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
Leslie Ann Walters
Registered Affiliation(s):MORGAN STANLEY
Bruce John Brennen
Registered Affiliation(s):EAGLE STRATEGIES LLC
Thomas Walling Conway
Registered Affiliation(s):D.A. DAVIDSON & CO.
Andrew Damian Baker
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jerry Frank Brown
Registered Affiliation(s):CENTAURUS FINANCIAL, INC.
Patricia Jean Kuykendall
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Paul Edward Grutzner
Registered Affiliation(s):GALLAGHER FIDUCIARY ADVISORS, LLC
Susan Young Giannini
Registered Affiliation(s):PRUCO SECURITIES, LLC.
David Gordon Roberts
Registered Affiliation(s):COLDSTREAM WEALTH MANAGEMENT
Timothy Ross Kimmel
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
David Eric Archibald
Registered Affiliation(s):SMI ADVISORS LLC
Joel Alphonse Johnson
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Michael Eric Boyd
Registered Affiliation(s):TLG ADVISORS, INC.
Todd Alan Shobert
Registered Affiliation(s):LPL FINANCIAL LLC
Eric Wade Fornelius
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert Joseph Fairbrook
Registered Affiliation(s):WISE PLANNING, INC.
Tracy Goeken Baker
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Scott Allan Burns
Registered Affiliation(s):D.A. DAVIDSON & CO.
Julie Lewis Paul
Registered Affiliation(s):D.A. DAVIDSON & CO.
Steven Joel Jones
Registered Affiliation(s):LPL FINANCIAL LLC
Kevin Robert Kent
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Leonard Thomas Weber
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Todd Alton Smith
Registered Affiliation(s):MORGAN STANLEY
Calvin Thomas Robinson
Registered Affiliation(s):OSAIC WEALTH, INC.
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
