Ways to browse advisors serving Santa Ana, CA

Pick a specialty or descriptor to browse more advisors serving Santa Ana, CA.

By how they work

Type	Advisors
Large-firm	5,330
Flat-fee	3,455
Seasoned	2,509
Independent	1,781
CFP®-certified	988

By who they serve

Type	Advisors
High-net-worth	1,456
Baby Boomer	94
Millennial	5
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,783
Executive	2,860
Wealth management	2,806
Retired	2,332
Tax-loss harvesting	2,113
Retirement plans for business owners (SEP, solo 401k)	1,424
College savings (529s, UTMA, etc.)	1,023
Active portfolio management	1,006
Private / alternative investments	1,006
Retirement income strategy	891
General retirement planning	860
General estate planning guidance	705
ESG / Sustainable investing	700
HENRY (High Earners, Not Rich Yet)	689
Options & derivatives strategies	688
Passive / index investing	644
Mid-Career Professionals	636
Approaching retirement	624
Cash flow / budgeting	567
Annuities	515
Income planning	500
Charitable giving & philanthropy	481
Concentrated stock management	455
Equity compensation tax strategy	385
Social Security optimization	352
Real estate investing	347
Business exit / sale strategy	340
Divorce financial planning	201
Multi-generational wealth transfer	193
Self-Employed	188
Retirement withdrawal strategies	187
Business ownership considerations	165
Intergenerational Families	160
Attorney	154
Established Professionals	126
General tax planning	123
Financial Professional	109
Planning for children with special needs	106
Business succession planning	102
Technology Professional	91
Women Professionals	84
Divorced	71
Parents	60
Long-term care insurance	56
Values-based investing	53
Debt management	38
Tax strategies for small businesses	30
Retired	26
Factor investing / smart beta	23
Doctor or Medical Professional	22
Life insurance needs analysis	21
Dentist	20
Women's Finance	20
Business sale tax planning	18
Liquidity event planning	18
Family Business	17
Equity Recipients (RS/RSU, SOP, ESPP)	15
Business Financial Management	14
LGBTQIA	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	13
Young Families	13
Christian Faith Based	10
Educators, Teachers, and Academics	10
Entertainment Industry	10
Medicare planning	10
Charitable giving tax strategies	7
Young Professionals	7
Engineering Professional	6
Dual Income Family	4
Cross-border / expatriate tax planning	3
Early retirement planning	3
Immigrants	3

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