverly Hills, CA 902122 - 5
+1 (213)-335-3029
Was this helpful?
-
$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
Services provided
70% Financial Advising & Planning20% Business Consulting10% Financial ConsultingFocus Areas
20% Mortgage & Loan Brokerage15% Actuarial Services15% Securities Brokerage +415% Stocks Portfolio Management15% Wealth & Asset Management10% Debt Consulting10% Retirement PlanningFinancial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
Read more -
Undisclosed$25 - $49 / hr2 - 9El Paso, TX
Services provided
25% Financial Advising & Planning25% Accounting25% Customer Service Outsourcing +125% Finance & Accounting Outsourcing (FAO)Focus Areas
20% Mortgage & Loan Brokerage20% Actuarial Services20% Debt Consulting +220% Retirement Planning20% Wealth & Asset ManagementIn El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Great Falls, MT
Services provided
40% Financial Advising & Planning40% Commercial Financing20% Commercial DevelopmentFocus Areas
100% Mortgage & Loan BrokerageGreat Falls Development Authority is a small Great Falls, Montana-based Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +220% Financial Consulting20% Funding & InvestmentFocus Areas
20% Mortgage & Loan Brokerage20% Actuarial Services20% Debt Consulting +220% Retirement Planning20% Wealth & Asset ManagementHeadquartered in Sioux Falls, South Dakota, Reliabank is a Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Riverdale, MD
Services provided
30% Financial Advising & Planning30% Commercial Development20% Business Consulting +120% StaffingFocus Areas
100% Mortgage & Loan BrokerageSEBA Professional Services, LLC is a Commercial Development company founded in 2006. Based in Riverdale, Maryland, the team specializes in Commercial Development and Financial Advising & Planning.
Read more -
$10,000+$100 - $149 / hr2 - 9Reston, VA
Services provided
10% Financial Advising & Planning20% Business Consulting20% Financial Consulting +420% Funding & Investment10% Business Valuation Services10% Compliance Consulting10% Fractional CFO ServicesFocus Areas
15% Mortgage & Loan Brokerage15% Actuarial Services15% Debt Consulting +415% Retirement Planning15% Stocks Portfolio Management15% Wealth & Asset Management10% Securities BrokerageNative American Capital is a Business Consulting company. They focus on Business Consulting and Funding & Investment and are in Reston, Virginia.
Read more -
UndisclosedUndisclosedFreelancerIrvine, CA
Services provided
25% Financial Advising & Planning25% Business Consulting25% Commercial Financing +125% Financial ConsultingFocus Areas
25% Mortgage & Loan Brokerage25% Debt Consulting25% Retirement Planning +125% Wealth & Asset ManagementHarmon Street, a Business Consulting company, is headquartered in Irvine, California. Their services include Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Knoxville, TN
Services provided
30% Financial Advising & Planning35% Commercial Financing35% Funding & InvestmentFocus Areas
100% Mortgage & Loan BrokerageCommercial Financing company Three Roots Capital is in Knoxville, Tennessee. Founded in 2016, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Falls Church, VA
Services provided
40% Financial Advising & Planning50% Financial Consulting10% AccountingFocus Areas
40% Mortgage & Loan Brokerage50% Retirement Planning10% Wealth & Asset ManagementLaunched in 2005, Krosnowski & Scott is a Financial Consulting company. Their services include Financial Consulting and Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr10 - 49Austin, TX
Services provided
10% Financial Advising & Planning75% Accounting15% Tax LawFocus Areas
15% Mortgage & Loan Brokerage30% Retirement Planning25% Debt Consulting +220% Wealth & Asset Management10% Stocks Portfolio ManagementMATH LLC is an Austin, Texas-based Accounting company. The team offers Accounting and Tax Law.
Read more -
Undisclosed< $25 / hr50 - 249Houston, TX
Services provided
15% Financial Advising & Planning60% Accounting15% Financial Consulting +110% Fractional CFO ServicesFocus Areas
20% Mortgage & Loan Brokerage25% Wealth & Asset Management20% Actuarial Services +220% Debt Consulting15% Retirement PlanningTop Outsourcing Partners is an Accounting company launched in 2012. The firm focuses on Accounting and Financial Advising & Planning, and is midsize.
Read moreSee All Locations (2)Houston, TX
801 Travis Street
Houston, TX 7700210 - 15
+1 346 777 4586
Was this helpful?
-
UndisclosedUndisclosed2 - 9Exton, PA
Services provided
20% Financial Advising & Planning40% Business Consulting40% Financial ConsultingFocus Areas
80% Mortgage & Loan Brokerage20% Debt ConsultingTransition Consulting LLC, a Business Consulting company, was established in 2018. In Exton, Pennsylvania, the team provides Business Consulting and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mena, AR
Services provided
20% Financial Advising & Planning60% Accounting20% Financial ConsultingFocus Areas
50% Mortgage & Loan Brokerage50% Securities BrokerageSmall Accounting company Karl Cunningham CPA, is headquartered in Mena, Arkansas. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Farmington, CT
Services provided
40% Financial Advising & Planning40% Accounting20% Business Valuation ServicesFocus Areas
20% Mortgage & Loan Brokerage30% Debt Consulting30% Wealth & Asset Management +120% Retirement PlanningFriedman Kannenberg & Company is an Accounting company. They are based in Farmington, Connecticut, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosedFreelancerEvansville, IN
Services provided
30% Financial Advising & Planning30% Accounting20% Commercial Financing +210% Financial Consulting10% Funding & InvestmentFocus Areas
100% Mortgage & Loan BrokerageFounded in 2016, J23 Investments is an Accounting company. The agency provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosedFreelancerNew York, NY
Services provided
20% Financial Advising & Planning30% Litigation Support Services20% Business Consulting +220% Fulfillment10% Document Digitization & ManagementFocus Areas
100% Mortgage & Loan Brokerage24 Hour Mobile Notary and Apostille Service is a Litigation Support Services company. They are located in New York, New York. Their team offers Litigation Support Services and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerWinchester, MA
Services provided
20% Financial Advising & Planning60% Litigation Support Services20% FulfillmentFocus Areas
100% Mortgage & Loan BrokerageKnights Notary Services , a small Litigation Support Services company, is located in Winchester, Massachusetts. Their services include Litigation Support Services and Fulfillment.
Read more -
UndisclosedUndisclosedFreelancerBoston, MA
Services provided
20% Financial Advising & Planning60% Litigation Support Services20% Commercial DevelopmentFocus Areas
100% Mortgage & Loan BrokerageNeighborhood Mobile Notary Services is a Litigation Support Services company established in 2021. The agency provides Litigation Support Services and Commercial Development.
Read more -
UndisclosedUndisclosedFreelancerBaltimore, MD
Services provided
20% Financial Advising & Planning20% Business Consulting20% Commercial Brokerage Services +320% Funding & Investment10% Business Valuation Services10% Commercial FinancingFocus Areas
40% Mortgage & Loan Brokerage60% Wealth & Asset ManagementCap Ex Management is a Business Consulting company launched in 2019. The small team focuses on Business Consulting and Commercial Brokerage Services.
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 3 Loan Brokers
-
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
10% Financial Advising & Planning20% Mortgage & Loan Brokerage90% 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 & Planning25% Mortgage & Loan Brokerage20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
10% Financial Advising & Planning60% Mortgage & Loan Brokerage90% Other -
UndisclosedUndisclosed50 - 249Reston, VA
Ability to deliver
9.4/40.00/20 Reviews2.4/10 Clients & Experience7/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed50 - 249Bozeman, MT
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
$1,000+< $25 / hr250 - 999Princeton, NJ
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Financial Advising & Planning100% Mortgage & Loan Brokerage -
UndisclosedUndisclosed50 - 249Sarasota, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
$75,000+$150 - $199 / hr250 - 999Dallas, TX
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning100% Mortgage & Loan Brokerage -
$10,000+< $25 / hr250 - 999Chandler, AZ
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
25% Financial Advising & Planning100% Mortgage & Loan Brokerage75% Other -
$1,000+$50 - $99 / hr10 - 49Virginia Beach, VA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed10 - 49Keller, TX
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed10 - 49Hopkinton, RI
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed10 - 49Syracuse, UT
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
80% Financial Advising & Planning100% Mortgage & Loan Brokerage20% Other -
UndisclosedUndisclosed10 - 49Santa Monica, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Financial Advising & Planning100% Mortgage & Loan Brokerage40% Other -
UndisclosedUndisclosed2 - 9Mesquite, TX
Ability to deliver
5.4/40.00/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed2 - 9Staten Island, NY
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning100% Mortgage & Loan Brokerage50% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning15% Mortgage & Loan Brokerage50% Other
Get personalized agency matches based on your project goals.