Ways to browse Independent advisors serving Austin, TX

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

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	835
Executive	507
Wealth management	362
Options & derivatives strategies	337
Private / alternative investments	293
Business exit / sale strategy	292
Retirement plans for business owners (SEP, solo 401k)	291
College savings (529s, UTMA, etc.)	256
Retired	241
Active portfolio management	232
Retirement income strategy	224
Cash flow / budgeting	182
Real estate investing	182
Tax strategies for small businesses	175
General retirement planning	156
Annuities	145
Concentrated stock management	145
Passive / index investing	122
Tax-loss harvesting	118
ESG / Sustainable investing	71
HENRY (High Earners, Not Rich Yet)	69
General tax planning	67
Business ownership considerations	49
General estate planning guidance	49
Debt management	48
Approaching retirement	44
Income planning	37
Equity Recipients (RS/RSU, SOP, ESPP)	29
Business succession planning	25
Equity compensation tax strategy	25
Charitable giving tax strategies	24
Long-term care insurance	23
Social Security optimization	22
Charitable giving & philanthropy	21
Retirement withdrawal strategies	21
Mid-Career Professionals	18
Life insurance needs analysis	16
Roth conversion strategy	16
Self-Employed	15
Factor investing / smart beta	12
Business Financial Management	11
Educators, Teachers, and Academics	11
Business sale tax planning	10
Parents	10
Technology Professional	10
Women Professionals	10
Multi-generational wealth transfer	9
Medicare planning	8
Attorney	7
Christian Faith Based	7
Values-based investing	7
Divorce financial planning	6
Doctor or Medical Professional	5
Financial Professional	5
Intergenerational Families	5
Established Professionals	4
LGBTQIA	4
Young Professionals	4

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