Ways to browse advisors serving Austin, TX

Pick a specialty or descriptor to browse more advisors serving Austin, TX.

By how they work

Type	Advisors
Large-firm	2,657
Flat-fee	2,289
Independent	1,361
Seasoned	1,218
CFP®-certified	796

By who they serve

Type	Advisors
High-net-worth	843
Baby Boomer	53
Millennial	10
Gen X	6

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,797
Executive	1,985
Wealth management	1,668
Retirement plans for business owners (SEP, solo 401k)	1,170
Retired	1,119
Business exit / sale strategy	919
Tax-loss harvesting	746
Annuities	732
College savings (529s, UTMA, etc.)	702
Retirement income strategy	696
Private / alternative investments	660
Active portfolio management	482
General retirement planning	478
Real estate investing	416
Options & derivatives strategies	389
Approaching retirement	360
Cash flow / budgeting	332
HENRY (High Earners, Not Rich Yet)	319
General estate planning guidance	285
Mid-Career Professionals	247
ESG / Sustainable investing	237
Concentrated stock management	210
Income planning	203
Charitable giving & philanthropy	195
Social Security optimization	193
Passive / index investing	185
Tax strategies for small businesses	177
Multi-generational wealth transfer	152
Retirement withdrawal strategies	126
Business ownership considerations	120
Equity compensation tax strategy	90
General tax planning	72
Self-Employed	72
Debt management	69
Divorce financial planning	69
Business succession planning	66
Retired	63
Financial Professional	53
Attorney	42
Long-term care insurance	41
Divorced	40
Married/Couples/Partners	40
Equity Recipients (RS/RSU, SOP, ESPP)	39
Women Professionals	37
Parents	32
Established Professionals	30
Charitable giving tax strategies	26
Educators, Teachers, and Academics	26
Intergenerational Families	22
Planning for children with special needs	19
Technology Professional	19
LGBTQIA	17
Values-based investing	17
Life insurance needs analysis	16
Roth conversion strategy	16
Factor investing / smart beta	14
Business Financial Management	13
Liquidity event planning	13
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	12
Business sale tax planning	11
Professional Athlete	10
Medicare planning	8
Young Families	8
Christian Faith Based	7
Family Business	7
Doctor or Medical Professional	6
Young Professionals	5
Widow/Widower	4

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