Ways to browse Independent advisors

Pick a state or specialty to browse more Independent advisors.

Browse by location

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

State	Advisors
Texas	30,504
California	14,755
Florida	11,306
New York	7,006
Pennsylvania	5,959
Illinois	5,797
North Carolina	5,133
Ohio	4,858
New Jersey	4,417
Georgia	4,404
Colorado	4,358
Virginia	4,354
Massachusetts	4,024
Washington	3,969
Michigan	3,927
Arizona	3,843
Minnesota	3,203
Wisconsin	2,990
Missouri	2,953
Indiana	2,805
Louisiana	2,802
Maryland	2,794
Connecticut	2,553
South Carolina	2,545
Oregon	2,214
Tennessee	2,054
Utah	2,006
Kansas	1,933
Iowa	1,912
Alabama	1,679
Nevada	1,465
New Hampshire	1,460
Kentucky	1,441
Oklahoma	1,420
Nebraska	1,345
Arkansas	1,283
Idaho	1,191
Maine	834
New Mexico	768
Delaware	744
Mississippi	733
Rhode Island	719
Montana	684
District of Columbia	628
Hawaii	599
South Dakota	574
West Virginia	537
Vermont	514
Wyoming	435
Alaska	408
North Dakota	376
Puerto Rico	190
Virgin Islands	119

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	41,685
Wealth management	32,351
Options & derivatives strategies	25,865
Retirement plans for business owners (SEP, solo 401k)	23,016
Executive	23,014
Private / alternative investments	22,277
Active portfolio management	18,866
Retired	15,798
Retirement income strategy	14,890
Tax-loss harvesting	14,578
General retirement planning	13,330
College savings (529s, UTMA, etc.)	10,594
Concentrated stock management	9,488
Cash flow / budgeting	9,185
ESG / Sustainable investing	9,062
Annuities	8,750
Passive / index investing	8,602
Real estate investing	8,365
Income planning	6,827
Charitable giving & philanthropy	6,507
General estate planning guidance	6,305
Business exit / sale strategy	5,964
General tax planning	5,740
Business succession planning	2,750
Business ownership considerations	2,734
Tax strategies for small businesses	2,692
Approaching retirement	2,545
Mid-Career Professionals	2,424
Equity compensation tax strategy	2,359
Debt management	1,966
Long-term care insurance	1,918
HENRY (High Earners, Not Rich Yet)	1,777
Social Security optimization	1,667
Retirement withdrawal strategies	1,651
Life insurance needs analysis	1,330
Established Professionals	1,071
Business sale tax planning	993
Doctor or Medical Professional	945
Factor investing / smart beta	873
Self-Employed	818
Divorce financial planning	807
Values-based investing	774
Religious/faith focused	703
Charitable giving tax strategies	620
Financial Professional	615
Multi-generational wealth transfer	596
Family Business	591
Retired	589
Young Professionals	581
Women Professionals	568
Equity Recipients (RS/RSU, SOP, ESPP)	558
Roth conversion strategy	526
Medicare planning	459
Educators, Teachers, and Academics	457
Business Financial Management	366
Professional Athlete	361
Attorney	358
Liquidity event planning	320
Disability insurance	276
Military & Veterans	256
Trust structures (GRAT, IDGT, revocable)	251
Elder care planning	206
Christian Faith Based	205
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	191
Cross-border / expatriate tax planning	189
Expats	182
Young Families	180
Technology Professional	161
Dentist	157
Stock option exercise strategy	146
Intergenerational Families	138
Married/Couples/Partners	136
Public Service Employee	123
Women's Finance	117
Early retirement planning	115
Planning for children with special needs	105
Parents	98
Immigrants	79
Airline Pilot	74
Dual Income Family	73
Student loan debt	72
Government Employee	68
Widow/Widower	68
Consultant	59
University Employee	57
Divorced	56
Entertainment Industry	56
Sandwich Generation	53
Veterinarian	48
Union Employee	45
Entity structure planning (LLC, S-Corp)	42
African Americans/Black	39
FIRE (Financial Independence Retire Early)	39
Women Business Owners	38
Engineering Professional	37
Real Estate Professional	35
Inherited wealth	31
LGBTQIA	30
Gifting strategies	29
Inheritance planning	29
Artists or Creative	27
Divorced Women	26
Cross-border & expatriate issues	25
Oil & Gas	22
Single Women	22
Career Changers	20
Home buying	20
Multi-state taxation	20
Newlywed/Engaged	19
Umbrella liability	19
Exec comp design	16
Scientific Professional	16
Minorities	15
Biotech Professional	13
Pharmacist	12
Key person insurance & risk mitigation	11
Hispanic/Latino/Latinx	10
Sales Professional	10
Independent Contractor	9
Optometrist	9
Startup equity planning	9
Financial coaching / therapy	8
RSUs / ISOs / NSOs	8
Female Executives	7
Work/Life Balance	5
Childfree	4
Caretaker	3
Caring for aging parents	3

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