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
Benjamen Charles Fagerlind
Registered Affiliation(s):MORGAN STANLEY
Jonathon Robert Johns
Registered Affiliation(s):EDWARD JONES
Adam Handaly
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Russell Duncan Dunn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan Teague Hurley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Erik Konrad Morgan
Registered Affiliation(s):FREESTONE CAPITAL MANAGEMENT, LLC
Laurie Ann Ovesen
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Sam A Parail
Registered Affiliation(s):THE FIDUCIARY ALLIANCE
Stanley Yuen Tse
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary Lee Ehret
Registered Affiliation(s):EDWARD JONES
Clinton A Campbell
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Douglas Scott Legg
Registered Affiliation(s):EDWARD JONES
Derek John O'sullivan
Registered Affiliation(s):EDWARD JONES
Nicholas Latimer Jordan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason Laine Hamlin
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Matthew Wayne Ross
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
John B Champion JR.
Registered Affiliation(s):MORGAN STANLEY
Frederick Lee Gibbs
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Bruce Theobald
Registered Affiliation(s):EDWARD JONES
Jill Anna Murphy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan C Jepsen
Registered Affiliation(s):MARINER WEALTH ADVISORS
Joey Raymond Smith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Tefft
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Heather Alleyn Lewis
Registered Affiliation(s):EDWARD JONES
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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