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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bellevue is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Bellevue & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Bellevue?

Looking for a qualified financial advisor in Bellevue? We can help you by narrowing down your options & listing the best financial advisors in Bellevue as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Bellevue near you with the list of certified and vetted Bellevue financial advisors.

List of Qualified Financial Advisors in Bellevue, 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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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004

425-247-2961

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue, WA 98005

425-598-2919

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Joe Maas

Synergy Financial Management, LLC

13231 SE 36th Street Suite 215
Suite 215

Bellevue, WA 98006

206-386-5455

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S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

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Scott R. Martin

InPlan Financial

701 5th Avenue Columbia Center, Suite 1100

Seattle, WA 98104

206-755-6319

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

253-733-7131

List of Additional Financial Advisors in Bellevue, Washington*

* Additional advisor listing is provided in partnership with Yext

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Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

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Eric Breecher - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4741

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Zach Goldberg, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2330

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Eric Justis - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
509-295-5175

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Gary Grossblatt, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2345

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

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Sheri Anne Larsen - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2304

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Optimist Retirement Group

11400 SE 8th St
Suite 465

Bellevue, WA 98004
425-637-3037

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Daniel Jiyamapa - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

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Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
425-228-1000

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Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5746

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Drew A Mooney - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5807

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Patrick A Sheehan - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5824

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Bellevue, WA Branch Office - UBS Financial Services Inc.

225 108th NE
Suite 800

Bellevue, WA 98004
425-451-2300

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Capstone Advisors - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2340

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Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2646

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Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

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Pete Perry - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5820

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David Huang - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4744

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Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

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David Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3112

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

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Legacy Wealth Consulting Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2779

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Robert Zorich - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3115

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Empower Wealth Strategies & Insurance Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
206-799-8571

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Vuecrest Wealth Management - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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The Mash Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3477

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Dawn M Williams - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-451-4395

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Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2665

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Margaret Youch - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

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Debra L Morrow - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5835

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Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

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Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3508

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SCS Retirement

200 112th Avenue NE
Suite 205

Bellevue, WA 98004
425-454-4015

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AJ Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3102

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Ashwin Pathare - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3464

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Benjamin Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4807

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Mark Eberle - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3106

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The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

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Helen Lee - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3109

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Mary Black - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5803

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J. Craig Rice - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3111

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John F Stoeser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3323

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Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

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Luvo Wealth Advisors - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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The Manhas Wilskie Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

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The Main Rummel Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3498

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Brett Skorstad - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3322

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Roger Phelps - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

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Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

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Jamie Chambers - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4752

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James Kovarik - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2765

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Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4750

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Sean McWilliams - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Matthew Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3113

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Saket Sengar, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

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Vincent La Cava - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-453-7188

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Edward Anthony Conti - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Michael Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4800

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Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

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Allegiance Wealth Management - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

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Christian Gweth - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3470

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Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4748

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Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
425-643-1800

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Tyler Kerby - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-202-9966

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Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

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Xiumin Tang

425-867-6590

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Gregory Lew - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2742

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Subeer Manhas - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2772

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Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

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Claudia Hansen - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2649

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John Laurence Greene, CTFA, CIMC - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3411

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Financial Advocates

445 154th Avenue Southeast

Bellevue, WA 98007
425-417-2065

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Schade Fielder Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2344

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Three Keys Wealth Management - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

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Dana Marie Ferrell - Ameriprise Financial Services, LLC

310 120th Ave NE
Ste 101

Bellevue, WA 98005
425-477-4153

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James S Bennett Jr - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Steven Jennings - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
425-457-7073

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Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-201-0719

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Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-2934

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The Rayfield Hansen Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8000

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Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3480

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Rodney Rich - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4742

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The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8632

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Mark Allison - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3101

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Uriah Halpin - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-646-8212

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David Witthuhn - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-462-7100

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Patrick Kuo - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3108

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Cheryl Breidenbach - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3104

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Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
425-462-7900

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Hannah Grossblatt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2763

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Jeff S Mash - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3477

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Marc A Sickles - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

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Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2654

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Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
425-637-7809

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The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3116

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Kenneth P Maestas - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
509-751-4201

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Blythe Manson - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2775

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Derek Leonard - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2652

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Morgan Stanley Financial Advisors

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

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Brett Barton - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5826

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Gary Pratt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2319

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Timothy O Lynch - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
509-751-4202

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Brian Rayfield - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3110

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Tyler Neal, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2745

* Additional advisor listing is provided in partnership with Yext

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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