Ways to browse Large-firm advisors serving White Plains, NY

Pick a specialty to browse more Large-firm advisors serving White Plains, NY.

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	14,413
Executive	11,608
Wealth management	6,523
Tax-loss harvesting	5,233
General estate planning guidance	4,501
Mid-Career Professionals	4,351
Retired	4,217
Approaching retirement	3,652
General retirement planning	3,359
HENRY (High Earners, Not Rich Yet)	2,748
Cash flow / budgeting	2,732
Active portfolio management	2,645
Retirement income strategy	2,319
Retirement plans for business owners (SEP, solo 401k)	1,994
Equity compensation tax strategy	1,924
ESG / Sustainable investing	1,870
Attorney	1,384
Private / alternative investments	1,361
Social Security optimization	1,182
Business exit / sale strategy	1,099
Charitable giving & philanthropy	1,090
College savings (529s, UTMA, etc.)	973
Income planning	962
Consultant	875
Technology Professional	873
Divorce financial planning	738
Self-Employed	650
Multi-generational wealth transfer	649
Annuities	638
Passive / index investing	620
Married/Couples/Partners	518
Retirement withdrawal strategies	507
Divorced	494
Financial Professional	428
Concentrated stock management	343
Real estate investing	272
Established Professionals	253
Women Professionals	245
Options & derivatives strategies	207
Parents	205
Planning for children with special needs	203
Long-term care insurance	195
Business ownership considerations	182
Educators, Teachers, and Academics	129
Business succession planning	117
Values-based investing	112
Equity Recipients (RS/RSU, SOP, ESPP)	59
LGBTQIA	50
Dentist	42
Liquidity event planning	42
General tax planning	41
Young Families	39
Intergenerational Families	35
Doctor or Medical Professional	34
Debt management	25
Business Financial Management	23
Entertainment Industry	23
Exec comp design	22
Startup equity planning	17
Medicare planning	15
Military & Veterans	10
Stock option exercise strategy	7
Gifting strategies	5
10b5-1 plan design	4

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