Financial advisors in Bellevue, WA

268 match · page 2 of 9

Brian Leach
Financial advisor at Evans Capital Management Associates
Evans Capital Management Associates · $682.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Mars
Financial advisor at Marsjewett Financial Group
Marsjewett Financial Group · $901.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brook Anderson
Financial advisor at Cutler Investment Group
Cutler Investment Group · $1.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Digel
Financial advisor at Pathstone
Pathstone · $110.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Spigner
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carin Sevigny
Financial advisor at Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC · $555.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carl Lindgren
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carly Bradshaw
Financial advisor at Pathstone
Pathstone · $110.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carolyn Ngo
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Parmenter
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Stalder
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cheryl Hansford
Financial advisor at Evans Capital Management Associates
Evans Capital Management Associates · $682.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Bentley
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Edwards
Financial advisor at Empirical Wealth Management
Empirical Wealth Management · $8.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Johnson
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Kaminski
Financial advisor at Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC · $555.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Rotberg
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Satterfield
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Sittner
Financial advisor at Threadline Wealth
Threadline Wealth · $5.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christy Gatien
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chun Zhu
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Claude Nesis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clayton Hunter
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colby Stirrat
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cole Walton
Financial advisor at Pathstone
Pathstone · $110.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Gehrmann
Financial advisor at Avier Wealth Advisors
Avier Wealth Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Hanrahan
Financial advisor at Eq Wealth Management
Eq Wealth Management · $941.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dabin Moon
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dallas Evans
Financial advisor at Evans Capital Management Associates
Evans Capital Management Associates · $682.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Anderson
Financial advisor at Auxano Advisors
Auxano Advisors · $1.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bellevue, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Bellevue, WA.

How this list works

Before you hire an advisor in Bellevue, WA