Ways to browse advisors serving Murray, UT

Pick a specialty or descriptor to browse more advisors serving Murray, UT.

By how they work

Type	Advisors
Large-firm	3,420
Flat-fee	1,926
Independent	1,210
Seasoned	1,102
CFP®-certified	523

By who they serve

Type	Advisors
High-net-worth	721
Baby Boomer	44
Millennial	4
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,111
Active portfolio management	1,353
Retired	1,258
Wealth management	1,237
Charitable giving & philanthropy	1,206
Executive	1,020
Tax-loss harvesting	816
Retirement plans for business owners (SEP, solo 401k)	781
Retirement income strategy	667
General retirement planning	606
General estate planning guidance	551
Private / alternative investments	503
Options & derivatives strategies	442
College savings (529s, UTMA, etc.)	402
Income planning	342
Cash flow / budgeting	335
Approaching retirement	314
Annuities	265
ESG / Sustainable investing	256
HENRY (High Earners, Not Rich Yet)	242
Business exit / sale strategy	237
Mid-Career Professionals	233
Passive / index investing	206
Concentrated stock management	200
Social Security optimization	174
Business succession planning	135
Retirement withdrawal strategies	121
Divorce financial planning	109
Real estate investing	109
Doctor or Medical Professional	108
Multi-generational wealth transfer	98
General tax planning	94
Life insurance needs analysis	72
Business ownership considerations	71
Financial Professional	71
Long-term care insurance	60
Debt management	54
Equity compensation tax strategy	46
Established Professionals	45
Retired	45
Planning for children with special needs	40
Self-Employed	39
Medicare planning	33
Tax strategies for small businesses	31
Equity Recipients (RS/RSU, SOP, ESPP)	30
Values-based investing	27
Attorney	26
Educators, Teachers, and Academics	23
Business Financial Management	22
Family Business	20
Liquidity event planning	17
Women Professionals	16
Dentist	15
Business sale tax planning	13
Factor investing / smart beta	13
LGBTQIA	13
Military & Veterans	10
Technology Professional	9
Intergenerational Families	8
Charitable giving tax strategies	5
Home buying	3

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