Ways to browse advisors serving Renton, WA

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

By how they work

Type	Advisors
Large-firm	4,133
Flat-fee	2,664
Seasoned	1,757
Independent	1,601
CFP®-certified	988

By who they serve

Type	Advisors
High-net-worth	1,644
Baby Boomer	117
Millennial	9
Gen X	6

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,784
Executive	2,393
Wealth management	2,161
Retired	2,012
Tax-loss harvesting	1,627
Retirement income strategy	1,118
Retirement plans for business owners (SEP, solo 401k)	1,091
Private / alternative investments	964
Active portfolio management	848
General retirement planning	843
Approaching retirement	819
General estate planning guidance	704
College savings (529s, UTMA, etc.)	650
ESG / Sustainable investing	625
HENRY (High Earners, Not Rich Yet)	620
Cash flow / budgeting	572
Mid-Career Professionals	566
Income planning	494
Charitable giving & philanthropy	478
Concentrated stock management	417
Social Security optimization	396
Real estate investing	390
Options & derivatives strategies	376
Multi-generational wealth transfer	356
Business exit / sale strategy	326
Passive / index investing	309
Retirement withdrawal strategies	266
Annuities	218
Equity compensation tax strategy	215
Established Professionals	196
Financial Professional	185
Business succession planning	177
Business ownership considerations	164
Divorce financial planning	136
Professional Athlete	107
Self-Employed	75
General tax planning	74
Long-term care insurance	68
Values-based investing	64
Women Professionals	62
Debt management	56
Attorney	55
Divorced	53
Married/Couples/Partners	51
Equity Recipients (RS/RSU, SOP, ESPP)	44
Parents	41
Planning for children with special needs	41
Tax strategies for small businesses	41
Educators, Teachers, and Academics	40
Technology Professional	40
Life insurance needs analysis	39
Intergenerational Families	27
LGBTQIA	27
Family Business	26
Liquidity event planning	26
Factor investing / smart beta	25
Military & Veterans	24
Medicare planning	19
Doctor or Medical Professional	18
Religious/faith focused	17
Women's Finance	16
Charitable giving tax strategies	15
Business Financial Management	12
Young Families	12
Startup equity planning	11
Young Professionals	11
Retired	9
Roth conversion strategy	9
Stock option exercise strategy	6
FIRE (Financial Independence Retire Early)	5
Exec comp design	4
Home buying	4
Immigrants	4
Business sale tax planning	3

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