Ways to browse advisors serving Durham, NC

Pick a specialty or descriptor to browse more advisors serving Durham, NC.

By how they work

Type	Advisors
Large-firm	2,295
Flat-fee	1,236
Seasoned	885
Independent	832
CFP®-certified	664

By who they serve

Type	Advisors
High-net-worth	627
Baby Boomer	55
Millennial	4
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,664
Retired	1,106
Executive	987
Wealth management	836
Active portfolio management	831
Tax-loss harvesting	747
Retirement plans for business owners (SEP, solo 401k)	699
Retirement income strategy	616
Charitable giving & philanthropy	532
General retirement planning	496
General estate planning guidance	299
College savings (529s, UTMA, etc.)	292
Approaching retirement	281
Annuities	268
Private / alternative investments	244
Passive / index investing	240
Cash flow / budgeting	237
Mid-Career Professionals	231
Options & derivatives strategies	216
ESG / Sustainable investing	203
Income planning	200
HENRY (High Earners, Not Rich Yet)	199
Social Security optimization	146
Multi-generational wealth transfer	135
Business exit / sale strategy	121
Concentrated stock management	102
Business ownership considerations	90
Real estate investing	87
Business succession planning	79
General tax planning	76
Retirement withdrawal strategies	74
Divorce financial planning	68
Self-Employed	60
Debt management	58
Equity compensation tax strategy	55
Established Professionals	47
Financial Professional	45
Tax strategies for small businesses	45
Planning for children with special needs	39
Educators, Teachers, and Academics	35
Women Professionals	32
Business sale tax planning	26
Doctor or Medical Professional	25
Married/Couples/Partners	25
Parents	25
Life insurance needs analysis	23
Values-based investing	19
Long-term care insurance	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	12
Equity Recipients (RS/RSU, SOP, ESPP)	10
Medicare planning	10
Women's Finance	10
Early retirement planning	9
University Employee	9
Liquidity event planning	8
Factor investing / smart beta	7
Religious/faith focused	7
Technology Professional	6
Young Families	6
Business Financial Management	4
Charitable giving tax strategies	4
Exec comp design	4
Roth conversion strategy	4
Government Employee	3
Stock option exercise strategy	3

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