Service Category

Top Financial Advising Planning Companies - Page 3

Working with top financial planning firms is a smart move for businesses and individuals aiming to secure their financial future and achieve long-term goals. These expert strategic financial planning firms provide tailored solutions for budgeting, investment planning, retirement strategies, tax efficiency, and risk management. Whether you're seeking personal wealth growth or business financial structuring, trusted financial advising & planning companies bring the insight and expertise needed for sound decision-making. Leading financial planning agencies and financial advising service providers offer personalized support to help you stay on track and make the most of your resources. Explore our curated list of top financial planning firms to find the right advisor for your financial journey.
Trusted by thousands of businesses worldwide for unbiased service provider insights, verified client feedback, and expert-curated rankings. Some listings may be sponsored. Learn how SoftwareWorld ensures transparency
★★★★★ 5 average rating from 12 reviews
Last Updated: October 10, 2026
  • All Services
  • 462 Companies
Service Provider Directory

List of Top Financial Advising and Planning Companies | Best Financial Planning Firms - Page 3

Continue with companies 51–75. Compare client reviews, portfolios, hourly rates, team sizes, minimum project budgets, and locations, then open each company profile for complete service information.

Financial Advising Planning Companies 51–75

Use search and filters to evaluate the next 25 company listings in this category.

25 companies shown
#51

We protect your future, today.

No approved reviews yet. Be the first to review

HORAN is a leading company offering a wide range of innovative and personalized services to meet all your needs. With a commitment to excellence and a focus on customer satisfaction, they provide top-notch solutions in areas such as insurance, employee benefits, retirement planning, and wealth management. By leveraging their expertise and industry knowledge, HORAN ensures that each client receives...

Read more about HORAN
Team Size 50 - 249 Hourly Rate NA Min. Project NA Location United States
#52

premier middle market M&A advisor.

No approved reviews yet. Be the first to review

Kuhn Capital is a dynamic financial services firm that offers a wide range of investment solutions tailored to meet the diverse needs of its clients. With a commitment to excellence and a focus on delivering superior results, Kuhn Capital provides personalized investment strategies designed to help clients achieve their financial goals. Through a combination of expert analysis, innovative thinking...

Read more about Kuhn Capital
Team Size 2 - 9 Hourly Rate $100-$149/hr Min. Project < $5000 Location United States
#53

Redefining Corporate Excellence Globally

No approved reviews yet. Be the first to review

AW Holding INT'L, a dynamic and innovative company, offers a wide range of services through its platform, Al Wadi Holding. Specializing in investment opportunities, real estate development, and strategic consulting, AW Holding INT'L is dedicated to providing top-notch solutions tailored to meet the diverse needs of its clients. With a team of experienced professionals and a commitment to excellenc...

Read more about AW Holding INT'L
Team Size 250 - 999 Hourly Rate $200-$300/hr Min. Project < $5000 Location United Arab Emirates
#54

Best GST/Firms Registration Consultants in Gurgaon

No approved reviews yet. Be the first to review

Vedkee Associates Pvt Ltd offers a wide range of innovative and client-centric services designed to meet the diverse needs of businesses across various industries. With a commitment to excellence and a focus on delivering top-notch solutions, Vedkee Associates Pvt Ltd stands out as a trusted partner for companies seeking to enhance their operations and achieve their goals. From strategic consultin...

Read more about Vedkee Associates Pvt Ltd
Team Size 10 - 49 Hourly Rate $25-$49/hr Min. Project < $5000 Location India
#55

Unlock Your Business Potential

No approved reviews yet. Be the first to review

Funding Connection is a dynamic financial services company based in South Africa, specializing in providing tailored funding solutions to businesses of all sizes. With a commitment to excellence and a client-centric approach, Funding Connection offers a wide range of services including business loans, grants, and investment opportunities. Their team of experienced professionals works closely with ...

Read more about Funding Connection
Team Size 10 - 49 Hourly Rate $25-$49/hr Min. Project NA Location South Africa
#56

Accounting Solutions to Streamline Your Business

No approved reviews yet. Be the first to review

Analytix Finance & Accounting is a leading provider of comprehensive financial and accounting services tailored to meet the diverse needs of businesses across various industries. With a commitment to accuracy, efficiency, and innovation, Analytix offers a wide range of solutions including bookkeeping, payroll processing, tax preparation, and financial analysis. Their team of experienced profession...

Read more about Analytix Finance & Accounting
Team Size 250 - 999 Hourly Rate NA Min. Project NA Location United States
#57

Worldwide Company Formation Services

No approved reviews yet. Be the first to review

Private Financial Services O is a leading provider of comprehensive financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on personalized service, the company offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax optimization strategies. Their team of experienced professi...

Read more about Private Financial Services O
Team Size 10 - 49 Hourly Rate $150-$199/hr Min. Project < $5000 Location Estonia
#58

Leading accounting for IT companies in Croatia

No approved reviews yet. Be the first to review

Astra Poslovni Inenjering is a dynamic company that offers a wide range of financial services through their website, https://www.financije-astra.com. Specializing in financial consulting, accounting, and business engineering, Astra Poslovni Inenjering provides tailored solutions to help businesses thrive in today's competitive market. With a team of experienced professionals, they offer strategic ...

Read more about Astra Poslovni Inenjering
Team Size 10 - 49 Hourly Rate $25-$49/hr Min. Project < $5000 Location Croatia
#59

Forward-Thinking M&A Services

No approved reviews yet. Be the first to review

OpnRoad is a cutting-edge technology company that offers a wide range of innovative services through its platform, OpnRoad.io. Specializing in revolutionizing the way businesses operate, OpnRoad provides solutions that streamline processes, enhance productivity, and drive growth. From advanced data analytics to bespoke software development, OpnRoad's services are designed to meet the evolving need...

Read more about OpnRoad
Team Size 2 - 9 Hourly Rate NA Min. Project NA Location Canada
#60

Venture Care - Digital, Legal, Finance & Strategy

No approved reviews yet. Be the first to review

VentureCare Services Pvt Ltd is a dynamic company that offers a wide range of business solutions tailored to meet the diverse needs of its clients. With a commitment to excellence and innovation, VentureCare provides top-notch services in areas such as business consulting, financial advisory, market research, and project management. Their team of experienced professionals works closely with each c...

Read more about VentureCare Services Pvt Ltd
Team Size 10 - 49 Hourly Rate $50-$99/hr Min. Project < $5000 Location India
#61

Steve&Burns the most trusted name in the industry.

No approved reviews yet. Be the first to review

Steve and Burns, a leading SBA loan consulting firm, offers a comprehensive range of services tailored to meet the financial needs of businesses. With a team of seasoned experts, they specialize in guiding clients through the complexities of securing Small Business Administration loans. By leveraging their extensive knowledge and experience, Steve and Burns provide personalized assistance to help ...

Read more about SBA Loan Consultant steveandburns
Team Size 10 - 49 Hourly Rate NA Min. Project NA Location United States
#62

Business-Critical Documents

No approved reviews yet. Be the first to review

Joorney LLC is a leading business consulting firm that offers a wide range of services to help entrepreneurs and businesses achieve their goals. With a team of experienced professionals, Joorney LLC provides expert guidance in business planning, financial forecasting, market research, and immigration business plans. Their tailored approach ensures that each client receives personalized attention a...

Read more about Joorney LLC
Team Size 50 - 249 Hourly Rate $200-$300/hr Min. Project < $5000 Location United States
#63

AffinityVibez prides in connecting businesses

No approved reviews yet. Be the first to review

AffinityVibez offers a diverse range of services that cater to the modern individual seeking holistic well-being. From personalized wellness coaching to transformative mindfulness sessions, the company is dedicated to nurturing the mind, body, and spirit. With a team of experienced practitioners and experts, AffinityVibez creates a supportive and empowering environment for clients to explore their...

Read more about AffinityVibez
Team Size 50 - 249 Hourly Rate $25-$49/hr Min. Project $5000 - $10000 Location Pakistan
#64

Doing Business Together

No approved reviews yet. Be the first to review

Madaeen Group offers a diverse range of innovative services designed to cater to a wide array of client needs. With a commitment to excellence and a focus on customer satisfaction, the company prides itself on delivering top-notch solutions in various sectors. From construction and real estate development to hospitality and facility management, Madaeen Group's services are characterized by profess...

Read more about Madaeen Group
Team Size 10 - 49 Hourly Rate NA Min. Project NA Location Qatar
#65

Strategic Partners In Financial Excellence

No approved reviews yet. Be the first to review

Dr. Strauss & Partners is a leading consultancy firm specializing in providing innovative solutions to businesses worldwide. With a team of seasoned experts, they offer a wide range of services tailored to meet the unique needs of each client. From strategic planning and market research to financial analysis and project management, Dr. Strauss & Partners is committed to delivering top-notch result...

Read more about Dr. Strauss & Partners
Team Size 2 - 9 Hourly Rate $100-$149/hr Min. Project $5000 - $10000 Location Bulgaria
#66

Business Consulting Services In Dubai

No approved reviews yet. Be the first to review

UBL Business Setup offers a comprehensive range of professional services tailored to assist entrepreneurs in establishing and expanding their businesses. With a commitment to excellence and a wealth of experience in the industry, UBL Business Setup provides expert guidance on company formation, licensing, visa processing, and other essential aspects of business setup. Their team of dedicated profe...

Read more about UBL Business Setup
Team Size 2 - 9 Hourly Rate NA Min. Project NA Location United Arab Emirates
#67

Professional and creative

No approved reviews yet. Be the first to review

Quantus Consulting is a dynamic and innovative consulting firm that offers a wide range of professional services to help businesses thrive in today's competitive market. With a team of experienced experts, Quantus Consulting provides tailored solutions in areas such as strategic planning, financial management, and operational efficiency. By leveraging their industry knowledge and cutting-edge tool...

Read more about QUANTUS CONSULTING
Team Size 2 - 9 Hourly Rate $50-$99/hr Min. Project < $5000 Location Poland
#68

Mauritius; Offshore; financial services; FSC;

No approved reviews yet. Be the first to review

Toukan Corporate Services Limited offers a comprehensive range of professional services designed to streamline business operations and enhance efficiency. With a commitment to excellence, Toukan Corporate Services Limited provides tailored solutions to meet the diverse needs of its clients. From company formation and registration to corporate secretarial services, accounting, and tax advisory, the...

Read more about Toukan Corporate Services Limited
Team Size 10 - 49 Hourly Rate $25-$49/hr Min. Project NA Location Mauritius
#69

Business rescue and business closure advice

No approved reviews yet. Be the first to review

Umbrella.UK Insolvency offers a comprehensive range of expert services tailored to assist individuals and businesses facing financial challenges. With a commitment to providing personalized solutions, the company specializes in insolvency, debt management, and financial restructuring. Their team of experienced professionals works closely with clients to understand their unique circumstances and de...

Read more about Umbrella.UK Insolvency
Team Size 10 - 49 Hourly Rate NA Min. Project NA Location England
#70

Build the life, business, and legacy you imagined.

No approved reviews yet. Be the first to review

Quest is a dynamic advisory firm specializing in business succession and mergers and acquisitions (M&A). With a commitment to guiding businesses through strategic transitions, Quest offers a comprehensive suite of services designed to ensure successful outcomes. Their team of seasoned professionals brings a wealth of experience and expertise to every client engagement, providing tailored solutions...

Read more about Quest - Advisory, Business Succession & M&A
Team Size 10 - 49 Hourly Rate NA Min. Project NA Location United States
#71

business consulting services

No approved reviews yet. Be the first to review

Practus is a dynamic company that offers a wide range of innovative services designed to elevate businesses to new heights. With a focus on maximizing ROI, Practus provides tailored solutions that encompass strategic planning, digital marketing, branding, and more. By leveraging cutting-edge technology and industry expertise, Practus empowers clients to achieve their goals efficiently and effectiv...

Read more about Practus
Team Size 250 - 999 Hourly Rate NA Min. Project NA Location India
#72

Trusted Business Consultants

No approved reviews yet. Be the first to review

Fika Consultancy offers a wide range of innovative services designed to elevate businesses to new heights. With a focus on strategic consulting, digital marketing, and business development, Fika Consultancy is dedicated to helping clients achieve their goals and maximize their potential. Their team of experienced professionals brings a fresh perspective to every project, delivering tailored soluti...

Read more about Fika Consulatncy
Team Size 10 - 49 Hourly Rate NA Min. Project NA Location United Arab Emirates
#73

Create Success on Purpose

No approved reviews yet. Be the first to review

Business Development Machine is a dynamic company that specializes in providing innovative business development services tailored to meet the unique needs of each client. With a focus on driving growth and maximizing opportunities, they offer a comprehensive suite of solutions designed to propel businesses to new heights. From strategic planning and market analysis to lead generation and sales opt...

Read more about Business Development Machine
Team Size 2 - 9 Hourly Rate $300+/hr Min. Project $10000 - $25000 Location United States
#74

Kancelaria RK RODO - bezpieczestwo twoich danych

No approved reviews yet. Be the first to review

RK RODO is a cutting-edge company that specializes in providing comprehensive services related to personal data protection and GDPR compliance. With a team of skilled professionals, they offer tailored solutions to ensure that businesses adhere to the latest data protection regulations. From conducting thorough data audits to implementing robust security measures, RK RODO is dedicated to safeguard...

Read more about RK RODO
Team Size 2 - 9 Hourly Rate NA Min. Project NA Location Poland
#75

Think Growth. Think India.

No approved reviews yet. Be the first to review

Thalaron Global offers a diverse range of innovative services designed to propel businesses to new heights. With a commitment to excellence and a focus on cutting-edge solutions, Thalaron Global stands out as a leader in the industry. From strategic consulting to digital marketing, their services are tailored to meet the unique needs of each client, ensuring maximum impact and results. The team at...

Read more about Thalaron Global
Team Size 2 - 9 Hourly Rate NA Min. Project NA Location India

Why Trust SoftwareWorld

At SoftwareWorld, we believe choosing the right software or service partner should be based on clarity, credibility, and real insights, not marketing noise. Our mission is to help businesses make confident, data-driven decisions through unbiased research and structured evaluation.

We combine expert analysis, real user feedback, and market data to ensure every recommendation delivers practical value and helps buyers discover the most relevant solutions for their needs.

Our Review & Evaluation Process

Every software product and service provider listed on SoftwareWorld is evaluated through a multi-layered approach designed to highlight quality, relevance, and practical value.

  • Verified user reviews and real-world feedback
  • Product capabilities and core use cases
  • Industry relevance and business fit
  • Feature depth and innovation, including AI capabilities where applicable
  • Market presence and vendor credibility

For service providers, we also review project portfolios, case studies, specialization areas, and delivery capabilities to help buyers compare partners more effectively.

How We Ensure Authentic Reviews

We prioritize review quality and reliability so buyers can make decisions based on genuine experiences rather than inflated or misleading signals.

  • Reviews are assessed for quality, relevance, and duplication patterns
  • Suspicious, low-quality, or biased submissions are filtered or removed
  • Ongoing monitoring helps maintain long-term review integrity

This helps SoftwareWorld maintain a review environment focused on useful, decision-supporting insights.

Transparent Rankings, Not Pay-to-Win

SoftwareWorld does not rank products or service providers solely based on payments. Our category visibility is shaped by a mix of relevance, category fit, capabilities, market signals, and user value.

  • Category relevance and specialization
  • Product or service quality signals
  • User feedback and engagement trends
  • Business use case fit and market demand

Sponsored or featured placements, where applicable, are clearly identified to maintain transparency for buyers.

Built for Better Business Decisions

SoftwareWorld is designed to help buyers move from discovery to shortlist with confidence by offering structured comparisons, practical use case insights, and category-specific guidance.

  • Clear comparison-focused content
  • Practical use case coverage
  • Decision-ready information for faster evaluation

Our goal is to reduce research friction and make it easier for businesses to choose solutions that match their real operational needs.

Our Commitment to Trust

We continuously improve our systems to maintain data accuracy, content transparency, and fair visibility across our platform. SoftwareWorld helps businesses discover, compare, and choose the right software and service partners through unbiased insights, structured evaluation, and real-world use cases.

Get Expert Help