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 - 28-May-2023

Seattle has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 266 non-vetted advisors in your local area. These financial advisors in Seattle , Washington have an average of 21 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
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
10940 NE 33rd Place,
Suite #210,
Bellevue, WA 98004
28 Years $0 $250,000 Fee-Based
Glenn Rossman
915 118th Ave SE Ste 140,
Bellevue, WA 98005
11 Years Not Specified $750,000 Fee-Based

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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,
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,
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 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,
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# 5936809
Firm CRD# 316079
Series 7, 66

Compensation/Fee Fee-Based

Office Location 915 118th Ave SE Ste 140,
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.

About TrueWealth Financial Partners

TrueWealth Financial Partners

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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
800 Fifth Avenue, Suite 2800, Seattle, WA 98104
669 114998 $428,918,167,506
A percentage of AUM, Fixed fees, Performance Based
1301 Fifth Ave Ste 3800, Seattle, WA 98101-2605
10 108 $38,582,892,926
A percentage of AUM, Hourly charges, Fixed fees
1201 Third Avenue, Suite 3000, Seattle, WA 98101
114 16 $20,712,000,000
A percentage of AUM, Performance Based
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
31 640 $7,284,811,196
A percentage of AUM, Fixed fees
1910 Fairview Ave East, Suite 300, Seattle, WA 98102-3620
71 19 $1,350,842,888
A percentage of AUM, Fixed fees, Performance Based
600 University Street, Suite 2412, Seattle, WA 98101
3 6 $1,269,490,155
A percentage of AUM
2001 6th Ave, Ste 3400, Seattle, WA 98121
4 35 $354,254,778
A percentage of AUM
601 Union Street, Suite 3010, Seattle, WA 98101-4036
3 1538 $334,734,271
A percentage of AUM
601 Union St., Suite 1450, Seattle, WA 98101
3 43 $288,258,279
A percentage of AUM, Fixed fees
4105 E. Madison St., Suite 300, Seattle, WA 98112
2 15 $250,000,000
A percentage of AUM
Madrona Plaza, 1421 34th Avenue, Suite 214, Seattle, WA 98122
1 224 $168,889,000
A percentage of AUM
520 Pike Street, Suite 2225, Seattle, WA 98101-4093
2 356 $150,107,006
A percentage of AUM
111 Queen Anne Ave N, Suite 500, Seattle, WA 98109
5 150 $128,000,000
A percentage of AUM, Hourly charges, Other (SET-UP FEE)
701 5th Avenue, Suite 4200, Seattle, WA 98104
2 2 $124,853,496
A percentage of AUM, Performance Based
1500 Westlake Ave North #200, Seattle, WA 98109-3031
9 155 $108,000,000
A percentage of AUM

    List of Additional Advisors in Seattle, Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-3514
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-5024
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-2428
    1080 W Ewing Pl, Ste 200, Seattle, WA  98119 206-285-5489
    520 Pike St, Ste 2725, Seattle, WA  98101 206-926-5309
    1200 Westlake Ave N, Ste 501, Seattle, WA  98109 206-285-0260
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-3533
    601 Union Street, Suite 2900, Seattle, WA  98101 206-464-4068
    601 Union Street, Suite 5200, Seattle, WA  98101 206-343-2766
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-3530

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

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?