Browse all High-net-worth 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	35,478
California	13,029
Florida	8,825
New York	8,635
New Jersey	6,025
Pennsylvania	4,129
Illinois	3,867
North Carolina	3,828
Washington	3,505
Virginia	3,173
Ohio	2,735
Georgia	2,654
Colorado	2,541
Connecticut	2,466
Massachusetts	2,085
Missouri	2,065
Minnesota	2,008
Maryland	1,970
Michigan	1,789
Arizona	1,558
Wisconsin	1,288
South Carolina	1,246
Oregon	1,196
Tennessee	1,140
Kansas	1,133
Indiana	1,089
Louisiana	1,011
Utah	943
Alabama	934
Nevada	899
New Hampshire	821
District of Columbia	670
Vermont	609
Iowa	575
Kentucky	529
Nebraska	521
Oklahoma	518
Maine	483
Delaware	482
Rhode Island	478
Idaho	432
Arkansas	320
Hawaii	299
New Mexico	269
Montana	240
South Dakota	233
Mississippi	175
West Virginia	157
Puerto Rico	156
Alaska	148
Wyoming	142
North Dakota	114
Virgin Islands	8

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	62,024
Executive	35,767
Retired	27,870
Private / alternative investments	17,321
Approaching retirement	16,630
Cash flow / budgeting	16,031
Tax-loss harvesting	14,352
Options & derivatives strategies	14,032
Wealth management	13,569
General retirement planning	13,015
ESG / Sustainable investing	12,964
Retirement plans for business owners (SEP, solo 401k)	12,543
Mid-Career Professionals	12,148
Active portfolio management	10,521
Equity compensation tax strategy	9,994
Retirement income strategy	9,267
Business exit / sale strategy	8,124
Concentrated stock management	7,707
Social Security optimization	5,252
Divorce financial planning	4,109
Charitable giving & philanthropy	4,093
Real estate investing	3,869
Planning for children with special needs	3,831
General estate planning guidance	3,523
Passive / index investing	2,995
Established Professionals	2,757
Attorney	2,569
Technology Professional	2,495
College savings (529s, UTMA, etc.)	2,466
Consultant	2,423
General tax planning	1,835
Educators, Teachers, and Academics	1,693
Income planning	1,516
Long-term care insurance	1,164
Values-based investing	1,090
Annuities	1,046
Business succession planning	1,043
Dentist	1,002
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	967
Women Professionals	885
Debt management	670
HENRY (High Earners, Not Rich Yet)	667
Business ownership considerations	666
Family Business	651
Tax strategies for small businesses	550
Professional Athlete	534
Retirement withdrawal strategies	467
Multi-generational wealth transfer	397
Factor investing / smart beta	387
Roth conversion strategy	372
Financial Professional	346
Business sale tax planning	328
Young Professionals	280
Retired	249
Equity Recipients (RS/RSU, SOP, ESPP)	234
Doctor or Medical Professional	232
Life insurance needs analysis	217
Charitable giving tax strategies	211
10b5-1 plan design	178
Business Financial Management	157
Self-Employed	144
Disability insurance	136
Medicare planning	126
Elder care planning	98
Stock option exercise strategy	96
Intergenerational Families	94
Trust structures (GRAT, IDGT, revocable)	91
Religious/faith focused	79
Liquidity event planning	55
Entertainment Industry	45
Cross-border / expatriate tax planning	42
Immigrants	42
Married/Couples/Partners	42
Military & Veterans	38
Airline Pilot	33
Expats	32
Parents	32
Widow/Widower	29
Young Families	29
Divorced	24
Women's Finance	21
Dual Income Family	19
University Employee	18
Oil & Gas	17
Sandwich Generation	17
Christian Faith Based	14
Women Business Owners	14
Early retirement planning	13
FIRE (Financial Independence Retire Early)	13
Inherited wealth	12
Cross-border & expatriate issues	11
Divorced Women	11
Engineering Professional	11
Government Employee	11
Biotech Professional	9
Entity structure planning (LLC, S-Corp)	7
Single Women	7
Student loan debt	7
LGBTQIA	6
Exec comp design	4
Career Changers	3

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