Top Strategic Financial Planning Firms in the United States
-
$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
Headquartered in Miami, Florida, InvestPro Advisor is a small Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Commercial Financing.
Read more -
$10,000+Undisclosed10 - 49New York, NY
Services provided
Launched in 2024, Zeerak Advisory is a Finance & Accounting Outsourcing (FAO) company. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Southfield, MI
Services provided
Payroll Specialist Inc is a Back Office Outsourcing company. Based in Southfield, Michigan, the agency was established in 2000. Their services include Back Office Outsourcing and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Chesapeake, VA
Services provided
See all 1 projectsTim Yeager, CPA is an accounting firm specializing in corporate taxes, payroll, and bookkeeping services. Clients consistently commend the firm for its transparency, honesty, and personal touch, with 100% of the feedback highlighting Tim's integrity and commitment to ethical practices. This reliable approach has fostered long-term client relationships, exemplified by a 12-year ongoing partnership.
-
UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 1 projectsFinance For Thought offers advanced financial and tax planning solutions, thorough research, and custom proposals to support business processes. Reviews highlight their meticulous and detail-oriented approach, delivering tailored results and meeting deadlines despite challenges. Clients appreciate their exceptional solutions but suggest improving communication and streamlining processes.
-
UndisclosedUndisclosed10 - 49Ann Arbor, MI
Services provided
Based in Ann Arbor, Michigan and Holland, Michigan, Stonepath Wealth Management is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Wellesley, MA
Services provided
Livingston & Haynes, PC is a small Wellesley, Massachusetts-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Camden, DE
Services provided
CPA USA, LLC is an Accounting and Financial Advising & Planning company. The Camden, Delaware-based team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Omaha, NE
Services provided
Accounting and Financial Advising & Planning company Hayes & Associates, L.L.C. Was founded in 1983. The team specializes in Accounting and Financial Advising & Planning and is in Omaha, Nebraska.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
2ndWave LLC is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Antonio, TX
Services provided
VSC Insurance is a San Antonio, Texas-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Rockville, MD
Services provided
Financial Advising & Planning company Integrated Financial Engineering Inc. Was founded in 2002. The company offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Glendale, CA
Services provided
United Field Services, Inc., a Financial Advising & Planning company, was launched in 2008. The small team specializes in Financial Advising & Planning and Commercial Property Management.
Read more -
UndisclosedUndisclosed10 - 49Hyattsville, MD
Services provided
Anderson Integrated Management Consulting, LLC is an Accounting and Financial Advising & Planning company established in 2014. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Janesville, WI
Services provided
Accounting and Financial Advising & Planning company Summit Accounting Group, Inc. Was established in 1993. The small team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Bristol, CT
Services provided
Adams Samartino & Co., P.C. Is a small Accounting and Financial Advising & Planning company headquartered in Bristol, Connecticut. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Elyria, OH
Services provided
Headquartered in Elyria, Ohio, Levis Seguin CPAs is a small Accounting and Financial Advising & Planning company. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
Align Impact is a small Commercial Financing and Financial Advising & Planning company. They provide Commercial Financing and Financial Advising & Planning and were established in 2014.
Read more -
UndisclosedUndisclosed10 - 49Waukesha, WI
Services provided
See all 1 projectsDana Investment Advisors offers services in Financial Advising, Financial Planning, and Investment Advisory. The reviews highlight the company's positive impact on investment success, with clients appreciating their valuable insights and effective communication. Despite minor feedback regarding research, overall satisfaction is driven by Dana Investment Advisors' ability to deliver successful financial strategies and favorable cost-value alignment.
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Kansas City, MO
Services provided
In Kansas City, Missouri, Travois is a small Architectural Design and Financial Advising & Planning company. Their services include Architectural Design and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Vancouver, WA
Services provided
First Pacific Financial is a Commercial Financing and Financial Advising & Planning company. Their services include Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
See all 1 projectsBedel Financial Consulting offers Financial Advising and Planning, Investment Advisory, and Wealth Management services. Reviews highlight their effective and efficient partnership, stable service, and ability to drive customer growth. Clients appreciate the firm's positive ratings, budget-friendly pricing, and geographic proximity.
-
UndisclosedUndisclosed10 - 49Needham, MA
Services provided
See all 1 projectsArmstrong Advisory Group Inc. provides Financial Advising, Financial Planning, and Wealth Management services. Reviews highlight the company's success in improving client performance and achieving satisfaction score objectives. Clients appreciate their comprehensive financial management approach and effective communication.
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Veris Wealth Partners, LLC, a Financial Advising & Planning company, was launched in 2007. The team focuses on Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Carrollton, GA
Services provided
See all 1 projectsGrillo and Associates offers comprehensive Financial Advising, Financial Planning, and Wealth Management services. Their clients report significant improvements in financial outcomes due to effective resource allocation and strategic planning. Overall, reviews indicate high satisfaction with their tailored approaches and consistent communication.
-
UndisclosedUndisclosed10 - 49Star Prairie, WI
Services provided
See all 1 projectsJLC Bookkeeping Plus specializes in providing monthly financial close and cash reconciliation services. The company is praised for its affordability and positive reviews, consistently delivering good results. Clients appreciate their effective communication through various channels, and there appears to be no significant areas for improvement noted by reviewers.
-
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
See all 1 projectsResolution Finance offers Financial Advising and Planning services, including Investment Advisory and Wealth Management. The reviews highlight their success in helping clients with financial challenges, contributing to increased popularity and success for partners. Communication is effective through virtual meetings and other digital channels, though some reviews suggest they could benefit from having more employees.
-
UndisclosedUndisclosed10 - 49Portland, OR
Services provided
Arnerich Massena, Inc is a Portland, Oregon-based Financial Advising & Planning company. They provide Financial Advising & Planning and were launched in 1991.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
United Fund Advisors is a small Portland, Oregon-based Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
In Chicago, Illinois, Pekin Hardy Strauss Wealth Management is a Commercial Financing and Financial Advising & Planning company. They provide Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Minneapolis, MN
Services provided
Bond&Devick Wealth Partners is a Financial Advising & Planning company. The Minneapolis, Minnesota-based team specializes in Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Flushing, NY
Services provided
Eazzy Consulting Group, a small Financial Advising & Planning company, is in Flushing, New York. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Springfield, IL
Services provided
Slagle Financial is a Financial Advising & Planning and Insurance Services & Brokers company. They were established in 1995 and focus on Financial Advising & Planning and Insurance Services &
Read more -
UndisclosedUndisclosed10 - 49Downers Grove, IL
Services provided
Financial Advising & Planning company TC Wealth Partners specializes in Financial Advising & Planning. They were founded in 1993.
Read more -
UndisclosedUndisclosed10 - 49Lisle, IL
Services provided
Midwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
AllGen Financial Advisors is a small Financial Advising & Planning company established in 2003. Their services include Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Winter Haven, FL
Services provided
Headquartered in Winter Haven, Florida, Ingram Financial Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
BBIF, a Financial Advising & Planning company, offer Financial Advising & Planning and Business Consulting. They were launched in 1987.
Read more -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
ClearLight Partners is a Financial Advising & Planning company headquartered in Newport Beach, California. They offer Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Launched in 2001, Castle Crow & Company is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
LightBay Capital, a Financial Advising & Planning company, is in Los Angeles, California. Founded in 2016, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Insignia Capital Group is a Walnut Creek, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Hermosa Beach, CA
Services provided
Established in 2017, Pacific Avenue Capital Partners is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Vance Street Capital is a Financial Advising & Planning company located in Los Angeles, California. Launched in 2007, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
GHK Capital Partners LP is a small Greenwich, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Growth Catalyst Partners is a Financial Advising & Planning company founded in 2015. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
Southfield Capital, a Financial Advising & Planning company, is located in Greenwich, Connecticut. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Westport, CT
Services provided
Bluff Point Associates is a small Westport, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
In Greenwich, Connecticut and Manhattan Beach, California, Alvarez & Marsal Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 United States Strategic Financial Planners
-
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.9/40.016.8/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+$25 - $49 / hr2 - 9Atlanta, GA
Ability to deliver
24/40.016.2/20 Reviews1.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$75,000+$25 - $49 / hr50 - 249Wayland, MA
Ability to deliver
21.9/40.016.6/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
26.2/40.017.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
$5,000+$50 - $99 / hr10 - 49Maynard, MA
Ability to deliver
25/40.016.2/20 Reviews4.8/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Houston, TX
Ability to deliver
22.3/40.016.2/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.1/40.016.6/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21/40.017/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$100,000+Undisclosed10 - 49Montville, NJ
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Frederick, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49Washington, DC
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed50 - 249Reston, VA
Ability to deliver
9.4/40.00/20 Reviews2.4/10 Clients & Experience7/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr50 - 249Auburn, CA
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
$1,000+$150 - $199 / hr2 - 9Trussville, AL
Ability to deliver
8.8/40.00/20 Reviews2.7/10 Clients & Experience6.1/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Ability to deliver
8/40.00/20 Reviews2.1/10 Clients & Experience6/10 Market PresenceService focus
100% Financial Advising & Planning
