Financial planning
11,165 advisers. Firms that report providing financial planning services (Form ADV Item 5.G(1)).
California
San Diego95San Francisco86Los Angeles64Newport Beach61Irvine45Walnut Creek38Pasadena37Westlake Village29Santa Barbara27Carlsbad24San Rafael24San Jose21San Ramon20San Mateo20Santa Monica19Sacramento18La Jolla16Oakland15Roseville14Palo Alto14Thousand Oaks13Santa Rosa12Torrance12San Luis Obispo12Orange12El Segundo12Menlo Park11Woodland Hills11Laguna Hills11Beverly Hills11
Texas
Houston134Dallas127Austin100San Antonio51Plano38Fort Worth30The Woodlands25Frisco16Southlake14Richardson11Lubbock10McKinney9Sugar Land9Cedar Park9El Paso9Waco8Kingwood8Flower Mound7Round Rock6McAllen5Arlington5New Braunfels5Grapevine4Victoria4Midland4College Station4Prosper4Irving4Boerne4Denton4
Florida
Miami54Tampa49Sarasota37Boca Raton35Orlando34Coral Gables30Jacksonville28Naples27Winter Park21Palm Beach Gardens20West Palm Beach19Clearwater15St Petersburg14Fort Lauderdale14Fort Myers11Maitland10Jupiter10Lake Mary9Stuart9Lakeland8Pensacola8Gainesville8Tallahassee8Aventura7Miami Beach7Melbourne7Daytona Beach7Ponte Vedra Beach7Ocala7Vero Beach7
New York
New York210Rochester25Pittsford22Buffalo19Melville17Garden City16Brooklyn16Williamsville15Saratoga Springs14Albany12White Plains11Syracuse8Rye Brook7Victor7Amherst7Great Neck6Staten Island6Woodbury6Corning5Hauppauge5Utica4Ithaca4Port Washington4Jericho4East Syracuse4Latham4Fairport4Orchard Park4Syosset3Tarrytown3
Pennsylvania
Pittsburgh41Philadelphia23Lancaster20Newtown13Wexford12Conshohocken12Radnor11Berwyn10Wayne10Erie10Canonsburg10Malvern10Doylestown9Sewickley9West Chester9Bethlehem9Allentown8Media8State College7Yardley7Camp Hill6Mechanicsburg6West Conshohocken6Harrisburg6King of Prussia6Wyomissing5Newtown Square5Jenkintown5Blue Bell5Exton5
Illinois
Chicago103Naperville20Northbrook18Oak Brook9Downers Grove8Lisle8Lake Forest8Schaumburg8Champaign8Springfield7Northfield7Deerfield6Oak Park6Oakbrook Terrace6Barrington6Arlington Heights5Rockford5Evanston5Wheaton5Peoria5Hinsdale5Libertyville5Geneva5Burr Ridge4Glenview4Orland Park4St. Charles4Palatine4Rolling Meadows4Buffalo Grove4
Ohio
Cincinnati61Columbus51Dublin26Cleveland17Westlake14Dayton12Independence12Beachwood11Westerville11Akron11Canton10Toledo6Hudson6Medina6Maumee5Canfield5Centerville5Milford4West Chester4Powell4Pepper Pike4Mentor4Upper Arlington4Findlay4New Albany4Loveland3Mason3Uniontown3Wooster3Pickerington3
Massachusetts
Boston65Braintree15Needham13Waltham10Burlington8Wellesley8Woburn7Hingham7Concord7Westborough6Andover6North Andover6Dedham6Framingham6Cambridge6Norwell6Beverly5Worcester5Lexington5Plymouth4Westford4Medfield4Duxbury4Newton4Wrentham3Southborough3Danvers3Sudbury3Acton3Marlborough3
Georgia
Atlanta144Alpharetta31Marietta20Savannah12Athens12Woodstock9Roswell8Duluth8Suwanee7Augusta6Kennesaw6Decatur6Johns Creek5Cumming5Macon5Milton5Watkinsville4Thomasville4Gainesville4Columbus4Canton3Valdosta3Buford3Peachtree City3Sandy Springs2Peachtree Corners2Conyers2McDonough2Jonesboro2Statesboro2
New Jersey
Red Bank21Princeton19Parsippany9Summit8Fairfield7Morristown7Marlton7Hackensack6Cranford6Jersey City5Short Hills4Toms River4Ridgewood4Flemington4Moorestown4Totowa4Montclair4Old Bridge4Ramsey4Chester4Cherry Hill4Mount Laurel4Voorhees4East Brunswick4Cedar Knolls3Kingston3Warren3Fair Lawn3Paramus3Chatham3
Michigan
Troy34Grand Rapids28Bloomfield Hills21Ann Arbor20Southfield15Traverse City14Novi10Kalamazoo10Portage8Holland7Plymouth7Royal Oak7Brighton7Birmingham7Northville6Farmington Hills6Lansing6Livonia6Okemos6Bingham Farms5Marquette4Clarkston4Bay City4Sterling Heights4Auburn Hills4Ada3Jackson3Grand Blanc3Kentwood3Fenton2
Colorado
Denver90Colorado Springs35Greenwood Village32Boulder23Fort Collins19Centennial14Littleton12Englewood12Lakewood11Broomfield8Lone Tree7Highlands Ranch6Durango6Louisville6Golden5Loveland5Westminster4Monument4Montrose4Castle Rock4Arvada3Salida3Parker3Evergreen2Grand Junction2Windsor2Basalt2Glendale2Erie2Aspen2
Virginia
Richmond43McLean25Virginia Beach23Alexandria17Reston17Arlington16Vienna14Roanoke11Charlottesville11Glen Allen9Fairfax9Lynchburg8Norfolk7Ashburn6Williamsburg6Midlothian5Leesburg4Falls Church4Herndon4Chesapeake4Henrico4Newport News4Tysons3Great Falls3Middleburg3Harrisonburg3Chantilly3Winchester2Tysons Corner2Crozet2
North Carolina
Charlotte72Raleigh51Greensboro19Chapel Hill19Winston-Salem15Durham15Cary14Wilmington10Asheville8Concord6Southern Pines5Matthews5Cornelius5Mooresville5Statesville5Huntersville4Greenville4Hickory3Apex3Rocky Mount3Boone2Davidson2Salisbury2Hendersonville2Shelby2Pinehurst2High Point2Winterville2Research Triangle Park1Lumberton1
Arizona
Scottsdale102Phoenix50Tucson39Gilbert20Mesa19Tempe14Chandler13Prescott6Peoria5Flagstaff4Fountain Hills4Glendale4Surprise3Sun City3Paradise Valley2Yuma2Goodyear1Tuscon1Cave Creek1Sierra Vista1Sedona1Show Low1Oro Valley1San Tan Valley1
Washington
Bellevue45Seattle43Spokane25Vancouver20Bellingham11Kirkland9Tacoma8Olympia7Mercer Island6Gig Harbor5Edmonds5Federal Way4Yakima4Camas4Kennewick4Everett4Redmond4Bainbridge Island3Issaquah3Wenatchee3Silverdale3Spokane Valley3Walla Walla3Port Angeles3Bothell2Liberty Lake2Lynnwood2Sunnyside2Arlington2White Salmon1
Minnesota
Minneapolis41Edina24Bloomington20Minnetonka17Plymouth14Eden Prairie9Maple Grove9St. Paul9St. Louis Park7Wayzata6Woodbury6Arden Hills6Saint Paul5Eagan4St. Cloud3Coon Rapids3Excelsior3Rochester3Shoreview3Cambridge2Red Wing2Mankato2New Brighton2Chanhassen2Prior Lake2Lakeville2White Bear Lake2Long Lake2Richfield1Marshall1
Connecticut
Westport16Stamford16Glastonbury10Shelton9Farmington9Guilford7Greenwich6Essex5West Hartford5Hartford5Southport4Fairfield4Darien4Wilton4Avon4Ridgefield3South Windsor3Madison3Wethersfield3Waterford2Rocky Hill2Manchester2New Canaan2Woodbridge2Southbury2Vernon2New Haven2Middletown2Cheshire2Windsor2
Tennessee
Knoxville34Memphis31Nashville29Franklin21Chattanooga21Brentwood12Johnson City7Germantown6Jackson5Kingsport4Murfreesboro4Hendersonville3Hixson2Clarksville2Greeneville2Cookeville2Maryville2Cordova2Goodlettsville2Lakeland1Athens1Winchester1Mt Juliet1Tullahoma1Bolivar1Manchester1Lebanon1Millington1Dyersburg1Collierville1
Maryland
Bethesda29Rockville18Baltimore16Annapolis14Towson13Hunt Valley11Columbia8Chevy Chase8Frederick8Timonium7Gaithersburg5Owings Mills4Silver Spring4Ellicott City4Lutherville3Westminster3Easton2Laurel2North Bethesda2Phoenix2Bel Air2Woodbine1Cockeysville1Crofton1Dunkirk1Severna Park1Thurmont1College Park1Ocean Pines1Kensington1
Missouri
St. Louis52Kansas City24Saint Louis17Chesterfield12Clayton12Springfield12Columbia11Lee's Summit5O'Fallon4North Kansas City4Saint Charles3Manchester3Liberty3Creve Coeur2Sunset Hills2Independence2Ellisville2Lake St. Louis2Sedalia2Cape Girardeau1Centralia1Kirkwood1Dexter1Crystal City1University City1Poplar Bluff1Ofallon1Des Peres1Town and Country1Saint Joseph1
Wisconsin
Madison30Appleton18Milwaukee17Brookfield12Green Bay8Middleton6Wausau6Mequon5Waukesha4Hartland3Wauwatosa3Delafield3Eau Claire3West Bend3Elm Grove3Pewaukee3Kenosha3Waunakee2Altoona2Verona2Lake Geneva2Neenah2Oak Creek1La Crosse1Muskego1Wisconsin Rapids1Crivitz1Fort Atkinson1Depere1Sharon1
Indiana
Indianapolis49Carmel21Fort Wayne19Fishers11Greenwood5Bloomington4Lafayette4Zionsville4Columbus4New Albany3Jeffersonville3Evansville3Kokomo3South Bend3Brownsburg3Valparaiso3Muncie2Auburn2Crown Point2Elkhart2Dyer2Plainfield2Granger2Whiting1Kendallville1New Haven1Highland1Odon1Greencastle1Avon1
Oregon
Portland55Lake Oswego26Bend16Beaverton13Salem8Eugene8West Linn6Hillsboro5Clackamas5Corvallis4Tigard4Grants Pass4Jacksonville3Tualatin3Gresham2Roseburg2Medford2Ashland2Canby1Milton-Freewater1Aurora1Oregon City1La Grande1Hood River1Coos Bay1Sherwood1Milwaukie1Klamath Falls1Gladstone1Boring1
Utah
Salt Lake City38Lehi15South Jordan12Provo9Orem8Draper8Cottonwood Heights6St. George6Sandy6Logan5Holladay5Bountiful4Centerville3Ogden3Farmington3Park City2Cedar City2Millcreek1North Logan1Saint George1Woods Cross1Vernal1Highland1Tooele1Murray1West Valley1Cedar Hills1North Salt Lake1Spanish Fork1Heber1
Kansas
Overland Park78Topeka15Wichita13Leawood10Lawrence7Manhattan4Salina4Lenexa3Mission3Hutchinson2Shawnee2Prairie Village2Ellsworth1Mulvane1Dodge City1Seneca1Hays1Newton1Kingman1Silver Lake1McPherson1Haysville1Ellinwood1
South Carolina
Greenville24Mount Pleasant16Charleston14Columbia13Mt. Pleasant8Bluffton7Myrtle Beach6Daniel Island5Summerville4Fort Mill4Rock Hill3Aiken3Beaufort2Clover2Greenwood2Seneca2Hilton Head Island2Florence2Greer2Moncks Corner1Lexington1Lake Wylie1Johns Island1Spartanburg1York1Ridgeland1Pawleys Island1Hilton Head1Boiling Springs1Chapin1
Oklahoma
Tulsa35Oklahoma City27Edmond9Bartlesville4Stillwater2Norman2Clinton2McAlester1Ardmore1Durant1Bethany1Bixby1Stigler1Nichols Hills1
Alabama
Birmingham34Huntsville12Mobile8Fairhope5Montgomery5Hoover4Daphne3Dothan3Cullman2Homewood2Vestavia Hills2Vestavia1Alexander City1Enterprise1Tuscaloosa1Andalusia1Mountain Brook1Guntersville1Gadsden1Opelika1Auburn1
Louisiana
New Orleans17Metairie14Baton Rouge11Lafayette7Shreveport6Covington6Mandeville5Ruston2Prairieville2Saint Francisville2Youngsville2Monroe2Houma2Kaplan1Abita Springs1Slidell1Chalmette1Gonzales1Opelousas1Abbeville1Minden1Marrero1Thibodaux1
Iowa
West Des Moines18Cedar Rapids,11Des Moines9Urbandale7Dubuque5Clive3Cedar Falls3Ankeny3Davenport3Johnston3Council Bluffs2Coralville2Windsor Heights2Waterloo2Forest City2Bettendorf2Waverly1Waukee1Guthrie Center1Hiawatha1Clarion1Ames1Orange City1Jesup1Grimes1Iowa City1Spencer1Sioux City1Mount Vernon1Eldridge1
Kentucky
Louisville39Lexington25Covington3Prospect2Bowling Green2Elizabethtown2Ft. Mitchell1Bardstown1Mayfield1Florence1Edgewood1Paducah1Munfordville1Union1Glasgow1Brandenburg1Nicholasville1Bellevue1Mt. Sterling1Richmond1
Nevada
New Hampshire
Portsmouth18Bedford14Hanover6Manchester5Concord4Exeter3Salem3Nashua3Windham3Amherst2Keene2Londonderry2Hampton2Rye2Laconia2Littleton1Peterborough1New London1Franklin1Porstmouth1Tilton1Newfields1Rochester1Lebanon1Strafford1
Nebraska
Omaha46Lincoln12Grand Island3North Platte2Norfolk2Kearney2Elkhorn1Arnold1Lavista1Louisville1Seward1Blair1Hastings1
Idaho
Boise23Eagle10Meridian8Idaho Falls7Ketchum4Ammon3Coeur D'alene3Lewiston1Caldwell1Twin Falls1Moscow1Star1Pocatello1Salmon1Victor1Rexburg1Sandpoint1
Arkansas
Little Rock30Rogers7Fayetteville5Bentonville5North Little Rock4Magnolia2Hot Springs2Lowell1Bismarck1Glenwood1Harrison1Roland1Hot Springs Village1Heber Springs1Springdale1Jonesboro1Mountain Home1
Rhode Island
Providence11Warwick5Cranston3East Providence3Lincoln3North Kingstown3West Warwick2Wakefield2Barrington2East Greenwich2Newport2Rumford1Charlestown1North Smithfield1Johnston1Cumberland1Smithfiled1Westerly1Portsmouth1
Maine
Portland11Bangor5Yarmouth2Falmouth2South Portland2Kennebunk1Winthrop1Rockport1Scarborough1Waterville1New Gloucester1Ellsworth1Farmingdale1Westbrook1Gardiner1Augusta1Boothbay Harbor1Wells1Rockland1Veazie1York1
Montana
Mississippi
Ridgeland11Jackson6Tupelo3Hattiesburg3Clinton2Clarksdale1Columbus1Oxford1Cleveland1Flowood1Corinth1Brookhaven1Starkville1
Vermont
South Burlington9Burlington8Williston2Manchester Center2Shelburne1Bennington1Essex Junction1White River Junction1Rutland1Manchester1Montpelier1Middlebury1Saint Johnsbury1Norwich1S Burlington1North Bennington1
New Mexico
Delaware
Wyoming
Puerto Rico
South Dakota
North Dakota
District of Columbia
West Virginia
Wheeling4Charleston4Shepherdstown2Hurricane2Princeton1Ripley1Vienna1South Charleston1Morgantown1Huntinton1Huntington1Parkersburg1President & Ceo1