Top Strategic Financial Planning Firms in the United States
-
UndisclosedUndisclosed2 - 9Minneapolis, MN
Services provided
Scandinavian Translation Service is a Translation company. Established in 1992, the team offers Translation and Financial Advising & Planning. The firm is headquartered in Minneapolis, Minnesota.
Read more -
UndisclosedUndisclosed2 - 9Bozeman, MT
Services provided
Established in 2006, Beartooth Group is a Commercial Financing company. The firm focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Lever Capital Partners is a Commercial Financing company. The New York, New York-based company was founded in 2009. Their team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Summit, NJ
Services provided
Egis Capital Partners is a Commercial Financing company. They are in Summit, New Jersey and have small team. They provide Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Red Bank, NJ
Services provided
Lucern Capital Partners is a Commercial Financing company. The firm is based in Red Bank, New Jersey. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Alumina Partners is a small Commercial Financing company. Launched in 2015, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
ZS Fund L.P. Is a Commercial Financing company. They are in New York, New York. Their team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Cleveland, OH
Services provided
Commercial Financing company Elvisridge Capital specializes in Commercial Financing and Funding & Investment. They are based in Cleveland, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
The Private Investment Group is a Commercial Financing company. The small Dayton, Ohio-based team focuses on Commercial Financing and Accounting. The company was established in 2014.
Read more -
UndisclosedUndisclosed2 - 9West Linn, OR
Services provided
FourteenPlus, LLC is a West Linn, Oregon-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Lake Oswego, OR
Services provided
Commercial Financing company North Forty Two & Co. Is in Lake Oswego, Oregon. Founded in 1998, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Providence, RI
Services provided
Liberty Capital Partners is a Commercial Financing company. The Providence, Rhode Island-based firm provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Charleston, SC
Services provided
IAG Capital Partners is a small Commercial Financing company launched in 2017. Their team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Ramex Inc. Is a Commercial Financing company. Established in 1987, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, FL
Services provided
TREP Advisors is a Commercial Financing company. They are in Melbourne, Florida and have small team. They provide Commercial Financing and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Marshfield, MA
Services provided
Nielsen, McDonough & Company, LLC is a Marshfield, Massachusetts-based Accounting company. Established in 2015, the team focuses on Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Fairfax, VA
Services provided
Aiken Warner Leonard PLLC is an Accounting company located in Fairfax, Virginia. The team specializes in Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Fairlawn, OH
Services provided
Small IT managed services company W3 Global Accounting, is based in Fairlawn, Ohio and Worthington, Ohio. Their services include IT managed services and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Olympia, WA
Services provided
Compliance Services Group, LLC, a small Compliance Consulting company, is located in Olympia, Washington. The team offers Compliance Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Everest Capital Group, a Business Consulting company, was established in 2018. The company offers Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Colorado Springs, CO
Services provided
Finance Strategists is an Accounting company. They were launched in 2020, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
COR Bookkeeping and Business Consulting is an Accounting company. The Austin, Texas-based firm was founded in 2018. Their services include Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Zeus Companies is a Funding & Investment company. Founded in 2004, the company is headquartered in Houston, Texas. Their team focuses on Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Commercial Property Management company Reap Capital is based in Dallas, Texas. Their services include Commercial Property Management and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Panos Partners, LLC is a small Funding & Investment company founded in 2016. Their services include Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
JLM Financial Partners, LLC is a Funding & Investment company based in Austin, Texas. They focus on Funding & Investment and Financial Advising & Planning and were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Paravest Capital, LLC is a Dallas, Texas-based Funding & Investment company. Founded in 2016, the team specializes in Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
Funding & Investment company Barton Creek Equity Partners, LLC focuses on Funding & Investment and Financial Advising & Planning. They were established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Vista Private Equity Group is a Funding & Investment company established in 2006. Their services include Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
HC2 Capital, LLC is a Funding & Investment company. They offer Funding & Investment and Commercial Financing and were founded in 2016.
Read more -
UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Unique Sports Management International is a branding agency. They provide Branding and Corporate Training & Coaching and are based in Melville, New York.
Read more -
UndisclosedUndisclosed2 - 9Orland Park, IL
Services provided
Integrity Sports Agency is a small Corporate Training & Coaching company based in Orland Park, Illinois. The team offers Corporate Training & Coaching and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Park City, UT
Services provided
RLG Capital, a Funding & Investment company, is headquartered in Park City, Utah. They provide Funding & Investment and Financial Advising & Planning and were established in 2013.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Founded in 2018, Kaiser & Bonds LLP is an Accounting company. The team specializes in Accounting and Litigation Support Services.
Read more -
UndisclosedUndisclosed2 - 9Edmond, OK
Services provided
Switchgrass Capital is a Financial Consulting company. They focus on Financial Consulting and Commercial Property Management and were founded in 2017. The agency is located in Edmond, Oklahoma.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Small Funding & Investment company Tanenbaum Equity Partners, is headquartered in Dallas, Texas. The team specializes in Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Established in 2017, SharedCxO, a small Fractional CFO Services company, is in Miami, Florida. Their services include Fractional CFO Services and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Post Falls, ID
Services provided
Freedom Summit Consulting LLC is a Business Consulting company. They provide Business Consulting and Corporate Training & Coaching and were launched in 2021.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Insight Wealth Strategies, LLC is a Wichita, Kansas-based Business Consulting company. The team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Business Consulting company Boss & Company, LLC is headquartered in Wichita, Kansas. They specialize in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Legacy Consulting Group is a Business Consulting company headquartered in Atlanta, Georgia. They specialize in Business Consulting and Commercial Financing and were established in 1996.
Read more -
UndisclosedUndisclosed2 - 9New Rochelle, NY
Services provided
Smart's Management & Consulting Associates, LLC is a Business Consulting company. Established in 1983, the team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Established in 2017, Brunner Consulting Inc. Is a small Brooklyn, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Balcom Consulting Services is a small Accounting company. Founded in 2002, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport, RI
Services provided
RAS Management Advisors , a Business Consulting company, was established in 1989. Based in Newport, Rhode Island, the team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9West Warwick, RI
Services provided
1-2-3 Financial Services, Inc., an Accounting company, was established in 2000. The team provides Accounting and Business Consulting and is based in West Warwick, Rhode Island.
Read more -
UndisclosedUndisclosed2 - 9Portsmouth, RI
Services provided
Accounting company Ford & Messere, Inc. Is in Portsmouth, Rhode Island. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
MaxPoint Advisors is a small Fractional CFO Services company founded in 2020. Their team offers Fractional CFO Services and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cranston, RI
Services provided
DelGrande & Montefusco, Inc. Is a Cranston, Rhode Island-based Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lawrence, KS
Services provided
The Perspective Group is an Application Testing company. The team focuses on Application Testing and Accounting and is headquartered in Lawrence, Kansas.
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
