Ways to browse advisors serving Bellevue, WA

Pick a specialty or descriptor to browse more advisors serving Bellevue, WA.

By how they work

Type	Advisors
Large-firm	3,828
Flat-fee	2,494
Seasoned	1,599
Independent	1,488
CFP®-certified	906

By who they serve

Type	Advisors
High-net-worth	1,598
Baby Boomer	114
Millennial	9
Gen X	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,538
Executive	2,276
Wealth management	2,018
Retired	1,847
Tax-loss harvesting	1,531
Retirement income strategy	1,011
Retirement plans for business owners (SEP, solo 401k)	1,001
Private / alternative investments	880
Active portfolio management	807
General retirement planning	773
Approaching retirement	761
General estate planning guidance	657
HENRY (High Earners, Not Rich Yet)	578
College savings (529s, UTMA, etc.)	555
Mid-Career Professionals	538
Cash flow / budgeting	528
ESG / Sustainable investing	503
Charitable giving & philanthropy	449
Income planning	447
Concentrated stock management	393
Social Security optimization	362
Options & derivatives strategies	353
Real estate investing	347
Multi-generational wealth transfer	336
Business exit / sale strategy	308
Passive / index investing	289
Retirement withdrawal strategies	237
Equity compensation tax strategy	194
Annuities	183
Established Professionals	182
Financial Professional	171
Business succession planning	163
Business ownership considerations	137
Divorce financial planning	122
Professional Athlete	105
General tax planning	69
Long-term care insurance	66
Self-Employed	61
Women Professionals	57
Values-based investing	56
Debt management	53
Attorney	48
Divorced	48
Married/Couples/Partners	46
Equity Recipients (RS/RSU, SOP, ESPP)	42
Parents	39
Planning for children with special needs	39
Educators, Teachers, and Academics	36
Technology Professional	36
Life insurance needs analysis	35
Tax strategies for small businesses	32
Factor investing / smart beta	27
LGBTQIA	27
Intergenerational Families	25
Family Business	20
Liquidity event planning	20
Medicare planning	19
Doctor or Medical Professional	15
Women's Finance	12
Young Families	12
Business Financial Management	11
Young Professionals	11
Retired	9
Roth conversion strategy	9
Startup equity planning	9
Charitable giving tax strategies	7
FIRE (Financial Independence Retire Early)	5
Exec comp design	4
Home buying	4
Immigrants	3

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