Top Strategic Financial Planning Firms in the United States
-
$25,000+$25 - $49 / hr10 - 49Leominster, MA
Services provided
Staffing company Brennan Staffing Group Inc. Was established in 2021. The team focuses on Staffing and Recruiting.
Read more -
$1,000+< $25 / hr10 - 49San Jose, CA
Services provided
Docfyle Advisory Private Limited is a small Accounting company launched in 2022. Their team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Cupertino, CA
Services provided
Service Squared is a Finance & Accounting Outsourcing (FAO) company. The Cupertino, California-based team specializes in Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
Read more -
UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
See all 1 projectsdenali is a financial services company specializing in fractional CFO services for startups, offering accounting, budgeting, and compliance support. Their expertise has accelerated financial processes by 25%, with positive feedback highlighting impressive communication. However, occasional underestimation of task workload is noted.
-
UndisclosedUndisclosed250 - 999Fairfax, VA
Services provided
Founded in 1967, The Columbia Group, Inc is an IT managed services company. The team provides IT managed services and Custom Software Development.
Read more -
UndisclosedUndisclosed250 - 999Los Angeles, CA
Services provided
Launched in 2001, DLC is a midsize Accounting company in Los Angeles, California and Chicago, Illinois. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Washington, DC
Services provided
Steward Partners Global Advisory, LLC is a Commercial Financing company. The team provides Commercial Financing and Financial Advising & Planning and is located in Washington, District of Columbia.
Read more -
UndisclosedUndisclosed250 - 999Little Rock, AR
Services provided
See all 1 projectsCrews specializes in Financial Advising and Planning, providing services that include analyzing customer portfolios and data to support firms in offering valuable insights to their clients. Reviewers praise Crews for their client-oriented approach and alignment with company values, facilitating timely delivery of financial plans through effective communication channels.
-
$1,000+Undisclosed2 - 9St. Augustine, FL
Services provided
Till CFO is a small St. Augustine, Florida-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed$100 - $149 / hr2 - 9Louisville, KY
Services provided
Gorman Hardin CPA & Consulting is an Accounting company in Louisville, Kentucky. They provide Accounting and Business Consulting and were founded in 2023.
Read more -
Undisclosed$25 - $49 / hr2 - 9Santa Monica, CA
Services provided
Business services LLC, a small Business Consulting company, is in Santa Monica, California. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr2 - 9Sheridan, WY
Services provided
SBK Global LLC, an Accounting company, focus on Accounting and Financial Consulting. They were launched in 2025.
Read more -
UndisclosedUndisclosed2 - 9Queens, NY
Services provided
Launched in 2025, Spa Ledger is a small Accounting company. Their services include Accounting and Financial Consulting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Clackamas, OR
Services provided
Saint Health Group is a Business Consulting company. Their team is located in Clackamas, Oregon. The agency offers Business Consulting and Compliance Consulting.
Read more -
$1,000+< $25 / hr2 - 9Kalispell, MT
Services provided
Umair Manzoor PC is an Accounting company. Established in 2026, the firm is headquartered in Kalispell, Montana. Their team focuses on Accounting and Fractional CFO Services.
Read more -
$1,000+$50 - $99 / hr2 - 9Dover, DE
Services provided
LedgersCFO is a Fractional CFO Services company founded in 2025. Located in Dover, Delaware, the team provides Fractional CFO Services and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Franklin, TN
Services provided
Liberty Funding, a small Commercial Financing and Financial Advising & Planning company, is in Franklin, Tennessee. Their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Integgra Valuation & Advisory Services is a Commercial Financing and Financial Advising & Planning company. Their team specializes in Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
ZTR Enterprises, a small Business Consulting and Financial Advising & Planning company, is in Atlanta, Georgia. The team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Wayne, PA
Services provided
Walsh & Nicholson Financial Consultants is a Commercial Financing and Financial Advising & Planning company. Their team offers Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Falcon Capital Advisors LLC is a small Financial Advising & Planning company based in Washington, District of Columbia. The team offers Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Toledo, OH
Services provided
Commercial Financing and Financial Advising & Planning company Personal Growth Network Consulting is based in Toledo, Ohio. They provide Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Evolve CFO Services is an Accounting and Financial Advising & Planning company. They specialize in Accounting and Financial Advising & Planning and are headquartered in San Diego, California.
Read more -
UndisclosedUndisclosed2 - 9Roswell, GA
Services provided
Smiley Group, LLC is a Financial Advising & Planning company. They are based in Roswell, Georgia. Their team offers Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hampton, VA
Services provided
Conglomerate Empowerment, LLC is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Riston Financial Service Group is an Accounting and Financial Advising & Planning company headquartered in Cincinnati, Ohio. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Janesville, WI
Services provided
Hamilton CPA, LLC is an Accounting and Financial Advising & Planning company in Janesville, Wisconsin. The team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Hamilton, OH
Services provided
Launched in 1974, Baker & Associates CPAs LLC is a small Accounting and Financial Advising & Planning company. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Boerne, TX
Services provided
Suzann M. Woodward, CPA, an Accounting and Financial Advising & Planning company, is headquartered in Boerne, Texas. They offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Pittsfield, MA
Services provided
Brazee & Huban, CPAs is a small Accounting and Financial Advising & Planning company located in Pittsfield, Massachusetts. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Kenosha, WI
Services provided
Accounting and Financial Advising & Planning company Scott Olson, CPA, LLC is in Kenosha, Wisconsin. They specialize in Accounting and Financial Advising & Planning and were established in 2007.
Read more -
UndisclosedUndisclosed2 - 9Portland, OR
Services provided
Founded in 2013, Palladio Consulting LLC is a Financial Advising & Planning company. The company provides Financial Advising & Planning and Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Portland, OR
Services provided
Blueprint Financial Consultants is a Financial Advising & Planning company. Founded in 2015, the agency is headquartered in Portland, Oregon. Their team focuses on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
ImpactAdvisor LLC is a Commercial Financing and Financial Advising & Planning company. Established in 2014, the agency specializes in Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9North East, MD
Services provided
See all 1 projectsFive Rivers Financial Advisors offers Financial Advising, Investment Advisory, and Financial Planning services. Clients appreciate the firm's ability to significantly grow wealth, with one noting a 15% increase. However, there is room for improvement in communication, as some clients feel they are not always a priority.
-
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
See all 1 projectsGJW Bookkeeping & Tax Services LLC provides bookkeeping and tax services that significantly streamline processes for their clients. Reviews highlight their effectiveness in improving procedures and appreciate the ease they bring to financial management. Clients praise the company for its close proximity, convenient communication methods, and the substantial improvements they deliver without any noted areas for improvement.
-
UndisclosedUndisclosed2 - 9Lawrenceville, GA
Services provided
See all 1 projectsMcIntosh Accounting McIntosh Accounting offers year-end personal tax preparation services, including handling independent contractor income. Their reviews reflect a strong sense of trust and reliability, with clients appreciating their alignment with company values and geographical proximity. Feedback consistently highlights successful deliverables and effective communication, with no areas for improvement mentioned.
-
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
The Advisory Group, a small Financial Advising & Planning company, is in San Francisco, California. The team offers Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glen Ellyn, IL
Services provided
See all 1 projectsWesley Financial Management offers Financial Advising, Financial Planning, and Wealth Management services. Reviews indicate high satisfaction, highlighting their alignment with company values and successful investment strategies that yield better outcomes for employees. Clients appreciate their effective communication via in-person and virtual meetings, phone calls, and messaging apps.
-
UndisclosedUndisclosed2 - 9Wells, VT
Services provided
Greenvest is a small Wells, Vermont-based Commercial Financing and Financial Advising & Planning company. The team offers Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
Accounting and Financial Advising & Planning company Browne Tax & Advisory is based in Seattle, Washington. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Founded in 2018, Fire Capital Management is a Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Montcalm TCR is a Financial Advising & Planning company headquartered in San Francisco, California. They provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9White Salmon, WA
Services provided
Fair Planet Advisors is a small Financial Advising & Planning company headquartered in White Salmon, Washington. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
See all 1 projectsEllis Insurance & Financial Group provides comprehensive services, including Financial Advising, Financial Planning, and Wealth Management. Reviews highlight their alignment with client values and effective communication through virtual meetings, phone calls, and emails. Clients report successful business outcomes, such as retaining more clients and improved business performance, affirming the group's positive impact in Financial Advising and Planning.
-
UndisclosedUndisclosed2 - 9Tarrytown, NY
Services provided
Good Capital is a Commercial Financing and Financial Advising & Planning company established in 2018. The small team focuses on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Towson, MD
Services provided
See all 1 projectsJB Financial Services provides Financial Advising and Financial Planning services. The overall feedback indicates a high level of satisfaction, with clients appreciating the alignment of company values, budget-friendly pricing, and excellent communication. The partnership has resulted in great success, meeting all requested goals effectively.
-
UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
See all 1 projectsW.A. Gregory & Associates CPA offers specialized tax and expense management services, particularly for small businesses, and provides crucial support during financial challenges such as the pandemic. Reviews highlight their effective assistance with PPP loans, a strong cultural fit, and an overall positive experience, with clients noting their great service and expertise in small business support.
-
UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
Gallant Financial Planning LLC is a Commercial Financing and Financial Advising & Planning company. They were launched in 2009 and offer Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Bloomington, MN
Services provided
GTS Financial is a Financial Advising & Planning company established in 2020. Their services include Financial Advising & Planning.
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
