Ways to browse Independent advisors serving Arizona

Pick a specialty to browse more Independent advisors serving Arizona.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,692
Wealth management	1,315
Options & derivatives strategies	1,058
Executive	1,023
Retirement plans for business owners (SEP, solo 401k)	915
Private / alternative investments	824
Retirement income strategy	814
Active portfolio management	733
Retired	686
General retirement planning	560
Tax-loss harvesting	557
Annuities	481
College savings (529s, UTMA, etc.)	465
Concentrated stock management	427
Income planning	402
General estate planning guidance	336
Passive / index investing	328
ESG / Sustainable investing	310
Cash flow / budgeting	296
Charitable giving & philanthropy	294
Real estate investing	286
Business exit / sale strategy	221
General tax planning	206
Equity compensation tax strategy	174
Business succession planning	167
Business ownership considerations	126
Retirement withdrawal strategies	103
Tax strategies for small businesses	93
Approaching retirement	89
Social Security optimization	82
Long-term care insurance	79
Mid-Career Professionals	71
Debt management	69
Life insurance needs analysis	58
HENRY (High Earners, Not Rich Yet)	56
Financial Professional	52
Factor investing / smart beta	49
Retired	47
Self-Employed	47
Values-based investing	36
Charitable giving tax strategies	35
Doctor or Medical Professional	34
Educators, Teachers, and Academics	33
Young Professionals	33
Roth conversion strategy	31
Established Professionals	30
Multi-generational wealth transfer	29
Business sale tax planning	28
Religious/faith focused	23
Divorce financial planning	21
Equity Recipients (RS/RSU, SOP, ESPP)	18
Married/Couples/Partners	17
Women Professionals	16
Attorney	14
Family Business	13
Business Financial Management	12
Cross-border / expatriate tax planning	11
Airline Pilot	9
Disability insurance	9
Military & Veterans	9
Public Service Employee	9
Medicare planning	8
Technology Professional	6
Christian Faith Based	5
Liquidity event planning	5
Early retirement planning	4
Expats	4
Dentist	3
Elder care planning	3
Trust structures (GRAT, IDGT, revocable)	3
Young Families	3

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