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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 Washington 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 & Planners in Washington

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Washington that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Washington. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Washington

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425-260-8022

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

425-386-8433

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William Cartee

Edelman Financial Engines, LLC

305 SE Chkalov Drive Suite 113

Vancouver, WA 98683

425-247-2970

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S. R. Schill & Associates Financial Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

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
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
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
RAINIER INVESTMENT MANAGEMENT LLC
600 University Street, Suite 2412 Seattle, WA 98101
105556 $1,269,490,155 6 A percentage of AUM
FIRST WASHINGTON CORPORATION
2001 6th Ave, Ste 3400 Seattle, WA 98121
6681 $354,254,778 35 A percentage of AUM
BAC CAPITAL ADVISORS LLC
601 Union St., Suite 1450 Seattle, WA 98101
116816 $288,258,279 43 A percentage of AUM
Fixed fees
PALOUSE CAPITAL MANAGEMENT, INC.
2026 N Washington St, Spokane, WA 99205
104573 $264,363,444 497 A percentage of AUM
Fixed fees
SANDER CAPITAL ADVISORS, INC.
4105 E. Madison St., Suite 300 Seattle, WA 98112
112499 $250,000,000 15 A percentage of AUM
WEALTH ASSET MANAGERS
9718 N Morton Ct, Spokane, WA 99218
14377 $185,825,249 2017 A percentage of AUM
OLSON INVESTMENT ADVISORS, LLC
520 Pike Street, Suite 2225 Seattle, WA 98101-4093
104890 $150,107,006 356 A percentage of AUM
NEWGROUND SOCIAL INVESTMENT
111 Queen Anne Ave N, Suite 500, Seattle, WA 98109
117060 $128,000,000 150 A percentage of AUM
Hourly charges
Other (SET-UP FEE)
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
11130 Ne 33rd Pl, Suite 102 Bellevue, WA 98004-1466
116667 $115,174,333 80 A percentage of AUM
CONTINENTAL INVESTORS SERVICES, INC.
1330 Broadway St., Longview, WA 98632
29775 $113,113,346 669 A percentage of AUM
MARTIN NELSON & CO., INC.
1500 Westlake Ave North #200, Seattle, WA 98109-3031
2903 $108,000,000 155 A percentage of AUM
LEADER CAPITAL CORP.
315 W. Mill Plain Blvd., Suite 204 Vancouver, WA 98660
46206 $59,119,967 2 A percentage of AUM

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

Frequently Asked Questions

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 I 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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