Browse all Independent advisors in California

Every advisor below is licensed to work with clients in California. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	6,111
Wealth management	4,656
Options & derivatives strategies	4,364
Private / alternative investments	3,585
Executive	3,572
Active portfolio management	3,202
Retirement plans for business owners (SEP, solo 401k)	2,976
Tax-loss harvesting	2,272
Retirement income strategy	2,193
Retired	2,007
General retirement planning	1,972
Concentrated stock management	1,810
College savings (529s, UTMA, etc.)	1,745
Real estate investing	1,607
ESG / Sustainable investing	1,524
Cash flow / budgeting	1,475
Annuities	1,316
Passive / index investing	1,266
Charitable giving & philanthropy	1,011
Income planning	977
General tax planning	965
General estate planning guidance	871
Business exit / sale strategy	714
Equity compensation tax strategy	523
Business ownership considerations	489
Debt management	425
Business succession planning	393
Tax strategies for small businesses	388
Mid-Career Professionals	367
Retirement withdrawal strategies	332
Approaching retirement	283
Long-term care insurance	267
Social Security optimization	237
Business sale tax planning	224
Self-Employed	215
HENRY (High Earners, Not Rich Yet)	198
Life insurance needs analysis	172
Divorce financial planning	171
Equity Recipients (RS/RSU, SOP, ESPP)	151
Factor investing / smart beta	143
Established Professionals	136
Values-based investing	124
Doctor or Medical Professional	121
Charitable giving tax strategies	113
Financial Professional	93
Young Professionals	92
Retired	83
Multi-generational wealth transfer	74
Cross-border / expatriate tax planning	71
Technology Professional	70
Business Financial Management	67
Religious/faith focused	67
Young Families	66
Women Professionals	64
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	60
Educators, Teachers, and Academics	59
Elder care planning	58
Roth conversion strategy	55
Medicare planning	52
Military & Veterans	49
Attorney	46
Disability insurance	46
Professional Athlete	44
Married/Couples/Partners	40
Family Business	39
Stock option exercise strategy	30
Planning for children with special needs	25
Immigrants	24
Expats	22
Public Service Employee	22
Student loan debt	20
Trust structures (GRAT, IDGT, revocable)	19
Dentist	18
Liquidity event planning	18
Parents	18
Christian Faith Based	17
Early retirement planning	17
Entertainment Industry	16
Entity structure planning (LLC, S-Corp)	14
Sandwich Generation	14
Consultant	13
Women's Finance	13
Airline Pilot	11
FIRE (Financial Independence Retire Early)	11
Cross-border & expatriate issues	10
Divorced	9
Dual Income Family	9
Gifting strategies	9
LGBTQIA	9
Career Changers	8
Newlywed/Engaged	8
Widow/Widower	8
Women Business Owners	8
Biotech Professional	7
Divorced Women	7
Government Employee	7
Intergenerational Families	6
Engineering Professional	5
Financial coaching / therapy	5
Hispanic/Latino/Latinx	5
Home buying	5
Inherited wealth	5
Single Women	4
Artists or Creative	3
Independent Contractor	3
Minorities	3

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