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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 5 vetted financial advisors and 44 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 25 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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Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT One - 100th Avenue Ne, Suite 102 Bellevue, WA, 98004 | 108805 | $10,666,708,673 | 4213 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASIS) |
| CERCANO MANAGEMENT LLC 1110 112th Avenue Ne, Suite 202 Bellevue, WA, 98004 | 315897 | $10,483,204,374 | 43 | A percentage of AUM, Performance Based |
| EVERGREEN CAPITAL MANAGEMENT LLC 1412 112th Ave Ne, Suite 100 Bellevue, WA, 98004 | 104931 | $4,550,315,616 | 2924 | 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 | $3,734,718,964 | 18773 | A percentage of AUM |
| PACIFIC FINANCIAL GROUP, LLC 11811 Ne 1st Street, Suite 201 Bellevue, WA, 98005 | 143041 | $3,090,722,246 | 18 | A percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO) |
| PARCION PRIVATE WEALTH LLC 11980 Ne 24th St, Suite 210 Bellevue, WA, 98005 | 305115 | $2,193,318,212 | 1948 | A percentage of AUM, Fixed fees |
| BRISTLECONE ADVISORS LLC 10900 Ne 4th Street, Suite 1920, Bellevue, WA, 98004 | 109227 | $1,902,762,121 | 1210 | A percentage of AUM, Fixed fees |
| TSCHETTER GROUP 2155 112th Ave Ne, Bellevue, WA, 98004 | 301548 | $1,814,568,555 | 976 | A percentage of AUM, Hourly charges, Fixed fees |
| ALTRAVUE CAPITAL, LLC 11747 Ne 1st Street, Suite 205 Bellevue, WA, 98005 | 283260 | $1,405,847,440 | 17 | A percentage of AUM, Performance Based |
| SCS 10900 Ne 8th Street, 15th Floor - Suite 1550 Bellevue, WA, 98004 | 310849 | $1,290,580,947 | 2809 | A percentage of AUM, Hourly charges, Fixed fees |
| AUXANO ADVISORS 10900 Ne 4th Street, Suite 1950 Bellevue, WA, 98004 | 145179 | $1,269,622,086 | 1887 | A percentage of AUM |
| PAUL R. RIED FINANCIAL GROUP, LLC 10801 Main Street, Suite 201 Bellevue, WA, 98004-6366 | 297284 | $1,061,462,332 | 2496 | A percentage of AUM, Fixed fees |
| TALBOT FINANCIAL, LLC 10500 Ne 8th Street, #1700, Bellevue, WA, 98004 | 155162 | $937,470,662 | 517 | A percentage of AUM |
| AVIER WEALTH ADVISORS 10655 Ne 4th Street, Suite 500 Bellevue, WA, 98004 | 161077 | $785,980,266 | 2225 | A percentage of AUM |
| EMERALD ADVISORS, LLC 3055 112th Ave Ne, Suite 206 Bellevue, WA, 98004 | 305125 | $678,903,760 | 745 | A percentage of AUM, Fixed fees |
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