Ways to browse CFP®-certified advisors

Pick a state or specialty to browse more CFP®-certified advisors.

Browse by location

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

State	Advisors
Texas	34,035
California	8,523
Florida	6,814
New York	4,271
Pennsylvania	4,018
North Carolina	3,649
Illinois	3,586
New Jersey	3,192
Ohio	3,041
Virginia	2,898
Colorado	2,757
Georgia	2,553
Michigan	2,531
Arizona	2,370
Washington	2,317
Minnesota	2,248
Massachusetts	2,234
Missouri	2,129
Maryland	2,081
Indiana	1,767
Wisconsin	1,646
South Carolina	1,585
Connecticut	1,580
Louisiana	1,503
Oregon	1,229
Tennessee	1,229
Kansas	1,226
Kentucky	925
New Hampshire	924
Iowa	899
Utah	887
Alabama	874
Nevada	752
Nebraska	685
Oklahoma	614
Delaware	520
Rhode Island	507
Idaho	499
District of Columbia	458
Maine	447
Arkansas	412
New Mexico	395
Montana	372
Hawaii	351
Mississippi	327
Vermont	294
South Dakota	264
West Virginia	240
Wyoming	193
Alaska	177
North Dakota	165
Puerto Rico	49
Virgin Islands	46

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	37,032
Executive	24,517
Wealth management	24,314
Retired	20,233
Retirement plans for business owners (SEP, solo 401k)	17,820
Tax-loss harvesting	17,534
Retirement income strategy	13,437
Private / alternative investments	11,593
General retirement planning	10,136
College savings (529s, UTMA, etc.)	9,417
Options & derivatives strategies	8,719
Active portfolio management	7,347
ESG / Sustainable investing	6,611
Charitable giving & philanthropy	5,975
Approaching retirement	5,811
Business exit / sale strategy	5,660
General estate planning guidance	5,566
Annuities	5,536
Cash flow / budgeting	5,506
Income planning	4,506
Passive / index investing	4,313
HENRY (High Earners, Not Rich Yet)	4,042
Multi-generational wealth transfer	3,528
Concentrated stock management	3,414
Real estate investing	3,161
Social Security optimization	2,991
Mid-Career Professionals	2,758
Retirement withdrawal strategies	2,495
Business ownership considerations	2,427
General tax planning	2,323
Divorce financial planning	2,058
Established Professionals	1,807
Business succession planning	1,349
Self-Employed	1,287
Equity compensation tax strategy	1,246
Women Professionals	1,062
Divorced	945
Debt management	904
Long-term care insurance	897
Tax strategies for small businesses	816
Attorney	802
Financial Professional	777
Multi-state taxation	753
Planning for children with special needs	741
Values-based investing	723
Married/Couples/Partners	709
Factor investing / smart beta	613
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	508
Doctor or Medical Professional	495
Dentist	480
Life insurance needs analysis	447
Equity Recipients (RS/RSU, SOP, ESPP)	430
Intergenerational Families	415
Family Business	385
Military & Veterans	346
Professional Athlete	316
Business sale tax planning	306
Retired	292
Religious/faith focused	290
Young Professionals	285
Roth conversion strategy	283
Charitable giving tax strategies	248
Parents	245
Liquidity event planning	237
Educators, Teachers, and Academics	213
Technology Professional	161
Inheritance planning	150
Medicare planning	149
LGBTQIA	143
Business Financial Management	132
Airline Pilot	128
Young Families	124
Disability insurance	115
Christian Faith Based	112
Widow/Widower	103
Women's Finance	97
Stock option exercise strategy	84
Trust structures (GRAT, IDGT, revocable)	81
Elder care planning	80
Government Employee	67
Consultant	65
Public Service Employee	64
Early retirement planning	58
Dual Income Family	53
Engineering Professional	48
Student loan debt	45
Startup equity planning	43
Cross-border / expatriate tax planning	42
Exec comp design	38
Oil & Gas	38
FIRE (Financial Independence Retire Early)	36
Sandwich Generation	34
Entertainment Industry	32
Inherited wealth	32
Newlywed/Engaged	32
Real Estate Professional	29
University Employee	26
Divorced Women	25
Expats	24
Entity structure planning (LLC, S-Corp)	21
Gifting strategies	21
Single Women	20
Hispanic/Latino/Latinx	18
Immigrants	17
African Americans/Black	16
Career Changers	15
Women Business Owners	15
Veterinarian	14
Artists or Creative	13
Home buying	11
Minorities	11
Biotech Professional	10
Financial coaching / therapy	10
Sales Professional	9
Scientific Professional	9
Umbrella liability	9
Cross-border & expatriate issues	8
Female Executives	8
Key person insurance & risk mitigation	8
Work/Life Balance	8
Caring for aging parents	5
Optometrist	5
Childfree	4
Independent Contractor	4
Caretaker	3

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