Top 10 financial advisors in Washington
We've curated a list of the best financial advisors in Washington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $11,394,626,019 Number of advisors 42 advisors | |||
| 2 | Assets under management $8,000,289,154 Number of advisors 45 advisors | |||
| 3 | Assets under management $6,773,057,186 Number of advisors 133 advisors | |||
| 4 | Assets under management $6,104,439,188 Number of advisors 94 advisors | |||
| 5 | Assets under management $5,344,564,502 Number of advisors 44 advisors | |||
| 6 | Assets under management $4,173,413,099 Number of advisors 65 advisors | |||
| 7 | Assets under management $3,868,764,189 Number of advisors 23 advisors | |||
| 8 | Assets under management $3,691,539,593 Number of advisors 35 advisors | |||
| 9 | Assets under management $3,297,155,500 Number of advisors 57 advisors | |||
| 10 | Assets under management $3,029,345,000 Number of advisors 23 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Washington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Invesco Managed Accounts, LLC
Invesco Managed Accounts, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $11,394,626,019 of assets under management and employs about 42 people. Invesco Managed Accounts, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$11,394,626,019 under management
42 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
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)
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.
$8,000,289,154 under management
45 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
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.
$6,773,057,186 under management
133 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PROJECT BY PROJECT BASIS
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
Freestone Capital Management, LLC
Freestone Capital Management, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $6,104,439,188 of assets under management and employs about 94 people. Freestone Capital Management, LLC uses a fee structure of a percentage of assets under your management, commissions and performance-based fees.
$6,104,439,188 under management
94 advisors
Fee structure
A percentage of assets under your management
Commissions
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Columbia Pacific Wealth Management
Columbia Pacific Wealth Management (CPWM) is an investment adviser registered with the Securities and Exchange Commission. Established in December 2010, CPWM is a wholly-owned subsidiary of CI Private Wealth US LLC, which is a majority-owned subsidiary of CI Financial Corp. CPWM constructs globally diversified investment portfolios primarily using exchange-traded funds, mutual funds, and separately managed accounts. The firm offers services to high net worth individuals, institutions, foundations, and corporate pension plans. CPWM also manages pooled investment vehicles open to accredited investors and qualified purchasers. CPWM charges management fees based on assets under management, with a tiered fee structure. The firm may also charge performance-based fees for certain funds. CPWM acts as the general partner and/or investment manager for various investment vehicles, including the CP Funds, which are open only to accredited investors and qualified purchasers. The firm's investment philosophy emphasizes asset allocation, diversification, and risk-adjusted returns. CPWM provides financial planning and wealth management advice, tailoring services to meet individual client needs. Clients may impose restrictions on investments, and CPWM may work with third-party professionals for specialized services. CPWM operates independently of other CI affiliates, with certain employees serving in dual capacities. The firm's Code of Ethics requires acting in the best interest of clients, and clients are informed of any conflicts of interest. CPWM does not maintain custody of client funds but uses qualified custodians. Clients have the discretion to vote on proxies for their securities. The firm has no disciplinary events and provides financial information to ensure transparency.
$5,344,564,502 under management
44 advisors
Fee structure
A percentage of assets under your management
Fixed fees
ADMINISTRATION FEE
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
Empirical Wealth Management
Empirical Wealth Management is a financial advisory firm based in Seattle, Washington. It currently has approximately $4,173,413,099 of assets under management and employs about 65 people. Empirical Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$4,173,413,099 under management
65 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
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
Tax Preparation And Insurance Services
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers is a financial advisory firm based in Seattle, Washington. It currently has approximately $3,868,764,189 of assets under management and employs about 23 people. Badgley Phelps Wealth Managers uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$3,868,764,189 under management
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Credit, Cash Management And Insurance Solutions
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.
$3,691,539,593 under management
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
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
Merriman
Merriman is a financial advisory firm based in Seattle, Washington. It currently has approximately $3,297,155,500 of assets under management and employs about 57 people. Merriman uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,297,155,500 under management
57 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC, established in March 1987, is an SEC-registered investment adviser specializing in providing discretionary investment advisory services through individually managed aggressive growth equity portfolios. The firm also advises two open-end mutual funds, the Zevenbergen Growth Fund and the Zevenbergen Genea Fund. Zevenbergen offers growth equity strategies and fixed-income securities management, tailoring services to individuals, high net worth individuals, pension plans, corporations, and more. The firm may recommend its proprietary mutual funds based on client circumstances. Additionally, Zevenbergen provides model portfolio advisory services to third-party financial institutions. The firm operates under a fiduciary duty, prioritizing clients' best interests. Clients have a minimum account size requirement, with fees based on asset levels. ZCI does not engage in performance-based fees, manages assets on a fully discretionary basis, and votes proxies on behalf of clients. The firm has a Business Continuity and Disaster Recovery Policy in place and adheres to a Code of Ethics and Personal Trading Policy. ZCI does not file class action litigation claims on behalf of clients and receives indirect compensation from third parties.
$3,029,345,000 under management
23 advisors
Fee structure
A percentage of assets under your management
MODEL-ONLY PORTFOLIO
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model-only Portfolios
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Washington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Washington
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