Sam's List Community: 10 Most Reviewed Finance Pros for High Net Worth Clients, Q4 2026
Sam's List Editorial | 2026-10-19
Choosing a finance pro is easier when you can read what clients wrote. This list starts with client reviews instead. Below are the 10 most reviewed finance pros for high net worth clients among the 94 firms in the Sam's List community: five accountants, three fractional CFOs and two financial advisors whose profiles list High Net Worth Individuals as a specialty.
This Q4 2026 edition ranks them by total reviews as of October 8, 2026. Every firm named is a vetted member of the Sam's List directory. A place on the list is free and unaffected by any payment to Sam's List; How we picked, at the end, has the full rules.
The 10 most reviewed finance pros for high net worth clients at a glance
| Rank | Firm | Type | Rating | Reviews | Serves |
|---|---|---|---|---|---|
| 1 | 8 Figure Finance | Fractional CFO | 5.0 | 33 | Pennsylvania |
| 2 | Ottit | Accountant | 5.0 | 24 | California |
| 3 | Steady Co | Fractional CFO | 5.0 | 15 | Utah |
| 4 | Zhubrak Clark and Wasser CPAs and Advisors | Fractional CFO | 5.0 | 11 | New York |
| 5 | Russell Monteith CPA PLLC | Accountant | 5.0 | 7 | New York |
| 6 | Crypto Tax Made Easy | Accountant | 5.0 | 6 | New Jersey |
| 7 | Anthony Syracuse, CFP® | Financial Advisor | 5.0 | 5 | Arizona |
| 8 | Revel CPA | Accountant | 4.9 | 5 | Illinois |
| 9 | Anomaly CPA | Accountant | 5.0 | 2 | Massachusetts |
| 10 | Capital Area Planning Group | Financial Advisor | 5.0 | 2 | District of Columbia |
Ratings and review counts are as shown on each firm's Sam's List profile on October 8, 2026. Each review is submitted by an individual who identifies as a client of the firm, and reviews reflect those individual experiences; they are not an endorsement by Sam's List. No firm paid to be considered for or included in this list. Ratings and rankings are not indicative of future performance or results.
Sam's List compiled this list; no regulator reviewed or approved it. It ranks advisors only by the number of client reviews on Sam's List as of October 8, 2026, and it says nothing about investment performance. Before hiring an advisor, check their registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.
The list: finance pros for high net worth clients, ranked by reviews
Each entry sticks to what the firm's Sam's List profile showed on October 8, 2026: the specialties it names, its tagline, the state it serves, its rating and review count, and in most cases one featured review. Specialties are the firms' own claims, and a review count tells you how many reviews clients wrote, not how good the work is. Open a profile to read its reviews before you book a call.
1. 8 Figure Finance
8 Figure Finance is listed as a fractional CFO firm. Its profile names Content Creators, Digital Nomads and High Net Worth Individuals among its specialties and says it serves Pennsylvania. It has a 5.0 rating across 33 reviews, the most on this list. Its tagline describes accounting and CFO work for advertising and marketing agencies, so if you are an individual with a lot of assets and no agency, ask whether it takes on personal work before you book a call.
Brandon P. wrote: "Working with 8FF was great. They did my work quickly and replied quickly. They offer a good service."
See 8 Figure Finance on Sam's List
2. Ottit
Ottit is listed as an accountant. Its profile names HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals and SMB Owners among its specialties and says it serves California. It has a 5.0 rating across 24 reviews. Its tagline describes bookkeeping for e-commerce, SaaS and small and midsize companies. Ask how it handles the personal side of a wealthy client's finances.
Cooper H. wrote: "Ottit was the first team I worked with that actually understood e-commerce and I don’t think I could work with anyone else from here on out. My previous bookkeepers were mostly freelancers from Fiverr and Upwork and the…"
3. Steady Co
Steady Co is listed as a fractional CFO firm. Its profile names Cryptocurrency Investors, HENRYs (High Earners, Not Rich Yet) and High Net Worth Individuals among its specialties and says it serves Utah. It has a 5.0 rating across 15 reviews. Its tagline pitches bookkeeping, accounting, tax, payroll and advisory work to small and medium-sized businesses, so an individual should ask how much personal work it takes on.
Neil S. wrote: "It started with just one company and then grew to more as they showed the ability to handle the books, financial questions, and proactive guidance."
4. Zhubrak Clark and Wasser CPAs and Advisors
Zhubrak Clark and Wasser CPAs and Advisors is listed as a fractional CFO firm. Its profile names HENRYs (High Earners, Not Rich Yet) and High Net Worth Individuals among its specialties and says it serves New York. It has a 5.0 rating across 11 reviews. Its tagline describes work for real estate GPs, growing commercial businesses and solopreneurs, so ask how much of its practice is personal work for wealthy individuals rather than companies.
Dani K. wrote: "Our experience was excellent from start to finish. The team consistently delivered accurate and timely reports, communicated proactively, and demonstrated a strong understanding of complex real estate accounting and repo…"
See Zhubrak Clark and Wasser CPAs and Advisors on Sam's List
5. Russell Monteith CPA PLLC
Russell Monteith CPA PLLC is listed as an accountant. Its profile names Digital Nomads, HENRYs (High Earners, Not Rich Yet) and High Net Worth Individuals among its specialties and says it serves New York. It has a 5.0 rating across 7 reviews. Its tagline describes tax compliance and planning for individuals and small businesses.
James W. wrote: "Russell has been reliable, organized, and incredibly helpful for complex individual tax prep challenges. He remediated my years of overcontributions to a Roth IRA account to prevent later penalties. This was a complex pr…"
See Russell Monteith CPA PLLC on Sam's List
6. Crypto Tax Made Easy
Crypto Tax Made Easy is listed as an accountant. Its profile names Cryptocurrency Investors, Digital Nomads and High Net Worth Individuals among its specialties and says it serves New Jersey. Its tagline calls the firm an aspirin for your crypto tax headache. It has a 5.0 rating across 6 reviews. Six reviews is a small sample, so ask how it handles wealth beyond crypto.
Kevin G. wrote: "Crypto taxes are notoriously difficult, especially dating back to 2021 when infrastructure was not that advanced. They've done a great job of sorting through everything and working with me when I found discrepancies to g…"
See Crypto Tax Made Easy on Sam's List
7. Anthony Syracuse, CFP®
Anthony Syracuse, CFP® is listed as a financial advisor. Its profile names Equity Compensation, HENRY (High Earners Not Rich Yet) and High Net Worth Individuals among its specialties and says it serves Arizona. It has a 5.0 rating across 5 reviews. Its tagline is aimed at tech professionals, creatives and business owners. This list ranks by review count only, so check registration and disciplinary history before hiring.
Mohul K. wrote: "Personalized approach. Comfortable and approachable working relationship. Responsive and timely."
See Anthony Syracuse, CFP® on Sam's List
8. Revel CPA
Revel CPA is listed as an accountant. Its profile names Digital Nomads, Equity Compensation and High Net Worth Individuals among its specialties and says it serves Illinois. It has a 4.9 rating across 5 reviews. Its tagline describes helping agencies with the complexities of scaling, so ask whether that agency focus carries over to personal returns for wealthy individuals. Five reviews is a modest sample, and a listed specialty is the firm's own claim.
Pamela Z. wrote: "It's been amazing! Strong attentional to detail and great tax strategy."
9. Anomaly CPA
Anomaly CPA is listed as an accountant. Its profile names Cryptocurrency Investors, Equity Compensation and High Net Worth Individuals among its specialties and says it serves Massachusetts. It has a 5.0 rating across 2 reviews, tied with Capital Area Planning Group for the fewest reviews on this list. Its tagline describes a virtual accounting and tax firm for startups, digital entrepreneurs and real estate investors. With only two reviews, read both on its profile, ask for references and ask how many high net worth clients the firm works with today. A small count is not a verdict either way, but it gives you less to go on than the firms above it.
10. Capital Area Planning Group
Capital Area Planning Group is listed as a financial advisor. Its profile names Business Executives, Equity Compensation (RSUs, Options) and High Net Worth Individuals among its specialties and says it serves the District of Columbia. It has a 5.0 rating across 2 reviews. Its tagline describes planning and investment management services for senior managers and executives in tech. This list ranks by review count only, so check registration and disciplinary history before hiring.
Phil M. wrote: "Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf"
See Capital Area Planning Group on Sam's List
Worked with one of these firms?
Reviews are what this list is ranked on, and each one gives the next client with a complicated balance sheet more to go on than a firm's own website. If you have worked with one of these firms, you can leave a review on Sam's List.
Frequently Asked Questions
What should you ask an accountant for high net worth individuals before hiring?
Start with fit. Ask how many clients with your mix of income and assets the firm works with now, who prepares and who reviews your return, and how it coordinates with your other advisors. Ask how the engagement is priced and what it needs from you each quarter. A listed specialty is the firm's own claim, so ask for examples of work like yours.
What do reviews tell you about a financial advisor for high net worth individuals?
They tell you how many reviews clients wrote about an advisor on Sam's List and how they rated it. They say nothing about investment performance, fees or fit. Before hiring an advisor, check registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.
How often is this list updated?
Each quarter. This edition uses ratings and review counts as shown on October 8, 2026. Each refresh uses new counts, so firms can move up or down or drop off, and a firm that adds High Net Worth Individuals as a specialty can join if it meets the thresholds.
Can firms pay to be included?
No. Listing on Sam's List is free, and so is a place on this list, which is ranked only by reviews. Some firms pay to be featured elsewhere on Sam's List; that has no effect on who appears here or in what order.
How we picked the most reviewed finance pros for high net worth clients
The pool. These lists rank only the 94 firms in the Sam's List community, and every firm named is a vetted Sam's List member. Sam's List also lists firms outside the community, which these lists do not rank, so this is not a survey of every firm that works with high net worth clients.
Who qualified. A firm needed a profile naming High Net Worth Individuals as a specialty, a rating of at least 4.0 and at least 2 reviews. Eleven firms qualified.
The order. Firms are ranked by total reviews, then rating, then name. A list runs 10, 7 or 5 firms and is never padded, so this edition shows the first ten. A tie decided the last places: three firms showed 2 reviews, and rating decided which two made the list. Ratings and review counts are as each profile showed them on October 8, 2026, and they change. Counts include every review each profile showed on October 8, 2026, whenever it was posted. The Serves column is the state each profile lists; it does not tell you where else a firm takes clients.
What a review count means. It tells you how many reviews clients wrote, not how many clients a firm has. It does not measure technical quality or fit, and it says nothing about investment performance. A firm with 5 reviews is not automatically worse than one with 33, and specialties are the firms' own claims, so confirm credentials and fit yourself.
Payment. Listing on Sam's List is free, and so is a place on this list. Crypto Tax Made Easy also pays to be featured elsewhere on Sam's List; that has no bearing on this list. For more on reviews, read the Sam's List reviews disclosure.
To compare more firms, browse accountants, fractional CFOs and financial advisors on Sam's List.
About the author: Kimberly Green is cofounder of Sam’s List, a directory and matching platform for financial professionals.
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