Ways to browse Independent advisors serving Glendale, CA

Pick a specialty to browse more Independent advisors serving Glendale, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	852
Wealth management	681
Options & derivatives strategies	650
Private / alternative investments	495
Active portfolio management	491
Executive	480
Retirement plans for business owners (SEP, solo 401k)	337
Tax-loss harvesting	273
Real estate investing	253
Concentrated stock management	239
General retirement planning	225
Retirement income strategy	223
ESG / Sustainable investing	210
Cash flow / budgeting	174
Passive / index investing	164
Retired	158
Annuities	153
College savings (529s, UTMA, etc.)	147
Charitable giving & philanthropy	135
Tax strategies for small businesses	113
General tax planning	105
Business exit / sale strategy	100
Debt management	86
Income planning	83
General estate planning guidance	82
Business ownership considerations	66
Equity compensation tax strategy	64
Mid-Career Professionals	58
Social Security optimization	47
Business sale tax planning	43
Young Families	40
HENRY (High Earners, Not Rich Yet)	39
Self-Employed	35
Business succession planning	31
Long-term care insurance	29
Retirement withdrawal strategies	27
Approaching retirement	25
Divorce financial planning	25
Financial Professional	21
Life insurance needs analysis	17
Business Financial Management	16
Family Business	14
Multi-generational wealth transfer	13
Values-based investing	13
Factor investing / smart beta	12
Attorney	11
Established Professionals	11
Roth conversion strategy	11
Charitable giving tax strategies	10
Doctor or Medical Professional	10
Educators, Teachers, and Academics	9
Entertainment Industry	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Technology Professional	6
Young Professionals	6
Sandwich Generation	5
Financial coaching / therapy	4
Medicare planning	4
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	4
Parents	3
Professional Athlete	3
Women Professionals	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support