Ways to browse advisors serving Santa Clara, CA

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

By how they work

Type	Advisors
Large-firm	3,248
Flat-fee	1,661
Seasoned	1,319
Independent	836
CFP®-certified	552

By who they serve

Type	Advisors
High-net-worth	1,182
Baby Boomer	13
Gen X	6
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,294
Executive	1,310
Wealth management	1,210
Retired	771
General estate planning guidance	762
Private / alternative investments	736
Tax-loss harvesting	660
Active portfolio management	612
Retirement plans for business owners (SEP, solo 401k)	585
College savings (529s, UTMA, etc.)	505
General retirement planning	468
Retirement income strategy	459
ESG / Sustainable investing	404
Mid-Career Professionals	385
Concentrated stock management	362
HENRY (High Earners, Not Rich Yet)	355
Charitable giving & philanthropy	324
Approaching retirement	314
Options & derivatives strategies	314
Real estate investing	301
Cash flow / budgeting	299
Income planning	244
Financial Professional	221
Annuities	198
Equity compensation tax strategy	148
Passive / index investing	147
Social Security optimization	138
Retirement withdrawal strategies	136
Family Business	128
Business exit / sale strategy	124
Multi-generational wealth transfer	102
Divorce financial planning	97
General tax planning	78
Attorney	72
Established Professionals	65
Self-Employed	65
Equity Recipients (RS/RSU, SOP, ESPP)	54
Business ownership considerations	52
Women Professionals	52
Divorced	51
Technology Professional	50
Parents	49
Business succession planning	46
Elder care planning	41
Values-based investing	38
Tax strategies for small businesses	37
Debt management	34
Long-term care insurance	34
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
Planning for children with special needs	31
Doctor or Medical Professional	20
Business sale tax planning	19
Liquidity event planning	19
Charitable giving tax strategies	18
Factor investing / smart beta	14
Life insurance needs analysis	14
Young Families	10
LGBTQIA	7
Cross-border & expatriate issues	6
Medicare planning	6
Stock option exercise strategy	6
Young Professionals	5
Dual Income Family	4
Engineering Professional	4
Exec comp design	4
Immigrants	4

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