Ways to browse High-net-worth advisors serving Texas

Pick a specialty to browse more High-net-worth 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	30,269
Executive	15,746
Retired	13,767
Cash flow / budgeting	8,757
Approaching retirement	8,003
General retirement planning	6,501
ESG / Sustainable investing	6,389
Tax-loss harvesting	6,374
Options & derivatives strategies	6,312
Mid-Career Professionals	6,080
Private / alternative investments	5,440
Equity compensation tax strategy	5,343
Active portfolio management	5,043
Wealth management	4,467
Concentrated stock management	4,303
Retirement plans for business owners (SEP, solo 401k)	4,012
Business exit / sale strategy	3,601
Retirement income strategy	3,537
Divorce financial planning	2,824
Planning for children with special needs	2,597
Social Security optimization	2,086
Real estate investing	1,338
General estate planning guidance	1,224
Charitable giving & philanthropy	1,208
Passive / index investing	1,187
Established Professionals	1,032
College savings (529s, UTMA, etc.)	951
General tax planning	664
Educators, Teachers, and Academics	649
Income planning	521
Technology Professional	481
Attorney	426
HENRY (High Earners, Not Rich Yet)	426
Consultant	386
Women Professionals	373
Annuities	348
Debt management	288
Long-term care insurance	254
Tax strategies for small businesses	246
Retirement withdrawal strategies	243
Business ownership considerations	240
Business succession planning	240
Financial Professional	237
Family Business	196
Dentist	192
Factor investing / smart beta	153
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	148
Retired	131
Values-based investing	118
Multi-generational wealth transfer	117
Business sale tax planning	100
Equity Recipients (RS/RSU, SOP, ESPP)	99
Charitable giving tax strategies	89
Roth conversion strategy	84
Life insurance needs analysis	73
Young Professionals	70
Doctor or Medical Professional	60
Medicare planning	47
Intergenerational Families	45
Self-Employed	43
Professional Athlete	37
10b5-1 plan design	36
Business Financial Management	36
Immigrants	35
Trust structures (GRAT, IDGT, revocable)	34
Cross-border / expatriate tax planning	29
Liquidity event planning	28
Religious/faith focused	28
Married/Couples/Partners	23
Elder care planning	21
Military & Veterans	21
Stock option exercise strategy	21
Disability insurance	18
Expats	17
Oil & Gas	17
Parents	15
Airline Pilot	13
Divorced	13
Christian Faith Based	12
Early retirement planning	12
Young Families	9
Engineering Professional	8
Biotech Professional	7
Widow/Widower	7
Dual Income Family	6
FIRE (Financial Independence Retire Early)	6
Government Employee	6
Women's Finance	6
Divorced Women	5
Entertainment Industry	5
Sandwich Generation	5
Entity structure planning (LLC, S-Corp)	4
LGBTQIA	4
University Employee	4
Exec comp design	3
Inherited wealth	3

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