Browse all High-net-worth 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	30,178
Executive	15,718
Retired	13,747
Cash flow / budgeting	8,771
Approaching retirement	8,006
General retirement planning	6,497
ESG / Sustainable investing	6,382
Tax-loss harvesting	6,359
Options & derivatives strategies	6,281
Mid-Career Professionals	6,087
Equity compensation tax strategy	5,349
Private / alternative investments	5,267
Active portfolio management	5,052
Wealth management	4,282
Concentrated stock management	4,259
Retirement plans for business owners (SEP, solo 401k)	3,989
Business exit / sale strategy	3,592
Retirement income strategy	3,519
Divorce financial planning	2,705
Planning for children with special needs	2,586
Social Security optimization	2,074
Real estate investing	1,333
General estate planning guidance	1,248
Charitable giving & philanthropy	1,217
Passive / index investing	1,175
College savings (529s, UTMA, etc.)	953
Established Professionals	866
Educators, Teachers, and Academics	642
General tax planning	642
Income planning	512
Technology Professional	432
Attorney	425
Consultant	385
Women Professionals	374
Annuities	351
Debt management	289
Long-term care insurance	265
HENRY (High Earners, Not Rich Yet)	255
Tax strategies for small businesses	244
Business ownership considerations	243
Business succession planning	241
Retirement withdrawal strategies	236
Values-based investing	199
Dentist	193
Family Business	190
Factor investing / smart beta	153
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	148
Retired	131
Multi-generational wealth transfer	117
Business sale tax planning	103
Equity Recipients (RS/RSU, SOP, ESPP)	99
Charitable giving tax strategies	89
Roth conversion strategy	83
Life insurance needs analysis	72
Young Professionals	70
Doctor or Medical Professional	60
Financial Professional	55
Medicare planning	47
Intergenerational Families	45
Self-Employed	38
Professional Athlete	37
Business Financial Management	36
Immigrants	35
Trust structures (GRAT, IDGT, revocable)	35
Disability insurance	33
10b5-1 plan design	32
Liquidity event planning	30
Cross-border / expatriate tax planning	29
Religious/faith focused	28
Married/Couples/Partners	26
Elder care planning	21
Stock option exercise strategy	21
Military & Veterans	18
Expats	17
Oil & Gas	17
Parents	15
Airline Pilot	13
Divorced	13
Christian Faith Based	12
Early retirement planning	11
Young Families	9
Biotech Professional	7
Engineering Professional	7
Widow/Widower	7
FIRE (Financial Independence Retire Early)	6
Government Employee	6
Women's Finance	6
Divorced Women	5
Dual Income Family	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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support