Ways to browse advisors serving White Plains, NY

Pick a specialty or descriptor to browse more advisors serving White Plains, NY.

By how they work

Type	Advisors
Large-firm	19,957
Seasoned	8,022
Flat-fee	6,422
Independent	3,473
CFP®-certified	1,982

By who they serve

Type	Advisors
High-net-worth	6,914
Baby Boomer	638
Millennial	12
Gen X	9

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	15,726
Executive	12,491
Wealth management	7,824
Tax-loss harvesting	5,040
General estate planning guidance	4,653
Retired	4,571
Mid-Career Professionals	4,394
Active portfolio management	3,764
General retirement planning	3,745
Approaching retirement	3,703
Cash flow / budgeting	2,977
Retirement plans for business owners (SEP, solo 401k)	2,837
HENRY (High Earners, Not Rich Yet)	2,802
Retirement income strategy	2,642
Private / alternative investments	2,384
ESG / Sustainable investing	2,217
Equity compensation tax strategy	2,061
Business exit / sale strategy	1,585
Options & derivatives strategies	1,477
Attorney	1,395
Charitable giving & philanthropy	1,361
College savings (529s, UTMA, etc.)	1,256
Social Security optimization	1,233
Income planning	1,194
Concentrated stock management	1,051
Passive / index investing	968
Technology Professional	875
Consultant	874
Annuities	826
Divorce financial planning	781
Self-Employed	667
Multi-generational wealth transfer	663
Real estate investing	642
Retirement withdrawal strategies	564
Married/Couples/Partners	520
Divorced	494
Financial Professional	488
Established Professionals	281
Women Professionals	270
Business ownership considerations	255
Long-term care insurance	213
Planning for children with special needs	206
Parents	194
General tax planning	173
Business succession planning	162
Values-based investing	154
Educators, Teachers, and Academics	131
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	97
Debt management	92
Equity Recipients (RS/RSU, SOP, ESPP)	73
Tax strategies for small businesses	69
Factor investing / smart beta	62
Family Business	52
LGBTQIA	50
Young Families	48
Dentist	43
Doctor or Medical Professional	43
Liquidity event planning	42
Young Professionals	42
Intergenerational Families	36
Military & Veterans	36
Business sale tax planning	34
Elder care planning	29
Life insurance needs analysis	29
Business Financial Management	28
Medicare planning	26
Entertainment Industry	23
Cross-border / expatriate tax planning	22
Exec comp design	22
Retired	22
Charitable giving tax strategies	21
Women Business Owners	19
Expats	18
Professional Athlete	17
Startup equity planning	17
Sandwich Generation	10
African Americans/Black	8
Stock option exercise strategy	8
Divorced Women	7
Widow/Widower	7
Gifting strategies	5
10b5-1 plan design	4
Immigrants	4
Disability insurance	3

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