Ways to browse High-net-worth advisors

Pick a state or specialty to browse more High-net-worth advisors.

Browse by location

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

State	Advisors
Texas	35,547
California	13,028
Florida	8,829
New York	8,673
New Jersey	6,028
Pennsylvania	4,136
Illinois	3,868
North Carolina	3,840
Washington	3,502
Virginia	3,173
Ohio	2,735
Georgia	2,652
Colorado	2,542
Connecticut	2,467
Massachusetts	2,084
Missouri	2,068
Minnesota	2,011
Maryland	1,976
Michigan	1,785
Arizona	1,555
Wisconsin	1,293
South Carolina	1,273
Oregon	1,197
Tennessee	1,142
Kansas	1,140
Indiana	1,089
Louisiana	1,012
Utah	948
Alabama	940
Nevada	897
New Hampshire	825
District of Columbia	670
Vermont	613
Iowa	577
Kentucky	530
Nebraska	522
Oklahoma	518
Maine	484
Delaware	483
Rhode Island	481
Idaho	436
Arkansas	321
Hawaii	300
New Mexico	271
Montana	244
South Dakota	237
Mississippi	177
West Virginia	158
Alaska	150
Wyoming	144
North Dakota	120
Puerto Rico	68
Virgin Islands	14

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	62,268
Executive	35,954
Retired	27,886
Private / alternative investments	17,637
Approaching retirement	16,389
Cash flow / budgeting	15,873
Tax-loss harvesting	14,391
Options & derivatives strategies	14,075
Wealth management	13,917
General retirement planning	13,005
ESG / Sustainable investing	12,975
Retirement plans for business owners (SEP, solo 401k)	12,633
Mid-Career Professionals	12,134
Active portfolio management	10,511
Equity compensation tax strategy	9,978
Retirement income strategy	9,427
Business exit / sale strategy	8,161
Concentrated stock management	7,785
Social Security optimization	5,273
Divorce financial planning	4,136
Charitable giving & philanthropy	4,053
Real estate investing	3,874
Planning for children with special needs	3,856
General estate planning guidance	3,360
Established Professionals	3,072
Passive / index investing	3,014
Attorney	2,565
Technology Professional	2,499
College savings (529s, UTMA, etc.)	2,467
Consultant	2,426
General tax planning	1,985
Educators, Teachers, and Academics	1,701
Income planning	1,537
Long-term care insurance	1,126
Values-based investing	1,077
Business succession planning	1,052
Annuities	1,028
Dentist	1,003
HENRY (High Earners, Not Rich Yet)	977
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	969
Women Professionals	889
Debt management	671
Business ownership considerations	663
Family Business	629
Tax strategies for small businesses	571
Professional Athlete	535
Retirement withdrawal strategies	471
Multi-generational wealth transfer	402
Factor investing / smart beta	394
Roth conversion strategy	381
Business sale tax planning	323
Young Professionals	279
Equity Recipients (RS/RSU, SOP, ESPP)	265
Retired	248
Financial Professional	243
Doctor or Medical Professional	233
Life insurance needs analysis	216
Charitable giving tax strategies	213
10b5-1 plan design	180
Business Financial Management	158
Self-Employed	143
Medicare planning	126
Intergenerational Families	100
Stock option exercise strategy	99
Elder care planning	98
Liquidity event planning	92
Religious/faith focused	89
Trust structures (GRAT, IDGT, revocable)	89
Disability insurance	87
Entertainment Industry	46
Military & Veterans	44
Cross-border / expatriate tax planning	42
Immigrants	42
Married/Couples/Partners	39
Airline Pilot	33
Expats	32
Parents	32
Young Families	29
Widow/Widower	28
Women's Finance	26
Divorced	24
University Employee	24
Dual Income Family	19
Oil & Gas	17
Sandwich Generation	17
Women Business Owners	15
Christian Faith Based	14
Early retirement planning	14
FIRE (Financial Independence Retire Early)	13
Engineering Professional	12
Inherited wealth	12
Cross-border & expatriate issues	11
Divorced Women	11
Government Employee	11
Biotech Professional	9
Entity structure planning (LLC, S-Corp)	9
Single Women	7
Student loan debt	7
LGBTQIA	6
Exec comp design	4
Career Changers	3
Scientific Professional	3

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