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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 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

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Dan Perrino

Savvy Advisors Inc

1313 E Maple St
Suite 209

Bellingham, WA 98229

360-399-2466

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Joe M. Maas

Synergy Asset Management, LLC

13231 SE 36th St, Suite 215

Bellevue, WA 98006

509-899-7252

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Crystal McMahon

Great Life Investing LLC

4424 6th Ave.

Tacoma, WA 98406

253-358-6109

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John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425-260-8022

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Matt Ebeling

Fort Vancouver Investment Management, LLC

1601 Officers Row

Vancouver, WA 98661

360-823-0477

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Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue, WA 98005

253-973-4277

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Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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

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