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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 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

advisor-photo

Dave Stanfield

Evergreen Wealth Management

206-235-6025

advisor-photo

John Easley

Tallus Capital

425-260-8022

Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CERCANO MANAGEMENT LLC
1110 112th Avenue Ne, Suite 202
Bellevue, WA, 98004
315897 $8,000,289,154 34 A Percentage of AUM, Performance Based
COLDSTREAM WEALTH MANAGEMENT
One - 100th Avenue Ne, Suite 102
Bellevue, WA, 98004
108805 $6,971,033,394 2858 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
EVERGREEN CAPITAL MANAGEMENT LLC
1412 112th Ave Ne, Suite 100
Bellevue, WA, 98004
104931 $3,862,918,534 2659 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 $3,039,889,861 19568 A Percentage of AUM
PACIFIC FINANCIAL GROUP, LLC
11811 Ne 1st Street, Suite 201
Bellevue, WA, 98005
143041 $2,604,897,438 17 A Percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO)
PARCION PRIVATE WEALTH LLC
11980 Ne 24th St, Suite 210
Bellevue, WA, 98005
305115 $1,745,409,940 1221 A Percentage of AUM, Fixed Fees
BRISTLECONE ADVISORS LLC
10900 Ne 4th Street, Suite 1920,
Bellevue, WA, 98004
109227 $1,579,360,687 1142 A Percentage of AUM, Fixed Fees
TSCHETTER GROUP
2155 112th Ave Ne,
Bellevue, WA, 98004
301548 $1,336,058,959 831 A Percentage of AUM, Hourly charges, Fixed Fees
AUXANO ADVISORS
10900 Ne 4th Street, Suite 1950
Bellevue, WA, 98004
145179 $1,024,874,400 1703 A Percentage of AUM
SCS
10900 Ne 8th Street, 15th Floor - Suite 1550
Bellevue, WA, 98004
310849 $1,005,857,024 2429 A Percentage of AUM, Hourly charges, Fixed Fees
TRUTINA FINANCIAL
10811 Main Street,
Bellevue, WA, 98004-6323
148866 $941,531,587 1119 A Percentage of AUM, Fixed Fees
ALTRAVUE CAPITAL, LLC
11747 Ne 1st Street, Suite 205
Bellevue, WA, 98005
283260 $907,812,247 52 A Percentage of AUM, Performance Based
PAUL R. RIED FINANCIAL GROUP, LLC
10801 Main Street, Suite 201
Bellevue, WA, 98004-6366
297284 $876,429,114 2308 A Percentage of AUM, Fixed Fees
SYNERGY ASSET MANAGEMENT, LLC
13231 Se 36th Street, Suite 215
Bellevue, WA, 98006
117201 $678,188,644 1114 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
AVIER WEALTH ADVISORS
10655 Ne 4th Street, Suite 500
Bellevue, WA, 98004
161077 $641,273,673 2024 A Percentage of AUM

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