Ways to browse advisors serving Aurora, CO

Pick a specialty or descriptor to browse more advisors serving Aurora, CO.

By how they work

Type	Advisors
Large-firm	5,428
Flat-fee	3,271
Seasoned	1,866
Independent	1,687
CFP®-certified	1,243

By who they serve

Type	Advisors
High-net-worth	1,255
Baby Boomer	76
Millennial	7
Gen X	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,659
Executive	2,318
Wealth management	2,259
Retired	2,106
Tax-loss harvesting	1,712
College savings (529s, UTMA, etc.)	1,609
Active portfolio management	1,572
Private / alternative investments	1,494
Retirement plans for business owners (SEP, solo 401k)	1,431
Retirement income strategy	1,317
General retirement planning	1,203
Charitable giving & philanthropy	1,044
Real estate investing	740
Options & derivatives strategies	692
Approaching retirement	637
General estate planning guidance	599
ESG / Sustainable investing	576
Passive / index investing	551
Cash flow / budgeting	549
Social Security optimization	491
Debt management	444
Concentrated stock management	392
HENRY (High Earners, Not Rich Yet)	388
Income planning	387
Business exit / sale strategy	371
Self-Employed	345
Annuities	323
Mid-Career Professionals	305
Equity compensation tax strategy	221
Multi-generational wealth transfer	190
Business ownership considerations	177
Established Professionals	165
Retirement withdrawal strategies	156
General tax planning	141
Financial Professional	133
Business succession planning	127
Women Professionals	116
Divorce financial planning	108
Educators, Teachers, and Academics	82
Long-term care insurance	63
Attorney	57
Values-based investing	51
Divorced	47
Dentist	40
Parents	40
Tax strategies for small businesses	39
Doctor or Medical Professional	34
Equity Recipients (RS/RSU, SOP, ESPP)	31
Liquidity event planning	31
Factor investing / smart beta	30
Planning for children with special needs	28
Professional Athlete	26
Young Professionals	24
Family Business	21
Intergenerational Families	19
Life insurance needs analysis	19
Medicare planning	18
Technology Professional	18
Military & Veterans	17
Roth conversion strategy	17
Stock option exercise strategy	17
Consultant	15
Charitable giving tax strategies	14
Startup equity planning	14
Women's Finance	14
Young Families	14
LGBTQIA	13
Religious/faith focused	12
Widow/Widower	7
Business Financial Management	5
Business sale tax planning	5
Dual Income Family	5
Retired	3

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