Ways to browse advisors serving Sunnyvale, CA

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

By how they work

Type	Advisors
Large-firm	3,342
Flat-fee	1,573
Seasoned	1,328
Independent	851
CFP®-certified	570

By who they serve

Type	Advisors
High-net-worth	1,137
Baby Boomer	13
Gen X	6
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,335
Executive	1,563
Wealth management	1,356
Retired	929
Tax-loss harvesting	825
General estate planning guidance	787
Private / alternative investments	742
Retirement plans for business owners (SEP, solo 401k)	690
Active portfolio management	619
College savings (529s, UTMA, etc.)	516
General retirement planning	492
Retirement income strategy	469
ESG / Sustainable investing	445
Mid-Career Professionals	393
Concentrated stock management	368
HENRY (High Earners, Not Rich Yet)	362
Charitable giving & philanthropy	339
Approaching retirement	321
Cash flow / budgeting	312
Real estate investing	306
Options & derivatives strategies	301
Income planning	251
Financial Professional	230
Annuities	218
Passive / index investing	150
Equity compensation tax strategy	149
Retirement withdrawal strategies	136
Family Business	128
Social Security optimization	128
Business exit / sale strategy	126
Multi-generational wealth transfer	107
Divorce financial planning	100
General tax planning	82
Attorney	77
Self-Employed	65
Established Professionals	63
Equity Recipients (RS/RSU, SOP, ESPP)	55
Technology Professional	55
Women Professionals	55
Business ownership considerations	53
Divorced	52
Parents	49
Business succession planning	47
Elder care planning	41
Values-based investing	39
Tax strategies for small businesses	38
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	35
Debt management	34
Long-term care insurance	34
Planning for children with special needs	31
Doctor or Medical Professional	21
Liquidity event planning	19
Business sale tax planning	18
Charitable giving tax strategies	18
Women's Finance	17
Factor investing / smart beta	15
Life insurance needs analysis	14
Young Families	12
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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