Top 10 advisors in Bellevue
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.
1. Cercano Management LLC
Assets under management
$8,000,289,154
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)
2. Coldstream Wealth Management
Assets under management
$6,773,057,186
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
3. Evergreen Capital Management LLC
Assets under management
$3,691,539,593
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
4. The Pacific Financial Group, Inc.
Assets under management
$2,891,803,031
Fee structure
A percentage of assets under your management
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)
5. Pacific Financial Group, LLC
Assets under management
$2,604,897,438
Fee structure
A percentage of assets under your management
NEGOTIATED FEES FOR RISKPRO
Services offered
Portfolio Management For Investment Companies
Distributor Of Risk Profiling And Asset Allocation Software
6. Parcion Private Wealth LLC
Assets under management
$1,745,409,940
Fee structure
A percentage of assets under your management
Fixed fees
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
7. Highland Private Wealth Management
Assets under management
$1,310,675,290
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
8. Scs
Assets under management
$1,005,857,024
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)
Educational Seminars/workshops
9. Auxano Advisors
Assets under management
$974,742,800
Fee structure
A percentage of assets under your management
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
10. Altravue Capital, LLC
Assets under management
$907,812,247
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 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.