Ways to browse advisors serving Kendall, FL

Pick a specialty or descriptor to browse more advisors serving Kendall, FL.

By how they work

Type	Advisors
Large-firm	3,452
Flat-fee	1,490
Seasoned	1,399
Independent	1,253
CFP®-certified	280

By who they serve

Type	Advisors
High-net-worth	1,399

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,896
Executive	2,311
Wealth management	1,583
Tax-loss harvesting	1,002
Active portfolio management	878
General estate planning guidance	791
Retired	791
General retirement planning	781
Private / alternative investments	779
Mid-Career Professionals	743
Options & derivatives strategies	650
ESG / Sustainable investing	608
Retirement plans for business owners (SEP, solo 401k)	474
Approaching retirement	469
Cash flow / budgeting	436
Retirement income strategy	408
Attorney	356
Equity compensation tax strategy	343
Real estate investing	339
Technology Professional	335
Concentrated stock management	298
College savings (529s, UTMA, etc.)	214
Income planning	198
Passive / index investing	194
Charitable giving & philanthropy	141
Social Security optimization	116
Business exit / sale strategy	111
Annuities	108
HENRY (High Earners, Not Rich Yet)	95
Multi-generational wealth transfer	64
Self-Employed	64
Business succession planning	61
Business ownership considerations	57
Women Professionals	54
Retirement withdrawal strategies	51
Established Professionals	50
Multi-state taxation	45
Divorce financial planning	44
Financial Professional	43
Values-based investing	38
Debt management	29
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	28
Married/Couples/Partners	24
General tax planning	23
Family Business	22
Cross-border / expatriate tax planning	20
Intergenerational Families	19
Expats	17
Long-term care insurance	17
Business Financial Management	14
Tax strategies for small businesses	14
Factor investing / smart beta	12
Doctor or Medical Professional	9
Immigrants	8
Young Families	7
Women Business Owners	6
Business sale tax planning	5
Hispanic/Latino/Latinx	5

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