Ways to browse Independent advisors serving Washington

Pick a specialty to browse more Independent advisors serving Washington.

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	1,740
Wealth management	1,262
Executive	971
Private / alternative investments	930
Retirement plans for business owners (SEP, solo 401k)	889
Options & derivatives strategies	827
Active portfolio management	811
Retirement income strategy	730
Tax-loss harvesting	680
Retired	644
General retirement planning	627
Real estate investing	457
Concentrated stock management	448
Income planning	444
College savings (529s, UTMA, etc.)	443
ESG / Sustainable investing	434
Charitable giving & philanthropy	430
Passive / index investing	403
Cash flow / budgeting	390
General estate planning guidance	330
Annuities	317
Business exit / sale strategy	298
General tax planning	195
Business succession planning	150
Equity compensation tax strategy	143
Business ownership considerations	106
Retirement withdrawal strategies	105
Multi-generational wealth transfer	103
Debt management	96
Long-term care insurance	95
Tax strategies for small businesses	82
Approaching retirement	79
Mid-Career Professionals	73
Life insurance needs analysis	72
Social Security optimization	72
HENRY (High Earners, Not Rich Yet)	61
Values-based investing	59
Established Professionals	57
Factor investing / smart beta	57
Self-Employed	41
Divorce financial planning	38
Charitable giving tax strategies	37
Equity Recipients (RS/RSU, SOP, ESPP)	35
Business sale tax planning	30
Educators, Teachers, and Academics	29
Financial Professional	28
Trust structures (GRAT, IDGT, revocable)	26
Doctor or Medical Professional	25
Medicare planning	23
Technology Professional	23
Family Business	19
Religious/faith focused	19
Roth conversion strategy	18
Young Professionals	18
Married/Couples/Partners	16
Early retirement planning	15
Women Professionals	13
Planning for children with special needs	12
Military & Veterans	11
Retired	11
Business Financial Management	10
Disability insurance	9
Attorney	7
Elder care planning	6
Immigrants	6
Women's Finance	5
Young Families	5
Cross-border / expatriate tax planning	4
Parents	4
Sandwich Generation	4
Expats	3
FIRE (Financial Independence Retire Early)	3
Single Women	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support