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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
425-260-8022
Top Financial Advisor Firms in Seattle, 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 |
| 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 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 |
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