Ways to browse advisors serving Washington

Pick a specialty or descriptor to browse more advisors serving Washington.

By how they work

Type	Advisors
Large-firm	9,737
Flat-fee	6,522
Seasoned	4,376
Independent	3,969
CFP®-certified	2,317

By who they serve

Type	Advisors
High-net-worth	3,502
Baby Boomer	169
Millennial	21
Gen X	14

Browse by city

Find advisors near a specific metro area in Washington.

City	Advisors
Renton, WA	5,735
Seattle, WA	5,544
Kent, WA	5,418
Bellevue, WA	5,317
Port Orchard, WA	5,273
Redmond, WA	5,187
Auburn, WA	4,987
Silverdale, WA	4,767
Bremerton, WA	4,434
Vancouver, WA	3,103
Everett, WA	2,744
Tacoma, WA	1,413
Lakewood, WA	1,187
Spokane Valley, WA	859
Lacey, WA	785
Spokane, WA	689
Olympia, WA	532
Anacortes, WA	369
Tumwater, WA	339
Bellingham, WA	339
Mount Vernon, WA	308
Shelton, WA	240
Centralia, WA	226
Othello, WA	217
Oak Harbor, WA	199
Richland, WA	191
Kennewick, WA	188
Port Townsend, WA	122
Yakima, WA	108
East Wenatchee, WA	95
Wenatchee, WA	94
Pullman, WA	82
Kelso, WA	77
Longview, WA	56
Port Angeles, WA	51
Aberdeen, WA	31
Walla Walla, WA	28
Moses Lake, WA	28
Ellensburg, WA	27

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	9,083
Executive	5,474
Tax-loss harvesting	5,148
Wealth management	4,688
Retired	4,558
Retirement income strategy	2,707
Active portfolio management	2,698
Retirement plans for business owners (SEP, solo 401k)	2,626
ESG / Sustainable investing	2,276
Options & derivatives strategies	1,949
General retirement planning	1,859
College savings (529s, UTMA, etc.)	1,720
Concentrated stock management	1,674
Private / alternative investments	1,672
General estate planning guidance	1,580
Approaching retirement	1,477
Business exit / sale strategy	1,362
Income planning	1,262
Cash flow / budgeting	1,103
HENRY (High Earners, Not Rich Yet)	1,103
Charitable giving & philanthropy	992
Mid-Career Professionals	951
Social Security optimization	898
Passive / index investing	882
Annuities	815
Multi-generational wealth transfer	742
Retirement withdrawal strategies	665
Real estate investing	632
Self-Employed	577
Business succession planning	465
Equity compensation tax strategy	452
Business ownership considerations	402
Established Professionals	361
Financial Professional	275
Divorce financial planning	236
General tax planning	205
Women Professionals	143
Debt management	125
Values-based investing	117
Educators, Teachers, and Academics	111
Professional Athlete	109
Long-term care insurance	99
Married/Couples/Partners	89
Tax strategies for small businesses	86
Military & Veterans	81
Attorney	80
Planning for children with special needs	79
Divorced	75
Life insurance needs analysis	75
Equity Recipients (RS/RSU, SOP, ESPP)	71
Factor investing / smart beta	71
Intergenerational Families	71
Doctor or Medical Professional	61
Parents	60
Technology Professional	55
Family Business	53
LGBTQIA	47
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	43
Dentist	42
Charitable giving tax strategies	40
Religious/faith focused	40
Business sale tax planning	37
Liquidity event planning	37
Medicare planning	34
Women's Finance	29
Trust structures (GRAT, IDGT, revocable)	27
Retired	26
Young Professionals	26
Early retirement planning	25
Roth conversion strategy	25
Business Financial Management	24
Young Families	22
Airline Pilot	16
Stock option exercise strategy	16
Elder care planning	15
Startup equity planning	14
Government Employee	11
Disability insurance	10
Gifting strategies	10
Public Service Employee	10
Widow/Widower	9
Exec comp design	8
Immigrants	8
Women Business Owners	7
Cross-border / expatriate tax planning	6
Home buying	6
FIRE (Financial Independence Retire Early)	5
Sandwich Generation	4
Expats	3
Single Women	3

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