These top financial advisory firms in Seattle can help you focus your search on trusted advisors in your specific area. The winning selections are based on a thorough compilation of financial firm data in the Seattle, WA neighborhoods based on firms with the most client accounts and best reviews.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|Financial Advisor||Assets Managed|
|1. Edelman Financial Engines||$169,000,000,000|
|2. Tiedemann Wealth Management||$12,301,604,643|
|3. Mercer Global Advisors Inc.||$11,053,472,525|
|4. Brighton Jones||$4,961,251,898|
|5. Freestone Capital Management, LLC||$4,237,801,685|
|6. EP Wealth Advisors||$3,600,000,000|
|7. McCutchen Group||$2,499,467,428|
|8. Badgley Phelps Wealth Managers||$2,489,866,709|
|9. Andersen Tax LLC||$2,116,921,000|
|10. Private Ocean||$1,591,993,031|
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
2211 Elliott Ave Suite 200
Seattle, WA 98121
Edelman Financial Engines has over 30 years’ experience in the financial sector and has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. They provide objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own.
Edelman Financial Engine’s call-in radio program, “The Ric Edelman Show,” airs in markets across the US. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
In 2018, they merged with Edelman Financial Services. Financial Engines remains the brand in the company’s workplace business, and is the largest independent registered investment advisor in the nation today, serving over 1 million people with over $150 Billion assets under management. Their Seattle office is located in the World Trade Center East building and conveniently located within walking distance of Pike Place market and the Seattle waterfront.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
1415 Western Ave #600
Seattle, WA 98101
Tiedemann Advisors is a financial advisor firm based in New York, but has locations across the U.S. The advisory firm has been in in the financial space for almost 20 years and focuses on investment management, but also offers financial education and planning for clients. The Seattle office opened in 2017.
With a focus on putting the clients’ needs first, Tiedemann Advisors has become one of the most trusted financial advisor firms that offers many services to address unique investment and financial planning situations. Their mission is to “help clients realize the full potential of their assets and achieve what matters most to them.”
The advisory firm provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. They also offer global investment strategies, including impact and responsible investments and pride themselves on full transparency on investment decisions, fees and performance.
The firm uses a trusted custodian and there is one licensed advisor for every six clients, which is significantly lower than the average. Tiedemann also requires a $0 minimum investment, which is a benefit to many investors who want to start investing but don’t have large sums of money.
Founded in 1999
Financial Planning, Investment Management, Impact Investment, Trust & Estate, Endowments & Foundations
Requires a $0 minimum investment and charges 1.25% for ongoing portfolio management services, depending on the size of the portfolio.
10655 Northeast Fourth Street, Suite 810
Bellevue, WA 98004
Mercer Global Advisors is a registered investment advisor with many offices across the U.S. Their founder, Kendrick Mercer started the firm as a law practice in 1985 to work with clients to give them the best service possible and deliver economic freedom so “they don’t have to worry about money.” Their Seattle office has been in business since 2008.
As a full-service wealth management firm, the firm looks at your financial life holistically by blending investment advice, financial planning and real-life goal-setting. The Seattle team of wealth management experts includes Certified Financial Planners, investment advisors and strategists, estate planners, attorneys and Certified Public Accountants. The advisors follow the fiduciary standard to put clients’ needs and interests first, and they have been successful for over 30 years helping families navigate their financial needs from starting out in life and building financial portfolios to enjoying retirement.
Mercer Global Advisors uses a transparent, fee-only model and a trusted custodian. The annual management fee for ongoing portfolio management services is negotiable.
Founded in 1985
Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
Requires a $250,000 minimum investment.
2030 1st Ave
Seattle, WA 98121
Brighton Jones is a registered investment advisor in 21 states and is headquartered in Seattle, WA. The financial advisory firm is passionate about uplifting local communities through their own philanthropic committee, and also supports several national charities. They pride themselves on giving their clients “access to financial expertise they need when they need it.”
Brighton Jones is dedicated to helping clients navigate their finances by helping them to understand in detail their value, goals and personal circumstances. They take a broad approach to finance and have a team of advisors collaborate across a client’s entire balance sheet; everything from investments to long-term strategy to tax and estate planning.
Brighton Jones manages approximately $5 billion and has a client-to-advisor ratio of one licensed advisor for every 33 clients (in an industry where the average is 1 advisor to 50 clients). The firm strategizes together as an office so that planning decisions don’t get made in a vacuum, has an annual asset based fee between 0.35% and 1.25% per year of assets under management, and uses a trusted custodian.
Founded in 1999
Financial Planning, Tax and Estate Planning, Real Estate Advising, Retirement Planning
$480,000 with a $0 minimum annual fee.
701 5th Ave Suite 7400
Seattle, WA 98104
Freestone Capital Management is an independent wealth advisory and asset management firm serving high-net-worth clients and families. The almost 20-year-old financial advisory firm has offices in Washington, Oregon and California.
The freestone river, a favorable spot for fly fishing, inspired the name of the firm as the founder, Gary Furukawa, not only enjoys fly fishing but also felt the ‘free flow’ of the river was a metaphor for their service: An unobstructed flow of information between Freestone financial experts and clients to navigate through both smooth and rough waters. The advisory firms that their “clients come first” and they focus on doing the right thing in their clients’ best interests as a fiduciary advisory firm.
Freestone uses a trusted custodian and has $1 Billion in assets under management with over 1,000 clients.
Founded in 1999
Wealth Management, Asset Management, Financial Planning
Minimum fee approximately $600,00, with a management fee that varies from client to client, but will not exceed 1.50 percent of the value of the advisory client’s assets managed.
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
601 108th Avenue Northeast
Bellevue, WA 98004
EP Wealth Advisors is a leading independent registered investment advisor firm that specializes in client-centric financial planning and investment management services. The firm, which is based in California, has been around for nearly thirty years and has been offering fiduciary services in the greater Seattle area for nearly twenty years.
EP Wealth Advisors is fee-only and offers integrated and personalized financial services that cover everything from your retirement portfolio, mortgage, taxes and insurance so that you get ‘big picture’ information for your financial planning strategizing. Their “Peace of Mind Planning Model” works with clients to understand their finances from the goal setting and strategy phase through the implementation and monitoring phase.
EP Wealth Advisors also created a Women’s Initiative in 2016 to help women not only become more financially literate, but also to help close the gender pay and investing gaps in the U.S. The financial advisory firm requires a $500,000 minimum investment and charges a blended rate between 1.00 percent and 0.65 percent for ongoing portfolio management services, depending on the size of your portfolio.
Founded in 1987
Financial Planning, Tax Planning, Business Planning, Life Transition Planning, Investment Management, Retirement Planning, Estate Planning, Financial Education
Advisor minimum of $500,000.
925 4th Ave
Seattle, WA 98104
McCutchen Group is a registered investment advisory firm that has been headquartered in the Seattle area since 2007. The firm caters to many clients, but focuses mostly on high net worth individuals. They also work with many charitable organizations.
McCutchen has become a trusted advisor in the Seattle area in a short amount of time and has over 2 Billion assets under management. The financial advisor firm uses a trusted custodian and offers one licensed advisor for every ten clients, which is phenomenal in an industry where the average is one client to every fifty advisors. There is no advisor minimum and the annual asset-based fee is between 0.10 percent and 1.00 percent per year of assets under management.
Founded in 2007
Financial Planning, Wealth Management, Investment Management
No advisor minimum, but there is an annual fee based on a percentage of assets under management.
1420 5th Ave
Seattle, WA 98101
Badgley Phelps Wealth Managers has been helping clients with their finances in the Pacific Northwest for over fifty years. They are a leading independent wealth management firm serving high-net-worth individuals and families as well as corporations and families in the Seattle area. They offer fiduciary services, are employee-owned and continually seek new strategies and solutions to better help clients achieve their financial goals.
The financial advisor firm offers a holistic approach, or a complete view of their financial picture, and works with clients to help them not only preserve, but also grow their wealth in services from financial management, investment management, retirement planning to asset protection, tax planning, estate planning wealth transfer and more. They offer a mixed investment style catered to meet their clients’ unique needs.
Badgley Phelps Wealth Managers also participates in philanthropic efforts in the community to support the arts, education and environment. Many of their team members serve on boards and are in other leadership roles for nonprofits and they match their employees’ charitable gift donations.
Founded in 1973
Wealth Management, Investment Management, Estate Planning, Risk Management, Retirement Planning, Tax Planning
Minimum investment of $1,000,000.
1200 5th Ave #1600
Seattle, WA 98101
Andersen tax is one of the largest and most respected national independent financial firms offering tax, investment advisory and valuation services. They have been serving the Seattle area for the past ten years and offer fiduciary services, meaning they are legally and ethically required to put their client interests before their own.
Andersen Tax is the founding member of Andersen Global, an international association of legally separate, independent member firms with nearly 4,000 financial professionals worldwide and a presence in over 129 locations. Each location has an operating model structured to allow Managing Directors to “roll up their sleeves” to work directly with clients. The Seattle branch requires a $0 minimum investment and charges a blended rate between 1.00 percent and 0.40 percent for ongoing portfolio management services, depending on the size of the portfolio. The branch’s Managing Director, Lance Lamprecht, has over 28 years of experience in advising clients on tax matters.
Founded in 2003
Financial Planning, Investment Management, Tax Planning
No advisor minimum, but there is fee of $1,000 on every $100,000.
1700 Westlake Ave N, Suite 325
Seattle , WA 98109
Private Oceans offers a personal financial journey to clients, meaning they help them proactively manage their finances for wherever they are in life to reach their financial goals with an innovative investment strategy catered to their unique needs.
The investment advisory firm federally registered in 1984 and has offices in seven states. Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, they continued their growth by acquiring Lakeview Financial in Seattle.
Private Ocean uses a transparent, fee-only model and have a trusted custodian. Their philosophy on client service is to continue to evolve and to “deliver personal and powerful wealth management” to their clients.
Founded in 2009
Retirement Planning, Estate Planning, Investment Management
Minimum investment of $2,000,000.
Smart money-management and taking measures to prepare for your future is one of the best investments you can make. That’s why choosing a financial advisor you can trust is one of the most important things you can do for a successful financial future.
Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies. This list of top financial advisor firms in Seattle can help you find an advisor who not only meets your unique needs, but also helps you set your financial goals in motion.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: