Browse all High-net-worth 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
2,872
Executive
2,087
Tax-loss harvesting
1,336
Options & derivatives strategies
1,283
ESG / Sustainable investing
1,241
Concentrated stock management
1,165
Active portfolio management
1,160
Retired
949
Private / alternative investments
798
Wealth management
557
Retirement plans for business owners (SEP, solo 401k)
524
Approaching retirement
498
Cash flow / budgeting
453
General retirement planning
387
Mid-Career Professionals
374
Retirement income strategy
373
Real estate investing
326
Equity compensation tax strategy
313
Business exit / sale strategy
265
Charitable giving & philanthropy
205
General estate planning guidance
170
Social Security optimization
161
Established Professionals
136
Passive / index investing
126
College savings (529s, UTMA, etc.)
119
Multi-generational wealth transfer
101
Income planning
98
General tax planning
59
Divorce financial planning
53
Long-term care insurance
44
Annuities
41
Factor investing / smart beta
37
Business succession planning
33
Values-based investing
30
HENRY (High Earners, Not Rich Yet)
27
Business ownership considerations
24
Debt management
24
Family Business
23
Retirement withdrawal strategies
20
Business sale tax planning
18
Life insurance needs analysis
18
Roth conversion strategy
18
Equity Recipients (RS/RSU, SOP, ESPP)
17
Tax strategies for small businesses
17
Technology Professional
11
Financial Professional
10
Charitable giving tax strategies
9
Self-Employed
8
Business Financial Management
5
Young Professionals
5
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