Ways to browse Independent advisors serving New York, NY

Pick a specialty to browse more Independent advisors serving New York, NY.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,315
Options & derivatives strategies	1,268
Active portfolio management	1,128
Wealth management	1,077
Private / alternative investments	966
Executive	797
Retirement plans for business owners (SEP, solo 401k)	596
Concentrated stock management	590
Tax-loss harvesting	569
General retirement planning	461
Retirement income strategy	412
Retired	403
Cash flow / budgeting	368
Real estate investing	355
College savings (529s, UTMA, etc.)	349
Passive / index investing	339
ESG / Sustainable investing	338
Charitable giving & philanthropy	279
Income planning	273
Annuities	224
General tax planning	173
General estate planning guidance	168
Business exit / sale strategy	134
Equity compensation tax strategy	133
HENRY (High Earners, Not Rich Yet)	111
Mid-Career Professionals	106
Debt management	90
Retirement withdrawal strategies	72
Business ownership considerations	70
Social Security optimization	68
Business succession planning	66
Approaching retirement	56
Expats	51
Cross-border / expatriate tax planning	50
Tax strategies for small businesses	50
Factor investing / smart beta	48
Financial Professional	42
Business sale tax planning	41
Established Professionals	34
Women Professionals	34
Divorce financial planning	31
Long-term care insurance	30
Young Professionals	29
Life insurance needs analysis	26
Values-based investing	22
Self-Employed	21
Medicare planning	20
Equity Recipients (RS/RSU, SOP, ESPP)	17
Elder care planning	15
Technology Professional	15
Doctor or Medical Professional	14
Family Business	14
Multi-generational wealth transfer	13
Women's Finance	12
Business Financial Management	9
Charitable giving tax strategies	8
African Americans/Black	5
Disability insurance	4
Immigrants	4
Widow/Widower	4
Young Families	4
Educators, Teachers, and Academics	3

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