Seattle

Top Financial Advisors in Seattle, WA

Top Financial Advisors in
Seattle, WA

We strategically compiled top financial advisory firms in the Seattle area to not only save you time, but also help you find a knowledgeable, local financial advisor.

Senior Finance Advisor Top Financial Firms in Seattle, WA

Top Financial Advisors in Seattle, WA

These top financial advisory firms in Seattle, WA were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Seattle, WA can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

These top financial advisory firms in Seattle, WA were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Seattle, WA can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

Financial Advisor Financial Services Assets Managed
1 . Financial Engines
  • Retirement Planning, Portfolio Management, Investment Advisory
$169,000,000,000
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2 . Tiedemann Wealth Management
  • Financial Planning, Investment Management, Impact Investing, Trust & Estate, Endowments & Foundations
$12,301,604,643
Read Our Review
3 . Mercer Global Advisors Inc.
  • Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
$11,053,472,525
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4 . Brighton Jones
  • Financial Planning, Tax and Estate Planning, Real Estate Advising, Retirement Planning
$4,961,251,898
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5 . Freestone Capital Management, LLC
  • Wealth Management, Asset Management, Financial Planning
$4,237,801,685
Read Our Review
6 . EP Wealth Advisors
  • Financial Planning, Tax Planning, Business Planning, Life Transition Planning, Investment Management, Retirement Planning, Estate Planning, Financial Education
$3,600,000,000
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7 . McCutchen Group
  • Financial Planning, Wealth Management, Investment Management
$2,499,467,428
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8 . Badgley Phelps Wealth Managers
  • Wealth Management, Investment Management, Estate Planning, Risk Management, Retirement Planning, Tax Planning
$2,489,866,709
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9 . Andersen Tax LLC
  • Financial Planning, Investment Management, Tax Planning
$2,116,921,000
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10 . Private Ocean
  • Retirement Planning, Estate Planning, Investment Management
$1,591,993,031
Read Our Review

How do we make our selections?


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Reputation

Reviews that the firm has received.


Trend arrow

Trusted

Firms manage at least $100 Million in assets.


Expertise

Expertise

Firms provide financial planning and investment services.


Shield

Integrity

Firms are fee-only.

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Financial Firms Overview

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.

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1. Financial Engines


2211 Elliott Ave Suite 200

Seattle WA 98121

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About Financial Engines

Financial Engines was founded in 1996 and has been providing individuals, families and Fortune 500 companies financial guidance ever since. They provide the convenience of a local service, but offer national resources. The investment advisory firm offers fiduciary services, meaning they are legally and ethically required to put client interests before their own.

Financial Engines strives to offer objective financial advice to help their clients build a better financial future, and even offer a call-in radio program, “Financial Engines’ Investing Sense”, which airs in over 70 markets across the U.S. and brings comprehensive, useful and entertaining financial wisdom and advice to whomever is willing to tune-in. They cater financial portfolios and plans based on their clients’ unique needs. Their advisors help you strategize a personal investment plan so you can reach your financial goals and communicates progress toward goals over your investment time horizon.

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.

Number of Advisors:

939


Time in Business:

Founded in 1996


Offers Fiduciary Services:

Yes

Specialties:

Retirement Planning, Portfolio Management, Investment Advisory


Advisors Minimums:

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.

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2. Tiedemann Wealth Management


1415 Western Ave #600

Seattle WA 98101

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About Tiedemann Wealth Management

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.

Number of Advisors:

119


Time in Business:

Founded in 1999


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Investment Management, Impact Investment, Trust & Estate, Endowments & Foundations


Advisors Minimums:

Requires a $0 minimum investment and charges 1.25% for ongoing portfolio management services, depending on the size of the portfolio.

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3. Mercer Global Advisors Inc.


10655 Northeast Fourth Street, Suite 810

Bellevue WA 98004

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About Mercer Global Advisors Inc.

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.

Number of Advisors:

238


Time in Business:

Founded in 1985


Offers Fiduciary Services:

Yes

Specialties:

Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee


Advisors Minimums:

Requires a $250,000 minimum investment.

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4. Brighton Jones


2030 1st Ave

Seattle WA 98121

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About Brighton Jones

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.

Number of Advisors:

121


Time in Business:

Founded in 1999


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Tax and Estate Planning, Real Estate Advising, Retirement Planning


Advisors Minimums:

$480,000 with a $0 minimum annual fee.

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5. Freestone Capital Management, LLC


701 5th Ave Suite 7400

Seattle WA 98104

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About Freestone Capital Management, LLC

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.

Number of Advisors:

62


Time in Business:

Founded in 1999


Offers Fiduciary Services:

Yes

Specialties:

Wealth Management, Asset Management, Financial Planning


Advisors Minimums:

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.

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6. EP Wealth Advisors


601 108th Avenue Northeast

Bellevue WA 98004

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About EP Wealth Advisors

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.

Number of Advisors:

71


Time in Business:

Founded in 1987


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Tax Planning, Business Planning, Life Transition Planning, Investment Management, Retirement Planning, Estate Planning, Financial Education


Advisors Minimums:

Advisor minimum of $500,000.

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7. McCutchen Group


925 4th Ave

Seattle WA 98104

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About McCutchen Group

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.

Number of Advisors:

20


Time in Business:

Founded in 2007


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Wealth Management, Investment Management


Advisors Minimums:

No advisor minimum, but there is an annual fee based on a percentage of assets under management.

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8. Badgley Phelps Wealth Managers


1420 5th Ave

Seattle WA 98101

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About Badgley Phelps Wealth Managers

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.

Number of Advisors:

22


Time in Business:

Founded in 1973


Offers Fiduciary Services:

Yes

Specialties:

Wealth Management, Investment Management, Estate Planning, Risk Management, Retirement Planning, Tax Planning


Advisors Minimums:

Minimum investment of $1,000,000.

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9. Andersen Tax LLC


1200 5th Ave #1600

Seattle WA 98101

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About Andersen Tax LLC

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.

Number of Advisors:

850


Time in Business:

Founded in 2003


Offers Fiduciary Services:

Yes

Specialties:

Financial Planning, Investment Management, Tax Planning


Advisors Minimums:

No advisor minimum, but there is fee of $1,000 on every $100,000.

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10. Private Ocean


1700 Westlake Ave N, Suite 325

Seattle WA 98109

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About Private Ocean

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.

Number of Advisors:

36


Time in Business:

Founded in 2009


Offers Fiduciary Services:

Yes

Specialties:

Retirement Planning, Estate Planning, Investment Management


Advisors Minimums:

Minimum investment of $2,000,000.

Find the Right Seattle, WA Financial Advisor for You

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 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:

  1. are headquartered in the U.S.
  2. submitted Form ADV to the Securities and Exchange Commission before or after Jan 1, 2017 and as of as May 1, 2018
  3. don't receive commissions
  4. have at least $100M in total AUM
  5. have offices in the Seattle or greater areas
  6. have 3.5/5 or higher company rating score based on reviews