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Home Financial Advising & Planning Stocks Portfolio Management United States

Top Stock Portfolio Management Services in the United States

Ratings Updated: April 2, 2026
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1 Leaders 15 Contenders

53 Companies

Country: United States
Financial Advising & Planning: Stocks Portfolio Management

List of the Top United States Stock Portfolio Management Companies

  • SoftPak Financial Systems, Inc Logotype

    5.0 8 reviews
    Verified
    $75,000+
    $25 - $49 / hr
    50 - 249
    Wayland, MA

    Services provided

    50% Financial Advising & Planning
    50% Custom Software Development

    Focus Areas

    50% Stocks Portfolio Management
    50% Wealth & Asset Management

    SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule.

    See all 8 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    $10,000 – $49,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Financial Advising & Planning for Hospitality Mgmt Company

    5.0 — SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and Read more
    Read 1 Review

    Industry Experience

    SoftPak Financial Systems, Inc. has garnered positive feedback across various industries, including Hospitality & Leisure, Financial Services, and Telecommunications. In Hospitality, they excelled in financial planning and project management, leading to increased bookings and brand prominence. In Financial Services, their custom compliance and risk management solutions improved risk assessment and operational efficiency. Within Telecommunications, their IT staff augmentation significantly enhanced product development and connectivity, fostering innovation. Overall, they are praised for their expertise, responsiveness, and ability to integrate seamlessly with client teams.

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    Select Industry to see insights

    Hospitality & leisure Financial services Telecommunications

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    SoftPak Financial Systems, Inc is consistently praised for its competitive pricing and overall value for money. Clients highlight that the company's pricing aligns well with their budgets, offering good value for the services provided. For instance, one client noted that SoftPak's pricing fit their budget while delivering high-quality outcomes, such as improved financial planning accuracy and operational efficiency. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and quality.
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    View projects from:

    United States (2) Australia (1) England (1)

    This provider is fluent in 4 languages:

    • English
    • Arabic
    • Hindi
    • Spanish

    This provider is available in 1 time zone:

    • Eastern Standard Time (EST)
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  • Marshall & Stevens Incorporated Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    35% Financial Advising & Planning
    35% Business Valuation Services
    30% Litigation Support Services

    Focus Areas

    40% Stocks Portfolio Management
    40% Wealth & Asset Management
    20% Debt Consulting

    Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were founded in 1932.

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  • Texas Financial Advisory Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    35% Stocks Portfolio Management
    35% Wealth & Asset Management
    30% Retirement Planning

    Founded in 2008, Texas Financial Advisory is a small Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning and Financial Consulting.

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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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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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  • First Financial Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Pasadena, CA

    Services provided

    50% Financial Advising & Planning
    30% Funding & Investment
    20% Financial Consulting

    Focus Areas

    30% Stocks Portfolio Management
    40% Retirement Planning
    30% Wealth & Asset Management

    Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.

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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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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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  • Unique Investment Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Phoenix, AZ

    Services provided

    65% Financial Advising & Planning
    20% Business Consulting
    15% Insurance Services & Brokers

    Focus Areas

    80% Stocks Portfolio Management
    20% Retirement Planning

    In Phoenix, Arizona, Unique Investment Advisors is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Consulting.

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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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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% Stocks Portfolio Management
    20% Mortgage & Loan Brokerage
    15% Debt Consulting +4
    15% Securities Brokerage
    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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  • Investment Insight Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Massapequa, NY

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    35% Stocks Portfolio Management
    35% Wealth & Asset Management
    30% Retirement Planning

    Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.

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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

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

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

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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

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

    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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  • Wharton Wealth Planning Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    New York, NY

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    20% Stocks Portfolio Management
    40% Retirement Planning
    40% Wealth & Asset Management

    Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.

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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

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

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

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

    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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  • 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

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

    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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  • 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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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% Stocks Portfolio Management
    15% Actuarial Services
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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% Stocks Portfolio Management
    25% Actuarial Services
    25% Securities Brokerage +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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  • FMI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Raleigh, NC

    Services provided

    60% Financial Advising & Planning
    40% Financial Consulting

    Focus Areas

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

    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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  • 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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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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  • Bailes, Bates & Associates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Sugar Land, TX

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Litigation Support Services

    Focus Areas

    20% Stocks Portfolio Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +2
    20% Retirement Planning
    20% Wealth & Asset Management

    Bailes, Bates & Associates is an Accounting company. Their small team is based in Sugar Land, Texas. Their services include Accounting and Financial Advising & Planning.

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

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

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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

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

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

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Houston, TX

    Services provided

    20% Financial Advising & Planning
    60% Funding & Investment
    20% Financial Consulting

    Focus Areas

    50% Stocks Portfolio Management
    50% Debt Consulting

    CAZ Investments, a Funding & Investment company, is located in Houston, Texas. Their services include Funding & Investment and Financial Advising & Planning.

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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

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

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

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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

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

    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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  • 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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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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  • 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

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

    Not yet reviewed

    $5,000+
    Undisclosed
    2 - 9
    New Brunswick, NJ

    Services provided

    15% Financial Advising & Planning
    20% Tax Law
    15% Business Consulting +4
    15% Finance & Accounting Outsourcing (FAO)
    15% Financial Consulting
    10% Accounting
    10% Business Valuation Services

    Focus Areas

    15% Stocks Portfolio Management
    40% Debt Consulting
    25% Wealth & Asset Management +4
    5% Actuarial Services
    5% Mortgage & Loan Brokerage
    5% Retirement Planning
    5% Securities Brokerage

    Badran Tax LLC, a Tax Law company, is based in New Brunswick, New Jersey. Founded in 1985, the team offers Tax Law and Business Consulting.

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  • Intrinsic Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Denver, CO

    Services provided

    40% Financial Advising & Planning
    40% Business Valuation Services
    10% Business Consulting +1
    10% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    80% Wealth & Asset Management

    Launched in 2010, Intrinsic is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Valuation Services.

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  • Equity Methods Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Scottsdale, AZ

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +3
    20% Financial Consulting
    20% HR Consulting
    10% Commercial Financing

    Focus Areas

    50% Stocks Portfolio Management
    50% Wealth & Asset Management

    Equity Methods, an Accounting company, is located in Scottsdale, Arizona. The team specializes in Accounting and HR Consulting.

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

    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% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    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

    See All Locations (2)
    View Profile
  • 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% Stocks Portfolio Management
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +2
    20% Securities Brokerage
    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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  • KWC CPAs Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Alexandria, VA

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    15% Business Consulting +1
    15% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +2
    20% Retirement Planning
    20% Wealth & Asset Management

    In Alexandria, Virginia and Glen Allen, Virginia, KWC CPAs is an Accounting company. The team focuses on 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

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

    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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  • 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% Stocks Portfolio Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Securities Brokerage
    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% Stocks Portfolio Management
    60% Wealth & Asset Management
    20% Securities Brokerage

    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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  • Mellig Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    The Woodlands, TX

    Services provided

    30% Financial Advising & Planning
    20% Business Consulting
    20% Financial Consulting +3
    10% Funding & Investment
    10% Insurance Services & Brokers
    10% Market Research

    Focus Areas

    20% Stocks Portfolio Management
    40% Retirement Planning
    40% Wealth & Asset Management

    Mellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.

    Read more
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  • Kaiser & Bonds LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Long Beach, CA

    Services provided

    20% Financial Advising & Planning
    50% Accounting
    30% Litigation Support Services

    Focus Areas

    30% Stocks Portfolio Management
    50% Retirement Planning
    20% Wealth & Asset Management

    Founded in 2018, Kaiser & Bonds LLP is an Accounting company. The team specializes in Accounting and Litigation Support Services.

    Read more
    View Profile
  • Lighthouse Management Group, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    New Brighton, MN

    Services provided

    15% Financial Advising & Planning
    40% Business Consulting
    15% Bankruptcy Law +2
    15% Business Valuation Services
    15% Corporate Law

    Focus Areas

    30% Stocks Portfolio Management
    35% Debt Consulting
    35% Mortgage & Loan Brokerage

    Founded 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
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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% Stocks Portfolio Management
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +4
    15% Securities Brokerage
    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.

    Read more
    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

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

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

    Read more
    View Profile

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1 SoftPak Financial Systems, Inc

List of the Top 1 United States Stock Portfolio Management Companies

  1. SoftPak Financial Systems, Inc Logotype

    SoftPak Financial Systems, Inc

    $75,000+
    $25 - $49 / hr
    50 - 249
    Wayland, MA

    Ability to deliver

    21.9/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  2. Marshall & Stevens Incorporated Logotype

    Marshall & Stevens Incorporated

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Ability to deliver

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

    Service focus

    35% Financial Advising & Planning
    40% Stocks Portfolio Management
    65% Other
    View Profile Visit Website
  3. Texas Financial Advisory Logotype

    Texas Financial Advisory

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    35% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  4. 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% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  5. First Financial Consulting Logotype

    First Financial Consulting

    Undisclosed
    Undisclosed
    10 - 49
    Pasadena, CA

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    30% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  6. 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% Stocks Portfolio Management
    View Profile Visit Website
  7. 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% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  8. Unique Investment Advisors Logotype

    Unique Investment Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Phoenix, AZ

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    65% Financial Advising & Planning
    80% Stocks Portfolio Management
    35% Other
    View Profile Visit Website
  9. 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% Stocks Portfolio Management
    View Profile Visit Website
  10. 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% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  11. 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% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  12. Investment Insight Wealth Management Logotype

    Investment Insight Wealth Management

    Undisclosed
    Undisclosed
    2 - 9
    Massapequa, NY

    Ability to deliver

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

    Service focus

    100% Financial Advising & Planning
    35% Stocks Portfolio Management
    View Profile Visit Website
  13. 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
    15% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  14. Investor lending Logotype

    Investor lending

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

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0.7/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    25% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  15. Wharton Wealth Planning Logotype

    Wharton Wealth Planning

    $10,000+
    $200 - $300 / hr
    2 - 9
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    20% Stocks Portfolio Management
    View Profile Visit Website
  16. 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
    14% Stocks Portfolio Management
    80% Other
    View Profile Visit Website

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