Ways to browse advisors serving Dallas, TX

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

By how they work

Type	Advisors
Large-firm	8,080
Flat-fee	3,602
Seasoned	2,660
Independent	2,282
CFP®-certified	1,351

By who they serve

Type	Advisors
High-net-worth	4,033
Baby Boomer	98
Millennial	9
Gen X	8

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	7,913
Executive	5,987
Tax-loss harvesting	4,669
Active portfolio management	3,656
Wealth management	3,335
Options & derivatives strategies	3,152
ESG / Sustainable investing	3,126
Concentrated stock management	2,887
Retired	2,499
Retirement plans for business owners (SEP, solo 401k)	2,065
Retirement income strategy	1,582
Private / alternative investments	1,250
General retirement planning	1,189
Mid-Career Professionals	1,189
Approaching retirement	1,087
HENRY (High Earners, Not Rich Yet)	1,031
College savings (529s, UTMA, etc.)	924
General estate planning guidance	865
Passive / index investing	733
Charitable giving & philanthropy	727
Income planning	639
Cash flow / budgeting	619
Business exit / sale strategy	578
Annuities	545
Equity compensation tax strategy	368
Social Security optimization	368
Real estate investing	313
Multi-generational wealth transfer	310
Retirement withdrawal strategies	306
Educators, Teachers, and Academics	235
Tax strategies for small businesses	217
Business ownership considerations	196
Business succession planning	178
Financial Professional	178
Divorce financial planning	166
Intergenerational Families	151
Established Professionals	136
Attorney	131
Business sale tax planning	125
General tax planning	124
Self-Employed	108
Women Professionals	106
Divorced	91
Dentist	89
Married/Couples/Partners	86
Family Business	84
Parents	72
Values-based investing	65
Long-term care insurance	61
Debt management	59
Life insurance needs analysis	45
Technology Professional	42
Factor investing / smart beta	41
Planning for children with special needs	39
Young Professionals	36
Doctor or Medical Professional	31
Equity Recipients (RS/RSU, SOP, ESPP)	31
Religious/faith focused	30
Christian Faith Based	28
Liquidity event planning	25
Young Families	21
Military & Veterans	19
Retired	19
Oil & Gas	18
Business Financial Management	16
LGBTQIA	15
Charitable giving tax strategies	12
Disability insurance	11
Exec comp design	10
Medicare planning	10
Startup equity planning	9
Early retirement planning	8
Stock option exercise strategy	5
Government Employee	3

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