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
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
148
non-vetted advisors in your local area. These financial advisors in
Bellevue, Washington
have an average of
26
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 |
Jim Falcone
CFP®, AIF®, Accredited Investment Fiduciary® (AIF) FULCRUM WEALTH ADVISORS, LLC 10940 NE 33rd Place, Suite #210, Bellevue, WA 98004 |
25 | Not Specified | $250,000 | 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 |
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 |
Daniel Wiersma
AIF® HARBOR WEALTH MANAGEMENT / LPL FINANCIAL 5801 Soundview Drive #250, Gig Harbor, WA 98335 |
30 | $40,000,000 | 250000 | Fee-Based |
Qualifications
CRD# 2536341
Firm CRD# 13572
Series 7, 31, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
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.
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
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
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
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.”
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.
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# 2126442
Firm CRD# 2126442
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly
Office Location
5801 Soundview Drive #250,
Gig Harbor,
WA
98335
Phone Number
253-858-6004
Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them. Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals. Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers. Dan holds the following Registrations and Licenses through LPL Financial: FINRA Series 6,7,63,65 Insurance License State of WA, CA AIF Designation - Accredited Investment Fiduciary
At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill
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, Insurance Products & Annuities
Top Financial Advisor Firms in Bellevue, Washington (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Bristlecone Advisors Llc
10900 Ne 4th Street, Suite 2260, Bellevue, WA 98004 |
$1,805,334,294 | 1050 |
A percentage of AUM Fixed fees |
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
200 112th Ave Ne Suite 205, 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 |
$296,828,696 | 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) |
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 |
$0 | 0 |
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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