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
Roger Victor Phelps
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Suzan Shayler
Registered Affiliation(s):EDWARD JONES
Randy Chunwai Ng
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Erik Edward Carlson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey Michael Mushen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Patrick Batt
Registered Affiliation(s):EDWARD JONES
Benjamen Charles Fagerlind
Registered Affiliation(s):MORGAN STANLEY
Robert Fred Mellon
Registered Affiliation(s):FREESTONE CAPITAL MANAGEMENT, LLC
Michael Scott Frantz
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brad Morrison Weiner
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Donald Kwong Lee
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathon Robert Johns
Registered Affiliation(s):EDWARD JONES
Laurie Ann Ovesen
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Sam A Parail
Registered Affiliation(s):THE FIDUCIARY ALLIANCE
Erik Konrad Morgan
Registered Affiliation(s):FREESTONE CAPITAL MANAGEMENT, LLC
Stanley Yuen Tse
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary Lee Ehret
Registered Affiliation(s):EDWARD JONES
Ryan Teague Hurley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Adam Handaly
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Russell Duncan Dunn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Clinton A Campbell
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Douglas Scott Legg
Registered Affiliation(s):EDWARD JONES
David Michael Hawley
Registered Affiliation(s):EDWARD JONES
Derek John O'sullivan
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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