Ways to browse Gen X advisors

Pick a state or specialty to browse more Gen X advisors.

Browse by location

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

State	Advisors
Texas	136
California	56
Florida	27
New York	27
Massachusetts	19
Louisiana	17
Ohio	17
Pennsylvania	17
Arizona	14
Colorado	14
Michigan	14
Washington	14
Missouri	13
North Carolina	12
Maryland	11
Illinois	10
Virginia	10
Georgia	8
Indiana	8
Kansas	7
Oregon	7
Tennessee	7
South Carolina	6
Wisconsin	6
New Jersey	5
Connecticut	4
Kentucky	4
Minnesota	4
New Mexico	4
Iowa	3
Oklahoma	3
Utah	3

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
General retirement planning	106
Founder/Business Owner	86
Cash flow / budgeting	62
College savings (529s, UTMA, etc.)	61
Wealth management	60
Business ownership considerations	58
Retirement income strategy	54
General tax planning	53
Executive	36
Equity Recipients (RS/RSU, SOP, ESPP)	30
Mid-Career Professionals	30
Technology Professional	28
Women Professionals	24
Retired	23
Business exit / sale strategy	22
Doctor or Medical Professional	22
Established Professionals	19
Debt management	18
Christian Faith Based	17
General estate planning guidance	17
Military & Veterans	17
Income planning	15
Charitable giving & philanthropy	14
Tax strategies for small businesses	14
Self-Employed	13
Tax-loss harvesting	13
Active portfolio management	12
Parents	12
Educators, Teachers, and Academics	11
Government Employee	11
HENRY (High Earners, Not Rich Yet)	11
Business succession planning	10
Dual Income Family	10
Retirement withdrawal strategies	10
Sandwich Generation	10
Business sale tax planning	9
FIRE (Financial Independence Retire Early)	9
Passive / index investing	9
Young Families	9
Divorced Women	8
Engineering Professional	8
ESG / Sustainable investing	8
Family Business	8
Single Women	8
Approaching retirement	7
Artists or Creative	7
Business Financial Management	7
Career Changers	7
Divorced	7
Inherited wealth	7
Retirement plans for business owners (SEP, solo 401k)	7
Women's Finance	7
Attorney	6
Consultant	6
Female Executives	6
Long-term care insurance	6
Social Security optimization	6
Airline Pilot	5
LGBTQIA	5
Married/Couples/Partners	5
Public Service Employee	5
Widow/Widower	5
Concentrated stock management	4
Cross-border / expatriate tax planning	4
Entity structure planning (LLC, S-Corp)	4
Immigrants	4
Options & derivatives strategies	4
Planning for children with special needs	4
Private / alternative investments	4
Real estate investing	4
Retired	4
Sales Professional	4
Young Professionals	4
Biotech Professional	3
Charitable giving tax strategies	3
Liquidity event planning	3
Scientific Professional	3
Women Business Owners	3

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