Top Strategic Financial Planning Firms in the United States
-
UndisclosedUndisclosed10 - 49Fairlawn, OH
Services provided
Launched in 1995, The Reserve Group is a small Fairlawn, Ohio-based Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
Anthem Capital is a Commercial Financing company headquartered in Oklahoma City, Oklahoma. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
In Tulsa, Oklahoma, Black Gold Group is a Commercial Financing company. Established in 2008, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Venturi Private Wealth is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
Vista Investment Partners is a small Oklahoma City, Oklahoma-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Lake Oswego, OR
Services provided
VergePointe is a Financial Advising & Planning company founded in 1985. Headquartered in Lake Oswego, Oregon, the team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Wexford, PA
Services provided
Tecum Capital, a Commercial Financing company, was established in 2006. They provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Greenville, SC
Services provided
Azalea Capital is a Commercial Financing company headquartered in Greenville, South Carolina. Launched in 1995, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
Heritage Group is a Commercial Financing company. Their team is headquartered in Nashville, Tennessee. The firm provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Capstone Partners is a small Commercial Financing company. They focus on Commercial Financing and Funding & Investment and were founded in 2001.
Read more -
UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
Transition Capital Partners is a small Commercial Financing company. Founded in 1993, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Irving, TX
Services provided
VALUE Incorporated is a small Irving, Texas-based Accounting company. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Peachtree City, GA
Services provided
Strategic Tax Advisory is a small Accounting company launched in 2019. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Chantilly, VA
Services provided
Stitely & Karstetter, CPAs is an Accounting company founded in 1989. The team specializes in Accounting and Financial Advising & Planning and is in Chantilly, Virginia.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
FTS US Inc. Is an Accounting company. They are located in New York, New York, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
Headquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Royal Eagle Capital Partners is a small Houston, Texas-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Established in 2018, Venture Growth Partners is a small Commercial Financing company. Their team provides Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
HCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westerville, OH
Services provided
Buckingham Advisors is a small Westerville, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Wallington Asset Management, a Funding & Investment company, was established in 1988. The small team focuses on Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Carmel, IN
Services provided
Indie Asset Partners, LLC is a Funding & Investment company. Based in Carmel, Indiana, the firm offers Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49East Peoria, IL
Services provided
John Graham and Associates is a Financial Consulting company founded in 1996. The team offers Financial Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Davenport, IA
Services provided
Small Accounting company SuperiorUSA Benefits, is in Duluth, Minnesota and Davenport, Iowa. The team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Robertsdale, AL
Services provided
Small Accounting company Gruenloh Hardy & Associates, is in Robertsdale, Alabama. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Council Bluffs, IA
Services provided
Dickinson & Clark CPAs, PC is a small Business Consulting company. They focus on Business Consulting and Accounting and were launched in 1991.
Read more -
UndisclosedUndisclosed10,000+Cheyenne, WY
Services provided
Willis Towers Watson is a large Business Consulting company headquartered in London, England and Cheyenne, Wyoming. The team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Launched in 2009, Accelerated Growth is a Commercial Financing company. The midsize team offers Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Empire Valuation Consultants is a Commercial Financing company. They are based in New York, New York and have midsize team. They offer Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Bowie, MD
Services provided
Accounting & Computer Solutions Inc, an IT strategy consulting company, is in Bowie, Maryland. They focus on IT strategy consulting and Custom Software Development and were established in 1999.
Read more -
UndisclosedUndisclosed50 - 249Glendale, CA
Services provided
Established in 1969, Vasquez & Company LLP is a midsize Commercial Financing company based in Glendale, California. Their team specializes in Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Islandia, NY
Services provided
See all 1 projectsFirst Insurance Funding offers reliable and cost-effective financing solutions for insurance premiums, allowing agents to quote online and provide manageable payment terms for clients. Feedback highlights successful client retention and strong value for cost, though some reviews suggest improvements in online support for better transaction handling.
-
UndisclosedUndisclosed50 - 249Omaha, NE
Services provided
Carson Wealth Management Group is a Commercial Financing company. In Omaha, Nebraska, their midsize team provides Commercial Financing and Accounting. The agency was launched in 1983.
Read more -
UndisclosedUndisclosed50 - 249Conway, AR
Services provided
See all 1 projectsThe Mackey Firm offers comprehensive financial management services, including payroll, tax filings, investments, and retirement plans. The overall feedback from reviews highlights the firm's thoroughness, efficiency, and excellent communication, resulting in streamlined processes and accurate, timely deliverables. Clients particularly appreciate the firm's quick response and high-quality service.
-
UndisclosedUndisclosed50 - 249Blue Ash, OH
Services provided
Launched in 1990, Cassady Schiller CPAs & Advisors, a midsize Business Consulting company, is located in Blue Ash, Ohio. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Richmond Heights, MO
Services provided
Founded in 2020, Toberman Wealth, LLC is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning.
Read more -
$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
Services provided
Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
Read more -
$1,000+< $25 / hr2 - 9New Berlin, WI
Services provided
Keil Financial Partners is a Financial Advising & Planning company launched in 2019. Based in New Berlin, Wisconsin, the team focuses on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Lake Oswego, OR
Services provided
Established in 2020, Asset Preservation Wealth & Tax, Financial Advisors is an Accounting and Financial Advising & Planning company. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Cedar Park, TX
Services provided
Garrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
Accounting company NSI Financial and Accounting Services is in Airdrie, Canada and Bellevue, Washington. Launched in 2010, the team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999New Philadelphia, OH
Services provided
Rea is an IT strategy consulting company. In New Philadelphia, Ohio, the agency was launched in 1938. Their team offers IT strategy consulting and IT managed services.
Read more -
$1,000+$25 - $49 / hr50 - 249Naples, FL
Services provided
Southdesk is a branding company. In Naples, Florida and Medellín, Colombia, the team provides Branding and Conversion Optimization.
Read more -
$1,000+$25 - $49 / hr10 - 49Richboro, PA
Services provided
OpenDesq is a Financial Advising & Planning company launched in 2022. Headquartered in Richboro, Pennsylvania, the team provides Financial Advising & Planning.
Read more -
Undisclosed$25 - $49 / hr2 - 9El Paso, TX
Services provided
In El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Clinton, MD
Services provided
JELI Management Company, LLC is an Accounting company. They are headquartered in Clinton, Maryland and have small team. They specialize in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Seymour, IN
Services provided
Established in 2018, New Legacy Financial LLC is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Founded in 2009, AJOY is an Accounting company. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
JJA Management is an Accounting company. The Tallahassee, Florida-based team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
EPIC Financial Consulting, Inc. Is an Accounting company. Their team is headquartered in Los Angeles, California and 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
