Browse all Large-firm 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	128,493
Executive	87,465
Wealth management	73,864
Retired	69,308
Tax-loss harvesting	58,960
Retirement income strategy	36,104
General estate planning guidance	32,757
Active portfolio management	32,125
General retirement planning	31,994
HENRY (High Earners, Not Rich Yet)	29,547
Retirement plans for business owners (SEP, solo 401k)	29,370
Mid-Career Professionals	28,234
Approaching retirement	24,993
College savings (529s, UTMA, etc.)	22,036
Charitable giving & philanthropy	19,646
Cash flow / budgeting	16,167
ESG / Sustainable investing	15,192
Income planning	15,112
Multi-generational wealth transfer	14,243
Social Security optimization	11,526
Private / alternative investments	10,062
Retirement withdrawal strategies	9,874
Business exit / sale strategy	8,281
Annuities	7,594
Concentrated stock management	7,502
Divorce financial planning	7,114
Business ownership considerations	6,485
Equity compensation tax strategy	5,757
Passive / index investing	5,416
Business succession planning	5,378
Financial Professional	5,270
Options & derivatives strategies	4,746
Attorney	3,293
Self-Employed	3,285
Married/Couples/Partners	3,099
Planning for children with special needs	3,016
Real estate investing	2,947
Divorced	2,843
Women Professionals	2,843
Parents	2,810
Established Professionals	2,186
Intergenerational Families	1,344
Military & Veterans	1,084
Women's Finance	970
Values-based investing	956
Educators, Teachers, and Academics	907
Liquidity event planning	786
LGBTQIA	775
Doctor or Medical Professional	763
Equity Recipients (RS/RSU, SOP, ESPP)	725
Family Business	715
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	651
Young Families	637
Retired	597
General tax planning	572
Technology Professional	554
Consultant	542
Inheritance planning	469
Tax strategies for small businesses	350
Business Financial Management	347
Religious/faith focused	324
Exec comp design	306
Debt management	301
Long-term care insurance	275
Professional Athlete	252
Elder care planning	248
Startup equity planning	243
Dentist	242
Medicare planning	231
Young Professionals	204
Business sale tax planning	199
Life insurance needs analysis	178
Early retirement planning	172
Stock option exercise strategy	159
Hispanic/Latino/Latinx	156
Widow/Widower	144
Entertainment Industry	124
Oil & Gas	122
Caring for aging parents	120
Women Business Owners	116
Newlywed/Engaged	109
Engineering Professional	100
Charitable giving tax strategies	85
Airline Pilot	78
Public Service Employee	73
Gifting strategies	71
Home buying	69
10b5-1 plan design	65
Trust structures (GRAT, IDGT, revocable)	65
Dual Income Family	53
Roth conversion strategy	50
Christian Faith Based	26
Charitable trusts / foundations	4

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