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Find Top Financial Advisors in Seattle, Washington

Seattle, Washington, where it rains 150 days out of the year, may dampen the Emerald City population's spirits, but that doesn't mean their investment strategy needs to be watered down as well. The right financial advisor could help ensure that one has the best financial plan in place that fits their specific lifestyle. Seattle has a high cost of living that is 49% higher than the national average and, therefore, it may be important for the Seattle residents to seek the help of a fiduciary financial advisor to make the most of their savings and increase the returns from their investments. This may be easier said than done, as there are over 1850 financial advisors available in the Seattle area to choose from. WiserAdvisor may be able help you choose by matching you to 2-3 pre screened advisors to interview and find your best fit. You could also check out the directory below for additional information about the advisors near and around the Seattle, Washington, area.


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 Seattle, Washington.

Finding the Top Financial Advisor in Seattle, Washington

Last Updated - April 08, 2024

Seattle has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Seattle, Washington have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Seattle, Washington mentioned below does 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 Seattle, Washington.

Qualified Financial Advisors in Seattle, Washington

Financial Advisor Experience AUM Minimum Assets Fee Structure
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Years Not Specified $0 Fee-Based
Allworth Financial
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Fulcrum Wealth Advisors, LLC
CFP®, AIF®
10940 NE 33rd Place,
Suite #210,
Bellevue, WA 98004
30 Years $0 $250,000 Fee-Based
Crystal McMahon
CFP®, EA
ARROWROOT FAMILY OFFICE
950 Broadway, Suite M100,
Tacoma, WA 98402
11 Years $18,000,000 $300,000 Fee-Only

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Information on Qualified Financial Advisors in Seattle, Washington

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

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 Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

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 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

About Fulcrum Wealth Advisors, LLC

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# 1191470
Firm CRD# 168744
Series 65

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


Office Location 950 Broadway, Suite M100,
Tacoma,
WA
98402
Phone Number 253-858-2427

As Managing Director of the Tacoma office, I'm responsible for helping successful individuals, families and business owners protect and grow wealth and minimize taxes, and overseeing a team of professionals to support our clients. After over two decades in business that included owning and operating small businesses and high-level roles in sales management and commercial real estate, I became a Financial Planner working with a senior advisor, and I eventually ended up running a solo planning and advisory practice before deciding to join the Arrowroot Family Office of elite advisors.

About Arrowroot Family Office

Founded in 2013, our firm has always been driven by five pillars of value: honesty, transparency, communication, collaboration, and the utilization of technology. Our experienced professionals use cutting-edge software in tandem with our deep industry expertise and network to provide personalized financial solutions to our clients. We specialize in tax, cash flow, and retirement planning, and we do so in order to provide our clients with the comfort and peace of mind they need to feel confident in their financial futures. As fiduciaries, one of our primary goals is to educate our clients so that they can have the knowledge to make informed decisions about their financial lives. We want our clients to understand the associated risks and rewards that come with each of our recommendations in their financial plans, and once they gain an understanding of how complex financial systems operate, we want them to feel empowered to execute those plans.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800, Seattle, WA 98104
836 132036 $386,290,864,100
A Percentage of AUM, Fixed Fees, Performance Based
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor, Seattle, WA 98101
651 744 $156,620,655,662
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
651 69895 $47,233,145,795
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
12 113 $41,232,351,167
A Percentage of AUM, Hourly charges, Fixed Fees
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000, Seattle, WA 98101
114 19 $26,539,000,000
A Percentage of AUM, Performance Based
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor, Seattle, WA 98101
667 71 $20,678,685,059
A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS)
HIMALAYA CAPITAL
1301 2nd Ave, Suite 2100, Seattle, WA 98101
19 2 $14,168,429,313
Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
INVESCO MANAGED ACCOUNTS, LLC
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
42 3496 $11,394,626,019
A Percentage of AUM, Fixed Fees
PUGH CAPITAL MANAGEMENT, INC.
520 Pike Street, Suite 2900, Seattle, WA 98101
26 64 $9,930,016,807
A Percentage of AUM
BRIGHTON JONES LLC
2030 1st Avenue, 3rd Floor, Seattle, WA 98121
224 2681 $9,458,381,210
A Percentage of AUM, Hourly charges, Fixed Fees
VERUS ADVISORY, INC.
800 Fifth Avenue, Suite 3900, Seattle, WA 98104
88 96 $8,503,218,356
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
40 20 $8,416,392,884
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
94 5189 $8,221,070,289
A Percentage of AUM, Commission Based, Performance Based
WASHINGTON CAPITAL MANAGEMENT INC
1200 6th Ave, Suite 700, Seattle, WA 98101-3123
78 245 $6,703,669,750
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
8 18 $6,547,273,135
A Percentage of AUM, Performance Based, Other (ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2)

    Frequently Asked Questions

    Working with a financial advisor in Washington can present numerous benefits. You'll be able to tap into their extensive knowledge and years of experience working with Washington residents. A financial advisor can also streamline your financial management, assist in minimizing investment risks, recommend strategies for improvement, and potentially increase your investment returns. For further information, explore The Benefits Of Working With A Financial Advisor.

    When you are ready to choose a financial advisor in Washington, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Washington. To learn more, read the guide on choosing the best financial advisor.

    Financial advisors and planners in Washington can offer various financial planning services such as investment planning, retirement planning, education planning, tax planning, estate planning, and more. The specific financial planning services offered will depend on the financial professional's area of expertise and their client's needs. If you are looking to improve your financial planning strategy, explore the 5 Financial Planning Tips For A Happy And Prosperous Future.

    Financial advisors typically recommend a variety of investment strategies based on their client's financial goals, risk tolerance, and time horizon. Common investment strategies include diversification, asset allocation, long-term investing, and periodic portfolio rebalancing. To better understand your portfolio and discover how a financial advisor can support your investment strategies, read about the 8 questions to ask your financial advisor about your investment portfolio.

    Determining whether you need a financial advisor or can handle your finances independently depends on various factors. Consider seeking a financial advisor if you lack the time, expertise, or confidence to effectively manage your finances. Additionally, if you have complex financial goals, need guidance on investment strategies, or require assistance with tax planning and retirement planning, a financial advisor can provide support. If you need a financial advisor, we recommend using the free financial advisor match tool to find financial advisors matched to your specific needs.

    The cost of hiring a financial advisor in Washington varies depending on the advisor's experience, services, and fee structure. Financial advisors typically charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Washington, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Washington state, specifically tailored to your financial needs.