Browse all Independent advisors in Texas

Every advisor below is licensed to work with clients in Texas. Narrow by specialty to find someone who focuses on your situation.

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	14,127
Wealth management	10,551
Options & derivatives strategies	8,293
Executive	8,089
Retirement plans for business owners (SEP, solo 401k)	7,546
Private / alternative investments	7,507
Active portfolio management	5,679
Retired	5,373
Retirement income strategy	5,023
Tax-loss harvesting	4,671
General retirement planning	4,445
College savings (529s, UTMA, etc.)	3,586
Cash flow / budgeting	3,094
Concentrated stock management	2,972
ESG / Sustainable investing	2,840
Annuities	2,832
Real estate investing	2,678
Passive / index investing	2,512
Charitable giving & philanthropy	2,275
General estate planning guidance	2,163
Income planning	2,098
Business exit / sale strategy	2,072
General tax planning	1,876
Tax strategies for small businesses	1,040
Business succession planning	955
Business ownership considerations	827
Equity compensation tax strategy	751
Mid-Career Professionals	751
Approaching retirement	738
Debt management	692
Long-term care insurance	664
HENRY (High Earners, Not Rich Yet)	610
Social Security optimization	575
Retirement withdrawal strategies	506
Life insurance needs analysis	452
Doctor or Medical Professional	402
Business sale tax planning	386
Established Professionals	362
Divorce financial planning	310
Women Professionals	297
Self-Employed	292
Factor investing / smart beta	281
Retired	244
Charitable giving tax strategies	236
Equity Recipients (RS/RSU, SOP, ESPP)	232
Educators, Teachers, and Academics	228
Values-based investing	224
Family Business	205
Religious/faith focused	193
Young Professionals	187
Multi-generational wealth transfer	182
Medicare planning	164
Financial Professional	161
Roth conversion strategy	152
Expats	145
Attorney	123
Disability insurance	114
Business Financial Management	112
Cross-border / expatriate tax planning	111
Christian Faith Based	107
Dentist	100
Liquidity event planning	100
Military & Veterans	96
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	78
Technology Professional	76
Professional Athlete	66
Intergenerational Families	63
Married/Couples/Partners	61
Trust structures (GRAT, IDGT, revocable)	60
Immigrants	58
Young Families	58
Elder care planning	44
Planning for children with special needs	44
Early retirement planning	41
Parents	41
Public Service Employee	35
Student loan debt	35
Stock option exercise strategy	33
Airline Pilot	32
Divorced	25
Government Employee	25
Women's Finance	25
Widow/Widower	22
Dual Income Family	21
Oil & Gas	21
FIRE (Financial Independence Retire Early)	18
Entity structure planning (LLC, S-Corp)	15
Engineering Professional	14
LGBTQIA	14
Sandwich Generation	13
Union Employee	13
Women Business Owners	13
Inheritance planning	12
University Employee	12
Career Changers	11
Divorced Women	11
Home buying	10
Inherited wealth	10
Real Estate Professional	10
Veterinarian	10
African Americans/Black	8
Biotech Professional	8
Consultant	8
Entertainment Industry	7
Exec comp design	7
Cross-border & expatriate issues	6
Gifting strategies	6
Independent Contractor	6
Minorities	6
Multi-state taxation	6
Newlywed/Engaged	6
Artists or Creative	5
Female Executives	5
Optometrist	5
Scientific Professional	5
Single Women	5
Sales Professional	4
Hispanic/Latino/Latinx	3

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