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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
(877) 4000260

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004
(425) 2472961

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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) 5982919

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Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP

Synergy Financial Management, LLC

13231 SE 36th St
Suite 215

Bellevue, WA 98006
(206) 2289671

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Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle, WA 98104
(253) 7337131

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Pete Moormeier

Creative Planning

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Kirkland, WA 98034
(425) 3653611

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Peter Boyack

Creative Planning

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Sammamish, WA 98074
(425) 4175777

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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103
(206) 2289671

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Carlos Lopez

Creative Planning

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Sammamish, WA 98075
(425) 2476474

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Maria Hare

Creative Planning

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Sammamish, WA 98117
(425) 9413457

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Anya Berezow

Creative Planning

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Sammamish, WA 98072
(253) 5140291

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Cathie Arthurs

Edelman Financial Engines, LLC

20700 44th Ave. W
Suite 240

Lynnwood, WA 98036
(425) 2472964

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003
(253) 7337131

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Nick Bedlan

Creative Planning

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Tacoma, WA 98332
(253) 4958802

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
4257471464

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Brett Barton - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535826

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Margaret Youch - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254627100

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Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724800

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Brett Skorstad - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254513322

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Jeffrey Johnson - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4254609025

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Vincent La Cava - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254537188

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
4259741145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
4255193666

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Ashwin Pathare - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533464

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Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362665

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Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
4257090780

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
4254624900

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Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724748

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Eric Breecher - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724741

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Alejandro Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673102

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Brian Rayfield - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673110

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James S Bennett Jr - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
4254627900

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Benjamin Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724807

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Steven Jennings - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Michael Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254627100

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Uriah Halpin - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4256468212

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David Metz - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4254609025

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Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4252010719

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Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
4256911587

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The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535800

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Luvo Wealth Advisors - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
4254627900

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
4259545153

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Dawn M Williams - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254514395

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The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533485

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Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
4256377809

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Dana Marie Ferrell - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Rodney Rich - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724742

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Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535800

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Daniel Jiyamapa - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724750

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Sean McWilliams - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4256378111

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Perry L. Smith Consulting

40 Lake Bellevue
Suite 100

Bellevue, WA 98005
4255029058

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The Rayfield Hansen Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254558000

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Evans Capital Management Associates

3535 Factoria Blvd SE
Suite 120

Bellevue, WA 98006
4254550501

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Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
4254672216

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Pete Perry - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535820

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Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254513508

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Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362646

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Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533480

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Jeff S Mash - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533477

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Debra L Morrow - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535835

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Kimberly Blindheim - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673103

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Kenneth P Maestas - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
5097514201

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Timothy O Lynch - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
5097514202

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Drew A Mooney - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535807

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Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673114

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Helen Lee - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673109

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Patrick A Sheehan - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535824

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The Mash Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533477

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Claudia Hansen - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362649

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
4256466712

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Cheryl Breidenbach - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673104

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James Gillingham - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673117

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Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362654

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Marc A Sickles - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533485

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Derek Leonard - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362652

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Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
7044423431

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The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673116

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Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254512934

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Patrick Kuo - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673108

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Mary Black - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535803

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Mark Eberle - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673106

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David Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673112

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Eric Justis - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
5097514204

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John F Stoeser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254513323

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The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254558632

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Matthew Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673113

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Mark Allison - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673101

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The Main Rummel Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533498

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Craig Rice - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673111

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Roger Phelps - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
4256911587

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Edward Anthony Conti - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4256378111

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Vuecrest Wealth Management - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4254609025

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Allegiance Wealth Management - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Len Hansen - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4256468212

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Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
4256431800

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Tyler Kerby - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254532203

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Robert Zorich - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673115

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David Witthuhn - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254627100

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Jamie Chambers - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724752

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Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
4252281000

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David Huang - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724744

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Empower Financial Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
2067998571

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Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
4254627900

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Snider Financial Group

12505 Bel Red Road
#200

Bellevue, WA 98005
4254537080

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Christian Gweth - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533470

* 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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