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Find Best Financial Advisors in Seattle, Washington

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 Seattle is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Seattle & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Seattle?

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

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

List of Qualified Financial Advisors in Seattle, Washington

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John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121

425-260-8022

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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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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S. R. Schill & Associates Financial 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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Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

425-386-8433

Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800 Seattle, WA 98104
114310 $428,918,167,506 114998 A percentage of AUM
Fixed fees
Performance Based
MILLIMAN ADVISORS, LLC
1301 Fifth Ave Ste 3800, Seattle, WA 98101-2605
112245 $38,582,892,926 108 A percentage of AUM
Hourly charges
Fixed fees
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000 Seattle, WA 98101
111470 $20,712,000,000 16 A percentage of AUM
Performance Based
INVESCO MANAGED ACCOUNTS, LLC
2001 Sixth Ave., Suite 2310 Seattle, WA 98121
154461 $7,284,811,196 640 A percentage of AUM
Fixed fees
COLUMBIA PACIFIC ADVISORS, LLC
1910 Fairview Ave East, Suite 300 Seattle, WA 98102-3620
142725 $1,350,842,888 19 A percentage of AUM
Fixed fees
Performance Based
RAINIER INVESTMENT MANAGEMENT LLC
600 University Street, Suite 2412 Seattle, WA 98101
105556 $1,269,490,155 6 A percentage of AUM
FIRST WASHINGTON CORPORATION
2001 6th Ave, Ste 3400 Seattle, WA 98121
6681 $354,254,778 35 A percentage of AUM
OLIVER CAPITAL MANAGEMENT
601 Union Street, Suite 3010 Seattle, WA 98101-4036
127606 $334,734,271 1538 A percentage of AUM
BAC CAPITAL ADVISORS LLC
601 Union St., Suite 1450 Seattle, WA 98101
116816 $288,258,279 43 A percentage of AUM
Fixed fees
SANDER CAPITAL ADVISORS, INC.
4105 E. Madison St., Suite 300 Seattle, WA 98112
112499 $250,000,000 15 A percentage of AUM
VIEWPOINT CAPITAL MANAGEMENT
Madrona Plaza, 1421 34th Avenue, Suite 214 Seattle, WA 98122
158899 $168,889,000 224 A percentage of AUM
OLSON INVESTMENT ADVISORS, LLC
520 Pike Street, Suite 2225 Seattle, WA 98101-4093
104890 $150,107,006 356 A percentage of AUM
NEWGROUND SOCIAL INVESTMENT
111 Queen Anne Ave N, Suite 500, Seattle, WA 98109
117060 $128,000,000 150 A percentage of AUM
Hourly charges
Other (SET-UP FEE)
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
701 5th Avenue, Suite 4200 Seattle, WA 98104
159018 $124,853,496 2 A percentage of AUM
Performance Based
MARTIN NELSON & CO., INC.
1500 Westlake Ave North #200, Seattle, WA 98109-3031
2903 $108,000,000 155 A percentage of AUM

Additional Financial Advisors in Washington

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy Y Allen
Inquire with Amy
601 Union Street, Suite 5200 Seattle, WA 98101 206-344-3514
Bareq A. Peshtaz
Inquire with Bareq
601 Union Street, Suite 5200 Seattle, WA 98101 206-344-5024
Alissa B Hersch
Inquire with Alissa
601 Union Street, Suite 5200 Seattle, WA 98101 206-344-2428
Brian Silkworth
Inquire with Brian
1080 W Ewing Pl, Ste 200 Seattle, WA 98119 206-285-5489
Andrew Rothman
Inquire with Andrew
520 Pike St, Ste 2725 Seattle, WA 98101 206-926-5309
Andrea Singleton
Inquire with Andrea
1200 Westlake Ave N, Ste 501 Seattle, WA 98109 206-285-0260
Amanda Wilson
Inquire with Amanda
601 Union Street, Suite 5200 Seattle, WA 98101 206-344-3533
Angelina Marie Funtanilla
Inquire with Angelina
601 Union Street, Suite 2900 Seattle, WA 98101 206-464-4068
Brian D Chase
Inquire with Brian
601 Union Street, Suite 5200 Seattle, WA 98101 206-343-2766
Alyssa Drew
Inquire with Alyssa
601 Union Street, Suite 5200 Seattle, WA 98101 206-344-3530

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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