Ways to browse High-net-worth advisors serving California

Pick a specialty to browse more High-net-worth advisors serving California.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	10,135
Executive	5,892
Retired	4,387
Private / alternative investments	3,291
Options & derivatives strategies	2,589
Cash flow / budgeting	2,519
Wealth management	2,289
Tax-loss harvesting	2,260
General retirement planning	2,240
Approaching retirement	2,162
ESG / Sustainable investing	2,145
Retirement plans for business owners (SEP, solo 401k)	1,858
Mid-Career Professionals	1,834
Equity compensation tax strategy	1,741
Active portfolio management	1,597
Concentrated stock management	1,253
Real estate investing	1,140
Retirement income strategy	1,063
Business exit / sale strategy	1,050
Established Professionals	693
Charitable giving & philanthropy	641
Passive / index investing	577
Divorce financial planning	555
Technology Professional	524
Attorney	500
Planning for children with special needs	471
Social Security optimization	470
College savings (529s, UTMA, etc.)	458
General tax planning	397
HENRY (High Earners, Not Rich Yet)	380
General estate planning guidance	316
Income planning	280
Long-term care insurance	279
Annuities	218
Family Business	190
Financial Professional	173
Values-based investing	171
Women Professionals	163
Debt management	151
Business ownership considerations	142
Retirement withdrawal strategies	140
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	133
Dentist	131
Business succession planning	116
Tax strategies for small businesses	107
Business sale tax planning	86
Factor investing / smart beta	74
Self-Employed	73
Equity Recipients (RS/RSU, SOP, ESPP)	66
Educators, Teachers, and Academics	60
Life insurance needs analysis	59
Charitable giving tax strategies	56
Elder care planning	52
Multi-generational wealth transfer	50
Young Professionals	49
Roth conversion strategy	41
Professional Athlete	34
Business Financial Management	32
Disability insurance	28
Doctor or Medical Professional	27
Stock option exercise strategy	20
Immigrants	19
Trust structures (GRAT, IDGT, revocable)	17
Retired	16
Military & Veterans	14
Medicare planning	12
Entertainment Industry	11
Married/Couples/Partners	10
Young Families	8
Biotech Professional	7
Cross-border / expatriate tax planning	7
Liquidity event planning	7
Sandwich Generation	6
Women's Finance	6
Entity structure planning (LLC, S-Corp)	5
Parents	5
Airline Pilot	4
Divorced Women	4
Expats	4
Intergenerational Families	4
Dual Income Family	3
Inherited wealth	3
Single Women	3
Widow/Widower	3

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