Home Actuarial Services United States

Top Actuarial Firms

Ratings Updated: April 24, 2025

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68 Companies

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2 Leaders 15 Contenders

68 Companies

Country: United States

List of the Top Actuarial Services

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Diversified Management Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

West Des Moines, IA

Services provided

10% Financial Advising & Planning

40% Business Consulting

20% Financial Consulting +3

10% Corporate Training & Coaching

10% Event Management

10% Event Marketing

Focus Areas

50% Actuarial Services

50% Wealth & Asset Management

Diversified Management Services, Inc. Is a West Des Moines, Iowa-based Business Consulting company. They offer Business Consulting and Financial Consulting.
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Solomon Partners

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% Actuarial Services

20% Debt Consulting

20% Securities Brokerage +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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Ilios Selene

Not yet reviewed

Undisclosed

$200 - $300 / hr

2 - 9

Dover, DE

Services provided

10% Financial Advising & Planning

50% Business Consulting

15% Accounting +2

15% IT Managed Services

10% Commercial Financing

Focus Areas

15% Actuarial Services

20% Securities Brokerage

15% Mortgage & Loan Brokerage +4

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Debt Consulting

10% Retirement Planning

Ilios Selene is a Business Consulting company launched in 2018. The team provides Business Consulting and IT managed services and is based in Dover, Delaware and New York, New York.
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Points Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Moscow, ID

Services provided

10% Financial Advising & Planning

40% Business Consulting

30% Market Research +2

10% Financial Consulting

10% Real Estate Law

Focus Areas

100% Actuarial Services

Points Consulting, a small Business Consulting company, is located in Moscow, Idaho. The team offers Business Consulting and Market Research.
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Truliance Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

New Gloucester, ME

Services provided

10% Financial Advising & Planning

30% Business Consulting

20% Corporate Training & Coaching +4

10% Commercial Financing

10% Event Management

10% Financial Consulting

10% Recruiting

Focus Areas

50% Actuarial Services

50% Wealth & Asset Management

Truliance Consulting is a Business Consulting company. Their team is in New Gloucester, Maine. The company focuses on Business Consulting and Corporate Training & Coaching.
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Palmetto Business Strategies, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Myrtle Beach, SC

Services provided

10% Financial Advising & Planning

20% Accounting

20% Business Consulting +4

15% Business Valuation Services

15% Corporate Training & Coaching

10% Fractional CFO Services

10% Social Media Marketing

Focus Areas

50% Actuarial Services

50% Wealth & Asset Management

Palmetto Business Strategies, LLC is a small Business Consulting company. They focus on Business Consulting and Accounting and were founded in 2009.
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Boss & Company, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wichita, KS

Services provided

20% Financial Advising & Planning

40% Business Consulting

20% Accounting +1

20% Financial Consulting

Focus Areas

30% Actuarial Services

70% Retirement Planning

Business Consulting company Boss & Company, LLC is headquartered in Wichita, Kansas. They specialize in Business Consulting and Accounting.
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Exclusive Tax & Financial Services, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Overland Park, KS

Services provided

10% Financial Advising & Planning

40% Accounting

30% Business Consulting +2

10% E-Commerce Development

10% Financial Consulting

Focus Areas

40% Actuarial Services

20% Debt Consulting

20% Retirement Planning +1

20% Wealth & Asset Management

Accounting company Exclusive Tax & Financial Services, LLC is located in Overland Park, Kansas. Established in 2021, the team focuses on Accounting and Business Consulting.
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Connor & Gallagher OneSource (CGO)

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Lisle, IL

Services provided

10% Financial Advising & Planning

80% Insurance Services & Brokers

10% Funding & Investment

Focus Areas

20% Actuarial Services

20% Debt Consulting

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Insurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
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Innovative Solutions Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Upper Marlboro, MD

Services provided

20% Financial Advising & Planning

30% Accounting

10% Business Consulting +7

10% Engineering

10% Financial Consulting

10% HR Consulting

3% HR Outsourcing

3% Recruiting

2% PEO/Employee Leasing

2% Staffing

Focus Areas

20% Actuarial Services

20% Debt Consulting

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Innovative Solutions Consulting, an Accounting company, was launched in 2013. The team focuses on Accounting and Financial Advising & Planning.
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David Jacobs Business Broker

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% Actuarial Services

20% Mortgage & Loan Brokerage

15% Securities Brokerage +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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Miessau LLC

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

El Paso, TX

Services provided

25% Financial Advising & Planning

25% Accounting

25% Customer Service Outsourcing +1

25% Finance & Accounting Outsourcing (FAO)

Focus Areas

20% Actuarial Services

20% Debt Consulting

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

In El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Better Business Consulting Group LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Baltimore, MD

Services provided

10% Financial Advising & Planning

30% Business Consulting

20% Accounting +4

10% Commercial Brokerage Services

10% Commercial Development

10% Commercial Financing

10% Funding & Investment

Focus Areas

20% Actuarial Services

40% Debt Consulting

40% Mortgage & Loan Brokerage

Better Business Consulting Group LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and Accounting and were founded in 2017.
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Reliabank

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sioux Falls, SD

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2

20% Financial Consulting

20% Funding & Investment

Focus Areas

20% Actuarial Services

20% Debt Consulting

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Headquartered in Sioux Falls, South Dakota, Reliabank is a Business Consulting company. Their services include Business Consulting and Accounting.
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ANU Agrawal CPA

Not yet reviewed

$1,000+

$50 - $99 / hr

Freelancer

Torrance, CA

Services provided

30% Financial Advising & Planning

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

Focus Areas

10% Actuarial Services

40% Retirement Planning

25% Debt Consulting +1

25% Wealth & Asset Management

In Torrance, California, ANU Agrawal CPA is an Accounting company. Founded in 2020, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Native American Capital

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% Actuarial Services

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Stocks Portfolio Management

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.
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Glenbrook Partners, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Mateo, CA

Services provided

25% Financial Advising & Planning

25% Business Consulting

20% AI Development +2

15% Blockchain

15% IoT Development

Focus Areas

25% Actuarial Services

25% Debt Consulting

25% Retirement Planning +1

25% Wealth & Asset Management

Business Consulting company Glenbrook Partners, LLC was established in 2001. The team provides Business Consulting and Financial Advising & Planning and is based in San Mateo, California.
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Analytix Solution

Not yet reviewed

$5,000+

$25 - $49 / hr

250 - 999

Woburn, MA

Services provided

10% Financial Advising & Planning

30% Finance & Accounting Outsourcing (FAO)

10% AR/VR Development +6

10% Back Office Outsourcing

10% Custom Software Development

10% Low/No Code Development

10% Web Development

5% Business Consulting

5% Document Digitization & Management

Focus Areas

30% Actuarial Services

45% Wealth & Asset Management

25% Debt Consulting

Analytix Solution, a Finance & Accounting Outsourcing (FAO) company, provide Finance & Accounting Outsourcing (FAO) and Web Development. They were established in 2005.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Imperial Advisory, CFOs

2 Ledger Labs, Inc.

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. 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 2 Actuarial Services

Imperial Advisory, CFOs

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Ability to deliver

23.2/40.0

15.6/20 Reviews

2/10 Clients & Experience

5.6/10 Market Presence

Service focus

80% Financial Advising & Planning

15% Actuarial Services

20% Other

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Ledger Labs, Inc.

$1,000+

$50 - $99 / hr

50 - 249

Los Angeles, CA

Ability to deliver

7.7/40.0

0/20 Reviews

1/10 Clients & Experience

6.7/10 Market Presence

Service focus

50% Financial Advising & Planning

15% Actuarial Services

50% Other

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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

10% Actuarial Services

50% Other

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Aronson LLC

Undisclosed

Undisclosed

50 - 249

Rockville, MD

Ability to deliver

6.8/40.0

0/20 Reviews

0/10 Clients & Experience

6.8/10 Market Presence

Service focus

33% Financial Advising & Planning

20% Actuarial Services

67% Other

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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

10% Actuarial Services

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Sensiba LLP

Undisclosed

Undisclosed

250 - 999

Pleasanton, CA

Ability to deliver

7.5/40.0

0/20 Reviews

0/10 Clients & Experience

7.5/10 Market Presence

Service focus

10% Financial Advising & Planning

20% Actuarial Services

90% Other

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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

10% Actuarial Services

75% Other

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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

10% Actuarial Services

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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

10% Actuarial Services

50% Other

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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% Actuarial Services

50% Other

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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

20% Actuarial Services

55% Other

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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

10% Actuarial Services

50% Other

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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

20% Actuarial Services

50% Other

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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% Actuarial Services

80% Other

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Anglin Reichmann Armstrong, PC

Undisclosed

$200 - $300 / hr

50 - 249

Huntsville, AL

Ability to deliver

5.9/40.0

0/20 Reviews

0/10 Clients & Experience

5.9/10 Market Presence

Service focus

35% Financial Advising & Planning

10% Actuarial Services

65% Other

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Scale CPA

Undisclosed

Undisclosed

10 - 49

Jersey City, NJ

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

15% Financial Advising & Planning

100% Actuarial Services

85% Other

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Ecommerce Accounting Services

$1,000+

$25 - $49 / hr

10 - 49

New York, NY

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Financial Advising & Planning

100% Actuarial Services

80% Other

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