What are the Top Financial Planning Firms Worldwide 2026-2027?
Planners building personal and business financial plans. Compare verified providers worldwide, see typical 2026-2027 pricing and use our checklist to pick the right partner.
Worldwide view: Clutch-verified Financial Planning Firms ordered by verified client reviews, followed by established industry leaders. Choose a country to see companies for that market.
- 1
SoftPak Financial Systems, Inc
Wayland, MA
- Min. project
- $75,000+
- Hourly rate
- $25 - $49 / hr
- Team size
- 50 - 249
Main services: Custom Software Development, Financial Advising & Planning
- 2
Dark Horse CPAs
Encinitas, CA
- Min. project
- $1,000+
- Hourly rate
- $300+ / hr
- Team size
- 50 - 249
Main services: Accounting, Finance & Accounting Outsourcing (FAO), Financial Advising & Planning
- 3
Manay CPA
Marietta, GA
- Min. project
- Undisclosed
- Hourly rate
- Undisclosed
- Team size
- 50 - 249
Main services: Accounting, Financial Advising & Planning, Business Consulting
- 4
ICT Lions
Bridgeport, CT
- Min. project
- Undisclosed
- Hourly rate
- $25 - $49 / hr
- Team size
- 2 - 9
Main services: Accounting, Financial Advising & Planning, Financial Consulting
About Financial Planning providers
Planners building personal and business financial plans.
Financial service firms help with planning, financing, valuations and insurance. Regulation, independence and fee transparency are the first things to check.
Business services providers range from global outsourcing groups in the Philippines, India, South Africa and Latin America to local firms that must be licensed in the country where you operate.
How to choose the best Financial Planning Firms in 2026-2027
- Ask whether they act as fiduciaries.
- Verify regulatory licences in your country.
- Ask how they're paid: fees, commissions or both.
- Ask for written recommendations with reasoning.
What does it cost?
Financial advice is often charged at 0.5-1.5% of assets per year or flat fees; valuation reports commonly cost $2,000-$25,000+.
Before you sign
Ask for a written proposal with scope, milestones, team members and exit terms, and speak to at least one current client of each shortlisted provider.
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Frequently asked questions
What are the top Financial Planning Firms in 2026-2027?
Our 2026-2027 shortlist of Financial Planning Firms includes verified providers such as SoftPak Financial Systems, Inc, Dark Horse CPAs, Manay CPA. Use the country selector to see only firms based in your country.
What do Financial Planning Firms do?
Planners building personal and business financial plans. Financial service firms help with planning, financing, valuations and insurance.
How much do Financial Planning services cost in 2026-2027?
Financial advice is often charged at 0.5-1.5% of assets per year or flat fees; valuation reports commonly cost $2,000-$25,000+. Prices vary by scope, seniority and location, so ask at least three providers for written proposals.
How do I choose the right Financial Planning Firm?
Ask whether they act as fiduciaries. Verify regulatory licences in your country. Ask how they're paid: fees, commissions or both.
How were these Financial Planning Firms selected?
The worldwide view lists Clutch-verified specialists (registered businesses independently verified on Clutch with working websites, ordered by verified client reviews as of November 2026) and established industry leaders. When you choose a country, the main list shows only companies based in that country or with an office there: Clutch-verified firms with a local office, plus established local firms selected by the iCreativez research team. International firms are shown in a separate, labelled section. Inclusion is free and not paid for.
How this list is compiled
Worldwide view: Clutch-verified specialists (registered businesses independently verified on Clutch with a working website, ordered by their number of verified client reviews) followed by established industry leaders. Country view: the main list is strictly local. It shows only Clutch-verified firms with an office in the selected country and established firms based in that country that the iCreativez research team selected for their scale and track record. Large international firms and remote teams that serve the country appear in a separate, labelled section and are never counted as local. Where we have not yet verified enough local firms, the page says so instead of padding the list. Minimum project size, hourly rates and team size are as published by each company in November 2026. Inclusion is free and not paid for. Providers can request a review via our contact page.