Ways to browse advisors serving Akron, OH

Pick a specialty or descriptor to browse more advisors serving Akron, OH.

By how they work

Type	Advisors
Large-firm	1,671
Flat-fee	1,140
Seasoned	880
Independent	568
CFP®-certified	360

By who they serve

Type	Advisors
High-net-worth	318
Baby Boomer	88
Gen X	3

Browse by specialty

Find advisors serving Akron, OH who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,361
Executive	867
Retired	847
Wealth management	840
Tax-loss harvesting	705
Retirement income strategy	530
Retirement plans for business owners (SEP, solo 401k)	467
General retirement planning	396
Approaching retirement	353
College savings (529s, UTMA, etc.)	346
Private / alternative investments	320
Charitable giving & philanthropy	267
Active portfolio management	242
Income planning	240
Options & derivatives strategies	236
ESG / Sustainable investing	229
Annuities	228
Passive / index investing	224
Business succession planning	218
Social Security optimization	203
Business exit / sale strategy	171
Real estate investing	170
HENRY (High Earners, Not Rich Yet)	163
Cash flow / budgeting	159
General estate planning guidance	159
Retirement withdrawal strategies	128
Mid-Career Professionals	106
Multi-generational wealth transfer	95
Concentrated stock management	92
Self-Employed	87
Business ownership considerations	62
Divorce financial planning	45
Equity compensation tax strategy	45
General tax planning	32
Married/Couples/Partners	24
Divorced	23
Financial Professional	22
Educators, Teachers, and Academics	20
Tax strategies for small businesses	16
Intergenerational Families	15
Long-term care insurance	15
Women Professionals	15
Planning for children with special needs	13
Doctor or Medical Professional	12
Debt management	9
Retired	9
Values-based investing	9
Women's Finance	8
Factor investing / smart beta	7
Religious/faith focused	6
Equity Recipients (RS/RSU, SOP, ESPP)	5
Established Professionals	5
Family Business	5
Life insurance needs analysis	4
Medicare planning	4

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