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
Jeffrey Lyle Thomas Lynn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nathaniel Taylor Haskell
Douglas Allen Webb
Registered Affiliation(s):MORGAN STANLEY
Colin Daniel Kosco
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Shane Patrick Larson
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
James Bruce Guthrie
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William Edward Mcarthur
Registered Affiliation(s):SYMETRA SECURITIES, INC.
Michael Robert Herron
Registered Affiliation(s):FIRST REPUBLIC SECURITIES COMPANY, LLC
Mark Joseph Cusumano
Registered Affiliation(s):SYMETRA SECURITIES, INC.
Sean Richard Mason
Registered Affiliation(s):SYMETRA SECURITIES, INC.
David Ashley Frey
Registered Affiliation(s):SYMETRA SECURITIES, INC.
Mark Anthony Nosek
Registered Affiliation(s):SYMETRA SECURITIES, INC.
Yee Derrick Feng
Registered Affiliation(s):PATHSTONE
Dustin Loyal Brumbaugh
Registered Affiliation(s):TSCHETTER GROUP
Christopher Jon Taylor
Gregory Scott Porter
Registered Affiliation(s):BERNTSON PORTER WEALTH MANAGEMENT, LLC
Robert Ross Berntson
Registered Affiliation(s):BERNTSON PORTER WEALTH MANAGEMENT, LLC
John T Launceford
Registered Affiliation(s):BERNTSON PORTER WEALTH MANAGEMENT, LLC
Richard Jay Degroot
Registered Affiliation(s):BERNTSON PORTER WEALTH MANAGEMENT, LLC
Tyler T Matthews
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Courtney O'kelly Hanrahan
Registered Affiliation(s):CAPITAL PLANNING LLC
Matthew Steven Myers
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
David James Thompson
Registered Affiliation(s):MORGAN STANLEY
Michelle Ann Heffel
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.
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