What clients are saying

"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"

— Mike, 0.0 stars, for Thomas-Kopelman

"My financial advisor is @Lawrence_Sprung with @MitlinFinancial. He is based out of Long Island, NY. I do most of my work with his office over the phon…"

— Wendy, 0.0 stars, for Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®

"Scott DeSantis from @CivicFinancial is undoubtedly a vetted in the business. He excels in tax strategy, financial planning, insurance, and portfolio m…"

— Paolo, 0.0 stars, for Civic Financial

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Sam's List is a vetted directory of CPAs, bookkeepers, financial advisors, and fractional CFOs. Browse verified reviews, transparent pricing, and real client outcomes — with no referral fees and no pay-to-play rankings.

Sam's List — find vetted CPAs, bookkeepers, financial advisors, and fractional CFOs with verified client reviews — Vetted financial professionals, trusted by founders and high-net-worth individuals.

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Frequently asked questions

What is Sam's List?

Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

How does Sam's List vet the professionals on the platform?

Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

Are the reviews on Sam's List real?

Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

How is Sam's List different from other financial professional directories?

Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.

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