Top Financial Advisors in Seattle, Washington
Finding the right financial advisor in Seattle 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 Seattle, 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 Seattle, WA.
Find the Best Financial Advisor Firms in Seattle:
BRIGHTON JONES LLC
CRD#: 108601
Address: 2030 1st Avenue 3rd Floor, Seattle, WA 98121
Clients: 645
Average Clients per Advisor: 4
AUM: $ 9.5B
FREESTONE CAPITAL MANAGEMENT, LLC
CRD#: 145711
Address: 701 5th Avenue 74th Floor, Seattle, WA 98104
Clients: 1,120
Average Clients per Advisor: 32
AUM: $ 8.2B
COLUMBIA PACIFIC WEALTH MANAGEMENT
CRD#: 156225
Address: 1910 Fairview Ave E Suite 200, Seattle, WA 98102-3620
Clients: 674
Average Clients per Advisor: 22
AUM: $ 6.7B
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440
Address: 1420 Fifth Avenue Suite 3200, Seattle, WA 98101
Clients: 215
Average Clients per Advisor: 11
AUM: $ 4.2B
EMPIRICAL WEALTH MANAGEMENT
CRD#: 152622
Address: 1420 5th Ave Suite 3150, Seattle, WA 98101
Clients: 641
Average Clients per Advisor: 18
AUM: $ 4.2B
PACIFIC PORTFOLIO CONSULTING, LLC
CRD#: 139505
Address: 701 5th Avenue Suite 6850, Seattle, WA 98104
Clients: 107
Average Clients per Advisor: 8
AUM: $ 4.1B
How We Chose the Top Financial Advisors in Seattle, Washington
To create this list of top financial advisor firms in Seattle, 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 Seattle has to offer.
Search Financial Advisors in Seattle, Washington
Sebastian Mats Holmqvist
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
John Lynch Moroney
Registered Affiliation(s):EDWARD JONES
Jeffrey Michael Loomans
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Haley Marie Davis
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Meleena Rae Bryan
Registered Affiliation(s):EDWARD JONES
Scott F Beusch
Registered Affiliation(s):EDWARD JONES
Jason James Pouliott
Registered Affiliation(s):EDWARD JONES
Jackson Miller
Registered Affiliation(s):EDWARD JONES
Brenton Joshua Tayet
Registered Affiliation(s):EDWARD JONES
Justin Paul Watkins
Registered Affiliation(s):EDWARD JONES
Kevin Blaine Lungren
Registered Affiliation(s):EDWARD JONES
Karley Jo Anne Schluter
Registered Affiliation(s):EDWARD JONES
Jerry Craig Medved
Registered Affiliation(s):MORGAN STANLEY
John Laurence Greene
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Howard A Johnson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brooke Nicole Trinh
Registered Affiliation(s):TRUENORTH WEALTH ADVISORS
Alec Raymond Fernandes
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David Andrew Woosley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Yuki Elizabeth Igarashi
Registered Affiliation(s):EDWARD JONES
Joseph Lyndon Osborne
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Adam Michael Guzek
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicole Victoria Au-yeung
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Alexa Catherine Willis
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
Bryant Pae
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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