Ways to browse Large-firm advisors serving New York

Pick a specialty to browse more Large-firm 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	21,871
Executive	15,944
Wealth management	10,533
Tax-loss harvesting	9,989
Retired	8,553
General estate planning guidance	5,631
Approaching retirement	5,198
Mid-Career Professionals	4,479
Retirement income strategy	4,411
General retirement planning	4,347
Retirement plans for business owners (SEP, solo 401k)	3,669
Active portfolio management	3,649
HENRY (High Earners, Not Rich Yet)	3,538
Cash flow / budgeting	3,516
ESG / Sustainable investing	3,324
Passive / index investing	3,227
Private / alternative investments	3,020
Social Security optimization	2,308
College savings (529s, UTMA, etc.)	2,237
Equity compensation tax strategy	2,199
Business exit / sale strategy	2,051
Attorney	1,928
Income planning	1,785
Charitable giving & philanthropy	1,615
Annuities	1,507
Self-Employed	1,438
Divorce financial planning	1,158
Consultant	1,119
Technology Professional	1,117
Multi-generational wealth transfer	1,064
Retirement withdrawal strategies	924
Married/Couples/Partners	822
Divorced	800
Financial Professional	645
Concentrated stock management	594
Options & derivatives strategies	471
Intergenerational Families	419
Real estate investing	370
Established Professionals	344
Business succession planning	325
Women Professionals	317
Planning for children with special needs	302
Long-term care insurance	289
Business ownership considerations	262
Parents	235
Educators, Teachers, and Academics	215
Values-based investing	145
Equity Recipients (RS/RSU, SOP, ESPP)	81
LGBTQIA	77
Family Business	68
Liquidity event planning	63
General tax planning	59
Debt management	54
Young Families	54
Exec comp design	30
Business Financial Management	29
Military & Veterans	25
Young Professionals	24
Startup equity planning	20
Medicare planning	18
Gifting strategies	5

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