Ways to browse Seasoned advisors serving New York

Pick a specialty to browse more Seasoned 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	9,305
Executive	6,210
Wealth management	4,539
Retired	3,622
Tax-loss harvesting	2,836
Retirement plans for business owners (SEP, solo 401k)	2,655
General estate planning guidance	2,287
Approaching retirement	2,259
Retirement income strategy	2,129
General retirement planning	2,042
Active portfolio management	1,769
Cash flow / budgeting	1,693
Mid-Career Professionals	1,669
HENRY (High Earners, Not Rich Yet)	1,429
ESG / Sustainable investing	1,308
College savings (529s, UTMA, etc.)	1,202
Annuities	1,076
Private / alternative investments	1,038
Income planning	999
Options & derivatives strategies	934
Business exit / sale strategy	901
Social Security optimization	879
Equity compensation tax strategy	851
Charitable giving & philanthropy	787
Passive / index investing	747
Attorney	670
Concentrated stock management	604
Divorce financial planning	601
Retirement withdrawal strategies	550
Self-Employed	548
Multi-generational wealth transfer	487
Married/Couples/Partners	411
Divorced	388
Real estate investing	275
Technology Professional	273
Financial Professional	271
Business succession planning	247
Planning for children with special needs	184
Retired	139
Long-term care insurance	135
Women Professionals	135
Business ownership considerations	124
Educators, Teachers, and Academics	123
General tax planning	111
Established Professionals	95
Parents	94
Intergenerational Families	55
Debt management	49
Values-based investing	49
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
Family Business	33
Tax strategies for small businesses	32
Business sale tax planning	30
Factor investing / smart beta	24
Life insurance needs analysis	24
Charitable giving tax strategies	22
Roth conversion strategy	20
Business Financial Management	18
Doctor or Medical Professional	18
Equity Recipients (RS/RSU, SOP, ESPP)	15
Religious/faith focused	13
Military & Veterans	12
Medicare planning	11
Elder care planning	8
Young Professionals	8
Disability insurance	5
Immigrants	4
Widow/Widower	4

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