Browse all CFP®-certified 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	33,290
California	8,517
Florida	6,808
New York	4,264
Pennsylvania	4,010
North Carolina	3,642
Illinois	3,579
New Jersey	3,184
Ohio	3,034
Virginia	2,892
Colorado	2,748
Georgia	2,555
Michigan	2,529
Arizona	2,368
Washington	2,308
Massachusetts	2,240
Minnesota	2,240
Missouri	2,129
Maryland	2,077
Indiana	1,764
Wisconsin	1,643
South Carolina	1,583
Connecticut	1,577
Louisiana	1,491
Kansas	1,228
Tennessee	1,228
Oregon	1,220
New Hampshire	917
Kentucky	907
Iowa	897
Utah	883
Alabama	872
Nevada	738
Nebraska	685
Oklahoma	616
Delaware	519
Rhode Island	507
Idaho	500
District of Columbia	456
Maine	447
Arkansas	413
New Mexico	394
Montana	372
Hawaii	350
Mississippi	327
Vermont	294
South Dakota	264
West Virginia	240
Wyoming	193
Alaska	176
North Dakota	165
Puerto Rico	60
Virgin Islands	47

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	40,189
Retired	25,306
Executive	24,256
Wealth management	24,189
Retirement plans for business owners (SEP, solo 401k)	17,735
Tax-loss harvesting	17,422
Retirement income strategy	13,223
Private / alternative investments	11,489
General retirement planning	10,739
College savings (529s, UTMA, etc.)	9,419
Options & derivatives strategies	8,689
Active portfolio management	7,360
Cash flow / budgeting	6,875
ESG / Sustainable investing	6,601
Charitable giving & philanthropy	5,993
Approaching retirement	5,794
Business exit / sale strategy	5,656
General estate planning guidance	5,563
Annuities	5,114
Income planning	4,490
Passive / index investing	4,297
HENRY (High Earners, Not Rich Yet)	3,950
Multi-generational wealth transfer	3,527
Concentrated stock management	3,363
Real estate investing	3,153
Social Security optimization	3,060
Mid-Career Professionals	2,762
Business succession planning	2,679
Retirement withdrawal strategies	2,491
Business ownership considerations	2,426
General tax planning	2,237
Divorce financial planning	2,053
Established Professionals	1,710
Self-Employed	1,295
Equity compensation tax strategy	1,133
Women Professionals	1,053
Divorced	942
Long-term care insurance	924
Debt management	910
Attorney	807
Tax strategies for small businesses	799
Financial Professional	777
Multi-state taxation	748
Planning for children with special needs	741
Values-based investing	738
Married/Couples/Partners	708
Factor investing / smart beta	607
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	508
Doctor or Medical Professional	494
Dentist	479
Life insurance needs analysis	443
Equity Recipients (RS/RSU, SOP, ESPP)	422
Intergenerational Families	410
Military & Veterans	341
Professional Athlete	316
Business sale tax planning	310
Family Business	301
Religious/faith focused	292
Retired	289
Young Professionals	287
Roth conversion strategy	279
Charitable giving tax strategies	246
Parents	245
Liquidity event planning	237
Educators, Teachers, and Academics	212
Technology Professional	160
Medicare planning	145
Inheritance planning	144
LGBTQIA	144
Disability insurance	143
Airline Pilot	128
Business Financial Management	128
Young Families	125
Christian Faith Based	106
Widow/Widower	99
Women's Finance	96
Stock option exercise strategy	85
Trust structures (GRAT, IDGT, revocable)	82
Elder care planning	79
Consultant	65
Government Employee	64
Public Service Employee	63
Early retirement planning	60
Dual Income Family	49
Engineering Professional	45
Startup equity planning	44
Student loan debt	44
Cross-border / expatriate tax planning	43
Exec comp design	38
FIRE (Financial Independence Retire Early)	36
Oil & Gas	36
Sandwich Generation	34
Inherited wealth	32
Entertainment Industry	31
Newlywed/Engaged	31
Real Estate Professional	29
University Employee	25
Divorced Women	24
Expats	24
Entity structure planning (LLC, S-Corp)	21
Gifting strategies	21
Single Women	19
Hispanic/Latino/Latinx	18
Immigrants	17
African Americans/Black	16
Career Changers	14
Veterinarian	14
Women Business Owners	14
Artists or Creative	12
Financial coaching / therapy	11
Home buying	11
Minorities	11
Biotech Professional	10
Sales Professional	9
Umbrella liability	9
Cross-border & expatriate issues	8
Female Executives	8
Key person insurance & risk mitigation	8
Scientific Professional	8
Work/Life Balance	8
Caring for aging parents	6
Optometrist	5
Independent Contractor	4
Caretaker	3
Childfree	3

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