Ways to browse advisors serving Richardson, TX

Pick a specialty or descriptor to browse more advisors serving Richardson, TX.

By how they work

Type	Advisors
Large-firm	8,000
Flat-fee	3,575
Seasoned	2,622
Independent	2,278
CFP®-certified	1,331

By who they serve

Type	Advisors
High-net-worth	4,031
Baby Boomer	93
Gen X	10
Millennial	10

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	7,847
Executive	5,893
Tax-loss harvesting	4,635
Active portfolio management	3,648
Wealth management	3,288
Options & derivatives strategies	3,117
ESG / Sustainable investing	3,106
Concentrated stock management	2,866
Retired	2,469
Retirement plans for business owners (SEP, solo 401k)	2,024
Retirement income strategy	1,551
Private / alternative investments	1,220
General retirement planning	1,209
Mid-Career Professionals	1,191
Approaching retirement	1,035
HENRY (High Earners, Not Rich Yet)	994
General estate planning guidance	981
College savings (529s, UTMA, etc.)	947
Charitable giving & philanthropy	697
Income planning	628
Business exit / sale strategy	566
Annuities	556
Cash flow / budgeting	553
Social Security optimization	381
Equity compensation tax strategy	369
Passive / index investing	348
Real estate investing	298
Multi-generational wealth transfer	282
Retirement withdrawal strategies	276
Educators, Teachers, and Academics	236
Tax strategies for small businesses	221
Business ownership considerations	196
Business succession planning	171
Divorce financial planning	161
Financial Professional	156
Intergenerational Families	147
Attorney	122
General tax planning	121
Business sale tax planning	117
Established Professionals	115
Self-Employed	110
Women Professionals	104
Divorced	90
Dentist	89
Married/Couples/Partners	85
Parents	73
Family Business	70
Long-term care insurance	65
Debt management	60
Values-based investing	55
Life insurance needs analysis	46
Factor investing / smart beta	40
Technology Professional	38
Planning for children with special needs	35
Young Professionals	35
Doctor or Medical Professional	32
Christian Faith Based	30
Religious/faith focused	30
Liquidity event planning	25
Equity Recipients (RS/RSU, SOP, ESPP)	24
Young Families	22
Oil & Gas	18
Military & Veterans	17
Business Financial Management	16
LGBTQIA	14
Retired	13
Medicare planning	12
Charitable giving tax strategies	11
Disability insurance	11
Exec comp design	10
Startup equity planning	9
Roth conversion strategy	5
Stock option exercise strategy	5
Government Employee	3

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