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Find The Best Financial Advisors in Seattle, Washington

Seattle, Washington, regarded as the “emerald city”, may be one of the most popular tourist attractions and economic hubs in the United States. Known for its coffee houses, music scene, and natural beauty, Seattle is a rapidly growing state, home to some of the biggest companies in the country, including Amazon, Starbucks, Microsoft, and more. With a cost of living that is 49% higher than the national average, it may be beneficial for Seattle residents to seek the help of a financial advisor to make the most of their earnings, choose suitable investments, and create an effective financial plan. With over 1,850 professional advisors in your area, FinancialAdvisor.com is here to help you get connected with vetted financial advisors who would be the best fit to guide your financial decisions.

How To Find The Best Financial Advisors in Seattle, Washington

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Seattle, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 268 non-vetted financial advisors in Seattle, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Seattle, Washington have an average of 19 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 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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Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue, WA 98005

253-973-4277

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Crystal McMahon

Great Life Investing LLC

4424 6th Ave.

Tacoma, WA 98406

253-358-6109

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
329 $170,055,756,332 355 A percentage of AUM, Fixed fees, Commision Based, Performance Based
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
105734 $53,890,954,883 68193 A percentage of AUM, Fixed fees, Other (% OF REVENUE/INTRACOMPANY ARGMTS AND % OF CONSULT ASSETS/ADVSMT)
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
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor,
Seattle, WA, 98101
37550 $21,270,223,999 64 A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS AND % OF CONSULT. ASSETS/ADVSMT)
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
HIMALAYA CAPITAL
1301 2nd Ave, Suite 2100
Seattle, WA, 98101
157594 $18,787,917,780 2 Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
PUGH CAPITAL MANAGEMENT, INC.
520 Pike Street, Suite 2900
Seattle, WA, 98101
111765 $11,661,821,284 62 A percentage of AUM
BRIGHTON JONES LLC
2030 1st Avenue, 3rd Floor
Seattle, WA, 98121
108601 $10,050,806,699 2408 A percentage of AUM, Hourly charges, Fixed fees
VERUS ADVISORY, INC.
800 Fifth Avenue, Suite 3900
Seattle, WA, 98104
110565 $9,381,199,716 83 A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
FREESTONE CAPITAL MANAGEMENT, LLC
701 5th Avenue, 74th Floor
Seattle, WA, 98104
145711 $8,929,179,793 4350 A percentage of AUM, Commision Based, Performance Based
SILVER CREEK ADVISORY PARTNERS LLC
1301 Fifth Avenue, 40th Floor,
Seattle, WA, 98101-2603
156667 $7,608,664,658 21 A percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
INVESCO MANAGED ACCOUNTS, LLC
2001 Sixth Ave., Suite 2310
Seattle, WA, 98121
154461 $7,284,811,196 640 A percentage of AUM, Fixed fees
WASHINGTON CAPITAL MANAGEMENT INC
1200 6th Ave, Suite 700
Seattle, WA, 98101-3123
105253 $6,534,503,572 246 A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (MORTGAGE LOAN & SERVICING FEES)
APTITUDE INVESTMENT MANAGEMENT LP
401 Union Street, Suite 3700
Seattle, WA, 98101
159070 $6,201,681,921 17 A percentage of AUM, Performance Based, Other (ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2)

Additional Financial Advisors in Seattle, Washington

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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

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