Ways to browse High-net-worth advisors serving New York

Pick a specialty to browse more High-net-worth 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	7,258
Executive	5,400
Approaching retirement	2,935
Retired	2,674
Cash flow / budgeting	2,265
Tax-loss harvesting	2,107
Mid-Career Professionals	2,075
General retirement planning	2,027
Equity compensation tax strategy	1,816
ESG / Sustainable investing	1,778
Private / alternative investments	1,602
Wealth management	1,306
Retirement income strategy	1,275
Technology Professional	1,123
Attorney	1,111
Social Security optimization	1,067
Options & derivatives strategies	1,044
Retirement plans for business owners (SEP, solo 401k)	1,027
Active portfolio management	804
Business exit / sale strategy	600
Concentrated stock management	500
Passive / index investing	404
Real estate investing	370
Divorce financial planning	305
Charitable giving & philanthropy	298
Established Professionals	260
General estate planning guidance	248
College savings (529s, UTMA, etc.)	221
General tax planning	159
Long-term care insurance	153
Income planning	140
Annuities	90
Values-based investing	89
Roth conversion strategy	87
Financial Professional	84
Women Professionals	84
Business ownership considerations	77
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	72
Debt management	65
HENRY (High Earners, Not Rich Yet)	64
Dentist	50
Business succession planning	43
Business sale tax planning	35
Tax strategies for small businesses	32
Family Business	29
Factor investing / smart beta	27
Young Professionals	26
Multi-generational wealth transfer	21
Retirement withdrawal strategies	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Elder care planning	15
Doctor or Medical Professional	14
Life insurance needs analysis	13
Women's Finance	13
Cross-border / expatriate tax planning	12
Self-Employed	11
Professional Athlete	10
Expats	9
Married/Couples/Partners	9
Business Financial Management	7
Immigrants	7
Medicare planning	7
Charitable giving tax strategies	6
Sandwich Generation	5
Intergenerational Families	4

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