Ways to browse advisors serving Torrance, CA

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

By how they work

Type	Advisors
Large-firm	6,180
Flat-fee	3,592
Seasoned	2,625
Independent	1,944
CFP®-certified	1,178

By who they serve

Type	Advisors
High-net-worth	2,440
Baby Boomer	86
Millennial	11
Gen X	7

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,427
Executive	3,792
Wealth management	3,075
Tax-loss harvesting	2,030
Retired	1,994
Retirement plans for business owners (SEP, solo 401k)	1,637
Options & derivatives strategies	1,392
Private / alternative investments	1,307
HENRY (High Earners, Not Rich Yet)	1,262
Active portfolio management	1,216
College savings (529s, UTMA, etc.)	1,006
General estate planning guidance	967
Mid-Career Professionals	931
General retirement planning	894
Approaching retirement	857
Retirement income strategy	804
ESG / Sustainable investing	744
Real estate investing	712
Cash flow / budgeting	671
Charitable giving & philanthropy	625
Annuities	623
Income planning	419
Concentrated stock management	415
Business exit / sale strategy	411
Established Professionals	399
Passive / index investing	371
Equity compensation tax strategy	343
Retirement withdrawal strategies	295
Social Security optimization	291
Attorney	267
Divorce financial planning	231
Multi-generational wealth transfer	197
Financial Professional	196
Business ownership considerations	173
Consultant	167
Technology Professional	160
General tax planning	147
Tax strategies for small businesses	110
Married/Couples/Partners	106
Self-Employed	106
Planning for children with special needs	85
Business succession planning	79
Women Professionals	74
Debt management	64
Long-term care insurance	64
Values-based investing	63
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	51
Parents	50
Young Families	47
Family Business	46
Factor investing / smart beta	38
Business sale tax planning	30
LGBTQIA	26
Entertainment Industry	25
Women's Finance	25
Business Financial Management	24
Equity Recipients (RS/RSU, SOP, ESPP)	24
Dentist	23
Liquidity event planning	21
Doctor or Medical Professional	20
Medicare planning	15
Life insurance needs analysis	14
Educators, Teachers, and Academics	13
Charitable giving tax strategies	11
Intergenerational Families	10
Professional Athlete	10
Young Professionals	9
Military & Veterans	8
Roth conversion strategy	8
Early retirement planning	7
Hispanic/Latino/Latinx	7
Career Changers	5
Entity structure planning (LLC, S-Corp)	5
Sandwich Generation	5
Dual Income Family	4
Financial coaching / therapy	3
FIRE (Financial Independence Retire Early)	3

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