Ways to browse Independent advisors serving Dallas, TX

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

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	1,137
Wealth management	853
Private / alternative investments	734
Retirement plans for business owners (SEP, solo 401k)	731
Executive	684
Options & derivatives strategies	641
Active portfolio management	530
Retired	428
Retirement income strategy	419
Tax-loss harvesting	395
Concentrated stock management	316
Annuities	268
College savings (529s, UTMA, etc.)	236
Business exit / sale strategy	225
General retirement planning	222
Tax strategies for small businesses	210
Real estate investing	196
Charitable giving & philanthropy	192
Income planning	186
Passive / index investing	180
Cash flow / budgeting	176
ESG / Sustainable investing	123
Business sale tax planning	122
General tax planning	116
General estate planning guidance	101
Dentist	78
Equity compensation tax strategy	47
Established Professionals	47
Business ownership considerations	45
Business succession planning	40
Life insurance needs analysis	39
Debt management	37
Family Business	36
Long-term care insurance	35
HENRY (High Earners, Not Rich Yet)	30
Young Professionals	30
Self-Employed	29
Factor investing / smart beta	26
Christian Faith Based	25
Attorney	24
Approaching retirement	22
Social Security optimization	22
Doctor or Medical Professional	18
Religious/faith focused	18
Mid-Career Professionals	17
Multi-generational wealth transfer	17
Retirement withdrawal strategies	14
Charitable giving tax strategies	11
Disability insurance	11
Values-based investing	11
Equity Recipients (RS/RSU, SOP, ESPP)	10
Retired	9
Educators, Teachers, and Academics	7
Divorce financial planning	6
Financial Professional	6
Technology Professional	6
Women Professionals	5
Business Financial Management	4
Young Families	4

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