Ways to browse advisors serving Palo Alto, CA

Pick a specialty or descriptor to browse more advisors serving Palo Alto, CA.

By how they work

Type	Advisors
Large-firm	3,253
Flat-fee	1,557
Seasoned	1,312
Independent	868
CFP®-certified	566

By who they serve

Type	Advisors
High-net-worth	1,151
Baby Boomer	14
Gen X	6
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,317
Executive	1,545
Wealth management	1,308
Retired	912
General estate planning guidance	756
Private / alternative investments	750
Retirement plans for business owners (SEP, solo 401k)	677
Tax-loss harvesting	666
Active portfolio management	591
College savings (529s, UTMA, etc.)	515
General retirement planning	472
Retirement income strategy	460
ESG / Sustainable investing	448
Mid-Career Professionals	388
Concentrated stock management	347
HENRY (High Earners, Not Rich Yet)	346
Charitable giving & philanthropy	318
Approaching retirement	312
Real estate investing	312
Options & derivatives strategies	308
Cash flow / budgeting	306
Income planning	240
Financial Professional	217
Annuities	198
Equity compensation tax strategy	171
Passive / index investing	148
Social Security optimization	138
Retirement withdrawal strategies	136
Business exit / sale strategy	129
Family Business	128
Multi-generational wealth transfer	104
Divorce financial planning	101
General tax planning	86
Attorney	81
Established Professionals	64
Self-Employed	64
Technology Professional	61
Equity Recipients (RS/RSU, SOP, ESPP)	59
Women Professionals	56
Business ownership considerations	54
Divorced	53
Business succession planning	49
Parents	45
Elder care planning	41
Tax strategies for small businesses	39
Values-based investing	38
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
Long-term care insurance	33
Debt management	31
Planning for children with special needs	31
Doctor or Medical Professional	21
Liquidity event planning	20
Business sale tax planning	18
Charitable giving tax strategies	18
Women's Finance	17
Factor investing / smart beta	16
Life insurance needs analysis	14
Young Families	12
LGBTQIA	7
Cross-border & expatriate issues	6
Medicare planning	6
Stock option exercise strategy	6
Exec comp design	5
Young Professionals	5
Dual Income Family	4
Engineering Professional	4
Immigrants	4

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