Browse all Independent advisors in Washington

Every advisor below is licensed to work with clients in Washington. Narrow by specialty to find someone who focuses on your situation.

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	1,739
Wealth management	1,264
Executive	971
Private / alternative investments	923
Retirement plans for business owners (SEP, solo 401k)	895
Options & derivatives strategies	837
Active portfolio management	751
Retirement income strategy	732
Retired	694
Tax-loss harvesting	680
General retirement planning	619
College savings (529s, UTMA, etc.)	504
Real estate investing	457
Concentrated stock management	447
Income planning	446
Charitable giving & philanthropy	436
ESG / Sustainable investing	434
Passive / index investing	396
Cash flow / budgeting	391
General estate planning guidance	325
Annuities	319
Business exit / sale strategy	251
General tax planning	194
Business succession planning	151
Equity compensation tax strategy	133
Business ownership considerations	104
Multi-generational wealth transfer	103
Retirement withdrawal strategies	101
Debt management	96
Long-term care insurance	95
Approaching retirement	82
Tax strategies for small businesses	77
Mid-Career Professionals	75
Life insurance needs analysis	72
Social Security optimization	72
HENRY (High Earners, Not Rich Yet)	67
Values-based investing	59
Established Professionals	57
Factor investing / smart beta	56
Self-Employed	45
Divorce financial planning	38
Charitable giving tax strategies	37
Equity Recipients (RS/RSU, SOP, ESPP)	35
Business sale tax planning	34
Educators, Teachers, and Academics	31
Financial Professional	28
Trust structures (GRAT, IDGT, revocable)	26
Doctor or Medical Professional	24
Medicare planning	23
Technology Professional	23
Family Business	19
Religious/faith focused	19
Roth conversion strategy	18
Young Professionals	17
Married/Couples/Partners	16
Early retirement planning	15
Business Financial Management	14
Disability insurance	13
Women Professionals	13
Military & Veterans	12
Planning for children with special needs	12
Retired	11
Attorney	7
Elder care planning	6
Immigrants	6
Cross-border / expatriate tax planning	4
Parents	4
Sandwich Generation	4
Women's Finance	4
Young Families	4
Expats	3
FIRE (Financial Independence Retire Early)	3
Single Women	3

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