Ways to browse advisors serving Seattle, WA

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

By how they work

Type	Advisors
Large-firm	3,973
Flat-fee	2,612
Seasoned	1,662
Independent	1,570
CFP®-certified	946

By who they serve

Type	Advisors
High-net-worth	1,603
Baby Boomer	113
Millennial	9
Gen X	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,655
Executive	2,343
Wealth management	2,100
Retired	1,928
Tax-loss harvesting	1,589
Retirement income strategy	1,071
Retirement plans for business owners (SEP, solo 401k)	1,049
Private / alternative investments	930
Active portfolio management	834
General retirement planning	792
Approaching retirement	774
General estate planning guidance	681
College savings (529s, UTMA, etc.)	617
ESG / Sustainable investing	613
HENRY (High Earners, Not Rich Yet)	582
Cash flow / budgeting	545
Mid-Career Professionals	545
Income planning	479
Charitable giving & philanthropy	468
Concentrated stock management	399
Social Security optimization	380
Real estate investing	377
Options & derivatives strategies	375
Multi-generational wealth transfer	343
Passive / index investing	316
Business exit / sale strategy	314
Retirement withdrawal strategies	252
Annuities	205
Equity compensation tax strategy	203
Established Professionals	194
Business succession planning	180
Financial Professional	171
Business ownership considerations	146
Divorce financial planning	120
Professional Athlete	105
General tax planning	70
Long-term care insurance	69
Self-Employed	61
Values-based investing	57
Women Professionals	57
Tax strategies for small businesses	55
Debt management	52
Divorced	48
Attorney	47
Married/Couples/Partners	46
Equity Recipients (RS/RSU, SOP, ESPP)	44
Planning for children with special needs	39
Parents	38
Technology Professional	36
Educators, Teachers, and Academics	35
Life insurance needs analysis	35
Intergenerational Families	28
Factor investing / smart beta	27
LGBTQIA	26
Liquidity event planning	23
Family Business	20
Doctor or Medical Professional	18
Medicare planning	18
Business Financial Management	12
Women's Finance	12
Young Families	12
Young Professionals	11
Retired	9
Startup equity planning	8
Charitable giving tax strategies	6
FIRE (Financial Independence Retire Early)	5
Home buying	4
Immigrants	3

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