Browse all Large-firm 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	187,689
California	38,484
Florida	34,287
New York	30,088
New Jersey	20,838
Pennsylvania	16,211
Illinois	15,394
North Carolina	14,436
Ohio	14,188
Connecticut	11,468
Michigan	10,539
Georgia	10,265
Colorado	10,244
Virginia	10,075
Washington	9,728
Missouri	9,275
Minnesota	9,037
Maryland	8,276
Arizona	8,275
Wisconsin	7,074
South Carolina	6,658
Indiana	6,563
Massachusetts	6,390
Kentucky	4,930
Tennessee	4,895
Utah	4,872
Louisiana	4,593
Kansas	4,320
New Hampshire	4,115
Alabama	4,088
Iowa	3,976
Oregon	3,727
Nevada	3,509
Oklahoma	3,420
Nebraska	3,352
Rhode Island	3,225
District of Columbia	2,881
Delaware	2,352
Idaho	2,192
Maine	2,184
Arkansas	2,062
Montana	1,809
New Mexico	1,780
Hawaii	1,687
Vermont	1,667
Mississippi	1,649
South Dakota	1,291
West Virginia	1,238
North Dakota	1,180
Wyoming	907
Alaska	886
Virgin Islands	462
Puerto Rico	454

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	213,845
Executive	140,510
Retired	126,457
Wealth management	114,365
Tax-loss harvesting	104,103
Retirement plans for business owners (SEP, solo 401k)	63,761
Retirement income strategy	58,414
General retirement planning	49,936
Active portfolio management	47,206
Approaching retirement	44,929
College savings (529s, UTMA, etc.)	40,561
General estate planning guidance	39,072
HENRY (High Earners, Not Rich Yet)	39,021
Mid-Career Professionals	37,240
ESG / Sustainable investing	29,436
Cash flow / budgeting	27,913
Charitable giving & philanthropy	27,428
Income planning	24,387
Private / alternative investments	23,573
Social Security optimization	21,992
Multi-generational wealth transfer	19,925
Annuities	18,129
Business exit / sale strategy	15,192
Retirement withdrawal strategies	14,929
Passive / index investing	14,611
Equity compensation tax strategy	10,951
Divorce financial planning	10,888
Options & derivatives strategies	10,314
Concentrated stock management	9,938
Business ownership considerations	9,036
Business succession planning	9,003
Real estate investing	8,008
Attorney	7,612
Self-Employed	7,284
Financial Professional	6,383
Divorced	5,505
Married/Couples/Partners	5,384
Established Professionals	4,353
Planning for children with special needs	4,311
Women Professionals	3,785
Parents	2,901
Technology Professional	2,618
Consultant	2,586
Educators, Teachers, and Academics	2,289
Intergenerational Families	2,181
Debt management	1,865
Values-based investing	1,791
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	1,444
Long-term care insurance	1,345
Military & Veterans	1,230
Dentist	1,052
Women's Finance	1,024
Doctor or Medical Professional	920
Family Business	916
Retired	867
LGBTQIA	865
Liquidity event planning	833
Equity Recipients (RS/RSU, SOP, ESPP)	770
Young Families	663
Inheritance planning	595
General tax planning	590
Professional Athlete	519
Religious/faith focused	396
Business Financial Management	387
Tax strategies for small businesses	367
Exec comp design	315
Startup equity planning	264
Elder care planning	263
Roth conversion strategy	261
Airline Pilot	257
Medicare planning	251
Young Professionals	219
Early retirement planning	212
10b5-1 plan design	210
Business sale tax planning	206
Life insurance needs analysis	186
Widow/Widower	184
Hispanic/Latino/Latinx	181
Stock option exercise strategy	176
Entertainment Industry	141
Caring for aging parents	133
Newlywed/Engaged	131
Oil & Gas	130
Engineering Professional	122
Women Business Owners	119
Public Service Employee	100
Charitable giving tax strategies	90
Gifting strategies	74
Home buying	73
Trust structures (GRAT, IDGT, revocable)	68
Dual Income Family	57
Female Executives	46
Christian Faith Based	28
Financial coaching / therapy	16
FIRE (Financial Independence Retire Early)	7
Charitable trusts / foundations	4

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