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Top Financial Advisors in Bellevue, WA

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Finding a Top Financial Advisor Firm in Bellevue, Washington

Are you looking to work with a financial advisor? If you live in Bellevue, Washington, there are a lot of advisor firms to pick from. SmartAsset’s reviews below highlight the top financial advisor firms in Bellevue. We go through each firm’s investing strategies, fee schedules, backgrounds and more. You can also utilize SmartAsset’s financial advisor matching tool, which will pair you with as many as three advisors in your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Cornerstone Advisors, Inc. Cornerstone Advisors, Inc. logo Find an Advisor

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$3,960,599,929 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Educational seminars

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Educational seminars
2 Coldstream Wealth Management Coldstream Wealth Management logo Find an Advisor

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$3,266,711,965 $2,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$2,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
3 Evergreen Capital Management, LLC Evergreen Capital Management, LLC logo Find an Advisor

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$2,530,696,141 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Unsolicited investment advice

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Unsolicited investment advice
4 The Pacific Financial Group, Inc. The Pacific Financial Group, Inc. logo Find an Advisor

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$2,336,318,385 Varies based on account type
  • Financial planning
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
5 Parcion Private Wealth, LLC Parcion Private Wealth, LLC logo Find an Advisor

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$1,052,598,234 $10,000,000
  • Financial planning
  • Portfolio management
  • Advisor selection

Minimum Assets

$10,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection
6 Tschetter Group Tschetter Group logo Find an Advisor

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$848,219,154 No set account minimum
  • Financial planning
  • Portfolio management
  • Advisor selection

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection
7 Highland Private Wealth Management Highland Private Wealth Management logo Find an Advisor

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$816,806,638 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
8 Trutina Financial, LLC Trutina Financial, LLC logo Find an Advisor

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$790,577,394 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
9 Paul R. Ried Financial Group, LLC Paul R. Ried Financial Group, LLC logo Find an Advisor

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$722,015,467 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
10 Auxano Advisors, LLC Auxano Advisors, LLC logo Find an Advisor

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$709,477,700 $1,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

How We Found the Top Financial Advisor Firms in Bellevue, Washington

SmartAsset only considered financial advisors firms that call Bellevue home and are registered with the U.S. Securities and Exchange Commission (SEC). That’s because SEC-registered firms are legally bound by fiduciary duty, which requires them to act in clients’ best financial interests. Any firms that had disclosures of disciplinary or compliance issues listed on their Form ADV were eliminated from contention. We also only considered firms that manage individual accounts and offer financial planning services. Below we list the remaining firms that met these requirements, ordered from the most assets under management (AUM) to the least. All information is accurate as of the writing of this article.

Cornerstone Advisors

Cornerstone Advisors, Inc.

Cornerstone Advisors, Inc. is the first and the largest firm on this list. The fee-only firm employs a large team of advisors, including several certified financial planners (CFPs), chartered financial analysts (CFAs) and certified public accountants (CPAs), among others.

Different services at Cornerstone call for differing minimum annual fees, which may be prohibitively expensive for lower account sizes. Wealth management clients must pay at least $10,000 annually in fees, while family office services adhere to a $50,000 minimum annual fee. If you’re looking for consulting, the minimum fee is $5,000.

The vast majority of Cornerstone’s client base is made up of individuals and high-net-worth individuals. The firm also works with pooled investment vehicles and investment companies.

Cornerstone Advisors Background

Cornerstone Advisors is owned by employees and board members. In fact, no single owner holds larger than a 25% stake in the firm. It has been in business since 1984, making Cornerstone the second oldest on this list.

This firm takes a holistic approach, providing a wide range of advisory services. For example, you’ll find:

  • Strategic wealth management
  • Investment management and portfolio design
  • Cash flow management
  • Tax planning and management
  • Estate planning
  • Lifestyle services
  • Family office services

Also, the firm serves as the managing member or general partner to two private funds that it created, it says, “for the purpose of facilitating investments by our clients in various private equity investments or marketable equity securities on a pooled basis.”

Cornerstone Advisors Investing Strategy

Cornerstone Advisors only manages portfolios on a discretionary basis. That means you must authorize the firm and your advisor to make trades on their own, without your prior consent. However, this doesn’t mean you won’t have any control over how your money is invested.

Rather than pass every investment decision by you, the firm will collect information regarding your personal risk tolerance, time horizon and liquidity needs. Through this initial review, the firm will build a strategy that aligns with what you want.

Coldstream Wealth Management

Coldstream Wealth Management

Coldstream Wealth Management has quite a large advisory staff. Its team of advisors includes multiple certified financial planners (CFPs), chartered financial analysts (CFAs) and certified public accountants (CPAs). Other advisory certifications include accredited estate planner (AEP), chartered life underwriter (CLU), chartered alternative investment analyst (CAIA) and financial risk manager (FRM).

Although Coldstream maintains advisory relationships with many types of clients, high-net-worth individuals hold claim to more than half of the firm’s overall client base. This is likely due to the firm's $2 million account minimum. Non-high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans and investment companies flesh out the rest of the firm’s client base.

As a fee-based firm, certain members of Coldstream Wealth Management’s staff earn commissions for the sale of insurance products or securities. Although this represents a potential conflict of interest, the firm abides by fiduciary duty, and therefore is legally bound to act in your best interest.

Coldstream Wealth Management Background

Coldstream Wealth Management is employee-owned. The firm was established in 1996 in Bellevue, with a branch office in Seattle, another office in Bellevue and one office is Lake Oswego, Oregon.

A sizable portion of the services at Coldstream revolve around investing. In fact, the firm offers customizable portfolio planning and management, as well as risk management. Those interested in financial planning can utilize the firm’s retirement planning, education fund planning and wealth transfer planning services.

Coldstream Wealth Management Investing Strategy

Rather than squeeze every client into a single investment philosophy, Coldstream has worked to create a few investment management strategies that it can pair you with:

  • Global Equity: This stock-centric group of four strategies offers varying exposures to different types of equities. While some portfolios will be aggressive and focused on growth, others will maintain a more tax-minded exposure.
  • Global Fixed-Income: Portfolios using this strategy will contain mostly municipal, corporate and U.S. government bonds. Most of its sub-strategies focus on long-term growth, though the “Coldstream Income Opportunity” sub-strategy looks for income over returns.
  • Alternative Investment Strategies: If your needs don’t fit neatly into another strategy, alternative investment could be the way to go. That could mean investing in real estate, hedge funds, private equity and venture capital funds.

Evergreen Capital Management

Evergreen Capital Management, LLC

Evergreen Capital Management is the next firm on our list. The fee-only firm has a financial advisory staff that includes certified financial planners (CFPs) and chartered financial analysts (CFAs). This firm charges performance-based fees.

Evergreen’s minimum account sizes change depending on the service you’re subscribing to. Exchange-traded fund (ETF) portfolios require a $500,000 minimum, whereas a portfolio with individual securities has a $1 million minimum. Other portfolios may have higher minimums. The firm can waive these minimums at its discretion.

Evergreen Capital Management primarily serves both non-high-net-worth individuals and high-net-worth individuals, with the latter claiming the vast majority of the firm’s overall AUM. Evergreen may also work with trusts, corporations, endowments, pension plans and other retirement plan accounts.

Evergreen Capital Management Background

Evergreen Capital Management can trace its history back to 1983. That makes it one of the oldest firms on this list. Since 2002, though, the firm has been under the majority ownership of chief strategist and partner David Hay. Hay has been employed in the investment industry since 1979, giving him around 40 years of experience.

If you become a client of Evergreen, you’ll gain access to four main types of services: standard investment advisory services, robo-advisory services through “Evervestment,” investment consulting and financial planning. The firm will alter each of these to fit the specifics of your personal situation rather than use a cookie-cutter approach.

Evergreen Capital Management Investing Strategy

Evergreen has developed its own investment approach, which it’s dubbed “Dynamic Asset Allocation.” This is an active investment philosophy that structures your portfolio according to your risk tolerance, time horizon and investment goals.

The firm offers a number of investment strategies that vary from highly conservative to aggressive growth. Depending on where you fall within this spectrum, your portfolio will likely contain a collection of individual securities and ETFs. In some cases, the firm may choose other applicable investments.

The Pacific Financial Group

The Pacific Financial Group, Inc.

The Pacific Financial Group, Inc.’s (TPFG) client base consists almost entirely of individuals. It also offers services for trusts, estates, pension and profit-sharing plans, charitable organizations and businesses.

While some services at this firm don’t carry a minimum, most of them do. For the “Variable Annuity Optimization” program, you’ll need at least $50,000 in investable assets. The “EPIC Program,” a multi-strategy investment management service centered around mutual funds and ETFs, also comes with a $50,000 minimum. Lastly, if you maintain a separately managed account (SMA), your minimum will vary from $50,000 to $100,000 depending on the custodian you choose.

Although TPFG employs a large team of financial advisors, it has fewer advisory certifications than some other firms on this list. There are a few chartered financial analysts (CFAs), one certified public accountant (CPA) and a handful of accredited investment fiduciarys (AIF) working at the firm.

The Pacific Financial Group Background

The Pacific Financial Group opened its doors way back in 1984. In 2017, the firm became a wholly-owned subsidiary of The Pacific Holdings Group, LLC, a financial services holding company. Co-CEO Megan Meade also owns more than 50% of said holding company.

This firm offers extensive investment management programs and services. Not only can its advisors build a personalized portfolio for you, but it can also implement pre-built, risk-adjusted portfolio plans. Clients can also take advantage of retirement plan and variable annuity optimization services.

The Pacific Financial Group Investing Strategy

The Pacific Financial Group can pivot to many different investment strategies depending on your personal investor profile. To establish this profile, you and your advisor will work together to determine your overall risk tolerance, liquidity needs, time horizon and ultimate financial goals. Once this is done, you’ll be paired with the strategy and management program that best suits you.

Parcion Private Wealth

Parcion Private Wealth, LLC

Parcion Private Wealth is the next firm on our list of the top financial advisors in Bellevue, and it's also one of the youngest. The firm works primarily with high-net-worth individuals. Other clients include charitable organizations, businesses and corporations. Parcion has a very high minimum investment requirement. To work with the firm, you'll need at least $10 million in assets.

Parcion has certain advisors who are also licensed as insurance agents. These individuals can receive commissions for selling insurance products to clients. This potential conflict of interest is mitigated by the fact that firm is a fiduciary and is legally obligated to act in the best interest of clients at all times.

Parcion Private Wealth Background

Parcion, as one of the youngest firms on our list, was founded in 2019. The owners of the firm are Terrance L. Cook and Kyle Caouette. Cook is the firm's managing partner and is a certified financial planner (CFP), and a certified investment management analyst (CIMA). Caouette is a partner at the firm and is a CFP and a chartered financial analyst (CFA). The firm has been named in Barron’s Top 1,200 Financial Advisors for the past 10 years.

Parcion provides comprehensive wealth management services, which include both portfolio management, financial planning and financial consulting.

Parcion Private Wealth Investment Strategy

Parcion Private Wealth's investment strategies are crafted on a case by case basis and are tailored to the individual wants, needs and investment objectives of each client. Advisors consult with all clients to determine their tolerance for risk, liquidity constraints and any other pertinant information as it relates to investment management.

When it comes to specific investments, the firm looks to invest mainly in equities and debt securities, exchange-traded funds (ETFs), mutual funds, and cash or equivalents. Advisors use both fundamental and technical analysis to properly evaluate potential investments for client portfolios.

Tschetter Group

Tschetter Group

Tschetter Group is the following firm on our list of the top financial advisor firms in Mclean, Virginia. This firm has a small team of advisors and works with a client base that consists almost entirely of individuals, those both with and without a high net worth. It also works with a small handful of charities and businesses. This firm does not impose a minimum account size.

Tschetter Group is a fee-based firm. Some advisors at the firm are registered insurance agents or broker-dealers that can receive commissions from the sale of financial products to clients. As a result, the firm is subject to a potential conflict of interest. This conflict is mitigated by the firm's status as a fiduciary advisor that is legally obligated to act in the best interests of clients at all times.

Tschetter Group Background

Tschetter Group is also one of the youngest firm's on our list, as it only went into business in 2017. It officially filed as an investment advisor with the SEC in mid 2019. The firm is wholly owned by Richard Tschetter, David Tschetter and Dustin Brumbaugh. Richard is the firm's chairman. David is the firm's president and is a certified wealth strategist (CWS). Brumbaugh is the firm's CEO and is a chartered financial analyst (CFA).

Tschetter provides clients with comprehensive wealth management services. This includes a comprehensive portfolio management service as well as financial planning and consulting.

Tschetter Group Investment Strategy

Like several other firms on our McLean list, Tschetter Group tailors its investment strategies to the wants and needs of each client on an individual level. Advisors meet with clients to determine such factors as their overall financial situation, existing resources, financial goals and risk tolerance.

Using gathered information about each client, advisors at Tschetter Group construct portfolios that mainly consist of individual stocks, bonds, exchange-traded funds (ETFs) and mutual funds. They also conduct periodic portfolio rebalancing to ensure that the goals of clients are being met.

Highland Private Wealth Management

Highland Private Wealth Management

Fee-only Highland Private Wealth Management works with mostly high- and ultra-high-net-worth individuals. Outside of this group, the firm maintains accounts for non-high-net-worth individuals, charitable organizations, businesses, trusts and private foundations. Despite its focus on wealthy clientele, there are no set account minimums at this firm.

At Highland’s offices, you’ll find several certified financial planners (CFPs) and a few chartered financial analysts (CFAs), across its team of advisory employees.

Highland is a bit unique in that it only charges fixed fees for its services. In contrast, most financial advisor firms use some combination of asset-based fees and hourly charges, on top of fixed fees.

Highland Private Wealth Management Background

Highland Private Wealth Management was established by John Christianson in 1999. Today, Christianson is the firm’s principal shareholder, president and CEO. He has spent a quarter-century working in the financial services industry.

The advisory services at Highland are split between investment management and wealth advisory. Here’s a breakdown of what the firm can do:

  • Investment diversification
  • Alternative investment review
  • Customized investment planning and reporting
  • Comprehensive financial planning
  • Retirement planning
  • Estate planning
  • Wealth transfer planning
  • Risk management

Highland Private Wealth Management Investing Strategy

At its core, Highland Private Wealth Management’s investment philosophy is based on wealth preservation and global diversification. Through these principles, the firm will attempt to create the best risk/return profile with the lowest operating expenses and tax exposure possible. Depending on your personal investment goals, the firm may recommend a passive strategy, an active strategy or some combination of the two.

Highland will occasionally purchase stocks and bonds for implementation in its clients’ portfolios. In general, though, the firm tends to stick with ETFs and mutual funds. The firm believes this is a safer way to gain exposure to more volatile securities.

Trutina Financial

Trutina Financial, LLC

Although individuals and high-net-worth individuals comprise most of Trutina Financial, LLC’s client base, the firm also works with over 100 employer-sponsored retirement plans. Trutina also offers services for trusts, estates, charitable organizations and businesses. There is no minimum investment at this firm.

Trutina Financial is a fee-based advisor firm and it has some advisors that can earn commissions from the sale of certain insurance policies or securities. Despite this, the firm is legally bound by fiduciary duty, which means that its advisors must act in clients’ best interests.

Trutina Financial Background

Bellevue Financial, Inc. was the predecessor firm to Trutina Financial, and it was founded in 2005. As of 2009, Storehouse Partners, LLC merged with Bellevue Financial, leading to the 2010 creation of Trutina. Today, the firm’s owners are principals Matt Myers and Steve Herman and chief investment officer (CIO) Todd Carter.

For individuals, the firm can offer comprehensive financial planning, wealth management and investment portfolio management. Trutina also provides advisory services to retirement plans.

Trutina Financial Investing Strategy

Trutina does not discriminate between long- and short-term securities purchases, employing different strategies depending on the particular clients’ needs, risk tolerance and time horizon.

Because of this wide ranging strategy, Trutina utilizes many different securities and investments, including equities, fixed-income securities, mutual funds, ETFs, variable annuities, unit investment trusts, options and limited partnerships.

Paul R. Ried Financial Group

Paul R. Ried Financial Group, LLC

Paul R. Ried Financial Group, LLC takes the next spot on our Bellevue list. The firm has no account minimum and serves a client base consisting almost entirely of individual clients. In fact, more than 99% of the firm’s managed assets belong to either individuals or individuals with a high net worth.

Although this firm’s advisory staff is slightly on the small side, there are several advisory certifications between them. This group boasts several certified financial planners (CFPs), one certified investment management analyst (CIMA) and one accredited asset management specialist (AAMS).

Because this firm is fee-based, a few of its advisors may receive commissions or extra compensation for the sale of insurance products or securities to clients. While this could be seen as a conflict of interest, the firm is legally bound by fiduciary duty. This ensures that the firm must act in clients’ best interests at all times.

Paul R. Ried Financial Group Background

Paul R. Ried Financial Group became a registered investment advisor (RIA) in 2018, but the firm has been in business since 1986. The firm’s president, Paul Ried, founded the firm and has spent more than 30 years working in financial services. He remains the firm’s only principal shareholder.

This firm’s premier service is its “PEAC Investment Advisory Program.” The PEAC acronym stands for “planning, education, advice and consultation,” according to its official Form ADV. Paul R. Ried Financial Group has an abundance of financial planning services as well, including:

  • Pre- and post-retirement planning
  • Cash flow planning
  • Budgeting
  • Education cost planning
  • Tax planning and management
  • Estate planning
  • Risk management and insurance planning

Paul R. Ried Financial Group Investing Strategy

At its core, Paul R. Ried Financial Group tends to believe in long-term investing. So as the firm puts plans together for your portfolio, it will evaluate securities with a longer-term lean. Of course, your personal goals will have significant bearing on what your portfolio eventually looks like.

This firm tends to invest in a collection of mutual funds, ETFs, over-the-counter securities and exchange-listed securities. Should you have any explicit investment restrictions, the firm should be able to take them into account.

Auxano Advisors

Auxano Advisors, LLC

With a $1 million account minimum, it should come as no surprise that nearly three-quarters of Auxano Advisors’ assets under management (AUM) belong to high-net-worth individuals. The firm is also known to work with non-high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans and businesses.

There are plenty of advisory certifications to go around at Auxano. The firm has multiple certified financial planners (CFPs) along with one chartered financial analyst (CFA).

Auxano is a fee-based firm, so a few of its advisors may be able to earn commissions from the sale of insurance products. Regardless, the firm is a fiduciary, legally requiring it to act in clients’ best interests at all times.

Auxano Advisors Background

Auxano Advisors has been in business in the Bellevue area since 1987. Peter Cline, the firm’s current CEO, founded the firm. Although Cline is still the majority owner, partners Alex Lee and Dwight Whiting hold minority ownership stakes.

First and foremost, Auxano is a family office. This means that individuals and their families can combine retirement planning, estate planning, tax planning and more in conjunction with traditional investment advisory services. The firm does provide standalone investment advisory services too, though.

Auxano Advisors Investing Strategy

Once you make your investment goals and risk tolerance apparent, Auxano will attempt to create a fitting investment portfolio for you. To do this, the firm utilizes both long- and short-term securities purchases. This is an especially beneficial approach for clients with high-end liquidity needs or a lower risk tolerance.

The firm also does its own extensive investment analysis when deciding what to populate your portfolio with. To do this, Auxano delves into the finances of specific companies, as well as overall market movements and trends.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research