Top Financial Advising Planning Companies

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.
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Last Updated: September 09, 2025

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1587 Companies

List of Top Financial Advising and Planning Companies | Best Financial Planning Firms

Helping the little guys compete with the BIG GUYS

Cap Ex Management is a leading firm specializing in comprehensive capital expenditure management services. With a focus on maximizing efficiency and optimizing resources, they offer tailored solutions to meet the unique needs of each client. From initial planning to execution and ongoing evaluation, Cap Ex Management ensures that projects are completed on time and within budget. Their team of expe... read more about Cap Ex Management

Employees

Freelancer

Hourly Rate

NA

Project Cost

NA

Location

United States

RESPECT TRUST AND CONFIDENCE

FAA Group offers a comprehensive range of innovative services designed to elevate businesses to new heights. Specializing in strategic consulting, digital marketing, and technology solutions, FAA Group is dedicated to empowering organizations with the tools they need to thrive in today's competitive landscape. With a client-centric approach, they tailor their services to meet the unique needs of e... read more about FAA Group

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Australia

BRINGING IN IDEAS, SOLUTIONS AND SERVICES

Synergy Consulting, Inc. offers a comprehensive range of financial advisory services through their website. With a commitment to excellence and a client-centric approach, the company provides tailored solutions to meet each client's unique needs. From investment planning to retirement strategies, Synergy Consulting, Inc. leverages its expertise to help individuals and businesses navigate the compl... read more about Synergy Consulting, Inc.

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

United States

PBI Actuarial Consultants is a leading firm that offers a wide range of actuarial services to help businesses make informed decisions regarding risk management and financial planning. With a team of experienced professionals, they provide tailored solutions to meet each client's specific needs. From pension plan valuations to insurance risk assessments, PBI Actuarial Consultants delivers accurate ... read more about PBI Actuarial Consultants

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Canada

Financial Services Riyadh

BMD Consultants offers a comprehensive range of financial services tailored to meet the diverse needs of their clients. With a commitment to excellence and a client-centric approach, the company provides expert financial advice, investment strategies, and wealth management solutions. Their team of experienced professionals works closely with each client to develop personalized financial plans that... read more about BMD Consultants

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Saudi Arabia

Syndicated Partnership Opportunities

PLS Equity, LLC offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a commitment to excellence and a focus on building lasting relationships, the company provides expert guidance in investment management, financial planning, and wealth preservation strategies. Through a personalized approach, PLS Equity, LLC ensures that each client receives i... read more about PLS Equity, LLC

Employees

Freelancer

Hourly Rate

NA

Project Cost

NA

Location

United States

Capital Economics is a leading economic research consultancy that offers a wide range of services to help businesses and investors navigate the complex world of economics. With a team of expert economists and analysts, they provide in-depth analysis, forecasts, and insights to support informed decision-making. Their services cover a broad spectrum, including macroeconomic research, industry analys... read more about Capital Economics

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

England

SITAWI Finanças do Bem offers a groundbreaking approach to financial services, blending social and environmental impact with innovative solutions. The company's commitment to sustainable finance is evident in its range of services, which cater to clients seeking to make a positive difference in the world. Through a combination of expertise and passion, SITAWI Finanças do Bem empowers individuals... read more about SITAWI Finanas do Bem

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Brazil

Transactions Custom-Tailored For You

ZS Fund L.P. offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a commitment to excellence and innovation, the company provides strategic investment solutions, asset management, and financial advisory services. ZS Fund L.P. prides itself on its personalized approach, working closely with each client to develop customized strategies that align... read more about ZS Fund L.P.

Employees

2 - 9

Hourly Rate

NA

Project Cost

NA

Location

United States

Integrity, Independence, Professional Competence.

ICJCE Auditors offers a comprehensive range of auditing services that are tailored to meet the specific needs of each client. With a team of highly skilled professionals, the company prides itself on delivering accurate and reliable audit reports that help businesses make informed decisions. From financial statement audits to internal control assessments, ICJCE Auditors ensures that all aspects of... read more about ICJCE Auditors

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Spain

YANAL Finance Company, previously known as Saudi ORIX, offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a commitment to excellence and innovation, YANAL Finance Company provides expert financial solutions that empower individuals and businesses to achieve their goals. From investment opportunities to asset management and advisory services, ... read more about YANAL Finance Company (formerly Saudi ORIX)

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Saudi Arabia

Strategic Wealth Designers offers a comprehensive suite of financial services designed to empower individuals to achieve their financial goals. With a focus on personalized strategies tailored to each client's unique needs, the company provides expert guidance on retirement planning, investment management, tax optimization, and estate planning. By combining cutting-edge financial tools with a clie... read more about Strategic Wealth Designers

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

United States

Adelson & Company PC offers a comprehensive range of professional accounting and financial services tailored to meet the diverse needs of their clients. With a commitment to excellence and personalized attention, the firm specializes in tax planning and preparation, audit and assurance, business consulting, and financial advisory services. Their team of experienced professionals is dedicated to de... read more about Adelson & Company PC

Employees

2 - 9

Hourly Rate

NA

Project Cost

NA

Location

United States

PROVIDING SUPERIOR SERVICE WHILE HELPING YOU REACH

Lombardi, Clairmont & Keegan is a distinguished accounting firm that offers a wide range of professional services to meet the financial needs of businesses and individuals. With a commitment to excellence and personalized attention, the firm provides expert tax planning, auditing, and consulting services tailored to each client's unique requirements. Their team of experienced professionals at LCK ... read more about LOMBARDI, CLAIRMONT & KEEGAN

Employees

2 - 9

Hourly Rate

NA

Project Cost

NA

Location

United States

Executive & Management Consultants

NYC Advisors LLC offers a comprehensive range of financial consulting services tailored to meet the diverse needs of businesses in New York City and beyond. With a team of seasoned professionals, they provide expert guidance on investment strategies, financial planning, and risk management. Their innovative approach combines industry expertise with a deep understanding of market trends to deliver ... read more about NYC Advisors LLC

Employees

2 - 9

Hourly Rate

NA

Project Cost

NA

Location

United States

Professional, high-quality financial services

Ahmed Mamdouh & Co. Kreston Egypt offers a comprehensive range of professional services tailored to meet the diverse needs of their clients. With a commitment to excellence and a client-centric approach, the company provides top-notch auditing, accounting, tax advisory, and consulting services. Their team of experienced professionals combines technical expertise with industry knowledge to deliver ... read more about Ahmed Mamdouh & Co. Kreston Egypt

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Egypt

Acquire - Organize - Analyze - Clarify

The Claro Group offers a comprehensive suite of professional services designed to empower businesses with strategic insights and solutions. With a focus on delivering tailored expertise in areas such as financial, economic, and management consulting, The Claro Group stands out for its commitment to driving success for clients across various industries. By leveraging a combination of industry knowl... read more about The Claro Group

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

United States

Performance Architects is a leading consultancy firm specializing in data, analytics, and performance management solutions. With a commitment to delivering innovative strategies tailored to each client's unique needs, the company offers a wide range of services aimed at optimizing business performance. From implementing cutting-edge technologies to providing expert guidance on data-driven decision... read more about Performance Architects

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

United States

People at the heart of the company.

Groupe FIBA offers a diverse range of financial and insurance services tailored to meet the individual needs of their clients. With a commitment to excellence and innovation, the company prides itself on delivering personalized solutions that ensure financial security and peace of mind. From investment planning to risk management, Groupe FIBA's team of experts provides expert guidance and support ... read more about FIBA

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

France

A fork in the road: The future of UK fintech

FRP Advisory is a leading company offering a wide range of financial restructuring and advisory services to businesses facing challenging situations. With a team of experienced professionals, they provide tailored solutions to help clients navigate through complex financial issues and achieve sustainable outcomes. From restructuring and insolvency to debt advisory and pensions advisory, FRP Adviso... read more about FRP Advisory

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

England

What matters most to us are people & their project

FIMECO Walter France offers a comprehensive range of professional services tailored to meet the diverse needs of businesses. With a focus on innovation and efficiency, the company provides expert guidance in areas such as accounting, tax consulting, auditing, and business advisory services. Their team of experienced professionals is dedicated to delivering high-quality solutions that drive growth ... read more about FIMECO Walter France

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

France

Sports Agency in Leverkusen, Germany

Numbers Sports Agency offers a cutting-edge approach to athlete representation and management services. With a focus on data-driven strategies and personalized solutions, the agency leverages analytics and industry expertise to maximize opportunities for their clients. By combining traditional sports management practices with innovative techniques, Numbers Sports Agency stands out in the competiti... read more about Numbers Sports Agency

Employees

2 - 9

Hourly Rate

NA

Project Cost

NA

Location

Germany

Finex Hong Kong Limited offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a commitment to excellence and innovation, the company provides expert advice and solutions in areas such as wealth management, investment strategies, and financial planning. Through a client-centric approach, Finex Hong Kong Limited strives to build long-term relation... read more about Finex Hong Kong Limited

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

Hong Kong

NeoSystems LLC offers a comprehensive suite of professional services designed to streamline business operations and drive growth. Specializing in financial, HR, and IT solutions, the company leverages cutting-edge technology and industry expertise to deliver tailored services that meet the unique needs of each client. With a focus on innovation and efficiency, NeoSystems LLC empowers organizations... read more about NeoSystems LLC

Employees

50 - 249

Hourly Rate

NA

Project Cost

NA

Location

United States

G&E Property Invest GmbH offers a comprehensive range of real estate services tailored to meet the diverse needs of clients. Specializing in property investment, development, and management, the company prides itself on delivering innovative solutions that maximize returns and enhance property value. With a keen focus on customer satisfaction, G&E Property Invest GmbH leverages its expertise and i... read more about G&E Property Invest GmbH

Employees

2 - 9

Hourly Rate

NA

Project Cost

NA

Location

Germany

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