Ways to browse Independent advisors serving Seattle, WA

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

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	796
Executive	517
Wealth management	479
Private / alternative investments	459
Retirement plans for business owners (SEP, solo 401k)	377
Tax-loss harvesting	317
Real estate investing	308
Options & derivatives strategies	284
Retirement income strategy	283
Active portfolio management	242
Retired	237
Concentrated stock management	196
ESG / Sustainable investing	193
Charitable giving & philanthropy	187
General retirement planning	181
General estate planning guidance	170
Income planning	161
Passive / index investing	152
College savings (529s, UTMA, etc.)	145
Cash flow / budgeting	144
Business exit / sale strategy	118
Multi-generational wealth transfer	110
Annuities	70
Long-term care insurance	66
General tax planning	64
Tax strategies for small businesses	53
Social Security optimization	47
Approaching retirement	43
Mid-Career Professionals	43
Debt management	41
Life insurance needs analysis	35
Equity compensation tax strategy	34
Business succession planning	32
Established Professionals	31
Business ownership considerations	29
Retirement withdrawal strategies	24
Values-based investing	22
Equity Recipients (RS/RSU, SOP, ESPP)	20
Factor investing / smart beta	17
Technology Professional	15
HENRY (High Earners, Not Rich Yet)	13
Medicare planning	12
Young Professionals	9
Self-Employed	8
Divorce financial planning	7
Retired	7
Business Financial Management	4
Young Families	4
Charitable giving tax strategies	3
Doctor or Medical Professional	3
FIRE (Financial Independence Retire Early)	3

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