Ways to browse Independent advisors serving Irving, TX

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

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	1,399
Wealth management	991
Private / alternative investments	845
Executive	762
Retirement plans for business owners (SEP, solo 401k)	760
Options & derivatives strategies	741
Active portfolio management	588
Retirement income strategy	514
Retired	475
Tax-loss harvesting	415
Annuities	343
Concentrated stock management	341
General retirement planning	262
College savings (529s, UTMA, etc.)	261
Business exit / sale strategy	236
Passive / index investing	227
Cash flow / budgeting	219
Real estate investing	217
Tax strategies for small businesses	213
Charitable giving & philanthropy	209
Income planning	168
General tax planning	141
ESG / Sustainable investing	139
Business sale tax planning	123
General estate planning guidance	112
Dentist	78
Business ownership considerations	66
Equity compensation tax strategy	54
Business succession planning	51
Established Professionals	51
Life insurance needs analysis	49
Debt management	45
Long-term care insurance	43
Family Business	36
Social Security optimization	35
Approaching retirement	32
HENRY (High Earners, Not Rich Yet)	31
Young Professionals	30
Christian Faith Based	28
Factor investing / smart beta	28
Values-based investing	26
Attorney	24
Mid-Career Professionals	24
Multi-generational wealth transfer	23
Self-Employed	23
Religious/faith focused	20
Retirement withdrawal strategies	20
Doctor or Medical Professional	18
Disability insurance	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Business Financial Management	11
Charitable giving tax strategies	11
Medicare planning	10
Retired	10
Divorce financial planning	9
Educators, Teachers, and Academics	7
Financial Professional	7
Technology Professional	6
Liquidity event planning	5
Roth conversion strategy	5
Women Professionals	5
Government Employee	3
Young Families	3

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