AdvisorRanked

Best Financial Advisors in BELLEVUE, Washington

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

45
Registered Firms
0.95%
Median Fee
of assets/year
$621M
Median AUM
45
Firms Listed
in our database

Top-Ranked Advisors in BELLEVUE

#1
100

OPTIMIST RETIREMENT GROUP, LLC

BELLEVUE, WA · Since 2018

$245M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100

THIRD STAGE INVESTMENT GROUP, LLC

BELLEVUE, WA · Since 2006

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

AUXANO ADVISORS

BELLEVUE, WA · Since 2007

$1.8B AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
100

STRATEGIC ASSET ALLIANCE

BELLEVUE, WA · Since 2008

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

KAIROS CAPITAL MANAGEMENT, LLC

BELLEVUE, WA · Since 2026

$106M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
100

HIGHBURY PACIFIC CAPITAL CORP.

BELLEVUE, WA · Since 2012

$333M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

OPAL ADVISORS

BELLEVUE, WA · Since 2025

$174M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
100

FULCRUM WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2024

$208M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

WEALTHCOLLAB

BELLEVUE, WA · Since 2021

$316M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
100

ALTRAVUE CAPITAL, LLC

BELLEVUE, WA · Since 2018

$1.5B AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

PAUL R. RIED FINANCIAL GROUP, LLC

BELLEVUE, WA · Since 2018

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#12
100

B3 WEALTH STRATEGIES

BELLEVUE, WA · Since 2019

$36M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
100

GOLDFINCH PARTNERS

BELLEVUE, WA · Since 2019

$2.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
100

ALETHEIAN WEALTH ADVISORS LLC

BELLEVUE, WA · Since 2021

$413M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
100

INTEGRATED QUANTITATIVE INVESTMENTS LLC

BELLEVUE, WA · Since 2023

$845M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
100

SOUNDPATH RETIREMENT STRATEGIES, LLC

BELLEVUE, WA · Since 2025

$134M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

MAINSAIL FINANCIAL GROUP

BELLEVUE, WA · Since 2022

$404M AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
100

FORESEE WEALTH ADVISORS

BELLEVUE, WA · Since 2025

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

ASSET ONE WEALTH MANAGEMENT, LLC

BELLEVUE, WA · Since 2025

$983M AUM9 clientsFee: 0%
FiduciaryFee-Only
#20
100

OPTIMAL TAX ASSET MANAGEMENT

BELLEVUE, WA · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
97

AVISO WEALTH MANAGEMENT

BELLEVUE, WA · Since 1999

$621M AUM9 clientsFee: 0%
FiduciaryFee-Only
#22
95

EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA · Since 1983

$7.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#23
95

COLDSTREAM WEALTH MANAGEMENT

BELLEVUE, WA · Since 1991

$13.9B AUM166 clientsFee: 0%
FiduciaryFee-Only
#24
95

THREADLINE WEALTH

BELLEVUE, WA · Since 2000

$5.8B AUM30 clientsFee: 0%
FiduciaryFee-Only
#25
95

EVANS CAPITAL MANAGEMENT ASSOCIATES

BELLEVUE, WA · Since 2017

$545M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
95

BOONE WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2015

$507M AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
95

SNIDER FINANCIAL GROUP

BELLEVUE, WA · Since 2008

$550M AUM8 clientsFee: 0%
FiduciaryFee-Only
#28
95

BELLEVUE ASSET MANAGEMENT, LLC

BELLEVUE, WA · Since 2004

$394M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
95

MOUNTAIN PACIFIC ADVISORS, LLC

BELLEVUE, WA · Since 2009

$484M AUM6 clientsFee: 0%
FiduciaryFee-Only
#30
95

TALBOT FINANCIAL, LLC

BELLEVUE, WA · Since 2010

$1.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
95

AVIER WEALTH ADVISORS

BELLEVUE, WA · Since 2012

$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#32
95

CAPITAL PLANNING, LLC

BELLEVUE, WA · Since 2014

$618M AUM7 clientsFee: 0%
FiduciaryFee-Only
#33
95

FORTIS CAPITAL MANAGEMENT LLC

BELLEVUE, WA · Since 2018

$1.2B AUM18 clientsFee: 0%
FiduciaryFee-Only
#34
95

ARABLE CAPITAL PARTNERS, LLC

BELLEVUE, WA · Since 2017

$671M AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
95

MARSJEWETT FINANCIAL GROUP

BELLEVUE, WA · Since 2018

$901M AUM7 clientsFee: 0%
FiduciaryFee-Only
#36
95

TSCHETTER GROUP

BELLEVUE, WA · Since 2019

$2.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#37
95

PARCION PRIVATE WEALTH LLC

BELLEVUE, WA · Since 2019

$3.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#38
95

EMERALD ADVISORS, LLC

BELLEVUE, WA · Since 2019

$941M AUM5 clientsFee: 0%
FiduciaryFee-Only
#39
95

SCS

BELLEVUE, WA · Since 2020

$1.9B AUM32 clientsFee: 0%
FiduciaryFee-Only
#40
95

CONSILIO WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2021

$556M AUM7 clientsFee: 0%
FiduciaryFee-Only
#41
95

INTEGRATED WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2026

$122M AUM2 clientsFee: 0%
FiduciaryFee-Only
#42
95

CERCANO MANAGEMENT LLC

BELLEVUE, WA · Since 2021

$10.6B AUM28 clientsFee: 0%
FiduciaryFee-Only
#43
95

TRUEWEALTH FINANCIAL PARTNERS

BELLEVUE, WA · Since 2021

$274M AUM3 clientsFee: 0%
FiduciaryFee-Only
#44
95

BASECAMP WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2025

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#45
95

RARE WOLF CAPITAL LLC

BELLEVUE, WA · Since 2025

$180M AUM1 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BELLEVUE?

The median advisory fee in BELLEVUE, WA is 0.95% of assets under management per year, based on Form ADV filings from 45 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.