Reserve Study Companies: Find a Verified Firm

This directory lists 40 reserve study companies — 8 national providers and 32 regional specialists — and every listing was checked against the firm's own website before publishing, so coverage areas, credentials, and services come straight from the source. Pick your state below to see which firms actually serve your community, with local specialists ranked first.

Last verified 2026-07-06

Which reserve study companies work nationwide? 8 firms in our directory state nationwide coverage: Association Reserves, Inc. (est. 1986), Reserve Advisors, LLC (est. 1991), Criterium Engineers (est. 1957), Miller Dodson Associates, Inc. (est. 2002), The Helsing Group, Inc. (est. 1991), SmartProperty Inc., Facilities Advisors International LLC (est. 1982), and Prime Reserve Planning. But a national name isn't automatically the right pick — the 32 regional specialists in this directory serve anywhere from one state to twenty-five, and a local firm often knows your climate, construction stock, and state disclosure forms better. Start with your state page below.

National reserve study firms

These 8 firms state that they serve associations nationwide, typically through networks of regional offices. Firm names link to the firm's own site.

HQ: Westlake Village, CA · Est. 1986

One of the industry's oldest and largest reserve study firms, operating regional offices across the United States with expertise the firm says covers properties nationwide and internationally.

Founder/CEO Robert Nordlund, PE, RS (#5); team page lists 12 RS (Reserve Specialist) designees plus additional PE credential holders

Full reserve studies, updates with or without site visit, a DIY reserve study kit, uPlanIt budgeting tool, consulting, and expert witness services for condos, HOAs, co-ops, and other facilities.

HQ: Milwaukee, WI · Est. 1991

Engineering-driven firm with roughly 15 regional offices across the United States and more than 37,000 reserve studies completed since 1991.

RS (Reserve Specialist), PRA, and PE credential holders on staff per team bios (e.g., Matt Kuisle, PE, PRA, RS); 60+ engineers

Reserve studies, structural integrity reserve studies (SIRS), insurance appraisals, preventative maintenance reports, and energy benchmarking/audits for HOAs, condos, high-rises, and private clubs.

HQ: Freeport, ME · Est. 1957

National consulting engineering franchise founded in 1957 with 30+ local offices spanning North America that has evaluated more than 850,000 buildings.

Every reserve study is conducted and/or reviewed by a licensed Professional Engineer (PE), per the firm's site; many of its engineers also hold CAI's RS (Reserve Specialist) designation

Engineer-performed reserve studies, transition studies, and construction monitoring for homeowner and condominium associations, with capital needs assessments and property condition reports offered through its commercial practice.

HQ: Annapolis, MD · Est. 2002

Annapolis-based capital reserve consultancy — begun in 1985 as R.J. Moore & Associates and established under the MillerDodson name in 2002 — serving clients throughout the United States, the Caribbean, and Mexico through its Maryland staff and a national network of Reserve Specialists.

RS (Reserve Specialist), AIA, NCARB, and AICP design-professional credentials held by analysts listed on the firm's specialist profiles

Capital reserve studies for community associations, resorts, golf communities, religious institutions, and educational facilities, plus presentation and educational seminars.

HQ: San Ramon, CA · Est. 1991

California-based firm reporting more than 50,000 reserve studies produced for over 3,000 communities nationwide since 1991.

PRA (Professional Reserve Analyst) and RS (Reserve Specialist) designations cited on the firm's site; helped establish APRA reserve study standards

Reserve studies and updates plus developer services such as DRE budgets and HOA maintenance manuals, alongside association management, bookkeeping, and election services.

HQ: San Diego, CA

Technology-forward reserve study provider whose site says associations and clubs nationwide use its platform, drawing on analysis of more than 20,000 reserve studies and over a half-million homes.

Site states on-site inspections are performed by credentialed reserve specialists (no specific RS/PRA designations named)

On-site reserve studies delivered through its Living Reserve Study platform, which keeps component inventories, costs, and funding plans continuously updated for associations and clubs.

HQ: North Las Vegas, NV · Est. 1982

One of the longest-running reserve study providers, preparing capital budgets and reserve studies for associations throughout the United States since 1982.

CEO Gary Porter, CPA, FMP, RS, RRC, RSS; additional RS and RSS designees among regional managers per the firm's team page

Reserve studies for condominium, homeowner, timeshare, high-rise, and master-planned associations, plus capital budgets, maintenance plans, and internet-based reserve software.

HQ: Hilliard, OH

Hilliard, Ohio reserve study and capital planning firm, connected to the Midwest Reserves LLC brand, that serves communities throughout Ohio and lists coverage across almost every US state.

Team includes engineers and credentialed Reserve Specialists (RS) through the Community Associations Institute (CAI); CAI business partner

Full reserve studies, updates with or without site visits, new-development reserve studies, in-house studies, capital planning, and consulting.

How this directory is verified — and what it isn't

Every listing was checked against the firm's own website before publishing — coverage areas, credentials, and services are the firm's own published claims, confirmed at the source, not scraped from aggregators. Listings are informational only: they are not endorsements, rankings, or referrals, we have no financial relationship with any listed firm, and we receive nothing if you hire one. Always verify credentials (RS, PRA, PE licensure) directly with the firm and the credentialing body before you sign.

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