Top 10 financial advisors in Bellevue, WA
We’ve curated a list of the best financial advisors in Bellevue, take a look at it below
Find an advisor in Bellevue| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,000,289,154 | 45 advisors | ||
| 2 | $6,773,057,186 | 133 advisors | ||
| 3 | $3,691,539,593 | 35 advisors | ||
| 4 | $2,891,803,031 | 85 advisors | ||
| 5 | $2,604,897,438 | 13 advisors | ||
| 6 | $1,745,409,940 | 28 advisors | ||
| 7 | $1,310,675,290 | 16 advisors | ||
| 8 | $1,005,857,024 | 30 advisors | ||
| 9 | $974,742,800 | 15 advisors | ||
| 10 | $907,812,247 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Bellevue, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bellevue. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Cercano Management LLC
Cercano Management LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $8,000,289,154 of assets under management and employs about 45 people. Cercano Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$8,000,289,154
Headcount
45 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-122903
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Coldstream Wealth Management
Coldstream Wealth Management is a financial advisory firm based in Bellevue, Washington. It currently has approximately $6,773,057,186 of assets under management and employs about 133 people. Coldstream Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and project by project basis.
Assets under management
$6,773,057,186
Headcount
133 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PROJECT BY PROJECT BASIS
SEC number
801-39379
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Evergreen Capital Management LLC
Evergreen Capital Management LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $3,691,539,593 of assets under management and employs about 35 people. Evergreen Capital Management LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and negotiated fees for ad hoc unsolicited investment advice.
Assets under management
$3,691,539,593
Headcount
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
SEC number
801-20248
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Unsolicited Investment Advice On An Ad Hoc Basis
The Pacific Financial Group, Inc.
The Pacific Financial Group, Inc. is a financial advisory firm based in Bellevue, Washington. It currently has approximately $2,891,803,031 of assets under management and employs about 85 people. The Pacific Financial Group, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,891,803,031
Headcount
85 advisors
Fee structure
A percentage of assets under your management
SEC number
801-18151
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pacific Financial Group, LLC
Pacific Financial Group, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $2,604,897,438 of assets under management and employs about 13 people. Pacific Financial Group, LLC uses a fee structure of a percentage of assets under your management and negotiated fees for riskpro.
Assets under management
$2,604,897,438
Headcount
13 advisors
Fee structure
A percentage of assets under your management
NEGOTIATED FEES FOR RISKPRO
SEC number
801-68318
Services offered
Portfolio Management For Investment Companies
Distributor Of Risk Profiling And Asset Allocation Software
Parcion Private Wealth LLC
Parcion Private Wealth LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $1,745,409,940 of assets under management and employs about 28 people. Parcion Private Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,745,409,940
Headcount
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-117477
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Highland Private Wealth Management
Highland Private Wealth Management is a financial advisory firm based in Bellevue, Washington. It currently has approximately $1,310,675,290 of assets under management and employs about 16 people. Highland Private Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,310,675,290
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-56450
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Scs
Scs is a financial advisory firm based in Bellevue, Washington. It currently has approximately $1,005,857,024 of assets under management and employs about 30 people. Scs uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,005,857,024
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119764
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
See full profileMeet the advisor
10900 Ne 8th Street,
15th Floor - Suite 1550,
Bellevue,
Washington,
98004Auxano Advisors
Auxano Advisors is a financial advisory firm based in Bellevue, Washington. It currently has approximately $974,742,800 of assets under management and employs about 15 people. Auxano Advisors uses a fee structure of and a percentage of assets under your management.
Assets under management
$974,742,800
Headcount
15 advisors
Fee structure
A percentage of assets under your management
SEC number
801-68424
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Altravue Capital, LLC
Altravue Capital, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $907,812,247 of assets under management and employs about 5 people. Altravue Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$907,812,247
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-113312
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.