Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Washington

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

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 9 vetted financial advisors and 278 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 25 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

David Steininger

Primerica Advisors

866-326-5305

Address

1710 Akron Court,
Bellingham, WA 98226 See Details

Brian Simpson

Integrity Wealth Management

509-863-5639

Address

202 E Spokane Falls Blvd, Ste 200,
Spokane, WA 99202 See Details

Matt Ebeling

Fort Vancouver Investment Management, LLC

360-823-0477

Address

1601 Officers Row,
Vancouver, WA 98661 See Details

Snider Financial Group

425-453-7080

Address

12505 NE Bel Red Road,
Suite 200,
Bellevue, WA 98005 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

20700 44th Ave W.,
Suite 240,
Lynnwood, WA 98036 See Details

Encore Investment

888-697-0204

Address

10900 NE 4th Street,
Suite 2406,
Bellevue, WA 98004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

32001 32nd Avenue South,
Suite 330,
Federal Way, WA 98001 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

203 SE Park Plaza Drive, Park Tower II,
Suite 115,
Vancouver, WA 98684 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

10900 NE 8th Street,
Suite 1414,
Bellevue, WA 98004 See Details

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	$475,093,919,406	163121	A percentage of AUM, Fixed fees, Performance Based
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	329	$82,657,150,657	146	A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	105734	$52,480,583,056	70944	A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT)
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	111470	$24,747,000,000	17	A percentage of AUM, Performance Based
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	37550	$23,026,995,111	77	A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
INVESCO MANAGED ACCOUNTS, LLC 2001 Sixth Ave., Suite 2310 Seattle, WA, 98121	154461	$17,544,201,456	7462	A percentage of AUM, Fixed fees
HIMALAYA CAPITAL 1301 2nd Ave, Suite 2100 Seattle, WA, 98101	157594	$14,985,604,000	2	Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
BRIGHTON JONES LLC 2030 1st Avenue, 3rd Floor Seattle, WA, 98121	108601	$12,488,348,504	2978	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
VERUS ADVISORY, INC. 800 Fifth Avenue, Suite 3900 Seattle, WA, 98104	110565	$11,021,211,156	106	A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
PUGH CAPITAL MANAGEMENT, INC. 520 Pike Street, Suite 2900 Seattle, WA, 98101	111765	$10,786,208,521	64	A percentage of AUM
COLDSTREAM WEALTH MANAGEMENT One - 100th Avenue Ne, Suite 102 Bellevue, WA, 98004	108805	$10,666,708,673	4213	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
CERCANO MANAGEMENT LLC 1110 112th Avenue Ne, Suite 202 Bellevue, WA, 98004	315897	$10,483,204,374	43	A percentage of AUM, Performance Based
FREESTONE CAPITAL MANAGEMENT, LLC 701 5th Avenue, 74th Floor Seattle, WA, 98104	145711	$9,527,801,546	5656	A percentage of AUM, Fixed fees, Commission Based, Performance Based
SILVER CREEK ADVISORY PARTNERS LLC 1301 Fifth Avenue, 40th Floor, Seattle, WA, 98101-2603	156667	$8,469,872,327	20	A percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
SATURNA CAPITAL CORPORATION 1300 N State St., Bellingham, WA, 98225-4730	25586	$8,394,714,767	111	A percentage of AUM, Fixed fees, Performance Based

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Find The Best Financial Advisors in Washington

How To Find The Best Financial Advisors in WashingtonLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Washington

Primerica Advisors

Address

Integrity Wealth Management

Address

Fort Vancouver Investment Management, LLC

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Washington (Ranked by AUM)

Select other cities around Washington to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Washington
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy