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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
425-250-6280
Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 Advisor | Office Location | Phone 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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