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
Jennings Randolph White
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Catherine Wynn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gretchen Zickuhr
Registered Affiliation(s):MORGAN STANLEY
Michael Howard Lyman
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Lowry Edward West
Registered Affiliation(s):MORGAN STANLEY
Jason Phillip Sulkosky
Registered Affiliation(s):EMPIRICAL WEALTH MANAGEMENT
Thomas Earle Odell
Registered Affiliation(s):OSAIC WEALTH, INC.
Robert Hamilton Philip
Registered Affiliation(s):SECURITIES AMERICA, INC.
Jonathan Andrew Barwick
Registered Affiliation(s):BARWICK & PARTNERS, INC.
Steven Alan Fortescue
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Lynn Marie Brix
Registered Affiliation(s):LPL FINANCIAL LLC
William Reeve Cantus
Registered Affiliation(s):PACIFIC SAGE PARTNERS, LLC
Robert David Bowman
Registered Affiliation(s):D.A. DAVIDSON & CO.
Jeffrey Frederick Leveque
Registered Affiliation(s):PFS INVESTMENTS INC.
Benjamin Richard Goodman
Registered Affiliation(s):LPL FINANCIAL LLC
Robert Morgan Myrick
Registered Affiliation(s):NWT ADVISORS, LLC
Stephen Sidney Guss
Registered Affiliation(s):SOUND INVESTMENT STRATEGIES, INC.
Shannon Michelle Smith
Registered Affiliation(s):PFS INVESTMENTS INC.
Teresa Kaye Mansell
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Laurence Obrien Elvins
Registered Affiliation(s):TACOMA INVESTMENT GROUP
Lynn Christine Syler
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kimberly Ann Fisher
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Stephanie Jo Shinn
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Ronald James Barton
Registered Affiliation(s):LIGHTHOUSE WEALTH STRATEGIES, 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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