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Find The Best Financial Advisors in Washington
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How To Find The Best Financial Advisors in Washington
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 1660 non-vetted financial advisors in Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Washington have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Washington
360-399-2466
Top Financial Advisor Firms in Washington (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104 | 114310 | $428,918,167,506 | 114998 | A percentage of AUM, Fixed fees, Performance Based |
| FISHER INVESTMENTS 5525 Nw Fisher Creek Drive, Camas, WA, 98607-9911 | 107342 | $208,905,102,124 | 217207 | A percentage of AUM, Performance Based |
| RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | 329 | $170,055,756,332 | 355 | A percentage of AUM, Fixed fees, Commision Based, Performance Based |
| RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | 105734 | $53,890,954,883 | 68193 | A percentage of AUM, Fixed fees, Other (% OF REVENUE/INTRACOMPANY ARGMTS AND % OF CONSULT ASSETS/ADVSMT) |
| MILLIMAN ADVISORS, LLC 1301 Fifth Ave Ste 3800, Seattle, WA, 98101-2605 | 112245 | $38,582,892,926 | 108 | A percentage of AUM, Hourly charges, Fixed fees |
| RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor, Seattle, WA, 98101 | 37550 | $21,270,223,999 | 64 | A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS AND % OF CONSULT. ASSETS/ADVSMT) |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101 | 111470 | $20,712,000,000 | 16 | A percentage of AUM, Performance Based |
| HIMALAYA CAPITAL 1301 2nd Ave, Suite 2100 Seattle, WA, 98101 | 157594 | $18,787,917,780 | 2 | Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP) |
| PUGH CAPITAL MANAGEMENT, INC. 520 Pike Street, Suite 2900 Seattle, WA, 98101 | 111765 | $11,661,821,284 | 62 | A percentage of AUM |
| BRIGHTON JONES LLC 2030 1st Avenue, 3rd Floor Seattle, WA, 98121 | 108601 | $10,050,806,699 | 2408 | A percentage of AUM, Hourly charges, Fixed fees |
| VERUS ADVISORY, INC. 800 Fifth Avenue, Suite 3900 Seattle, WA, 98104 | 110565 | $9,381,199,716 | 83 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW) |
| FREESTONE CAPITAL MANAGEMENT, LLC 701 5th Avenue, 74th Floor Seattle, WA, 98104 | 145711 | $8,929,179,793 | 4350 | A percentage of AUM, Commision Based, Performance Based |
| CERCANO MANAGEMENT LLC 500 108th Ave Ne, Ste 1100 Bellevue, WA, 98004 | 315897 | $8,035,585,163 | 26 | A percentage of AUM, Performance Based |
| SILVER CREEK ADVISORY PARTNERS LLC 1301 Fifth Avenue, 40th Floor, Seattle, WA, 98101-2603 | 156667 | $7,608,664,658 | 21 | A percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS) |
| INVESCO MANAGED ACCOUNTS, LLC 2001 Sixth Ave., Suite 2310 Seattle, WA, 98121 | 154461 | $7,284,811,196 | 640 | A percentage of AUM, Fixed fees |
Additional Financial Advisors in Washington
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Blackwell Financial Services Inquire with Blackwell | 7307 N Division St, Ste 305 Spokane, WA 99208 | 509-359-9788 |
| Amy M Waller Inquire with Amy | 3909 Castlevale Rd, Ste 100 Yakima, WA 98902 | 509-454-2313 |
| Brian Swearingen Inquire with Brian | 8202 W Quinault Ave, Suite A Kennewick, WA 99336 | 509-735-0179 |
| Brian McCann Inquire with Brian | 717 W Sprague Ave, Suite 500 Spokane, WA 99201 | 509-325-8228 |
| Brian P Sullivan Inquire with Brian | 4000 Carillon Point, Ste 600 Kirkland, WA 98033 | 425-455-8061 |
| Amy Y Allen Inquire with Amy | 601 Union Street, Suite 5200 Seattle, WA 98101 | 206-344-3514 |
| Atkinson Wealth Strategies Inquire with Atkinson | 11900 NE 1st Street, Suite 300 Bellevue, WA 98005 | 425-747-1464 |
| Ashlie Marie Johnson Inquire with Ashlie | 717 W Sprague Ave, Suite 500 Spokane, WA 99201 | 509-325-8204 |
| Bruce B. Trang Inquire with Bruce | 1701 SE Columbia River Dr Ste120, Vancouver, WA 98661 | 360-992-7981 |
| Aaron Smith Inquire with Aaron | 126 Wells Ave S, Renton, WA 98057 | 425-228-1000 |
Select other cities around Washington to broaden your search for a financial advisor
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