Browse all advisors in Texas

Every advisor below is licensed to work with clients in Texas. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
142,620
Executive
95,554
Wealth management
84,415
Retired
74,681
Tax-loss harvesting
63,631
Retirement income strategy
41,127
Active portfolio management
37,804
Retirement plans for business owners (SEP, solo 401k)
36,916
General retirement planning
36,439
General estate planning guidance
34,920
HENRY (High Earners, Not Rich Yet)
30,157
Mid-Career Professionals
28,985
Approaching retirement
25,731
College savings (529s, UTMA, etc.)
25,622
Charitable giving & philanthropy
21,921
Cash flow / budgeting
19,261
ESG / Sustainable investing
18,032
Private / alternative investments
17,569
Income planning
17,210
Multi-generational wealth transfer
14,425
Options & derivatives strategies
13,039
Social Security optimization
12,101
Concentrated stock management
10,474
Annuities
10,426
Retirement withdrawal strategies
10,380
Business exit / sale strategy
10,353
Passive / index investing
7,928
Divorce financial planning
7,424
Business ownership considerations
7,312
Equity compensation tax strategy
6,508
Business succession planning
6,333
Real estate investing
5,625
Financial Professional
5,431
Self-Employed
3,577
Attorney
3,416
Married/Couples/Partners
3,160
Women Professionals
3,140
Planning for children with special needs
3,060
Divorced
2,868
Parents
2,851
Established Professionals
2,548
Multi-state taxation
2,454
General tax planning
2,448
Intergenerational Families
1,407
Tax strategies for small businesses
1,390
Military & Veterans
1,180
Values-based investing
1,180
Doctor or Medical Professional
1,165
Educators, Teachers, and Academics
1,135
Women's Finance
995
Debt management
993
Equity Recipients (RS/RSU, SOP, ESPP)
957
Long-term care insurance
939
Family Business
920
Liquidity event planning
886
Retired
841
LGBTQIA
789
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
729
Young Families
695
Life insurance needs analysis
630
Technology Professional
630
Business sale tax planning
585
Consultant
550
Factor investing / smart beta
538
Religious/faith focused
517
Inheritance planning
481
Business Financial Management
459
Medicare planning
395
Young Professionals
391
Dentist
342
Charitable giving tax strategies
321
Professional Athlete
318
Exec comp design
313
Elder care planning
292
Startup equity planning
244
Early retirement planning
213
Roth conversion strategy
202
Stock option exercise strategy
192
Cross-border / expatriate tax planning
167
Widow/Widower
166
Government Employee
161
Hispanic/Latino/Latinx
159
Expats
147
Oil & Gas
143
Christian Faith Based
133
Entertainment Industry
131
Women Business Owners
129
Trust structures (GRAT, IDGT, revocable)
125
Caring for aging parents
120
Disability insurance
120
Newlywed/Engaged
115
Engineering Professional
114
Airline Pilot
110
Public Service Employee
108
Immigrants
95
Home buying
79
Gifting strategies
77
Dual Income Family
74
10b5-1 plan design
69
Real Estate Professional
62
Female Executives
50
Sandwich Generation
49
Divorced Women
38
Student loan debt
35
Career Changers
33
African Americans/Black
30
Sales Professional
30
FIRE (Financial Independence Retire Early)
24
Inherited wealth
24
Pre-IPO planning
22
Entity structure planning (LLC, S-Corp)
20
Biotech Professional
18
Financial coaching / therapy
17
Union Employee
16
University Employee
15
Minorities
14
Veterinarian
12
Key person insurance & risk mitigation
11
Life coaching / goal alignment
9
Scientific Professional
9
Single Women
9
Umbrella liability
9
Artists or Creative
8
Cross-border & expatriate issues
7
Independent Contractor
6
Optometrist
5
Charitable trusts / foundations
4
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