Ways to browse Independent advisors serving New York

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,761
Wealth management	2,243
Options & derivatives strategies	2,215
Active portfolio management	1,803
Private / alternative investments	1,716
Executive	1,563
Retirement plans for business owners (SEP, solo 401k)	1,332
Concentrated stock management	1,037
Retired	1,030
Retirement income strategy	1,000
General retirement planning	979
Tax-loss harvesting	968
College savings (529s, UTMA, etc.)	814
Cash flow / budgeting	718
Real estate investing	626
Passive / index investing	613
Annuities	597
ESG / Sustainable investing	529
Income planning	511
Charitable giving & philanthropy	438
General estate planning guidance	402
General tax planning	386
Equity compensation tax strategy	327
Business exit / sale strategy	313
Business ownership considerations	220
Business succession planning	207
Mid-Career Professionals	187
Debt management	186
Retirement withdrawal strategies	179
Approaching retirement	156
HENRY (High Earners, Not Rich Yet)	134
Long-term care insurance	109
Tax strategies for small businesses	107
Self-Employed	83
Social Security optimization	78
Factor investing / smart beta	76
Business sale tax planning	75
Financial Professional	74
Educators, Teachers, and Academics	71
Women Professionals	70
Life insurance needs analysis	69
Divorce financial planning	68
Values-based investing	68
Established Professionals	63
Equity Recipients (RS/RSU, SOP, ESPP)	58
Charitable giving tax strategies	57
Young Professionals	48
Doctor or Medical Professional	45
Roth conversion strategy	45
Religious/faith focused	41
Military & Veterans	33
Elder care planning	32
Attorney	27
Married/Couples/Partners	25
Technology Professional	24
Family Business	23
Disability insurance	21
Medicare planning	21
Multi-generational wealth transfer	21
Expats	20
Women's Finance	20
Business Financial Management	17
Parents	16
Cross-border / expatriate tax planning	15
Young Families	12
Artists or Creative	11
Immigrants	11
Stock option exercise strategy	11
Professional Athlete	10
Sandwich Generation	9
African Americans/Black	8
Christian Faith Based	8
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	8
Newlywed/Engaged	7
Planning for children with special needs	7
Retired	7
Student loan debt	7
Dual Income Family	6
Intergenerational Families	5
Widow/Widower	5
Divorced Women	4
Entity structure planning (LLC, S-Corp)	4

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