Top Strategic Financial Planning Firms in the United States
-
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Yellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Financial Advising & Planning company Hawthorne Capital is based in Houston, Texas. Established in 2018, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Lewisville, TX
Services provided
Global Wealth Advisors, a Business Valuation Services company, is based in Lewisville, Texas. Established in 2008, the team focuses on Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Financial Advising & Planning company The Goff Financial Group was founded in 1994. The team offers Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Fort Worth, TX
Services provided
Aspen Wealth Management, a Financial Advising & Planning company, was established in 2004. Headquartered in Fort Worth, Texas, the team offers Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Kalamazoo, MI
Services provided
Financial Advising & Planning company Rose Street Advisors is in Kalamazoo, Michigan. Their services include Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Small Financial Advising & Planning company Ocean Financial Services, LLC, is located in Miami, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
Read more -
$50,000+$25 - $49 / hr2 - 9South Gate, CA
Services provided
See all 1 projectsDigital Asset Pay Inc offers investment services in digital assets, particularly USDT, with a notable profit rate. Reviewers highlight their efficient communication and user-friendly trading platform, expressing satisfaction with the profitability and reliability of the services. Areas for improvement include the development of a dedicated mobile app.
-
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Geller is a midsize Accounting company launched in 1984. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Business Consulting company Makosi was launched in 2006. The company specializes in Business Consulting and Financial Advising & Planning, and is midsize.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Thoma Bravo is a software development company. They are in Chicago, Illinois and London, England and have midsize team. Their team offers Custom Software Development and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Dublin, OH
Services provided
Manning & Napier is a Business Consulting company headquartered in Fairport, New York and Dublin, Ohio. They focus on Business Consulting and Financial Advising & Planning and were founded in 1970.
Read more -
UndisclosedUndisclosed250 - 999San Francisco, CA
Services provided
Zenith American Solutions is a Back Office Outsourcing company in Tampa, Florida and San Francisco, California. The team specializes in Back Office Outsourcing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Greenbelt, MD
Services provided
Financial Advising & Planning company X3M Systems is headquartered in Greenbelt, Maryland. Their services include Financial Advising & Planning and cloud consulting & SI.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Commercial Financing company Riverstone Holdings was founded in 2000. The company provides Commercial Financing and Funding & Investment, and is midsize.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Lightyear Capital is a midsize Commercial Financing company based in New York, New York. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
Monomoy Capital Partners is a Commercial Financing company established in 2005. The midsize team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Madison Realty Capital is a Commercial Financing company. Located in New York, New York and Los Angeles, California, the company offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Searchlight Capital Partners, a Commercial Financing company, provides Commercial Financing and Funding & Investment. The company is located in New York, New York and London, England.
Read more -
UndisclosedUndisclosed50 - 249Asheville, NC
Services provided
AMG National Trust is a midsize Asheville, North Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
Established in 1999, Rockbridge Capital, LLC is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
Fort Washington Investment Advisors, Inc., a Financial Advising & Planning company, was founded in 1990. The midsize team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Portland, OR
Services provided
Ferguson Wellman and West Bearing is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Bala Cynwyd, PA
Services provided
Financial Advising & Planning company Franklin Park specializes in Financial Advising & Planning and Commercial Financing. They were launched in 2003.
Read more -
UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
Trive Capital is a Commercial Financing company. Their midsize team is located in Dallas, Texas. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
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.
Read more -
UndisclosedUndisclosed1,000 - 9,999Jericho, NY
Services provided
J.S. Held LLC is a Business Consulting company. They specialize in Business Consulting and Accounting and were launched in 1974.
Read more -
UndisclosedUndisclosed50 - 249Beachwood, OH
Services provided
INSIGHT2PROFIT is a Business Consulting company. The firm is headquartered in Beachwood, Ohio and Chicago, Illinois. Their team specializes in Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Indianapolis, IN
Services provided
Invst, a Funding & Investment company, specialize in Funding & Investment and Financial Advising & Planning. They were founded in 2003.
Read more -
UndisclosedUndisclosed50 - 249Carmel, IN
Services provided
Valeo Financial Advisors LLC is a Funding & Investment company. The Carmel, Indiana-based agency was launched in 2003. Their services include Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
Midsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Tiburon, CA
Services provided
F2 Strategy is a Business Consulting company. The Tiburon, California-based company offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249McDonough, GA
Services provided
Natson Hotel Group is a midsize Business Consulting company headquartered in McDonough, Georgia. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Danbury, CT
Services provided
Financial Advising & Planning company NewOak Capital was launched in 2008. In New York, New York and Danbury, Connecticut, the team focuses on Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
Founded in 2012, AYB Solutions LLC, a small Accounting company, is located in Orlando, Florida. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
AARC-360 is an Accounting company. Founded in 2014, the firm is located in Atlanta, Georgia. Their team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49South Barrington, IL
Services provided
Launched in 1964, Kaizen CPAs + Advisors is an Accounting company. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Conshohocken, PA
Services provided
See all 1 projectsSage Financial Group offers comprehensive services in Financial Advising and Planning, focusing on optimizing financial situations and saving money for clients. Reviews highlight the firm's effective financial planning activities and strong cultural fit, although some suggest a need for increased proactivity. Communication with Sage Financial Group is maintained through a variety of channels, ensuring a tailored approach to client needs.
-
UndisclosedUndisclosed10 - 49Libertyville, IL
Services provided
Headquartered in Libertyville, Illinois, HTH Consultants is a small Accounting company. The team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Enterprise, AL
Services provided
See all 1 projectsBrunson Wilkerson Bowden & Associates P.C. provides tax preparation services aimed at reducing overhead costs for businesses. Reviews highlight the firm's successful delivery of services and effective communication through in-person meetings, phone calls, and emails. Clients appreciate their geographical convenience and budget-friendly pricing, though some suggest lower prices could enhance the value further.
-
UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
Founded in 1984, Peter Bell, PLLC is an Accounting company. The team offers Accounting and Financial Advising & Planning and is located in Charlotte, North Carolina.
Read more -
UndisclosedUndisclosed10 - 49Suwanee, GA
Services provided
Sofer Advisors is an Accounting company. Founded in 2019, the company is based in Suwanee, Georgia. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Evansville, IN
Services provided
Riney Hancock CPAs PSC is an Accounting company. Established in 1973, their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49New Orleans, LA
Services provided
Based in New Orleans, Louisiana, Chaffe & Associates, Inc. Is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Bedford, NH
Services provided
BaldwinClarke, a Financial Advising & Planning company, was founded in 1971. The agency focuses on Financial Advising & Planning and Insurance Services & Brokers, and is small.
Read more -
UndisclosedUndisclosed10 - 49Southfield, MI
Services provided
Launched in 1985, Center for Financial Planning, Inc.® is a Financial Advising & Planning company. The agency specializes in Financial Advising & Planning and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed10 - 49Beaverton, OR
Services provided
Launched in 2003, Cross Financial Management is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr250 - 999Mount Pleasant, SC
Services provided
See all 1 projectsGlobal FPO is an Accounting, Bookkeeping and Tax Consulting, and outsourcing company that helps CPAs, accounting firms, small and mid-sized businesses, and startups strengthen their foundations to
Read more -
UndisclosedUndisclosed2 - 9Anna, TX
Services provided
The One Nine Group Inc. Is an Accounting company. The team offers Accounting and Financial Advising & Planning and is headquartered in Anna, Texas.
Read more -
UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
Boundless Associates, LCC is an Accounting company established in 2012. The small team focuses on Accounting and 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 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
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 -
UndisclosedUndisclosed10 - 49Harvard, MA
Ability to deliver
21.9/40.016.8/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% 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 -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.4/40.016.4/20 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 -
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 - 249Sanford, NC
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
