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Find Best Financial Advisors in Washington

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A densely populated state like Washington has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Washington and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Washington
Last Updated - 28-Nov-2022

Washington has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1608 non-vetted advisors in your local area. These financial advisors in Washington have an average of 21 years of experience.

NOTE: The list of financial advisors in Washington mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Washington.

List of Qualified Financial Advisors in Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jim Falcone
Accredited Investment Fiduciary┬« (AIF), CFP®, AIF®
FULCRUM WEALTH ADVISORS, LLC
10940 NE 33rd Place,
Suite #210,
Bellevue, WA 98004
28 NTK $250,000 Fee-Based
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Not Specified $250K+ Fee-Based
Bret Butcher
CFP®
ALLWORTH FINANCIAL
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed Not Specified Not Specified Fee-Based
Michael Oldenburg
EDELMAN FINANCIAL ENGINES, LLC
2505 S. 320th Street, Suite 220,
Federal Way, WA 98003
23 Not Specified Not Specified Fee-Based
William Cartee
EDELMAN FINANCIAL ENGINES, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based
S. R. Schill & Associates Financial Planners & Advisors
S. R. SCHILL & ASSOCIATES FINANCIAL PLANNERS & ADVISORS
2448 76th Ave SE, Suite 107,
Mercer Island, WA 98040
Not Disclosed $260,000,000 Not Specified Fee-Only

Information on Qualified Financial Advisors in Washington

Qualifications CRD# 2536341
Firm CRD# 13572
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 10940 NE 33rd Place,
Suite #210,
Bellevue,
WA
98004
Phone Number 425-250-6280

Our Mission is to help protect, preserve and grow family wealth as it pertains to our client's individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our client's wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting-edge investment strategy, modern portfolio theory, and non-traditional systems modeling into a complete plan.

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 2101 4th Avenue Suite 710,
Seattle,
WA
98121
Phone Number 425-260-8022

John has worked for a number of firms, most recently Merrill Lynch, where he was the sales manager for the Seattle Complex and in charge of the new advisor training program. These firms all had one thing in common, they were not as client-focused as John felt they should be. Along with two other partners, John decided it was time to start a firm that was going to put his clients first and allow him to work with clients the way he wanted to work with them. So, he started Tallus. John began his career in 1994 and has focused building his experience on risk management strategies which involve a combination of hedging, income generating, fixed income, and option strategies. With a solid background in investments and a place to implement his ideas, John continually strived to add to the quality of his relationships with his clients. Having realized the impact the economy and stock market has had on investors over the last several years, John continually analyzes the current welfare of the markets and where we are as investors. This allows him to make the necessary and well informed decisions for his clients. John grew up in Great Falls, Montana and graduated from Gonzaga University in 1994, becoming registered later that year. John currently holds series 7, 8, 9, and 63 registrations with LPL Financial, 65 registration with Financial Advocates Investment Management, as well as insurance licenses. He lives in Seattle with his wife and son and is an avid tennis competitor.

About Tallus Capital

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. We understand today's financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5257622
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number 888-242-6766

Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 3013655
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2505 S. 320th Street, Suite 220,
Federal Way,
WA
98003
Phone Number 425-386-8433

I have worked in domestic and international financial markets, which included around 10 years in Tokyo, Japan. I have always believed in the importance of having a financial game plan. So together, my clients and I work in partnership to establish, monitor and adjust their financial game plan as they pursue their financial goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA
98683
Phone Number 425-247-2970

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 105864
Series 7, 63, 65

Compensation/Fee Fee-Only


Office Location 2448 76th Ave SE, Suite 107,
Mercer Island,
WA
98040
Phone Number 206-275-2700

About S. R. Schill & Associates Financial Planners & Advisors

S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.

Advisory Services Provided:

Portfolio Management, Financial Advice & Consulting


Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue , Suite 2800,
Seattle, WA 98104
$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
$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
$20,712,000,000 16 A percentage of AUM
Performance Based
RAINIER INVESTMENT MANAGEMENT LLC
600 University Street , Suite 2412,
Seattle, WA 98101
$1,269,490,155 6 A percentage of AUM
FIRST WASHINGTON CORPORATION
2001 6th Ave , Ste 3400,
Seattle, WA 98121
$354,254,778 35 A percentage of AUM
BAC CAPITAL ADVISORS LLC
601 Union St. , Suite 1450,
Seattle, WA 98101
$288,258,279 43 A percentage of AUM
Fixed fees
PALOUSE CAPITAL MANAGEMENT, INC.
2026 N Washington St,
Spokane, WA 99205
$264,363,444 497 A percentage of AUM
Fixed fees
SANDER CAPITAL ADVISORS, INC.
4105 E. Madison St. , Suite 300,
Seattle, WA 98112
$250,000,000 15 A percentage of AUM
WEALTH ASSET MANAGERS
9718 N Morton Ct,
Spokane, WA 99218
$185,825,249 2017 A percentage of AUM
OLSON INVESTMENT ADVISORS, LLC
520 Pike Street , Suite 2225,
Seattle, WA 98101-4093
$150,107,006 356 A percentage of AUM
NEWGROUND SOCIAL INVESTMENT
111 Queen Anne Ave N, Suite 500,
Seattle, WA 98109
$128,000,000 150 A percentage of AUM
Hourly charges
Other (SET-UP FEE)
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
11130 Ne 33rd Pl , Suite 102,
Bellevue, WA 98004-1466
$115,174,333 80 A percentage of AUM
CONTINENTAL INVESTORS SERVICES, INC.
1330 Broadway St.,
Longview, WA 98632
$113,113,346 669 A percentage of AUM
MARTIN NELSON & CO., INC.
1500 Westlake Ave North #200,
Seattle, WA 98109-3031
$108,000,000 155 A percentage of AUM
LEADER CAPITAL CORP.
315 W. Mill Plain Blvd. , Suite 204,
Vancouver, WA 98660
$59,119,967 2 A percentage of AUM

    List of Additional Advisors in Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Blackwell Financial Services
    Inquire with Blackwell
    7307 N Division St, Ste 305, Spokane, WA  99208 509-359-9788
    Amy M Waller
    Inquire with Amy
    3909 Castlevale Rd, Ste 100, Yakima, WA  98902 509-454-2313
    Brian Swearingen
    Inquire with Brian
    8202 W Quinault Ave, Suite A, Kennewick, WA  99336 509-735-0179
    Brian McCann
    Inquire with Brian
    717 W Sprague Ave, Suite 500, Spokane, WA  99201 509-325-8228
    Brian P Sullivan
    Inquire with Brian
    4000 Carillon Point, Ste 600, Kirkland, WA  98033 425-455-8061
    Amy Y Allen
    Inquire with Amy
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-3514
    Atkinson Wealth Strategies
    Inquire with Atkinson
    11900 NE 1st Street, Suite 300, Bellevue, WA  98005 425-747-1464
    Ashlie Marie Johnson
    Inquire with Ashlie
    717 W Sprague Ave, Suite 500, Spokane, WA  99201 509-325-8204
    Bruce B. Trang
    Inquire with Bruce
    1701 SE Columbia River Dr Ste120, Vancouver, WA  98661 360-992-7981
    Aaron Smith
    Inquire with Aaron
    126 Wells Ave S, Renton, WA  98057 425-228-1000
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