Ways to browse advisors serving Tempe, AZ

Pick a specialty or descriptor to browse more advisors serving Tempe, AZ.

By how they work

Type	Advisors
Large-firm	6,445
Flat-fee	3,371
Seasoned	2,281
Independent	1,675
CFP®-certified	1,336

By who they serve

Type	Advisors
High-net-worth	1,041
Baby Boomer	82
Gen X	6
Millennial	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,578
Retired	3,597
Executive	3,498
Tax-loss harvesting	3,019
Wealth management	2,789
College savings (529s, UTMA, etc.)	1,814
Retirement income strategy	1,723
HENRY (High Earners, Not Rich Yet)	1,552
Retirement plans for business owners (SEP, solo 401k)	1,421
General retirement planning	1,403
Active portfolio management	1,393
Mid-Career Professionals	1,373
Private / alternative investments	1,331
ESG / Sustainable investing	1,074
General estate planning guidance	821
Real estate investing	684
Annuities	667
Approaching retirement	648
Options & derivatives strategies	608
Charitable giving & philanthropy	574
Passive / index investing	546
Cash flow / budgeting	536
Multi-generational wealth transfer	472
Income planning	405
Self-Employed	369
Business exit / sale strategy	366
Social Security optimization	362
Concentrated stock management	332
Retirement withdrawal strategies	229
Business succession planning	182
Divorce financial planning	182
Business ownership considerations	181
Established Professionals	146
Equity compensation tax strategy	141
Financial Professional	132
Married/Couples/Partners	91
Attorney	82
Debt management	78
Divorced	78
Planning for children with special needs	73
General tax planning	67
Tax strategies for small businesses	58
Parents	57
Women Professionals	55
Long-term care insurance	51
Values-based investing	49
Equity Recipients (RS/RSU, SOP, ESPP)	37
Retired	37
Dentist	35
Life insurance needs analysis	34
Young Professionals	32
Doctor or Medical Professional	30
Factor investing / smart beta	24
Educators, Teachers, and Academics	21
Military & Veterans	21
Roth conversion strategy	20
Charitable giving tax strategies	16
Religious/faith focused	15
Family Business	14
Liquidity event planning	14
Business Financial Management	12
Technology Professional	12
Young Families	12
Airline Pilot	10
Consultant	10
Professional Athlete	10
Business sale tax planning	9
Cross-border / expatriate tax planning	9
Public Service Employee	9
Elder care planning	6
Disability insurance	5
Hispanic/Latino/Latinx	5
Trust structures (GRAT, IDGT, revocable)	3

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