Browse all Seasoned 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	54,835
Executive	34,554
Retired	32,446
Wealth management	30,979
Tax-loss harvesting	23,029
Retirement plans for business owners (SEP, solo 401k)	16,825
Retirement income strategy	15,861
General retirement planning	14,577
General estate planning guidance	13,666
Approaching retirement	13,542
HENRY (High Earners, Not Rich Yet)	10,760
Mid-Career Professionals	10,176
College savings (529s, UTMA, etc.)	10,061
Active portfolio management	9,578
Cash flow / budgeting	9,309
Income planning	8,157
Private / alternative investments	6,462
Charitable giving & philanthropy	6,266
Social Security optimization	5,940
ESG / Sustainable investing	5,897
Annuities	5,321
Retirement withdrawal strategies	5,314
Options & derivatives strategies	4,278
Business exit / sale strategy	4,265
Multi-generational wealth transfer	3,956
Equity compensation tax strategy	3,809
Concentrated stock management	3,411
Divorce financial planning	3,359
Business succession planning	2,731
Passive / index investing	2,620
Financial Professional	2,180
Planning for children with special needs	1,733
Real estate investing	1,701
Attorney	1,466
Business ownership considerations	1,438
Married/Couples/Partners	1,394
Divorced	1,247
Women Professionals	1,107
Self-Employed	1,077
Established Professionals	1,025
Parents	958
General tax planning	830
Multi-state taxation	667
Women's Finance	416
Tax strategies for small businesses	406
Values-based investing	391
Retired	386
Long-term care insurance	368
Intergenerational Families	316
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	302
Family Business	288
Doctor or Medical Professional	260
Life insurance needs analysis	256
Educators, Teachers, and Academics	241
LGBTQIA	236
Liquidity event planning	228
Factor investing / smart beta	218
Equity Recipients (RS/RSU, SOP, ESPP)	200
Technology Professional	190
Debt management	184
Consultant	165
Military & Veterans	161
Business sale tax planning	151
Business Financial Management	143
Medicare planning	115
Young Families	105
Charitable giving tax strategies	97
Religious/faith focused	96
Exec comp design	86
Professional Athlete	83
Dentist	81
Inheritance planning	68
Young Professionals	62
Stock option exercise strategy	58
Disability insurance	57
Trust structures (GRAT, IDGT, revocable)	54
Roth conversion strategy	53
Startup equity planning	53
Airline Pilot	43
Elder care planning	39
Entertainment Industry	39
Women Business Owners	38
Cross-border / expatriate tax planning	37
Early retirement planning	36
Christian Faith Based	35
Widow/Widower	35
Gifting strategies	33
10b5-1 plan design	25
Dual Income Family	20
Oil & Gas	20
Public Service Employee	20
Engineering Professional	17
Immigrants	14
Government Employee	11
Union Employee	10
Sales Professional	9
Entity structure planning (LLC, S-Corp)	5
Minorities	5
Expats	4
Charitable trusts / foundations	3
FIRE (Financial Independence Retire Early)	3

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