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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 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 18 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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Michael Oldenburg

Edelman Financial Engines, LLC

425-386-8433

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A.J. Frega

Edelman Financial Engines, LLC

425-780-7959

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John Carty Jr.

Edelman Financial Engines, LLC

425-451-0497

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 $386,290,864,100 132036 A Percentage of AUM, Fixed Fees, Performance Based
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
329 $156,620,655,662 744 A Percentage of AUM, Fixed Fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS)
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
105734 $47,233,145,795 69895 A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY ARGMTS AND % OF ASSETS/ADVSMT)
MILLIMAN ADVISORS, LLC
1301 Fifth Ave Ste 3800,
Seattle, WA, 98101-2605
112245 $41,232,351,167 113 A Percentage of AUM, Hourly charges, Fixed Fees
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000
Seattle, WA, 98101
111470 $26,539,000,000 19 A Percentage of AUM, Performance Based
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
37550 $20,678,685,059 71 A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS)
HIMALAYA CAPITAL
1301 2nd Ave, Suite 2100
Seattle, WA, 98101
157594 $14,168,429,313 2 Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
INVESCO MANAGED ACCOUNTS, LLC
2001 Sixth Ave., Suite 2310
Seattle, WA, 98121
154461 $11,394,626,019 3496 A Percentage of AUM, Fixed Fees
PUGH CAPITAL MANAGEMENT, INC.
520 Pike Street, Suite 2900
Seattle, WA, 98101
111765 $9,930,016,807 64 A Percentage of AUM
BRIGHTON JONES LLC
2030 1st Avenue, 3rd Floor
Seattle, WA, 98121
108601 $9,458,381,210 2681 A Percentage of AUM, Hourly charges, Fixed Fees
VERUS ADVISORY, INC.
800 Fifth Avenue, Suite 3900
Seattle, WA, 98104
110565 $8,503,218,356 96 A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
SILVER CREEK ADVISORY PARTNERS LLC
1301 Fifth Avenue, 40th Floor,
Seattle, WA, 98101-2603
156667 $8,416,392,884 20 A Percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
FREESTONE CAPITAL MANAGEMENT, LLC
701 5th Avenue, 74th Floor
Seattle, WA, 98104
145711 $8,221,070,289 5189 A Percentage of AUM, Commission Based, Performance Based
WASHINGTON CAPITAL MANAGEMENT INC
1200 6th Ave, Suite 700
Seattle, WA, 98101-3123
105253 $6,703,669,750 245 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 $6,547,273,135 18 A Percentage of AUM, Performance Based, Other (ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2)

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