Top Strategic Financial Planning Firms in the United States
-
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Equality Asset Management is a Financial Advising & Planning company founded in 2018. The firm offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Small Financial Advising & Planning company Copley Equity Partners, is in Boston, Massachusetts and Quincy, Massachusetts. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
JMH Capital Partners, a Financial Advising & Planning company, was launched in 2003. The agency focuses on Financial Advising & Planning and Commercial Financing, and is small.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Long Wharf Capital is a Financial Advising & Planning company established in 2011. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Glouston Capital Partners is a small Financial Advising & Planning company. Founded in 1994, the team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Cove Hill Partners is a Financial Advising & Planning company. The Boston, Massachusetts-based company specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Wellesley, MA
Services provided
Financial Advising & Planning company Ampersand Capital Partners is based in Wellesley, Massachusetts and Amsterdam, Netherlands. They focus on Financial Advising & Planning and Commercial
Read more -
UndisclosedUndisclosed10 - 49Detroit, MI
Services provided
Located in Detroit, Michigan, Rockbridge Growth Equity is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
Lorient Capital, a Financial Advising & Planning company, offer Financial Advising & Planning and Commercial Financing. They were founded in 2015.
Read more -
UndisclosedUndisclosed10 - 49Bloomfield Hills, MI
Services provided
O2 Investment Partners is a small Financial Advising & Planning company based in Bloomfield Hills, Michigan. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Birmingham, MI
Services provided
Financial Advising & Planning company Sturbridge Capital was launched in 2011. The small team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Center Rock Capital Partners is a Financial Advising & Planning company. They were launched in 2017, and their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Minnetonka, MN
Services provided
Carlson Private Capital Partners is a Financial Advising & Planning company. The agency is in Minnetonka, Minnesota. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Minneapolis, MN
Services provided
Located in Minneapolis, Minnesota, Northstar Capital is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Minneapolis, MN
Services provided
Stone Arch Capital is a Financial Advising & Planning company. The small Minneapolis, Minnesota-based team offers Financial Advising & Planning and Commercial Financing. The firm was founded in
Read more -
UndisclosedUndisclosed10 - 49Minneapolis, MN
Services provided
Launched in 1989, Goldner Hawn is a small Minneapolis, Minnesota-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Wayzata, MN
Services provided
Traction Capital, a Financial Advising & Planning company, is headquartered in Wayzata, Minnesota. Established in 2011, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
Based in St. Louis, Missouri, Compass Group Equity Partners is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Saint Louis, MO
Services provided
Financial Advising & Planning company WILsquare Capital LLC is based in Saint Louis, Missouri. They offer Financial Advising & Planning and Commercial Financing and were established in 2015.
Read more -
UndisclosedUndisclosed10 - 49Clayton, MO
Services provided
Founded in 1992, Gardner Capital is a Financial Advising & Planning company. Their team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Mission, KS
Services provided
Great Range Capital is a Financial Advising & Planning company. The Mission, Kansas-based agency was founded in 2010. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Financial Advising & Planning company Lyrical Asset Management is based in New York, New York. Founded in 2008, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
Established in 1997, Red Hill Ventures is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
SouthPark Capital is a Financial Advising & Planning company. They were established in 2015 and specialize in Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Cleveland, OH
Services provided
Cyprium Partners is a Financial Advising & Planning company. They were established in 2011, and their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Powell, OH
Services provided
Launched in 2003, Fillmore Capital Partners is a Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Portland, OR
Services provided
Becker Capital Management is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing and is based in Portland, Oregon.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Cooke & Bieler, L.P. Is a small Financial Advising & Planning company founded in 1949. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
Financial Advising & Planning company Coho Partners, Ltd. Offers Financial Advising & Planning and Commercial Financing. They were established in 1999.
Read more -
UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
Financial Advising & Planning company CapitalSpring was founded in 2002. In Nashville, Tennessee and El Segundo, California, the team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
TD Capital Management LLC is a Financial Advising & Planning company launched in 1996. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Old Three Hundred Capital is a Financial Advising & Planning company. They were launched in 2014 and provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Boca Raton, FL
Services provided
Boston Portfolio Advisors, Inc. Is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Willamette Management Associates is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Established in 2001, Sheaff Brock Investment Advisors is a Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Financial Advising & Planning and Funding & Investment company Woodley Farra Manion Portfolio Management was founded in 1995. The team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Muncie, IN
Services provided
Cardinal Capital Management is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment and were established in 1999.
Read more -
UndisclosedUndisclosed10 - 49Kokomo, IN
Services provided
In Kokomo, Indiana, Creative Financial Designs is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
McGowanGroup Asset Management is a Financial Advising & Planning and Funding & Investment company founded in 1986. The team provides Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Kent, OH
Services provided
Young & Associates, Inc. Is a small Financial Advising & Planning company. They offer Financial Advising & Planning and Application Testing and were launched in 1978.
Read more -
UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
Abelian Partners is a Financial Advising & Planning company in Atlanta, Georgia. They offer Financial Advising & Planning and Application Testing and were launched in 2018.
Read more -
UndisclosedUndisclosed2 - 9Fort Myers, FL
Services provided
Launched in 2003, sonnecastle and company is a Business Consulting company. The small team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
Accounting company North Quest Solutions is based in Wilmington, Delaware. They focus on Accounting and Financial Advising & Planning and were founded in 2021.
Read more -
$1,000+$200 - $300 / hr2 - 9Ellicott City, MD
Services provided
Fractional CFO Services company Sustain CFO Services offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). They were established in 2016.
Read more -
$25,000+Undisclosed2 - 9Charleston, SC
Services provided
Small Digital Asset Management company LorCo Capital, LLC, is headquartered in Charleston, South Carolina. Their services include Digital Asset Management and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Support Your Books is an Accounting company. Located in Fresno, California, the company was established in 2025. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Accrulyn Financial Services is a small Accounting company based in Torrance, California. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Herndon, VA
Services provided
Midsize Financial Advising & Planning company Ascella Technologies, Inc., is based in Herndon, Virginia. The team focuses on Financial Advising & Planning and IT strategy consulting.
Read more -
UndisclosedUndisclosed50 - 249Newington, CT
Services provided
Midsize Accounting company Fulco, DiTommaso, McMahon & Co. P.C., is located in Newington, Connecticut. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed1,000 - 9,999Philadelphia, PA
Services provided
See all 1 projectsDuane Morris LLP offers specialized legal services, including oversight of in-house products to ensure compliance with patent and copyright regulations. Reviews highlight the firm's experience, diligence, and excellent communication, demonstrating strong protection of intellectual properties and fostering innovation within client companies. The positive feedback underscores Duane Morris LLP's suitability for fintech and other industries seeking reliable legal partners.
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
-
$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 -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% 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 -
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 -
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
21.4/40.017.4/20 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 -
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 -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Washington, DC
Ability to deliver
9.4/40.00/20 Reviews2.6/10 Clients & Experience6.8/10 Market PresenceService focus
30% Financial Advising & Planning70% Other
