Fee-only advisors by who they serve
The kinds of clients advisors say they work with, taken from their own website or record. Most advisors first.
Retirees
In retirement, actively drawing from the plan.
3,308 advisorsPre-retirees
Five to ten years out, planning the runway.
2,926 advisorsFounders
Pre-exit, post-exit, and early-stage company founders.
2,688 advisorsMulti-generational families
Households where two or three generations share a financial plan.
2,589 advisorsExecutives
Senior leaders with large compensation and equity packages.
2,050 advisorsHigh earners
High-income households focused on tax coordination and long-horizon planning.
1,155 advisorsUltra high net worth
Households with $30M+ in investable assets and complex balance sheets.
1,133 advisorsEarly-career professionals
Young high earners building foundations with significant debt.
729 advisorsDivorced individuals
Post-divorce re-planning, often after a long shared financial life.
698 advisorsPhysicians
Residents, fellows, attendings, and practice owners.
686 advisorsMid-life transitions
Divorce, remarriage, inheritance, second-act careers.
517 advisorsTech employees
Engineers, PMs, and early employees with equity-heavy pay.
491 advisorsReal estate investors
Landlords, syndicators, and concentrated real-estate holders.
148 advisorsCross-border families
Households with ties to more than one country, usually the US and Canada.
147 advisorsHENRY (High Earners, Not Rich Yet)
Mid-career professionals with high income and small net worth.
143 advisorsNewcomers (immigration)
Newly arrived in the US or Canada, building financial foundations.
30 advisorsCanadians in the US
Canadian citizens or residents living or working in the US.
19 advisors