Top Financial Advisors in Bellevue, Washington
Finding the right financial advisor in Bellevue is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bellevue, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bellevue, WA.
Find the Best Financial Advisor Firms in Bellevue:
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805
Address: One - 100th Avenue Ne Suite 102, Bellevue, WA 98004
Clients: 2,259
Average Clients per Advisor: 19
AUM: $ 6.5B
EVERGREEN CAPITAL MANAGEMENT LLC
CRD#: 104931
Address: 10500 Ne 8th Street Suite 950, Bellevue, WA 98004
Clients: 384
Average Clients per Advisor: 18
AUM: $ 3.9B
PARCION PRIVATE WEALTH LLC
CRD#: 305115
Address: 11980 Ne 24th St Suite 210, Bellevue, WA 98005
Clients: 140
Average Clients per Advisor: 10
AUM: $ 1.7B
BRISTLECONE ADVISORS LLC
CRD#: 109227
Address: 10900 Ne 4th Street, Suite 2260, Bellevue, WA 98004
Clients: 80
Average Clients per Advisor: 8
AUM: $ 1.6B
TSCHETTER GROUP
CRD#: 301548
Address: 305 108th Ave Ne Suite 102, Bellevue, WA 98004
Clients: 171
Average Clients per Advisor: 17
AUM: $ 1.3B
HIGHLAND PRIVATE WEALTH MANAGEMENT
CRD#: 109532
Address: 10900 Ne 8th Street Suite 1122, Bellevue, WA 98004
Clients: 67
Average Clients per Advisor: 4
AUM: $ 1.3B
How We Chose the Top Financial Advisors in Bellevue, Washington
To create this list of top financial advisor firms in Bellevue, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bellevue has to offer.
Search Financial Advisors in Bellevue, Washington
Michael Robert Gerke
Registered Affiliation(s):BADGLEY PHELPS WEALTH MANAGERS
Wendy Leigh Taylor
Registered Affiliation(s):BADGLEY PHELPS WEALTH MANAGERS
Maryana R Petrov
Registered Affiliation(s):MORGAN STANLEY
Robert Michael Higueria
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Conner James Gehring
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Taylor Rosemary Wagner
Registered Affiliation(s):MORGAN STANLEY
Michael Mazur
Registered Affiliation(s):MORGAN STANLEY
Sean David Collins
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Bjorn Stehr
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Jie Laplante
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Roma Malhotra
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Carol Lynne Lockhart
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Patrick Thomas Conklin
Registered Affiliation(s):HOHIMER WEALTH MANAGEMENT, LLC
Jacob M. Watkins
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Lei Lei Chan
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Eric Steven Pedack
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Monroe Smith
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Stewart Bradley Sanders
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Christian M Gweth
Registered Affiliation(s):MORGAN STANLEY
Kyle Desmond O'connor
Registered Affiliation(s):KUTSCHER BENNER BARSNESS & STEVENS, INC.
Daniel James Seidel
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Latrice Danielle Londow
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Martin Patrick Roche
Registered Affiliation(s):RUSSELL INVESTMENTS
Rachel Ann Torres
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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