Best Financial Advisors in BELLEVUE, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BELLEVUE
Page 1 of 2 · 45 firms
AUXANO ADVISORS
BELLEVUE, WA · Since 2007
PAUL R. RIED FINANCIAL GROUP, LLC
BELLEVUE, WA · Since 2018
GOLDFINCH PARTNERS
BELLEVUE, WA · Since 2019
ALTRAVUE CAPITAL, LLC
BELLEVUE, WA · Since 2018
THIRD STAGE INVESTMENT GROUP, LLC
BELLEVUE, WA · Since 2006
HIGHBURY PACIFIC CAPITAL CORP.
BELLEVUE, WA · Since 2012
OPTIMIST RETIREMENT GROUP, LLC
BELLEVUE, WA · Since 2018
STRATEGIC ASSET ALLIANCE
BELLEVUE, WA · Since 2008
ASSET ONE WEALTH MANAGEMENT, LLC
BELLEVUE, WA · Since 2025
B3 WEALTH STRATEGIES
BELLEVUE, WA · Since 2019
MAINSAIL FINANCIAL GROUP
BELLEVUE, WA · Since 2022
OPAL ADVISORS
BELLEVUE, WA · Since 2025
FULCRUM WEALTH ADVISORS, LLC
BELLEVUE, WA · Since 2024
WEALTHCOLLAB
BELLEVUE, WA · Since 2021
ALETHEIAN WEALTH ADVISORS LLC
BELLEVUE, WA · Since 2021
INTEGRATED QUANTITATIVE INVESTMENTS LLC
BELLEVUE, WA · Since 2023
FORESEE WEALTH ADVISORS
BELLEVUE, WA · Since 2025
EVERGREEN CAPITAL MANAGEMENT LLC
BELLEVUE, WA · Since 1983
COLDSTREAM WEALTH MANAGEMENT
BELLEVUE, WA · Since 1991
KAIROS CAPITAL MANAGEMENT, LLC
BELLEVUE, WA · Since 2026
OPTIMAL TAX ASSET MANAGEMENT
BELLEVUE, WA · Since 2026
THREADLINE WEALTH
BELLEVUE, WA · Since 2000
SOUNDPATH RETIREMENT STRATEGIES, LLC
BELLEVUE, WA · Since 2025
TALBOT FINANCIAL, LLC
BELLEVUE, WA · Since 2010
PARCION PRIVATE WEALTH LLC
BELLEVUE, WA · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.