Ways to browse advisors serving Irving, TX

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

By how they work

Type	Advisors
Large-firm	11,086
Flat-fee	4,450
Seasoned	3,286
Independent	2,601
CFP®-certified	1,701

By who they serve

Type	Advisors
High-net-worth	4,429
Baby Boomer	138
Gen X	9
Millennial	9

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	8,988
Executive	6,708
Tax-loss harvesting	5,140
Active portfolio management	4,862
Wealth management	4,181
ESG / Sustainable investing	3,407
Options & derivatives strategies	3,271
Concentrated stock management	2,924
Retired	2,640
Retirement plans for business owners (SEP, solo 401k)	2,318
Private / alternative investments	2,224
Retirement income strategy	1,904
College savings (529s, UTMA, etc.)	1,883
Charitable giving & philanthropy	1,663
General retirement planning	1,454
Mid-Career Professionals	1,289
Approaching retirement	1,262
Real estate investing	1,166
HENRY (High Earners, Not Rich Yet)	1,126
General estate planning guidance	935
Income planning	767
Cash flow / budgeting	658
Business exit / sale strategy	620
Annuities	617
Passive / index investing	563
Social Security optimization	516
Equity compensation tax strategy	411
Multi-generational wealth transfer	373
Retirement withdrawal strategies	369
Self-Employed	286
Educators, Teachers, and Academics	241
Business ownership considerations	227
Tax strategies for small businesses	220
Business succession planning	197
Financial Professional	197
Divorce financial planning	187
Intergenerational Families	155
General tax planning	153
Established Professionals	151
Attorney	131
Business sale tax planning	126
Parents	120
Women Professionals	108
Dentist	98
Married/Couples/Partners	92
Divorced	91
Debt management	83
Long-term care insurance	83
Family Business	70
Life insurance needs analysis	57
Values-based investing	48
Planning for children with special needs	47
Factor investing / smart beta	44
Technology Professional	41
Equity Recipients (RS/RSU, SOP, ESPP)	37
Liquidity event planning	36
Religious/faith focused	35
Young Professionals	35
Doctor or Medical Professional	33
Christian Faith Based	31
Young Families	30
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	27
Business Financial Management	25
Military & Veterans	25
Retired	20
Oil & Gas	19
Medicare planning	18
Exec comp design	16
LGBTQIA	16
Disability insurance	13
Charitable giving tax strategies	12
Inheritance planning	12
Startup equity planning	11
Trust structures (GRAT, IDGT, revocable)	11
Roth conversion strategy	9
Stock option exercise strategy	8
Dual Income Family	5
Government Employee	4

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