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
Deanne Verrall Bilsborough
Registered Affiliation(s):EDWARD JONES
Kevin C Smith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Deane Allen Cook
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patrick M Smith
Registered Affiliation(s):EDWARD JONES
Mart K Mitchell
Registered Affiliation(s):EDWARD JONES
Seth Michael Rapkin
Registered Affiliation(s):MORGAN STANLEY
Alan David Blinn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Thomson Klevens
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Thomas Wayne Baker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Rebecca Marie Wakefield
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Justin Paul Schuessler
Registered Affiliation(s):EDWARD JONES
Elaine M Robison
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Amit Pravin Trivedi
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alexander Cross Callahan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory John Voetberg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott C. Dale
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Tarek Alan Mcalee
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
Mark Bernard Pederson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Zach Goldberg
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Christopher David Stacey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Loren Patrick Winter
Registered Affiliation(s):EDWARD JONES
John Patrick Dolan
Registered Affiliation(s):EDWARD JONES
Perry Patrick Menard
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeffrey R. Hardy
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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