Ways to browse Independent advisors serving Richardson, TX

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

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	1,232
Wealth management	842
Private / alternative investments	765
Retirement plans for business owners (SEP, solo 401k)	680
Executive	655
Options & derivatives strategies	623
Active portfolio management	526
Tax-loss harvesting	460
Retired	425
Retirement income strategy	421
Concentrated stock management	300
Annuities	276
General retirement planning	261
College savings (529s, UTMA, etc.)	225
Business exit / sale strategy	216
Tax strategies for small businesses	214
Passive / index investing	209
Charitable giving & philanthropy	197
Income planning	195
Cash flow / budgeting	187
Real estate investing	176
Business sale tax planning	114
ESG / Sustainable investing	114
General tax planning	113
General estate planning guidance	106
Dentist	78
Business ownership considerations	48
Equity compensation tax strategy	48
Long-term care insurance	42
Life insurance needs analysis	41
Debt management	38
Business succession planning	36
Family Business	36
Established Professionals	32
Self-Employed	29
Young Professionals	29
Factor investing / smart beta	27
Social Security optimization	27
Christian Faith Based	26
Retirement withdrawal strategies	22
Religious/faith focused	21
Doctor or Medical Professional	20
Mid-Career Professionals	20
Approaching retirement	18
Multi-generational wealth transfer	17
Values-based investing	17
Attorney	16
Disability insurance	11
HENRY (High Earners, Not Rich Yet)	11
Charitable giving tax strategies	10
Financial Professional	8
Women Professionals	8
Educators, Teachers, and Academics	7
Divorce financial planning	6
Medicare planning	6
Technology Professional	6
Young Families	5
Business Financial Management	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Retired	3

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