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Find Top Financial Advisors in Bellevue, Washington

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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.

Finding the Top Financial Advisor in Bellevue, Washington
Last Updated - 11-Aug-2022

Bellevue has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 154 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
28 NTK $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
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Not Specified $250K+ 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

Information on Qualified Financial Advisors in Bellevue

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.

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 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


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# 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# 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# 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

About Harbor Wealth Management / LPL Financial

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
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
Fixed fees
Synergy Asset Management, Llc
13231 Se 36th Street , Suite 215,
Bellevue, WA 98006
$488,586,218 2160 A percentage of AUM
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
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
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
Hourly charges
Mainsail Financial Group
11245 Se 6th Street , Suite 140,
Bellevue, WA 98004
$102,295,575 542 A percentage of AUM
Hourly charges
Fixed fees
Vi Institutional
1632 116th Avenue Northeast , Suite C,
Bellevue, WA 98004
$0 0 Fixed fees

    List of Additional Advisors in Bellevue, Washington*

    * 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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