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Home Actuarial Services Securities Brokerage United States

Top Securities Brokers in the United States

Ratings Updated: April 2, 2026
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0 Leaders 15 Contenders

45 Companies

Country: United States
Financial Advising & Planning: Securities Brokerage

List of the Top United States Securities Brokerages

  • MB Accounting Group LLC Logotype

    3.5 3 reviews
    Verified
    Undisclosed
    $50 - $99 / hr
    10 - 49
    Portland, OR

    Services provided

    10% Financial Advising & Planning
    55% Accounting
    25% Finance & Accounting Outsourcing (FAO) +2
    5% Digital Asset Management
    5% Financial Consulting

    Focus Areas

    10% Securities Brokerage
    30% Actuarial Services
    30% Wealth & Asset Management +4
    15% Debt Consulting
    5% Mortgage & Loan Brokerage
    5% Retirement Planning
    5% Stocks Portfolio Management

    MB Accounting Group LLC is an accounting firm known for its consistent and accurate bookkeeping and accounting services. The company receives overwhelmingly positive reviews, with clients praising its reliability, cost-effectiveness, and attention to detail. Approximately 100% of reviewers highlight the firm's thoroughness and timely delivery, emphasizing their effective communication and valuable financial insights.

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    Industry Experience

    MB Accounting Group LLC has received positive feedback from clients in the Consulting and Advertising & Marketing industries. Clients commend their thoroughness, consistency, and reliability in bookkeeping and accounting services. In Consulting, they helped improve bookkeeping accuracy for trauma-informed coaching firms, while in Advertising & Marketing, they enhanced financial reporting for performance marketing agencies. Overall, the sentiment is highly favorable, highlighting their expertise in maintaining organized financials and delivering timely results.

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    Consulting Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight MB Accounting Group LLC's competitive pricing and strong value for money. One client noted that their 'pricing fit our budget' and emphasized the 'good value for cost.' Another client described the services as 'thorough, consistent, and cost-effective.' Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided, with no significant areas for improvement mentioned.
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    More responsive than most other service providers

    MB Accounting Group LLC is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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  • Cedars Business Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Services provided

    50% Financial Advising & Planning
    50% Business Consulting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.

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  • Vistica Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.

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  • Skytale Group Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    50 - 249
    Dallas, TX

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    25% Insurance Services & Brokers

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.

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  • Paces Ferry Wealth Advisors Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Atlanta, GA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning.

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  • Credit Vision LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Cape Coral, FL

    Services provided

    50% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Credit Vision LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).

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  • Chaudhry CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    15% Debt Consulting +4
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning

    Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.

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  • FMI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Raleigh, NC

    Services provided

    60% Financial Advising & Planning
    40% Financial Consulting

    Focus Areas

    30% Securities Brokerage
    50% Wealth & Asset Management
    20% Stocks Portfolio Management

    FMI is a Financial Advising & Planning company. The Raleigh, North Carolina-based company was established in 1953. Their services include Financial Advising & Planning and Financial Consulting.

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  • Paynuity Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Orlando, FL

    Services provided

    50% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Paynuity is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team offers Finance & Accounting Outsourcing (FAO).

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  • Outsourced Accountants Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Focus Areas

    16% Securities Brokerage
    14% Actuarial Services
    14% Debt Consulting +4
    14% Mortgage & Loan Brokerage
    14% Retirement Planning
    14% Stocks Portfolio Management
    14% Wealth & Asset Management

    Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.

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  • Timothy Roberts & Associates, LLC Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Ann Arbor, MI

    Services provided

    45% Financial Advising & Planning
    55% Business Consulting

    Focus Areas

    15% Securities Brokerage
    20% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Mortgage & Loan Brokerage
    10% Stocks Portfolio Management

    Timothy Roberts & Associates, LLC is a Business Consulting company located in Ann Arbor, Michigan. Their services include Business Consulting and Financial Advising & Planning.

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  • Fintechzoom Pro Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Conway, AR

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Financial Consulting
    20% Funding & Investment

    Focus Areas

    34% Securities Brokerage
    33% Retirement Planning
    33% Wealth & Asset Management

    Founded in 2008, Fintechzoom Pro is a Business Consulting company. Their team focuses on Business Consulting and Accounting.

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  • Dunncreek Advisors LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Saint Paul, MN

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    10% Securities Brokerage
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +4
    20% Wealth & Asset Management
    10% Debt Consulting
    10% Retirement Planning
    10% Stocks Portfolio Management

    Dunncreek Advisors LLC is a Financial Advising & Planning and Financial Consulting company launched in 2002. Their team specializes in Financial Advising & Planning and Financial Consulting.

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  • Capital Concepts Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    50 - 249
    Houston, TX

    Services provided

    25% Financial Advising & Planning
    25% Commercial Brokerage Services
    25% Commercial Financing +1
    25% Insurance Services & Brokers

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Capital Concepts is a Commercial Brokerage Services company. In Houston, Texas and Irving, Texas, their team offers Commercial Brokerage Services and Commercial Financing.

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  • Affordable Interest Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Centennial, CO

    Services provided

    35% Financial Advising & Planning
    65% Commercial Financing

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting

    Located in Centennial, Colorado, Affordable Interest Mortgage is a Commercial Financing company. The team offers Commercial Financing and Financial Advising & Planning.

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  • State Financial Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Valuation Services
    25% Commercial Financing +1
    25% Financial Consulting

    Focus Areas

    25% Securities Brokerage
    25% Actuarial Services
    25% Stocks Portfolio Management +1
    25% Wealth & Asset Management

    State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.

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  • Redblack Officials Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    2 - 9
    Sheridan, WY

    Services provided

    70% Financial Advising & Planning
    30% Financial Consulting

    Focus Areas

    20% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    10% Stocks Portfolio Management
    10% Wealth & Asset Management

    Redblack Officials is a Financial Advising & Planning company. In Sheridan, Wyoming, the firm was launched in 2022. Their services include Financial Advising & Planning and Financial Consulting.

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  • Investor lending Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    50 - 249
    Houston, TX

    Services provided

    25% Financial Advising & Planning
    45% Insurance Services & Brokers
    20% Commercial Financing +1
    10% Accounting

    Focus Areas

    10% Securities Brokerage
    25% Stocks Portfolio Management
    25% Wealth & Asset Management +4
    10% Actuarial Services
    10% Debt Consulting
    10% Mortgage & Loan Brokerage
    10% Retirement Planning

    Investor lending is an Insurance Services & Brokers company. Their midsize team is located in Houston, Texas. Their services include Insurance Services & Brokers and Financial Advising & Planning.

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  • Mergix Financial LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Services provided

    25% Financial Advising & Planning
    60% Accounting
    15% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.

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  • Mills Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Southlake, TX

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Conversion Optimization +2
    20% Direct Marketing
    20% Mobile App Development

    Focus Areas

    34% Securities Brokerage
    33% Retirement Planning
    33% Wealth & Asset Management

    Mills Wealth Advisors is a Direct Marketing company. The firm is headquartered in Southlake, Texas. Their services include Direct Marketing and Conversion Optimization.

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  • Bowman & Company CPA, PC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Columbia, MD

    Services provided

    20% Financial Advising & Planning
    25% Finance & Accounting Outsourcing (FAO)
    20% Accounting +3
    15% Business Consulting
    10% Commercial Financing
    10% Document Digitization & Management

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Launched in 1987, Bowman & Company CPA, PC is a small Columbia, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and

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  • BluWave Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Brentwood, TN

    Services provided

    20% Financial Advising & Planning
    25% BI & Big Data Consulting & SI
    25% Business Consulting +2
    20% HR Consulting
    10% ERP Consulting and SI

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    Small business intelligence company BluWave, is based in Brentwood, Tennessee. The team offers BI & big data consulting & SI and Business Consulting.

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  • Manning & Napier Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Fairport, NY

    Services provided

    20% Financial Advising & Planning
    40% Business Consulting
    20% Business Valuation Services +1
    20% Financial Consulting

    Focus Areas

    30% Securities Brokerage
    40% Wealth & Asset Management
    30% Debt Consulting

    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.

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  • Advanced Tax Advisors Logotype

    Not yet reviewed

    $1,000+
    $300+ / hr
    2 - 9
    Miami, FL

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +1
    25% Insurance Services & Brokers

    Focus Areas

    10% Securities Brokerage
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +4
    20% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning
    10% Stocks Portfolio Management

    Based in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.

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  • Outsourced Accountants Oman Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2
    20% Finance Law
    20% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    15% Stocks Portfolio Management
    14% Actuarial Services +4
    14% Debt Consulting
    14% Mortgage & Loan Brokerage
    14% Retirement Planning
    14% Wealth & Asset Management

    Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.

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  • Mr-Accountants Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Sheridan, WY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2
    20% Financial Consulting
    20% Fractional CFO Services

    Focus Areas

    20% Securities Brokerage
    20% Actuarial Services
    15% Debt Consulting +3
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management

    Mr-Accountants is a Finance & Accounting Outsourcing (FAO) company. Based in Dhaka, Bangladesh and Sheridan, Wyoming, the firm specializes in Finance & Accounting Outsourcing (FAO) and Accounting.

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    Sheridan, WY

    30 N Gould St, STE R, Sheridan, Wyoming 82801
    Sheridan, WY 82801

    16 - 20

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  • Ros DiMere Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Houston, TX

    Services provided

    10% Financial Advising & Planning
    25% Insurance Services & Brokers
    20% Commercial Financing +3
    20% Funding & Investment
    15% Financial Consulting
    10% Business Valuation Services

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    In Houston, Texas, Ros DiMere Inc is an Insurance Services & Brokers company. The team provides Insurance Services & Brokers and Commercial Financing.

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  • Bexven Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    New York, NY

    Services provided

    15% Financial Advising & Planning
    20% Business Valuation Services
    20% Digital Asset Management +5
    10% Accounting
    10% Commercial Financing
    10% Custom Software Development
    10% Direct Marketing
    5% Web Development

    Focus Areas

    15% Securities Brokerage
    25% Debt Consulting
    25% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    10% Actuarial Services
    5% Stocks Portfolio Management
    5% Wealth & Asset Management

    Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.

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  • Steven J Wick & Associates PC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Consulting

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Accounting company Steven J Wick & Associates PC was founded in 1999. The team specializes in Accounting and Business Consulting.

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  • Residual Ecom Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Fort Lauderdale, FL

    Services provided

    20% Financial Advising & Planning
    20% Commercial Financing
    15% Business Consulting +3
    15% Customer Service Outsourcing
    15% Document Digitization & Management
    15% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Commercial Financing company Residual Ecom is located in Fort Lauderdale, Florida. Founded in 2018, the team specializes in Commercial Financing and Financial Advising & Planning.

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  • Wisely Advised, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hammond, IN

    Services provided

    20% Financial Advising & Planning
    20% Business Valuation Services
    20% Digital Asset Management +2
    20% Financial Consulting
    20% Funding & Investment

    Focus Areas

    10% Securities Brokerage
    30% Retirement Planning
    30% Wealth & Asset Management +2
    15% Debt Consulting
    15% Stocks Portfolio Management

    Wisely Advised, LLC is a small Financial Advising & Planning company located in Hammond, Indiana. The team specializes in Financial Advising & Planning and Digital Asset Management.

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  • Finalert Logotype

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    10 - 49
    New York, NY

    Services provided

    10% Financial Advising & Planning
    15% Accounting
    15% Finance & Accounting Outsourcing (FAO) +6
    10% BI & Big Data Consulting & SI
    10% Back Office Outsourcing
    10% Business Consulting
    10% Compliance Consulting
    10% ERP Consulting and SI
    10% Fractional CFO Services

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Finalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.

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  • Business Plans USA Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Irvine, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% Commercial Financing +1
    25% Market Research

    Focus Areas

    10% Securities Brokerage
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +4
    20% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning
    10% Stocks Portfolio Management

    Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.

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  • Consulting Group of America, LLC Logotype

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    2 - 9
    St. Petersburg, FL

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% HR Consulting +5
    5% Call Center Services
    5% Corporate Training & Coaching
    5% Customer Service Outsourcing
    5% Finance & Accounting Outsourcing (FAO)
    5% Sales Outsourcing

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Consulting Group of America, LLC is a Business Consulting company launched in 2021. The small team offers Business Consulting and Financial Advising & Planning.

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    St. Petersburg, FL

    5266 26th Avenue North
    St. Petersburg, FL 33710

    2 - 5

    585-4062317

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  • Sustain CFO Services Logotype

    Not yet reviewed

    $1,000+
    $200 - $300 / hr
    2 - 9
    Ellicott City, MD

    Services provided

    10% Financial Advising & Planning
    60% Fractional CFO Services
    10% Business Valuation Services +2
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting

    Focus Areas

    20% Securities Brokerage
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +2
    20% Stocks Portfolio Management
    20% Wealth & Asset Management

    Fractional CFO Services company Sustain CFO Services offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). They were established in 2016.

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  • Solomon Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    30% Financial Advising & Planning
    30% Business Valuation Services
    30% Commercial Financing +1
    10% Funding & Investment

    Focus Areas

    20% Securities Brokerage
    20% Actuarial Services
    20% Debt Consulting +2
    20% Stocks Portfolio Management
    20% Wealth & Asset Management

    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.

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  • FTS US Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    30% Business Valuation Services

    Focus Areas

    20% Securities Brokerage
    60% Wealth & Asset Management
    20% Stocks Portfolio Management

    FTS US Inc. Is an Accounting company. They are located in New York, New York, and their services include Accounting and Financial Advising & Planning.

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  • Cassel Salpeter and Co. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Miami, FL

    Services provided

    30% Financial Advising & Planning
    40% Commercial Financing
    20% Business Valuation Services +1
    10% Funding & Investment

    Focus Areas

    20% Securities Brokerage
    30% Stocks Portfolio Management
    30% Wealth & Asset Management +1
    20% Debt Consulting

    Headquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.

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  • Asset Preservation Wealth & Tax, Financial Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Lake Oswego, OR

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    50% Securities Brokerage
    50% Retirement Planning

    Established in 2020, Asset Preservation Wealth & Tax, Financial Advisors is an Accounting and Financial Advising & Planning company. The team focuses on Accounting and Financial Advising & Planning.

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  • David Jacobs Business Broker Logotype

    Not yet reviewed

    $100,000+
    $150 - $199 / hr
    Freelancer
    Sunnyvale, CA

    Services provided

    70% Financial Advising & Planning
    20% Business Consulting
    10% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +4
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting
    10% Retirement Planning

    Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.

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  • Cebridge Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Beverly Hills, CA

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    50% Wealth & Asset Management
    25% Mortgage & Loan Brokerage +1
    10% Debt Consulting

    Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.

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    Beverly Hills, CA

    9595 Wilshire Boulevard
    Beverly Hills, CA 90212

    2 - 5

    +1 (213)-335-3029

    See All Locations (4)
    View Profile
  • Native American Capital Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    2 - 9
    Reston, VA

    Services provided

    10% Financial Advising & Planning
    20% Business Consulting
    20% Financial Consulting +4
    20% Funding & Investment
    10% Business Valuation Services
    10% Compliance Consulting
    10% Fractional CFO Services

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Native American Capital is a Business Consulting company. They focus on Business Consulting and Funding & Investment and are in Reston, Virginia.

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  • Indario Advisory Services Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    2 - 9
    Greenwood, IN

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Corporate Training & Coaching +2
    20% Logo
    20% Mobile App Development

    Focus Areas

    20% Securities Brokerage
    30% Retirement Planning
    30% Wealth & Asset Management +1
    20% Stocks Portfolio Management

    Indario Advisory Services is a Logo company. Their small team of employees is based in Greenwood, Indiana. Their team focuses on Logo and Mobile App Development.

    Read more
    View Profile
  • Karl Cunningham CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mena, AR

    Services provided

    20% Financial Advising & Planning
    60% Accounting
    20% Financial Consulting

    Focus Areas

    50% Securities Brokerage
    50% Mortgage & Loan Brokerage

    Small Accounting company Karl Cunningham CPA, is headquartered in Mena, Arkansas. The team offers Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Rayburn Business Strategies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Brandon, FL

    Services provided

    20% Financial Advising & Planning
    50% Financial Consulting
    30% Business Consulting

    Focus Areas

    50% Securities Brokerage
    30% Wealth & Asset Management
    20% Debt Consulting

    Launched in 2014, Rayburn Business Strategies is a Financial Consulting company. The team provides Financial Consulting and Business Consulting and is based in Brandon, Florida.

    Read more
    View Profile

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List of the Top United States Securities Brokerages

  1. Cedars Business Services Logotype

    Cedars Business Services

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  2. Vistica Wealth Advisors Logotype

    Vistica Wealth Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Ability to deliver

    8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  3. Skytale Group Logotype

    Skytale Group

    $1,000+
    $100 - $149 / hr
    50 - 249
    Dallas, TX

    Ability to deliver

    8.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.8/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Securities Brokerage
    75% Other
    View Profile Visit Website
  4. Paces Ferry Wealth Advisors Logotype

    Paces Ferry Wealth Advisors

    $1,000+
    Undisclosed
    10 - 49
    Atlanta, GA

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  5. Credit Vision LLC Logotype

    Credit Vision LLC

    Undisclosed
    Undisclosed
    50 - 249
    Cape Coral, FL

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  6. Chaudhry CPA Logotype

    Chaudhry CPA

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  7. FMI Logotype

    FMI

    Undisclosed
    Undisclosed
    250 - 999
    Raleigh, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Financial Advising & Planning
    30% Securities Brokerage
    40% Other
    View Profile Visit Website
  8. Paynuity Logotype

    Paynuity

    Undisclosed
    Undisclosed
    10 - 49
    Orlando, FL

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    10% Securities Brokerage
    50% Other
    View Profile Visit Website
  9. Outsourced Accountants Logotype

    Outsourced Accountants

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    16% Securities Brokerage
    80% Other
    View Profile Visit Website
  10. Timothy Roberts & Associates, LLC Logotype

    Timothy Roberts & Associates, LLC

    $1,000+
    < $25 / hr
    10 - 49
    Ann Arbor, MI

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    45% Financial Advising & Planning
    15% Securities Brokerage
    55% Other
    View Profile Visit Website
  11. Fintechzoom Pro Logotype

    Fintechzoom Pro

    Undisclosed
    Undisclosed
    10 - 49
    Conway, AR

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    34% Securities Brokerage
    80% Other
    View Profile Visit Website
  12. Dunncreek Advisors LLC Logotype

    Dunncreek Advisors LLC

    Undisclosed
    Undisclosed
    2 - 9
    Saint Paul, MN

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    10% Securities Brokerage
    50% Other
    View Profile Visit Website
  13. Capital Concepts Logotype

    Capital Concepts

    $1,000+
    < $25 / hr
    50 - 249
    Houston, TX

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Securities Brokerage
    75% Other
    View Profile Visit Website
  14. Affordable Interest Mortgage Logotype

    Affordable Interest Mortgage

    Undisclosed
    Undisclosed
    2 - 9
    Centennial, CO

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Securities Brokerage
    65% Other
    View Profile Visit Website
  15. State Financial Logotype

    State Financial

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    25% Securities Brokerage
    75% Other
    View Profile Visit Website

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