Ways to browse advisors serving Trenton, NJ

Pick a specialty or descriptor to browse more advisors serving Trenton, NJ.

By how they work

Type	Advisors
Large-firm	3,599
Flat-fee	1,893
Seasoned	1,783
Independent	886
CFP®-certified	588

By who they serve

Type	Advisors
High-net-worth	754
Baby Boomer	38

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,122
Executive	2,133
Tax-loss harvesting	1,893
Active portfolio management	1,478
Wealth management	1,474
Retired	1,234
HENRY (High Earners, Not Rich Yet)	1,186
Mid-Career Professionals	1,142
Retirement plans for business owners (SEP, solo 401k)	902
Retirement income strategy	674
General retirement planning	628
General estate planning guidance	531
Approaching retirement	490
College savings (529s, UTMA, etc.)	452
ESG / Sustainable investing	448
Private / alternative investments	377
Charitable giving & philanthropy	334
Income planning	330
Passive / index investing	323
Cash flow / budgeting	307
Options & derivatives strategies	299
Business exit / sale strategy	280
Annuities	227
Social Security optimization	198
Educators, Teachers, and Academics	184
Retirement withdrawal strategies	153
Concentrated stock management	143
Self-Employed	121
Equity compensation tax strategy	113
Real estate investing	110
Multi-generational wealth transfer	104
Divorce financial planning	100
General tax planning	94
Women Professionals	94
Financial Professional	87
Business succession planning	78
Business ownership considerations	72
Married/Couples/Partners	67
Divorced	64
Attorney	63
Family Business	55
Established Professionals	39
Planning for children with special needs	39
Life insurance needs analysis	25
Long-term care insurance	24
Debt management	23
Equity Recipients (RS/RSU, SOP, ESPP)	22
Values-based investing	19
Roth conversion strategy	15
Tax strategies for small businesses	15
Trust structures (GRAT, IDGT, revocable)	15
Liquidity event planning	13
Business Financial Management	12
Factor investing / smart beta	12
Doctor or Medical Professional	10
Medicare planning	10
Professional Athlete	10
Elder care planning	9
Young Professionals	9
Exec comp design	7
Intergenerational Families	6
Dentist	3

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