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Find The Best Financial Advisors in Seattle, Washington

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 3 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

John Easley

Tallus Capital

425-260-8022

Address

2101 4th Avenue Suite 710,
Seattle, WA 98121 See Details

Allworth Financial

888-242-6766

Address

9706 4th Avenue NE Suite 315,
Seattle, WA 98115 See Details

Crystal McMahon

Arrowroot Family Office

253-858-2427

Address

950 Broadway, Suite M100,
Tacoma, WA 98402 See Details

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	$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)

Select other cities around Seattle, Washington to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Seattle, Washington

How To Find The Best Financial Advisors in Seattle, WashingtonLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Seattle, Washington

John Easley

Tallus Capital

Address

Allworth Financial

Address

Crystal McMahon

Arrowroot Family Office

Address

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

Select other cities around Seattle, Washington to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Seattle, Washington
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy