Ways to browse advisors serving Phoenix, AZ

Pick a specialty or descriptor to browse more advisors serving Phoenix, AZ.

By how they work

Type	Advisors
Large-firm	6,238
Flat-fee	3,376
Seasoned	2,280
Independent	1,699
CFP®-certified	1,323

By who they serve

Type	Advisors
High-net-worth	989
Baby Boomer	78
Gen X	6
Millennial	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,511
Retired	3,599
Executive	3,419
Tax-loss harvesting	2,961
Wealth management	2,776
College savings (529s, UTMA, etc.)	1,819
Retirement income strategy	1,710
Retirement plans for business owners (SEP, solo 401k)	1,441
General retirement planning	1,414
Active portfolio management	1,389
Private / alternative investments	1,338
Mid-Career Professionals	1,324
HENRY (High Earners, Not Rich Yet)	1,031
ESG / Sustainable investing	1,002
Real estate investing	689
General estate planning guidance	681
Annuities	680
Options & derivatives strategies	635
Approaching retirement	621
Charitable giving & philanthropy	579
Passive / index investing	553
Cash flow / budgeting	528
Multi-generational wealth transfer	414
Income planning	393
Self-Employed	372
Business exit / sale strategy	359
Social Security optimization	351
Concentrated stock management	333
Retirement withdrawal strategies	204
Business ownership considerations	194
Business succession planning	186
Divorce financial planning	163
Established Professionals	143
Equity compensation tax strategy	138
Financial Professional	132
Married/Couples/Partners	89
Attorney	81
Debt management	78
General tax planning	69
Planning for children with special needs	65
Tax strategies for small businesses	59
Values-based investing	57
Long-term care insurance	53
Women Professionals	53
Parents	43
Dentist	36
Equity Recipients (RS/RSU, SOP, ESPP)	32
Life insurance needs analysis	31
Doctor or Medical Professional	30
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	30
Retired	28
Military & Veterans	25
Factor investing / smart beta	23
Young Professionals	23
Roth conversion strategy	21
Educators, Teachers, and Academics	19
Family Business	15
Liquidity event planning	15
Charitable giving tax strategies	12
Airline Pilot	10
Business Financial Management	10
Consultant	10
Professional Athlete	10
Public Service Employee	10
Young Families	10
Cross-border / expatriate tax planning	9
Technology Professional	9
Business sale tax planning	8
Disability insurance	6
Elder care planning	5
Hispanic/Latino/Latinx	5
Trust structures (GRAT, IDGT, revocable)	3

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