Looking for a Specialist Financial Advisor?
🔎 Discover financial advisors who specialize in helping people just like you and can work with you no matter where you live.
Your Occupation
Accountant/CPA
Athlete
Attorney
Author
Corporate Executive
Dentist
Educator
Energy Industry Professional
Engineer
Female Technology Professional
Freelancer
Government Employee
Healthcare Professionals 🩺
MedTech Professionals
Military Officers & Enlisted Personnel
Online Content Creator
Physician
Physician Assistants/Associates
Professional Athlete
Real Estate Agent
Registered Nurse
Technology Professional
Travel Nurse
How You Are Compensated
Equity Compensated Employee
Highly Compensated Employee
Small Business Owners
Business Owner
Construction Business Owner
Online Business Owner
Selling a Business
Setting Up Employee Benefits
Starting a New Business
Woman Business Owner
Where You Work
AbbVie
Adobe
Advanced Micro Devices
Advocate Aurora Health System
Air Force
Alphabet (Google)
Amazon
American Airlines
American Honda Motor
Amgen
Anthropic
Apple 🍎
Applied Materials
Arcadia
Arizona Public Service Company
Aspen Dental
Atrium Health
AT&T
BlackRock
Boeing
Chevron
Cleveland Clinic
Cigna
Colgate
Comcast
Compass (Real Estate)
Con Edison
Corning
Dallas/Fort Worth First Responders
Dell Technologies
Delta
Dimensional Fund Advisors (DFA)
Duolingo
Disney
EOG Resources
FirstEnergy Corp
Garmin
Gartner
General Motors
Google
Grady Health
HP
Husch Blackwell
IBM
Intel
Itron
Johnson & Johnson
L3Harris
Leidos
Lyra Health
Lockheed Martin
Los Angeles Police/Fire Departments
Lowe’s Home Improvement
Mass General Brigham
Mayo Clinic
Medtronic
Merck
Meta
Microsoft
New Mexico Public Employees (PERA)
Nike
Novartis
Nutrien
NVIDIA
NXP Semiconductors
OpenAI
Oregon Public Employees
Oxy (Occidental)
PA State System of Higher Education
Palantir
Pfizer
PGA of America
Providence Health & Services
PSEG
Qualcomm
Piedmont Healthcare
Prisma Health
Rakuten
Raytheon Technologies
Re/Max Alliance
Sherwin Williams
Silicon Labs
SoCal Gas & SEMPRA
Southern California Edison
SpaceX
Spotify
State University of New York (SUNY)
T-Mobile
Target
TechnipFMC
Tesla
UnitedHealth Group
University of Central Missouri
University of North Carolina, Chapel Hill
University of North Carolina System
University of Texas
University of Vermont
USAA
Walmart
WEC Energy Group
Your Age or Life Stage
Baby Boomers
Blended Families
Changing Jobs / New Career
Divorce
Divorced Woman
Divorcing Man
Emerging Affluent (Age 30s & 40s)
Gen X
Gen Y / Millennial 🥑
Gen Z
HENRY (High Earner, Not Rich Yet)
Living in Retirement
Nearing Retirement
New Parents
Newlyweds
Sandwich Generation Families
Single Person
Single Woman
Widowed Woman
Women Over 50
Young Adult
Investing Specialties
Alternative Investments
Biblically Responsible Investing
Cryptocurrency & Digital Assets
Direct/Personal Indexing
DIY (Do-It-Yourself) Investors
Dynamic Asset Allocation
ESG Investing 🌱
Individual Stocks and Bonds
Passive/Index Investing
Real Estate Investors
Socially Responsible Investing
Financial Planning Specialties
529 Able Accounts
Adults with ADHD
Charitable Giving
Childfree Couples
College Funding 🎓
Estate Planning
Family Caregivers
Female-Led Households | FLR
Financial Coaching
First Gen Indian Immigrants
First Gen Wealth Builders
High Net Worth Wealth Management
Immigrants & Foreign Nationals
International Students
LGBTQ+ Community
Military Veterans
Nearing Retirement
Special Needs Families
Student Loan Debt
Sudden Wealth
Tax Strategies to Preserve Wealth
Virtual Family Office (VFO)
Women’s Financial Planning
How You Pay for Financial Advice
Advice Only
Asset-Based Fee
Fee-Only
Flat Fee
Hourly ⏰
Subscription
Additional Specialties
Advisors Who Use Visual Tools 👀
Online Financial Advisors
Virtual Advisors 💻
Religion
Catholic
Christian
Latter-Day Saints
Lifestyle
Digital Nomad 🌍
F.I.R.E. / Retiring Early
Golf Lovers
Ironman Athletes
Liveaboard Cruisers
Outdoor Enthusiast
Travel Lovers
US Expats
US Expats in Europe
Ethnicity
African American
Asian American
Hispanic / Latino American
Indian-Americans
Russian-Speaking Americans
Advisors with Specialist Credentials
Accredited Asset Management Specialist (AAMS)
Accredited Estate Planner (AEP)
Accredited Financial Counselor (AFC)
Accredited Investment Fiduciary (AIF)
Accredited Portfolio Management Advisor (APMA)
Accredited Wealth Management Advisor (AWMA)
Behavioral Financial Advisor (BFA)
Certificate in Blockchain and Digital Assets (CBDA)
Certificate in Investment Performance Measurement
Certification in Long-Term Care (CLTC)
Certified College Financial Consultant
Certified College Planning Specialist (CCPS)
Certified Digital Asset Advisor (CDAA)
Certified Divorce Financial Analysts (CDFA)
Certified Exit Planning Advisor (CEPA)
Certified Financial Planner (CFP) 📊
Certified Financial Therapist
Certified Financial Transitionist (CeFT)
Certified Investment Management Analyst (CIMA)
Certified Kingdom Advisor (CKA)
Certified Plan Fiduciary Advisor (CPFA)
Certified Private Wealth Advisor (CPWA)
Certified Public Accountant (CPA)
Certified Student Loan Professional (CSLP)
Chartered Advisor in Philanthropy (CAP)
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Chartered Retirement Planning Counselor (CRPC)
Chartered Special Needs Consultant (ChSNC)
Chartered SRI Counselor (CSRIC)
Enrolled Agent (EA)
Life Underwriter Training Council Fellow (LUTCF)
National Social Security Advisor (NSSA)
Personal Financial Specialist (PFS)
Registered Life Planner (RLP)
Retirement Income Certified Professional
Advisor Affiliations
Cambridge Investment Research
Core Planning
Dynasty Financial Partners
Focus (Network Firms)
Forefront Wealth Partners
Kestra
LPL
Mariner Independent
OneSeven
Osaic
NAPFA
Savvy Wealth
United Advisor Group
Wealthcare Capital Management
XY Planning Network
.
Our goal is to empower you with the information you need to make more informed and educated hiring decisions. Wealthtender does not provide investment or legal advice through this website – we leave that to the pros. Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers.
📭 The US Postal Service invented zip codes in 1963 to more efficiently route your mail, not to help you choose a financial advisor.
🌎 Where you live should be one factor when choosing a financial advisor, not necessarily the primary factor. Learn More.
🔎 Discover financial advisors who specialize in helping people just like you and can work with you no matter where you live.
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