Financial advisors in Bellevue, WA

268 match · page 1 of 9

Aaron Pimentel
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Spencer
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Lewis
Financial advisor at Pathstone
Pathstone · $110.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aidan Beaton
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Carter
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Alexa Willis
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Brueske
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Lee
Financial advisor at Auxano Advisors
Auxano Advisors · $1.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Eilers
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda McCarty
Financial advisor at Tschetter Group
Tschetter Group · $2.39B AUM
CFP®VerifiedFinancial planning
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Amber Moser
Financial advisor at Winthrop Wealth
Winthrop Wealth · $3.1B AUM
CFP®VerifiedFinancial planning
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Amy Secor
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Andrea Leech
Financial advisor at Pathstone
Pathstone · $110.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Hergert
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Anne Stonich
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Higgins
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Sibley
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aurailla Gust
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Heady
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ben Peden
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Johnson
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Koval
Financial advisor at Soundpath Retirement Strategies, LLC
Soundpath Retirement Strategies, LLC · $158.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Wicks
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradford Richardson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Rustik
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Van Vechten
Financial advisor at Private Wealth Management Solutions, LLC
Private Wealth Management Solutions, LLC · $43.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Curneen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Steele
Financial advisor at Mainsail Financial Group
Mainsail Financial Group · $403.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Zilles
Financial advisor at Threadline Wealth
Threadline Wealth · $5.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Hefele
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B 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.

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Financial advisors in Bellevue, WA.

How this list works

Before you hire an advisor in Bellevue, WA