Ways to browse Millennial advisors

Pick a state or specialty to browse more Millennial advisors.

Browse by location

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

State	Advisors
Texas	175
California	86
New York	51
Florida	27
Pennsylvania	21
Washington	21
New Jersey	20
Colorado	18
Virginia	18
Illinois	16
Maryland	15
North Carolina	14
Louisiana	13
Massachusetts	13
Minnesota	13
Ohio	12
Connecticut	11
District of Columbia	9
Tennessee	9
Arizona	8
Georgia	8
Missouri	8
Indiana	7
Oregon	7
South Carolina	7
Hawaii	6
Kentucky	6
Utah	6
Kansas	5
New Hampshire	5
Oklahoma	5
Wisconsin	5
Iowa	4
Nevada	4
Michigan	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
Founder/Business Owner	142
Wealth management	81
Business ownership considerations	78
General retirement planning	74
Cash flow / budgeting	69
College savings (529s, UTMA, etc.)	68
Retirement income strategy	56
Executive	55
Equity Recipients (RS/RSU, SOP, ESPP)	54
General estate planning guidance	50
Women Professionals	50
Charitable giving & philanthropy	42
ESG / Sustainable investing	41
Young Families	38
Technology Professional	34
General tax planning	33
Young Professionals	32
Tax strategies for small businesses	31
Values-based investing	31
African Americans/Black	30
Mid-Career Professionals	30
Business exit / sale strategy	29
Private / alternative investments	28
HENRY (High Earners, Not Rich Yet)	25
Doctor or Medical Professional	21
Parents	21
Tax-loss harvesting	21
Income planning	18
Debt management	16
FIRE (Financial Independence Retire Early)	16
Retired	16
Retirement withdrawal strategies	16
Self-Employed	14
Married/Couples/Partners	13
Business Financial Management	12
Dual Income Family	12
Active portfolio management	11
Established Professionals	11
LGBTQIA	11
Passive / index investing	11
Retirement plans for business owners (SEP, solo 401k)	11
Student loan debt	11
Christian Faith Based	10
Attorney	9
Women's Finance	9
Business sale tax planning	8
Educators, Teachers, and Academics	7
Family Business	6
Immigrants	6
Inherited wealth	6
Military & Veterans	6
Artists or Creative	5
Financial coaching / therapy	5
Minorities	5
Newlywed/Engaged	5
Business succession planning	4
Entertainment Industry	4
Hispanic/Latino/Latinx	4
Life insurance needs analysis	4
Options & derivatives strategies	4
Real estate investing	4
Approaching retirement	3
Expats	3
Home buying	3
Pharmacist	3
Women Business Owners	3

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