Flourishing into a major tech hub, Bellevue, Washington, is becoming strong competition to Silicon Valley and the likes. With the cost of living 64% above the national average, you'll want to find a financial advisor who can make your money grow as this city prospers. With over 1300 or more financial advisors to choose from in and around the area, finding one that can make your money work for you may be daunting. That's where we come in!
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Bellevue, Washington.
Bellevue
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
157
non-vetted advisors in your local area. These financial advisors in
Bellevue, Washington
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Bellevue, 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
Bellevue, Washington.
Qualified Financial Advisors in Bellevue, Washington | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Fulcrum Wealth Advisors, LLC
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 |
Glenn Rossman
TRUEWEALTH FINANCIAL PARTNERS 915 118th Ave SE Ste 140, Bellevue, WA 98005 |
11 | Not Specified | $750,000 | Fee-Based |
Allworth Financial
ALLWORTH FINANCIAL 9706 4th Avenue NE Suite 315, Seattle, WA 98115 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
John Easley
TALLUS CAPITAL 2101 4th Avenue Suite 710, Seattle, WA 98121 |
26 | Not Specified | $250K+ | Fee-Based |
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
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# 5936809
Firm CRD# 316079
Series 7, 66
Compensation/Fee Fee-Based
Office Location
915 118th Ave SE Ste 140,
Bellevue,
WA
98005
Phone Number
253-973-4277
Glenn Rossman is a Financial Planner who focuses his entire practice on working with clients who are retiring soon, or work for Boeing, Microsoft, or Amazon.
Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that serves clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to focus our practice on working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number
888-242-6766
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# 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.
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
Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
TRUTINA FINANCIAL
10811 Main Street, Bellevue, WA 98004-6323 |
$990,092,227 | 1004 |
A percentage of AUM Fixed fees |
PAUL R. RIED FINANCIAL GROUP, LLC
10801 Main Street , Suite 201, Bellevue, WA 98004-6366 |
$968,682,704 | 2241 |
A percentage of AUM Fixed fees |
SCS
10900 Ne 8th Street , 15th Floor - Suite 1550, Bellevue, WA 98004 |
$645,576,699 | 1303 |
A percentage of AUM Hourly charges Fixed fees |
SYNERGY ASSET MANAGEMENT, LLC
13231 Se 36th Street , Suite 215, Bellevue, WA 98006 |
$488,586,218 | 2160 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
B3 WEALTH STRATEGIES
11245 Se 6th Street, Building B , Suite 120, Bellevue, WA 98004 |
$394,931,686 | 1455 |
A percentage of AUM Hourly charges Fixed fees |
SOVEREIGN WEALTH ADVISORS, INC.
601 108th Avenue Ne , Suite 1510, Bellevue, WA 98004 |
$338,618,195 | 861 |
A percentage of AUM Hourly charges Fixed fees |
SNIDER FINANCIAL GROUP
12505 Bel-Red Road , Suite 200, Bellevue, WA 98005 |
$329,435,663 | 870 |
A percentage of AUM Hourly charges Fixed fees |
BELLEVUE ASSET MANAGEMENT, LLC
11400 Se 8th Street , Suite 270, Bellevue, WA 98004 |
$323,615,382 | 574 |
A percentage of AUM Hourly charges Fixed fees |
ARABLE CAPITAL PARTNERS, LLC
10655 Ne 4th St. , Suite 705, Bellevue, WA 98004 |
$301,598,710 | 1 |
A percentage of AUM Performance Based |
BOONE WEALTH ADVISORS, LLC
777 108th Avenue Ne , Suite 2230, Bellevue, WA 98004 |
$256,622,854 | 570 |
A percentage of AUM Hourly charges Fixed fees |
CONOVER CAPITAL MANAGEMENT
155 108th Ave Ne , Suite 850, Bellevue, WA 98004 |
$242,108,286 | 334 |
A percentage of AUM Hourly charges Fixed fees Other (EDUCATION ONLY SERVICE TO 401K PLANS) |
DENTAL WEALTH ADVISORS, LLC
3015 112th Avenue Ne , Suite 210, Bellevue, WA 98004 |
$141,445,781 | 358 |
A percentage of AUM Fixed fees |
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
11130 Ne 33rd Pl , Suite 102, Bellevue, WA 98004-1466 |
$115,174,333 | 80 |
A percentage of AUM |
MAINSAIL FINANCIAL GROUP
11245 Se 6th Street , Suite 140, Bellevue, WA 98004 |
$102,295,575 | 542 |
A percentage of AUM Fixed fees |
VI INSTITUTIONAL
1632 116th Avenue Northeast , Suite C, Bellevue, WA 98004 |
$0 | 0 |
Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Atkinson Wealth Strategies Inquire with Atkinson |
11900 NE 1st Street, Suite 300, Bellevue, WA 98005 | 425-747-1464 |
Brett Barton Inquire with Brett |
500 108th Ave NE, Ste 1900, Bellevue, WA 98004 | 425-453-5826 |
Brett Skorstad Inquire with Brett |
500 108th Ave NE, Ste 1900, Bellevue, WA 98004 | 425-451-3322 |
Bruce J. Brennen, New York Life Inquire with Bruce |
10885 NE 4th Street, Suite 1400, Bellevue, WA 98004 | 425-462-4900 |
Benjamin Keever Inquire with Benjamin |
601 108th Ave NE, Ste 1800, Bellevue, WA 98004 | 425-372-4807 |
B3 Wealth Strategies Inquire with B3 |
11245 Southeast 6th Street, Suite 120, Bellevue, WA 98004 | 425-974-1145 |
5 Point Financial Group Inquire with 5 |
14205 Southeast 36th Street, Suite 100, Bellevue, WA 98006 | 425-519-3666 |
Alan Blinn Inquire with Alan |
1380 112th Ave NE, Ste 200, Bellevue, WA 98004 | 425-228-1000 |
Ashwin Pathare Inquire with Ashwin |
500 108th Ave NE, Ste 1900, Bellevue, WA 98004 | 425-453-3464 |
Bernie Aquino Inquire with Bernie |
500 108th Ave NE, Ste 1900, Bellevue, WA 98004 | 425-436-2665 |
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