Ways to browse Large-firm advisors

Pick a state or specialty to browse more Large-firm advisors.

Browse by location

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

State	Advisors
Texas	190,728
California	38,497
Florida	34,302
New York	30,119
New Jersey	20,843
Pennsylvania	16,235
Illinois	15,415
North Carolina	14,476
Ohio	14,208
Connecticut	11,481
Michigan	10,547
Georgia	10,277
Colorado	10,250
Virginia	10,083
Washington	9,737
Missouri	9,276
Minnesota	9,053
Arizona	8,305
Maryland	8,289
Wisconsin	7,080
South Carolina	6,674
Indiana	6,558
Massachusetts	6,380
Kentucky	4,993
Tennessee	4,903
Utah	4,873
Louisiana	4,607
Kansas	4,390
New Hampshire	4,233
Alabama	4,102
Iowa	4,014
Oregon	3,734
Nevada	3,519
Oklahoma	3,431
Nebraska	3,356
Rhode Island	3,234
District of Columbia	2,883
Delaware	2,364
Idaho	2,198
Maine	2,193
Arkansas	2,063
Montana	1,818
New Mexico	1,788
Hawaii	1,691
Vermont	1,672
Mississippi	1,651
South Dakota	1,290
West Virginia	1,236
North Dakota	1,210
Wyoming	912
Alaska	889
Virgin Islands	468
Puerto Rico	314

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	214,755
Executive	141,300
Retired	126,574
Wealth management	114,703
Tax-loss harvesting	104,655
Retirement plans for business owners (SEP, solo 401k)	63,919
Retirement income strategy	59,134
General retirement planning	49,550
Active portfolio management	47,198
Approaching retirement	44,949
College savings (529s, UTMA, etc.)	40,622
General estate planning guidance	39,404
HENRY (High Earners, Not Rich Yet)	39,355
Mid-Career Professionals	37,263
ESG / Sustainable investing	29,464
Passive / index investing	28,049
Cash flow / budgeting	27,801
Charitable giving & philanthropy	27,460
Income planning	24,410
Private / alternative investments	23,905
Social Security optimization	21,561
Multi-generational wealth transfer	19,935
Annuities	18,139
Business exit / sale strategy	15,220
Retirement withdrawal strategies	14,937
Equity compensation tax strategy	10,941
Divorce financial planning	10,931
Options & derivatives strategies	10,325
Business ownership considerations	9,982
Concentrated stock management	9,945
Real estate investing	8,003
Attorney	7,627
Self-Employed	7,297
Financial Professional	6,417
Divorced	5,519
Married/Couples/Partners	5,396
Established Professionals	4,691
Planning for children with special needs	4,334
Women Professionals	3,804
Educators, Teachers, and Academics	2,988
Parents	2,919
Business succession planning	2,875
Technology Professional	2,658
Consultant	2,599
Intergenerational Families	2,181
Debt management	1,885
Values-based investing	1,797
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	1,450
Long-term care insurance	1,348
Military & Veterans	1,238
Dentist	1,055
Women's Finance	1,029
Family Business	926
Doctor or Medical Professional	921
LGBTQIA	882
Retired	850
Liquidity event planning	839
Equity Recipients (RS/RSU, SOP, ESPP)	781
General tax planning	753
Young Families	667
Inheritance planning	611
Professional Athlete	517
Religious/faith focused	402
Business Financial Management	392
Tax strategies for small businesses	363
Exec comp design	315
Roth conversion strategy	269
Startup equity planning	262
Airline Pilot	259
Early retirement planning	246
Young Professionals	218
Medicare planning	213
10b5-1 plan design	211
Business sale tax planning	202
Elder care planning	193
Life insurance needs analysis	186
Widow/Widower	186
Hispanic/Latino/Latinx	183
Stock option exercise strategy	174
Entertainment Industry	143
Newlywed/Engaged	136
Caring for aging parents	133
Oil & Gas	132
Women Business Owners	123
Engineering Professional	122
Public Service Employee	100
Charitable giving tax strategies	94
Gifting strategies	74
Home buying	71
Trust structures (GRAT, IDGT, revocable)	65
Dual Income Family	58
Female Executives	47
Christian Faith Based	29
FIRE (Financial Independence Retire Early)	7
Charitable trusts / foundations	4

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