Browse all Seasoned advisors

Pick a state to find advisors near you, or a specialty to find someone who focuses on your situation.

Browse by location

Advisors are licensed state-by-state. See how many are licensed in yours.

State	Advisors
Texas	81,495
California	19,459
Florida	18,869
New York	13,505
New Jersey	10,814
Pennsylvania	8,846
Illinois	7,782
Ohio	7,504
North Carolina	6,925
Connecticut	5,662
Virginia	5,559
Georgia	5,537
Michigan	5,275
Colorado	4,734
Washington	4,379
Maryland	4,335
Minnesota	4,309
Arizona	3,909
Massachusetts	3,769
Missouri	3,718
Wisconsin	3,693
South Carolina	3,565
Indiana	3,480
Louisiana	3,138
Tennessee	2,499
Alabama	2,260
Oregon	2,119
Iowa	2,096
Kansas	2,041
Kentucky	2,040
New Hampshire	1,950
Nevada	1,918
Utah	1,911
Oklahoma	1,856
Nebraska	1,568
Rhode Island	1,343
Delaware	1,310
Idaho	1,284
Arkansas	1,281
District of Columbia	1,271
Maine	1,221
New Mexico	1,008
Mississippi	967
Hawaii	960
Montana	960
Vermont	814
West Virginia	708
South Dakota	685
North Dakota	525
Wyoming	499
Alaska	445
Puerto Rico	294
Virgin Islands	207

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	91,430
Retired	56,442
Executive	55,651
Wealth management	51,081
Tax-loss harvesting	40,230
Retirement plans for business owners (SEP, solo 401k)	34,363
Retirement income strategy	25,728
General retirement planning	22,306
Approaching retirement	20,799
Active portfolio management	18,220
College savings (529s, UTMA, etc.)	18,057
General estate planning guidance	16,716
Cash flow / budgeting	14,737
HENRY (High Earners, Not Rich Yet)	14,653
Income planning	13,023
Mid-Career Professionals	12,873
Private / alternative investments	12,819
Annuities	12,163
ESG / Sustainable investing	11,589
Options & derivatives strategies	10,741
Charitable giving & philanthropy	9,961
Social Security optimization	9,467
Business exit / sale strategy	7,546
Retirement withdrawal strategies	7,466
Passive / index investing	6,975
Concentrated stock management	5,729
Equity compensation tax strategy	5,339
Multi-generational wealth transfer	5,327
Divorce financial planning	4,953
Business succession planning	4,565
Real estate investing	4,125
Attorney	2,808
Financial Professional	2,659
Business ownership considerations	2,376
Planning for children with special needs	2,329
Married/Couples/Partners	2,315
Self-Employed	2,252
Divorced	2,215
General tax planning	1,791
Established Professionals	1,709
Multi-state taxation	1,503
Women Professionals	1,304
Long-term care insurance	1,047
Parents	993
Tax strategies for small businesses	808
Educators, Teachers, and Academics	787
Debt management	688
Values-based investing	659
Technology Professional	593
Retired	575
Consultant	569
Factor investing / smart beta	501
Life insurance needs analysis	486
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	477
Women's Finance	437
Doctor or Medical Professional	386
Family Business	368
Intergenerational Families	366
Business sale tax planning	305
Liquidity event planning	285
Religious/faith focused	266
Equity Recipients (RS/RSU, SOP, ESPP)	257
LGBTQIA	248
Dentist	225
Business Financial Management	196
Military & Veterans	194
Charitable giving tax strategies	193
Medicare planning	188
Professional Athlete	177
Roth conversion strategy	153
Young Families	124
Airline Pilot	116
Young Professionals	116
Disability insurance	107
Trust structures (GRAT, IDGT, revocable)	98
Stock option exercise strategy	96
Exec comp design	89
Elder care planning	86
Inheritance planning	82
Early retirement planning	66
Entertainment Industry	60
Christian Faith Based	59
Cross-border / expatriate tax planning	58
Startup equity planning	55
Widow/Widower	52
Gifting strategies	43
Public Service Employee	41
Women Business Owners	39
10b5-1 plan design	29
Dual Income Family	26
Government Employee	22
Oil & Gas	20
Sandwich Generation	20
Union Employee	20
Engineering Professional	18
Immigrants	18
Divorced Women	16
Expats	12
Umbrella liability	11
Sales Professional	10
African Americans/Black	9
Scientific Professional	8
Minorities	7
Entity structure planning (LLC, S-Corp)	6
Inherited wealth	6
Pre-IPO planning	6
Single Women	6
Newlywed/Engaged	5
Biotech Professional	4
Charitable trusts / foundations	4
Cross-border & expatriate issues	4
Student loan debt	4
University Employee	4
FIRE (Financial Independence Retire Early)	3
Key person insurance & risk mitigation	3

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