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Find The Best Financial Advisors in Bellevue, Washington

Bellevue, one of the largest cities in Washington state, is one of the most popular retail and high-tech hubs in the United States. Home to a population of more than 150,000, Bellvue is a rapidly growing city. It is also a costly city, with a cost of living that is 64% higher than the national average. If you live in the Bellevue area, it may be beneficial to choose a suitable financial advisor that can professionally assist and track your financial situation. There are over 1,300 financial advisors to choose from in the city, and deciding on the right financial advisor for your specific needs may be a challenge. FinancialAdvisor.net helps you connect with top advisors in your area, based on your financial needs.

How To Find The Best Financial Advisors in Bellevue, Washington

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bellevue, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 164 non-vetted financial advisors in Bellevue, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bellevue, Washington have an average of 22 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 Bellevue, Washington

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Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

advisor-photo

Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue, WA 98005

253-973-4277

advisor-photo

Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425-260-8022

Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CERCANO MANAGEMENT LLC
500 108th Ave Ne, Ste 1100
Bellevue, WA, 98004
315897 $8,035,585,163 26 A percentage of AUM, Performance Based
COLDSTREAM WEALTH MANAGEMENT
One - 100th Avenue Ne, Suite 102
Bellevue, WA, 98004
108805 $7,219,304,893 2372 A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
EVERGREEN CAPITAL MANAGEMENT LLC
10500 Ne 8th Street, Suite 950
Bellevue, WA, 98004
104931 $3,934,659,838 2335 A percentage of AUM, Fixed fees, Performance Based, Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE)
THE PACIFIC FINANCIAL GROUP, INC.
11811 Ne First St, Suite 201
Bellevue, WA, 98005
105203 $3,271,920,800 20148 A percentage of AUM
PARCION PRIVATE WEALTH LLC
11980 Ne 24th St, Suite 210
Bellevue, WA, 98005
305115 $2,113,627,547 1123 A percentage of AUM, Fixed fees
BRISTLECONE ADVISORS LLC
10900 Ne 4th Street, Suite 2260,
Bellevue, WA, 98004
109227 $1,805,334,294 1050 A percentage of AUM, Fixed fees
TSCHETTER GROUP
2155 112th Ave Ne,
Bellevue, WA, 98004
301548 $1,471,470,209 677 A percentage of AUM, Hourly charges, Fixed fees
HIGHLAND PRIVATE WEALTH MANAGEMENT
10900 Ne 8th Street, Suite 1122
Bellevue, WA, 98004
109532 $1,325,816,559 1408 A percentage of AUM, Fixed fees
AUXANO ADVISORS
10900 Ne 4th Street, Suite 1950
Bellevue, WA, 98004
145179 $1,029,592,999 1498 A percentage of AUM
TRUTINA FINANCIAL
10811 Main Street,
Bellevue, WA, 98004-6323
148866 $990,092,227 1004 A percentage of AUM, Fixed fees
PAUL R. RIED FINANCIAL GROUP, LLC
10801 Main Street, Suite 201
Bellevue, WA, 98004-6366
297284 $968,682,704 2241 A percentage of AUM, Fixed fees
ALTRAVUE CAPITAL, LLC
11747 Ne 1st Street, Suite 205
Bellevue, WA, 98005
283260 $943,636,052 49 A percentage of AUM, Performance Based
FRG FAMILY WEALTH ADVISORS
10900 Ne 8th Street, Suite 1600,
Bellevue, WA, 98004
282542 $685,139,192 609 A percentage of AUM, Fixed fees, Other (NEGOTIATED FEES)
AVIER WEALTH ADVISORS
10655 Ne 4th Street, Suite 500
Bellevue, WA, 98004
161077 $671,261,463 1761 A percentage of AUM
TALBOT FINANCIAL, LLC
10500 Ne 8th Street, #1700,
Bellevue, WA, 98004
155162 $647,067,280 294 A percentage of AUM

Additional Financial Advisors in Bellevue, Washington

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Atkinson Wealth Strategies
Inquire with Atkinson
11900 NE 1st Street, Suite 300 Bellevue, WA 98005 425-747-1464
Brett Barton
Inquire with Brett
500 108th Ave NE, Ste 1900 Bellevue, WA 98004 425-453-5826
Brett Skorstad
Inquire with Brett
500 108th Ave NE, Ste 1900 Bellevue, WA 98004 425-451-3322
Bruce J. Brennen, New York Life
Inquire with Bruce
10885 NE 4th Street, Suite 1400 Bellevue, WA 98004 425-462-4900
Benjamin Keever
Inquire with Benjamin
601 108th Ave NE, Ste 1800 Bellevue, WA 98004 425-372-4807
B3 Wealth Strategies
Inquire with B3
11245 Southeast 6th Street, Suite 120 Bellevue, WA 98004 425-974-1145
5 Point Financial Group
Inquire with 5
14205 Southeast 36th Street, Suite 100 Bellevue, WA 98006 425-519-3666
Alan Blinn
Inquire with Alan
1380 112th Ave NE, Ste 200 Bellevue, WA 98004 425-228-1000
Ashwin Pathare
Inquire with Ashwin
500 108th Ave NE, Ste 1900 Bellevue, WA 98004 425-453-3464
Bernie Aquino
Inquire with Bernie
500 108th Ave NE, Ste 1900 Bellevue, WA 98004 425-436-2665

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