Browse all Baby Boomer advisors

Pick a state to find advisors near you, or a specialty to find someone who focuses on your situation.

Browse by location

Advisors are licensed state-by-state. See how many are licensed in yours.

State	Advisors
Texas	2,314
New York	1,038
California	564
Pennsylvania	560
New Jersey	540
Florida	475
Ohio	269
Illinois	263
North Carolina	241
Minnesota	205
Washington	201
Michigan	187
Virginia	184
Maryland	182
Wisconsin	178
Colorado	168
Arizona	123
Connecticut	122
Georgia	104
South Carolina	104
Louisiana	101
Tennessee	79
Indiana	69
Missouri	62
Utah	57
Kansas	54
Iowa	51
Massachusetts	51
New Hampshire	50
Hawaii	47
Nevada	42
Oklahoma	41
Kentucky	40
Oregon	40
Rhode Island	40
Delaware	38
Alabama	26
Nebraska	26
Idaho	23
Maine	20
Vermont	17
Mississippi	15
New Mexico	13
District of Columbia	11

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,982
Executive	5,868
Approaching retirement	5,687
Retired	5,659
Retirement income strategy	4,749
Social Security optimization	4,622
Business exit / sale strategy	1,114
Retirement plans for business owners (SEP, solo 401k)	1,037
Mid-Career Professionals	968
Active portfolio management	944
HENRY (High Earners, Not Rich Yet)	939
Wealth management	396
Private / alternative investments	264
ESG / Sustainable investing	261
Tax-loss harvesting	205
General retirement planning	155
Charitable giving & philanthropy	88
General tax planning	82
Established Professionals	55
Income planning	48
General estate planning guidance	47
Real estate investing	42
Cash flow / budgeting	29
Concentrated stock management	27
Options & derivatives strategies	25
Retired	25
Medicare planning	23
Tax strategies for small businesses	22
Life insurance needs analysis	21
Long-term care insurance	20
Business ownership considerations	18
Annuities	16
College savings (529s, UTMA, etc.)	16
Widow/Widower	16
Women Professionals	16
Christian Faith Based	10
Self-Employed	10
Divorced	8
Inherited wealth	8
Military & Veterans	8
Parents	8
Passive / index investing	8
Divorced Women	7
Doctor or Medical Professional	7
Business succession planning	6
Engineering Professional	6
Equity Recipients (RS/RSU, SOP, ESPP)	5
Government Employee	5
Married/Couples/Partners	5
Consultant	4
Dentist	4
Divorce financial planning	4
Educators, Teachers, and Academics	4
Financial Professional	4
Intergenerational Families	4
Women's Finance	4
Cross-border / expatriate tax planning	3
Elder care planning	3
Family Business	3
Sandwich Generation	3
Single Women	3

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