Ways to browse advisors serving San Rafael, CA

Pick a specialty or descriptor to browse more advisors serving San Rafael, CA.

By how they work

Type	Advisors
Large-firm	4,256
Flat-fee	2,357
Seasoned	1,984
Independent	1,543
CFP®-certified	925

By who they serve

Type	Advisors
High-net-worth	2,095
Baby Boomer	117
Millennial	10
Gen X	9

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,519
Executive	2,539
Wealth management	2,127
Retired	1,573
Tax-loss harvesting	1,137
Private / alternative investments	1,104
General estate planning guidance	937
Retirement plans for business owners (SEP, solo 401k)	918
Active portfolio management	869
General retirement planning	795
Mid-Career Professionals	783
Retirement income strategy	746
Approaching retirement	715
Options & derivatives strategies	601
Cash flow / budgeting	588
HENRY (High Earners, Not Rich Yet)	551
ESG / Sustainable investing	550
College savings (529s, UTMA, etc.)	549
Passive / index investing	545
Concentrated stock management	474
Charitable giving & philanthropy	442
Equity compensation tax strategy	372
Real estate investing	365
Income planning	285
Annuities	238
Business exit / sale strategy	227
Financial Professional	162
Established Professionals	148
Social Security optimization	147
Retirement withdrawal strategies	132
Multi-generational wealth transfer	127
Divorce financial planning	123
General tax planning	120
Attorney	119
Women Professionals	97
Technology Professional	94
Long-term care insurance	90
Consultant	82
Business ownership considerations	81
Business succession planning	80
Self-Employed	69
Equity Recipients (RS/RSU, SOP, ESPP)	67
Debt management	64
Values-based investing	59
Planning for children with special needs	58
Parents	46
Factor investing / smart beta	42
Divorced	37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
Family Business	29
Tax strategies for small businesses	27
Liquidity event planning	26
Dentist	25
Stock option exercise strategy	25
Roth conversion strategy	23
Women's Finance	20
Inheritance planning	18
Business sale tax planning	16
Doctor or Medical Professional	15
Life insurance needs analysis	15
LGBTQIA	14
Charitable giving tax strategies	13
Educators, Teachers, and Academics	13
Exec comp design	9
Startup equity planning	9
Intergenerational Families	8
Retired	8
Young Professionals	8
Elder care planning	5
Sandwich Generation	3
Widow/Widower	3
Work/Life Balance	3

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