Top Strategic Financial Planning Firms in the United States
-
UndisclosedUndisclosed2 - 9Feasterville-Trevose, PA
Services provided
Financial Advising & Planning company Menninger & Associates - Certified Financial Planner offers Financial Advising & Planning. They were founded in 2007.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
GavTax Advisory Services is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and are located in Houston, Texas.
Read more -
$1,000+< $25 / hr2 - 9Cockeysville, MD
Services provided
Financial Advising & Planning company Marshall Financial Group, LLC provides Financial Advising & Planning. They were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Brentwood, CA
Services provided
All California Lending is a Financial Advising & Planning company launched in 2008. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Massapequa, NY
Services provided
Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Auburn Hills, MI
Services provided
Accounting and Financial Advising & Planning company Hare CPAs is headquartered in Auburn Hills, Michigan. They specialize in Accounting and Financial Advising & Planning and were established in
Read more -
UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Rubio & Son is an Accounting and Financial Advising & Planning company. They specialize in Accounting and Financial Advising & Planning and are in Houston, Texas.
Read more -
UndisclosedUndisclosed2 - 9Pulaski, TN
Services provided
MMAS CPA is a Financial Advising & Planning company. Their small team is headquartered in Pulaski, Tennessee and specializes in Financial Advising & Planning. The company was founded in 2020.
Read more -
$1,000+< $25 / hr250 - 999Malden, MA
Services provided
Merchant StrongHold is a web design company in Malden, Massachusetts and Malden, Massachusetts. The team focuses on Web Design and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Wexford, PA
Services provided
See all 1 projectsSTAFFZ specializes in providing offshore bookkeepers and accountants, offering cost-effective solutions for accounting firms. The overall feedback highlights STAFFZ's ability to deliver accurate work and integrate seamlessly with in-house teams, though there is a noted desire for quicker staffing.
-
UndisclosedUndisclosed10 - 49Artesia, CA
Services provided
Syriac CPA Tax & Accounting Services Inc is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Accounting.
Read more -
$1,000+Undisclosed50 - 249Ventura, CA
Services provided
American Legacy Solutions is a Financial Advising & Planning company established in 2014. The firm offers Financial Advising & Planning and Insurance Services & Brokers, and is midsize.
Read more -
UndisclosedUndisclosed10 - 49Dover, DE
Services provided
Financial Advising & Planning company Eagle Text Credits was launched in 2022. The firm offers Financial Advising & Planning and Financial Consulting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Syracuse, UT
Services provided
Established in 2004, River Peak Finance LLC is a small Financial Advising & Planning company based in Syracuse, Utah. Their team specializes in Financial Advising & Planning and Trucking.
Read more -
$10,000+$25 - $49 / hr10 - 49McCook, NE
Services provided
Top Fico is a small Financial Advising & Planning and Financial Consulting company. Established in 1999, the team focuses on Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
Established in 2018, Top California Lender is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
Read more -
$5,000+Undisclosed10 - 49Miami, FL
Services provided
UP Credit is a Financial Advising & Planning company. Based in Miami, Florida, the firm was founded in 2024. Their team offers Financial Advising & Planning and Tax Law.
Read more -
UndisclosedUndisclosed10 - 49Portland, OR
Services provided
Waquis Mortgage Quality Control is a Financial Advising & Planning company. Established in 2000, the company focuses on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Sacramento, CA
Services provided
Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.
Read more -
$1,000+$200 - $300 / hr50 - 249Elgin, IL
Services provided
In Elk Grove Village, Illinois and McHenry, Illinois, Porte Brown LLC is a midsize Accounting company. Their services include Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Centennial, CO
Services provided
Located in Centennial, Colorado, Affordable Interest Mortgage is a Commercial Financing company. The team offers Commercial Financing and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr10 - 49Southampton, PA
Services provided
A+Tax Experts, LLC, a Commercial Financing company, is located in Southampton, Pennsylvania and Southampton, Pennsylvania. They offer Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Stuart, FL
Services provided
In Stuart, Florida, Acquisition Experts LLC is a Financial Advising & Planning company. They focus on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
In Phoenix, Arizona, Unique Investment Advisors is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
Stars and Sand Financial is a Financial Advising & Planning company. They are based in Vacaville, California. Their team provides Financial Advising & Planning and Financial Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9San Antonio, TX
Services provided
Financial Advising & Planning and Insurance Services & Brokers company AnnuityVerse was established in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
Launched in 1987, Bowman & Company CPA, PC is a small Columbia, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and
Read more -
UndisclosedUndisclosed10 - 49Davidson, NC
Services provided
Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
CMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+Undisclosed50 - 249Houston, TX
Services provided
Investor lending is an Insurance Services & Brokers company. Their midsize team is located in Houston, Texas. Their services include Insurance Services & Brokers and Financial Advising & Planning.
Read more -
$25,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Camarillo, CA
Services provided
Established in 2001, Economic Development Collaborative is a Business Consulting company. The agency specializes in Business Consulting and Commercial Financing.
Read more -
$1,000+< $25 / hr10 - 49Rochelle Park, NJ
Services provided
Arcarius Funding is a Funding & Investment company. The team is in Rochelle Park, New Jersey, and their services include Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Spokane Valley, WA
Services provided
Griffiths, Dreher & Evans, P.S., CPAs, a Financial Advising & Planning company, was established in 2023. They offers Financial Advising & Planning and Business Valuation Services.
Read more -
$1,000+$300+ / hr10 - 49Laguna Niguel, CA
Services provided
CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
Read more -
$1,000+< $25 / hr10 - 49Westminster, MD
Services provided
M-Life Insurance is an Insurance Services & Brokers company. Based in Westminster, Maryland, the company specializes in Insurance Services & Brokers and Financial Advising & Planning.
Read more -
$1,000+$300+ / hr2 - 9Miami, FL
Services provided
Based in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Denver, CO
Services provided
Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.
Read more -
UndisclosedUndisclosed50 - 249Hicksville, NY
Services provided
CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
Read more -
$1,000+< $25 / hr50 - 249Houston, TX
Services provided
Capital Concepts is a Commercial Brokerage Services company. In Houston, Texas and Irving, Texas, their team offers Commercial Brokerage Services and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Peoria, AZ
Services provided
Financial Advising & Planning company Infinite Lending, LLC was launched in 2023. The team specializes in Financial Advising & Planning and is headquartered in Peoria, Arizona.
Read more -
$250,000+Undisclosed2 - 9Laurel, MS
Services provided
See all 2 projectsSignalpass offers Financial Advising and Planning services, including portfolio management, asset allocation, and risk management strategies. Client feedback highlights their effective and personalized guidance, timely delivery, and good value for cost. Customers particularly appreciate their investment advisory capabilities, although some suggest minor improvements in response time.
-
UndisclosedUndisclosed2 - 9West Babylon, NY
Services provided
Value Tax Services is an Accounting and Financial Advising & Planning company established in 2019. The company offers Accounting and Financial Advising & Planning, and is small.
Read more -
$1,000+$25 - $49 / hr2 - 9Sheridan, WY
Services provided
Redblack Officials is a Financial Advising & Planning company. In Sheridan, Wyoming, the firm was launched in 2022. Their services include Financial Advising & Planning and Financial Consulting.
Read more -
$1,000+$50 - $99 / hr2 - 9York, ME
Services provided
DKL Accounting LLc is an Accounting and Financial Advising & Planning company. They are located in York, Maine and Calgary, Canada. Their team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
Pacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
Launched in 2020, Home Financing Direct is a small Austin, Texas-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Dacula, GA
Services provided
Launched in 2014, Brenda Lee Financial Services is a Financial Advising & Planning company. The team offers 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
