Ways to browse advisors serving Redmond, WA

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

By how they work

Type	Advisors
Large-firm	3,714
Flat-fee	2,435
Seasoned	1,561
Independent	1,472
CFP®-certified	890

By who they serve

Type	Advisors
High-net-worth	1,618
Baby Boomer	120
Millennial	9
Gen X	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,487
Executive	2,259
Wealth management	1,957
Retired	1,766
Tax-loss harvesting	1,456
Retirement income strategy	993
Retirement plans for business owners (SEP, solo 401k)	972
Private / alternative investments	871
Active portfolio management	789
General retirement planning	761
Approaching retirement	756
General estate planning guidance	629
HENRY (High Earners, Not Rich Yet)	593
ESG / Sustainable investing	577
Mid-Career Professionals	562
Cash flow / budgeting	535
College savings (529s, UTMA, etc.)	531
Charitable giving & philanthropy	438
Income planning	425
Concentrated stock management	384
Options & derivatives strategies	357
Social Security optimization	355
Real estate investing	348
Multi-generational wealth transfer	317
Business exit / sale strategy	303
Passive / index investing	279
Retirement withdrawal strategies	230
Equity compensation tax strategy	205
Established Professionals	202
Annuities	198
Financial Professional	170
Business succession planning	155
Business ownership considerations	128
Divorce financial planning	123
Professional Athlete	105
General tax planning	70
Long-term care insurance	66
Self-Employed	58
Values-based investing	57
Women Professionals	56
Divorced	49
Attorney	47
Debt management	47
Married/Couples/Partners	46
Equity Recipients (RS/RSU, SOP, ESPP)	43
Parents	41
Planning for children with special needs	40
Technology Professional	38
Educators, Teachers, and Academics	35
Life insurance needs analysis	34
Tax strategies for small businesses	31
Intergenerational Families	26
LGBTQIA	26
Factor investing / smart beta	25
Family Business	20
Liquidity event planning	19
Medicare planning	17
Doctor or Medical Professional	16
Women's Finance	12
Young Families	11
Business Financial Management	10
Young Professionals	10
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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