Browse all advisors in Washington

Every advisor below is licensed to work with clients in Washington. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

How they work

Type	Advisors
Large-firm	9,728
Flat-fee	6,511
Seasoned	4,379
Independent	3,971
CFP®-certified	2,308

Who they serve

Type	Advisors
High-net-worth	3,505
Baby Boomer	201
Millennial	21
Gen X	13

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	9,068
Executive	5,473
Tax-loss harvesting	5,136
Wealth management	4,672
Retired	4,550
Retirement income strategy	2,710
Active portfolio management	2,699
Retirement plans for business owners (SEP, solo 401k)	2,620
ESG / Sustainable investing	2,275
Options & derivatives strategies	1,956
College savings (529s, UTMA, etc.)	1,863
General retirement planning	1,848
Concentrated stock management	1,670
Private / alternative investments	1,650
Approaching retirement	1,482
Income planning	1,264
General estate planning guidance	1,260
Cash flow / budgeting	1,103
HENRY (High Earners, Not Rich Yet)	1,098
Charitable giving & philanthropy	998
Business exit / sale strategy	990
Mid-Career Professionals	955
Social Security optimization	900
Passive / index investing	873
Annuities	817
Multi-generational wealth transfer	745
Retirement withdrawal strategies	664
Real estate investing	631
Self-Employed	578
Business succession planning	465
Equity compensation tax strategy	444
Business ownership considerations	397
Established Professionals	350
Financial Professional	274
Divorce financial planning	237
General tax planning	204
Debt management	125
Women Professionals	120
Values-based investing	117
Professional Athlete	109
Long-term care insurance	99
Educators, Teachers, and Academics	93
Married/Couples/Partners	87
Tax strategies for small businesses	82
Attorney	80
Planning for children with special needs	79
Life insurance needs analysis	75
Divorced	74
Military & Veterans	73
Intergenerational Families	72
Equity Recipients (RS/RSU, SOP, ESPP)	71
Factor investing / smart beta	70
Doctor or Medical Professional	60
Parents	59
Technology Professional	55
Family Business	53
LGBTQIA	47
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	44
Dentist	42
Charitable giving tax strategies	40
Religious/faith focused	39
Business sale tax planning	38
Liquidity event planning	37
Medicare planning	34
Trust structures (GRAT, IDGT, revocable)	27
Women's Finance	27
Retired	26
Roth conversion strategy	25
Young Professionals	25
Early retirement planning	24
Business Financial Management	21
Young Families	21
Airline Pilot	16
Elder care planning	15
Startup equity planning	15
Stock option exercise strategy	14
Disability insurance	13
Government Employee	11
Gifting strategies	10
Public Service Employee	10
Widow/Widower	10
Exec comp design	8
Immigrants	8
Women Business Owners	7
Home buying	6
Cross-border / expatriate tax planning	5
FIRE (Financial Independence Retire Early)	5
Sandwich Generation	4
Expats	3
Single Women	3

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