Ways to browse Independent advisors serving Florida

Pick a specialty to browse more Independent advisors serving Florida.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,270
Wealth management	4,149
Options & derivatives strategies	3,461
Executive	3,009
Private / alternative investments	2,841
Retirement plans for business owners (SEP, solo 401k)	2,654
Active portfolio management	2,570
Retirement income strategy	2,017
Retired	1,922
Tax-loss harvesting	1,771
General retirement planning	1,481
Concentrated stock management	1,246
College savings (529s, UTMA, etc.)	1,217
Annuities	1,171
Real estate investing	1,052
Cash flow / budgeting	928
Passive / index investing	911
Income planning	801
ESG / Sustainable investing	728
General estate planning guidance	624
Charitable giving & philanthropy	617
General tax planning	605
Business exit / sale strategy	604
Business succession planning	414
Business ownership considerations	359
Approaching retirement	314
Equity compensation tax strategy	308
Retirement withdrawal strategies	289
Long-term care insurance	261
Mid-Career Professionals	249
Tax strategies for small businesses	225
HENRY (High Earners, Not Rich Yet)	201
Social Security optimization	184
Debt management	175
Life insurance needs analysis	141
Charitable giving tax strategies	120
Business sale tax planning	102
Self-Employed	100
Factor investing / smart beta	95
Established Professionals	92
Roth conversion strategy	92
Divorce financial planning	88
Doctor or Medical Professional	85
Family Business	78
Educators, Teachers, and Academics	66
Values-based investing	63
Medicare planning	60
Women Professionals	54
Young Professionals	54
Married/Couples/Partners	52
Retired	50
Religious/faith focused	48
Financial Professional	47
Attorney	41
Disability insurance	38
Planning for children with special needs	38
Multi-generational wealth transfer	35
Equity Recipients (RS/RSU, SOP, ESPP)	31
Professional Athlete	30
Early retirement planning	26
Young Families	24
Trust structures (GRAT, IDGT, revocable)	23
Stock option exercise strategy	22
Business Financial Management	21
Military & Veterans	21
Liquidity event planning	20
Expats	18
Entity structure planning (LLC, S-Corp)	15
Parents	15
Government Employee	13
Cross-border / expatriate tax planning	12
Elder care planning	12
Immigrants	12
Christian Faith Based	11
Widow/Widower	9
Technology Professional	8
Airline Pilot	6
Cross-border & expatriate issues	6
FIRE (Financial Independence Retire Early)	6
Dentist	5
Divorced	5
Real Estate Professional	5
Single Women	5
Student loan debt	5
Sandwich Generation	4
University Employee	4
Dual Income Family	3

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