Browse all Gen X 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	133
California	56
Florida	28
New York	27
Massachusetts	19
Ohio	18
Louisiana	17
Pennsylvania	16
Colorado	14
Michigan	14
Arizona	13
Missouri	13
Washington	13
North Carolina	12
Illinois	10
Maryland	10
Virginia	10
Georgia	8
Indiana	8
Kansas	7
Tennessee	7
Oregon	6
Wisconsin	6
New Jersey	5
South Carolina	5
Connecticut	4
Kentucky	4
Minnesota	4
Iowa	3
New Mexico	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	100
Founder/Business Owner	90
Cash flow / budgeting	62
College savings (529s, UTMA, etc.)	61
Wealth management	61
Business ownership considerations	60
General tax planning	48
Retirement income strategy	48
Executive	35
Mid-Career Professionals	32
Equity Recipients (RS/RSU, SOP, ESPP)	30
Technology Professional	28
Women Professionals	25
Business exit / sale strategy	23
Doctor or Medical Professional	22
Retired	21
Established Professionals	19
Debt management	18
General estate planning guidance	18
Christian Faith Based	17
Military & Veterans	15
Parents	14
Tax strategies for small businesses	14
Charitable giving & philanthropy	13
Income planning	13
Tax-loss harvesting	12
Active portfolio management	11
Business succession planning	11
Educators, Teachers, and Academics	11
Self-Employed	11
Dual Income Family	10
FIRE (Financial Independence Retire Early)	10
HENRY (High Earners, Not Rich Yet)	10
Retirement withdrawal strategies	10
Sandwich Generation	10
Business sale tax planning	9
Government Employee	9
Engineering Professional	8
Inherited wealth	8
Passive / index investing	8
Single Women	8
Women's Finance	8
Young Families	8
Divorced	7
Divorced Women	7
ESG / Sustainable investing	7
Retirement plans for business owners (SEP, solo 401k)	7
Airline Pilot	6
Artists or Creative	6
Attorney	6
Business Financial Management	6
Career Changers	6
Consultant	6
Family Business	6
Female Executives	6
LGBTQIA	6
Long-term care insurance	6
Social Security optimization	6
Approaching retirement	5
Married/Couples/Partners	5
Public Service Employee	5
Real estate investing	5
Concentrated stock management	4
Cross-border / expatriate tax planning	4
Entity structure planning (LLC, S-Corp)	4
Immigrants	4
Liquidity event planning	4
Options & derivatives strategies	4
Private / alternative investments	4
Sales Professional	4
Widow/Widower	4
Young Professionals	4
Biotech Professional	3
Charitable giving tax strategies	3
Planning for children with special needs	3
Scientific Professional	3
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	3
Women Business Owners	3

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