Ways to browse Independent advisors serving Texas

Pick a specialty to browse more Independent advisors serving Texas.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	14,178
Wealth management	10,572
Options & derivatives strategies	8,322
Executive	8,149
Retirement plans for business owners (SEP, solo 401k)	7,565
Private / alternative investments	7,487
Active portfolio management	5,646
Retired	5,374
Retirement income strategy	5,045
Tax-loss harvesting	4,685
General retirement planning	4,482
College savings (529s, UTMA, etc.)	3,585
Cash flow / budgeting	3,101
Concentrated stock management	3,017
ESG / Sustainable investing	2,844
Annuities	2,837
Real estate investing	2,668
Passive / index investing	2,561
Charitable giving & philanthropy	2,252
General estate planning guidance	2,191
Income planning	2,115
Business exit / sale strategy	2,073
General tax planning	1,883
Tax strategies for small businesses	1,070
Business succession planning	955
Business ownership considerations	830
Equity compensation tax strategy	759
Mid-Career Professionals	750
Approaching retirement	737
Debt management	683
Long-term care insurance	657
HENRY (High Earners, Not Rich Yet)	612
Social Security optimization	583
Retirement withdrawal strategies	519
Life insurance needs analysis	453
Doctor or Medical Professional	403
Business sale tax planning	382
Established Professionals	360
Divorce financial planning	313
Women Professionals	298
Self-Employed	294
Factor investing / smart beta	281
Retired	247
Charitable giving tax strategies	236
Equity Recipients (RS/RSU, SOP, ESPP)	232
Educators, Teachers, and Academics	228
Values-based investing	215
Family Business	198
Religious/faith focused	190
Young Professionals	188
Multi-generational wealth transfer	185
Medicare planning	172
Financial Professional	161
Roth conversion strategy	153
Expats	146
Attorney	123
Christian Faith Based	119
Business Financial Management	113
Cross-border / expatriate tax planning	111
Disability insurance	101
Dentist	100
Military & Veterans	99
Liquidity event planning	98
Technology Professional	82
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	79
Professional Athlete	65
Intergenerational Families	63
Trust structures (GRAT, IDGT, revocable)	62
Immigrants	59
Married/Couples/Partners	58
Young Families	57
Elder care planning	44
Planning for children with special needs	43
Early retirement planning	41
Parents	40
Student loan debt	36
Public Service Employee	35
Stock option exercise strategy	33
Airline Pilot	32
Government Employee	27
Divorced	25
Women's Finance	25
Widow/Widower	24
Dual Income Family	22
Oil & Gas	22
FIRE (Financial Independence Retire Early)	18
Engineering Professional	16
Entity structure planning (LLC, S-Corp)	15
LGBTQIA	14
Women Business Owners	14
Divorced Women	13
Inheritance planning	13
Sandwich Generation	13
Union Employee	13
University Employee	12
Career Changers	11
Home buying	10
Real Estate Professional	10
Veterinarian	10
Inherited wealth	9
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
Scientific Professional	6
Artists or Creative	5
Female Executives	5
Optometrist	5
Single Women	5
Sales Professional	4
Hispanic/Latino/Latinx	3

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