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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. 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 - 21-May-2023

If you’re looking for qualified financial advisors in Bellevue, Washington, is a useful resource. We've compiled a list of the 4 vetted financial advisors and 158 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 21 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


Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004



Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue, WA 98005



Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115



John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121


Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
10811 Main Street, Bellevue, WA 98004-6323
148866 $990,092,227 1004 A percentage of AUM, Fixed fees
10801 Main Street, Suite 201 Bellevue, WA 98004-6366
297284 $968,682,704 2241 A percentage of AUM, Fixed fees
10900 Ne 8th Street, 15th Floor - Suite 1550 Bellevue, WA 98004
310849 $645,576,699 1303 A percentage of AUM, Hourly charges, Fixed fees
13231 Se 36th Street, Suite 215 Bellevue, WA 98006
117201 $488,586,218 2160 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
11245 Se 6th Street, Building B, Suite 120 Bellevue, WA 98004
300689 $394,931,686 1455 A percentage of AUM, Hourly charges, Fixed fees
601 108th Avenue Ne, Suite 1510 Bellevue, WA 98004
140639 $338,618,195 861 A percentage of AUM, Hourly charges, Fixed fees
12505 Bel-Red Road, Suite 200 Bellevue, WA 98005
117392 $329,435,663 870 A percentage of AUM, Hourly charges, Fixed fees
11400 Se 8th Street, Suite 270 Bellevue, WA 98004
129194 $323,615,382 574 A percentage of AUM, Hourly charges, Fixed fees
10655 Ne 4th St., Suite 705 Bellevue, WA 98004
287629 $301,598,710 1 A percentage of AUM, Performance Based
777 108th Avenue Ne, Suite 2230 Bellevue, WA 98004
116682 $256,622,854 570 A percentage of AUM, Hourly charges, Fixed fees
155 108th Ave Ne, Suite 850 Bellevue, WA 98004
118393 $242,108,286 334 A percentage of AUM, Hourly charges, Fixed fees, Other (EDUCATION ONLY SERVICE TO 401K PLANS)
3015 112th Avenue Ne, Suite 210 Bellevue, WA 98004
127147 $141,445,781 358 A percentage of AUM, Fixed fees
11130 Ne 33rd Pl, Suite 102 Bellevue, WA 98004-1466
116667 $115,174,333 80 A percentage of AUM
11245 Se 6th Street, Suite 140 Bellevue, WA 98004
317970 $102,295,575 542 A percentage of AUM, Fixed fees
1632 116th Avenue Northeast, Suite C Bellevue, WA 98004
306427 $0 0 Fixed fees

Additional Financial Advisors in 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

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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