Top 10 financial advisors in Seattle, WA
We've curated a list of the best financial advisors in Seattle, 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 $6,104,439,188 Number of advisors 94 advisors | |||
| 3 | Assets under management $5,344,564,502 Number of advisors 44 advisors | |||
| 4 | Assets under management $4,173,413,099 Number of advisors 65 advisors | |||
| 5 | Assets under management $3,868,764,189 Number of advisors 23 advisors | |||
| 6 | Assets under management $3,297,155,500 Number of advisors 57 advisors | |||
| 7 | Assets under management $2,116,335,205 Number of advisors 2 advisors | |||
| 8 | Assets under management $1,425,283,635 Number of advisors 23 advisors | |||
| 9 | Assets under management $1,398,090,577 Number of advisors 14 advisors | |||
| 10 | Assets under management $1,352,826,182 Number of advisors 86 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 Seattle, 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)
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
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
Barwick & Partners, Inc.
Barwick & Partners, Inc. is an investment advisor firm established in 2015, offering planning and ongoing management services in areas such as income tax, investments, business succession, and estate planning. The firm's principal owner, Jon A. Barwick, also serves as a Named Fiduciary for certain clients, assuming a specified fiduciary role over certain client entities and assets. Barwick & Partners does not provide compliance services and focuses on assessment, planning, and customized implementation recommendations in coordination with the client's other professional advisors. The firm typically works with high net worth individuals or families with assets ranging from $50 to $500 million, often derived from privately held businesses or inheritance. Clients have the option to impose restrictions on investing, and the firm provides tailored advisory services based on the client's financial objectives. Barwick & Partners may engage clients on a discretionary or non-discretionary basis, with a minimum annual fee of $50,000 for planning-only clients. The firm recommends Charles Schwab & Co., Inc. as a custodian for client assets and does not engage in directed brokerage. Barwick & Partners does not receive compensation for the sale of securities or referrals and has no disciplinary events to report. The firm does not have financial conditions impairing its ability to meet client duties. Clients receive account statements directly from the custodian holding their assets, and the firm conducts periodic reviews of client accounts and investments.
$2,116,335,205 under management
2 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)
Selection Of Other Advisers
Pacific Portfolio Consulting, LLC
Pacific Portfolio Consulting, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $1,425,283,635 of assets under management and employs about 23 people. Pacific Portfolio Consulting, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,425,283,635 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)
Pension Consulting Services
Selection Of Other Advisers
Garde Capital, Inc.
Garde Capital, Inc. is a registered investment advisor established in 2009 by its four principals: Jeffery Lippens, Marshal McReal, Thomas Owens, and Richard Severs. The firm offers investment advisory services on discretionary and non-discretionary bases, focusing on asset allocation and investment selection tailored to clients' objectives and risk profiles. As of January 31, 2023, the firm manages approximately $1.4 billion in assets, with a global portfolio strategy emphasizing diversification using Exchange Traded Funds (ETFs) and other investment types. The firm provides financial planning services, including personal balance sheets and financial projections, with a focus on client-specific needs. Garde Capital charges advisory fees based on a percentage of assets under management, with annualized fees ranging from 0.40% to 0.95%. Clients may also be subject to hourly fees or flat fees for additional financial services. The firm acts as a fiduciary, ensuring recommendations are in clients' best interests. Investment strategies at Garde Capital aim to manage risk through diversified portfolios and adherence to modern portfolio theory. The firm's investment philosophy combines academic principles with behavioral finance to optimize client returns. Garde Capital does not engage in commission-based compensation or charge performance-based fees. The firm serves various types of clients, including individuals, families, trusts, and retirement plans, providing tailored investment solutions and financial planning services.
$1,398,090,577 under management
14 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)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Columbia Pacific Advisors, LLC
Columbia Pacific Advisors, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $1,352,826,182 of assets under management and employs about 86 people. Columbia Pacific Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,352,826,182 under management
86 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
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 Seattle, 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.
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