Top Strategic Financial Planning Firms in the United States
-
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Column Capital, a small Funding & Investment company, is based in Indianapolis, Indiana. Their services include Funding & Investment and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Birmingham, AL
Services provided
Located in Birmingham, Alabama, EverSource Wealth Advisors is a Business Consulting company. They offer Business Consulting and Financial Advising & Planning and were launched in 2017.
Read more -
UndisclosedUndisclosed10 - 49Baton Rouge, LA
Services provided
Daigrepont & Brian, APAC is a Business Consulting company. Their team is headquartered in Baton Rouge, Louisiana and specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Parsippany-Troy Hills, NJ
Services provided
Accordo is an IT strategy consulting company established in 2012. The company focuses on IT strategy consulting and Cybersecurity, and is small.
Read more -
UndisclosedUndisclosed10 - 49Beverly Hills, CA
Services provided
Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Franklin, TN
Services provided
Justin Harnick with New York Life, a Financial Advising & Planning company, was founded in 2024. They focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Asheville, NC
Services provided
AMERICANIRA is a small Funding & Investment company launched in 2024. Their team provides Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Redondo Beach, CA
Services provided
Civic Financial Services is a Commercial Financing company. They were founded in 2014, and their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Indianapolis, IN
Services provided
Founded in 2002, SEI Archway is a software development firm. The team offers Custom Software Development and Conversion Optimization.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Arlington, VA
Services provided
Changeis, Inc., a Market Research company, is located in Arlington, Virginia. Their services include Market Research and BI & big data consulting & SI.
Read more -
UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
Accounting company Forest W. Cameron CPA was launched in 2019. The midsize team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
The Goodkind Group, LLC is a Staffing company. The agency is located in New York, New York. Their team offers Staffing and Recruiting.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Established in 2005, The Claro Group is a Commercial Financing company. The team focuses on Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
Sales Outsourcing company LeadingResponse specializes in Sales Outsourcing and Social Media Marketing. They were founded in 1995.
Read more -
UndisclosedUndisclosed50 - 249Melville, NY
Services provided
AG Adjustments is a phone answering service. They offer Call Center Services and Back Office Outsourcing and were founded in 1972. The company is in Melville, New York.
Read more -
UndisclosedUndisclosed50 - 249Billings, MT
Services provided
Established in 2018, Dakota Wealth Management is a midsize Billings, Montana-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Tomer Capital is a Commercial Financing company headquartered in New York, New York. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
OIC is a Commercial Financing company. Founded in 2015, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Apogem Capital is a Commercial Financing company. They offer Commercial Financing and Funding & Investment and were launched in 2022.
Read more -
UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
Founded in 1995, Horizon Investments is a midsize Commercial Financing company in Charlotte, North Carolina. Their team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Highland Heights, OH
Services provided
Commercial Development company Smartland was founded in 2008. The midsize team offers Commercial Development and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Lake Oswego, OR
Services provided
Paulson Investment Company, LLC is a midsize Commercial Financing company. Launched in 1970, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Portland, OR
Services provided
Commercial Financing company RVK, Inc. Was founded in 1985. In Portland, Oregon, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Kentwood, MI
Services provided
Regal Holdings is a Business Consulting company. Launched in 2000, their team focuses on Business Consulting and Financial Consulting.
Read more -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Palm Tree LLC is a Business Consulting company. The team offers Business Consulting and Commercial Financing and is based in Los Angeles, California.
Read more -
UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
Satori Capital is a Funding & Investment company based in Dallas, Texas. The team focuses on Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
CAZ Investments, a Funding & Investment company, is located in Houston, Texas. Their services include Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Austin, TX
Services provided
Pennybacker Capital is a Commercial Financing company established in 2006. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Boston, MA
Services provided
Rockpoint is a Funding & Investment company. Their team is headquartered in Boston, Massachusetts and Dallas, Texas and focuses on Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Salt Lake City, UT
Services provided
Sundance Bay is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management and are in Salt Lake City, Utah.
Read more -
UndisclosedUndisclosed50 - 249Boulder, CO
Services provided
Leeds Consulting Group is a midsize branding firm in Boulder, Colorado. Their services include Branding and Market Research.
Read more -
UndisclosedUndisclosed50 - 249Milford, MA
Services provided
HSMC - Human Services Management Corporation is a midsize Business Consulting company. Launched in 1990, the team provides Business Consulting and Commercial Property Management.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Business Consulting company PS Business Management, LLC was launched in 2002. The company offers Business Consulting and Accounting, and is midsize.
Read more -
UndisclosedUndisclosed50 - 249Matawan, NJ
Services provided
Enterprise Iron, a midsize Business Consulting company, is in Matawan, New Jersey. The team focuses on Business Consulting and IT staff augmentation.
Read more -
UndisclosedUndisclosed50 - 249Lafayette, LA
Services provided
M&H is a Business Consulting company. They were founded in 1978, and their services include Business Consulting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Crewcial Partners LLC ® is a Business Consulting company. Their team is headquartered in New York, New York and focuses on Business Consulting and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Jersey City, NJ
Services provided
AlphaCentrix is an IT strategy consulting company launched in 2002. In Jersey City, New Jersey, the team focuses on IT strategy consulting and BI & big data consulting & SI.
Read more -
UndisclosedUndisclosed50 - 249Arlington, TX
Services provided
Established in 1991, First Rate, Inc, a midsize Conversion Optimization company, is headquartered in Arlington, Texas. Their team provides Conversion Optimization and IT managed services.
Read more -
$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
Services provided
Commonwealth Capital Funding is a Financial Advising & Planning and Financial Consulting company launched in 2023. The small team provides Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
9FIFTEEN Accountants, an Accounting and Financial Advising & Planning company, was launched in 2020. They specializes in Accounting and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr2 - 9Sheridan, WY
Services provided
Founded in 2025, Arkez Invest LLC is a small Financial Advising & Planning and Financial Consulting company. Their team specializes in Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
EnergyCore Merchant Services is a Financial Advising & Planning company. The Dallas, Texas-based agency provides Financial Advising & Planning.
Read more -
Undisclosed$50 - $99 / hr2 - 9Minneapolis, MN
Services provided
Headquartered in Minneapolis, Minnesota, Excel Savants LLC is a Financial Advising & Planning company. Founded in 2018, the team focuses on Financial Advising & Planning and Business Consulting.
Read more -
$1,000+$25 - $49 / hrFreelancerNewtown, CT
Services provided
Financial Advising & Planning company Walker Advisory is based in Newtown, Connecticut. They provide Financial Advising & Planning and were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Huntley, IL
Services provided
U-Nique Accounting is an Accounting company. Established in 2021, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hrFreelancerTorrance, CA
Services provided
In Torrance, California, ANU Agrawal CPA is an Accounting company. Founded in 2020, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr2 - 9Atlanta, GA
Services provided
The Savvy DigiSQuad LLC is a Business Consulting company launched in 2021. The small team specializes in Business Consulting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
BizSolutions 360, Inc., a Business Consulting and Financial Advising & Planning company, provide Business Consulting and Financial Advising & Planning. They were founded in 2008.
Read more -
Undisclosed< $25 / hr10 - 49Hampton, VA
Services provided
Based in Hampton, Virginia and Noida, India, Profit By Accounting is an Accounting company. The team specializes in 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
-
$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
27.1/40.016/20 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 -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.5/40.017/20 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 -
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
