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Best financial advisors in Bellevue, WA

Registered advisers within 25 miles of Bellevue, WA.

Offices
1,498
Firms
525
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,607 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ALETHEIAN WEALTH ADVISORS LLC
TRILOGY INVESTMENT ADVISORS
HIGHTOWER ADVISORS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
NORTHWEST ASSET MANAGEMENT
BOONE WEALTH ADVISORS, LLC
THE PACIFIC FINANCIAL GROUP, INC.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
UBS FINANCIAL SERVICES INC.
AVIER WEALTH ADVISORS
GOLDFINCH PARTNERS
BMMS WEALTH ADVISORY LLC

Investors

CHASE MICHAEL VASELEOU
James Brandonisio
Ryan ANTHONY Amanati
Heidi Angelique Tickle
Jefferey D Redford
JASON THOMAS LIEBL
HANAH J VIATOR
Victoria Ann Brimhall
MEGAN THERESA DURNING
Matthew Woudstra
Charles James Regan
ROMA MALHOTRA
ERIKA FABRICATORE
NICOLE SHAWNTELL BETHUNE
Alexander N Gust
Matthew James Truscott
MARC STEVEN DORGAN
Taylor Jeffrey Mitchell
Felix George Johnson
Brennan Jacobson
ARRIS MAGTIBAY
Jennifer M Jedda
PETER ROLAND GROESCHEL
ERIC GORDON BREECHER
JEFFREY COWAN MITCHELL
VINCENT DEVOS LA CAVA
DAWN MARIE WILLIAMS
Clement Chiang
DAVID YEE HUANG
SHANE PHILLIPS
JOSHUA O BAKER
NICHOLAS TIMOTHY HEMPHILL
Casey Ray Sullivan
Beau Voutour
Bryce McMichael
KERRY EUGENE WATE
Aurailla Gust
LAURA ALEXANDRA NAMAVONG
FRIEDA CHIANG
MARCIE GREEN
Rodney W Rich
ALAN DAVID BLINN
MARGARET HELENE YOUCH
MARY LYNN VAN MOPPES
Weijing Zhang
GABRIEL GEORGE ARMANCAS
Taylor May
Jake M Prather
PETER STANKOVICH
Nina Jeanne Rose
Scott Marshall Steele
KYLE EDWARD SCHMAHL
BINBIN FENG
Eric Neufeld
MATTHEW STEVEN MYERS
Yu Hong Hu
JOSHUA RAY BETTS
Sylvia Jane Gilmore
Steven Kleyn
RANDALL WILLIAMS-GURIAN
DANIEL TODD STOBER
LAUREL DEE REYNOLDS
JENNIFER RENEE BORGEN
KYLE REGAN ENG
DEBBY DARLYNE JOHANSON
BRADLEY MERRILL PIETILA
JOSEPH CLAYTON OSTROM
ANDREW C ROED
Stephen W Morse
Neale Sheffield Foody
Matthew W Hobbs-Mallyon
Anna Marie Kaczmarek
LAUREN MARIN SHAUGHNESSY
TIMOTHY HALE GANAHL
BRIAN DOUGLAS WESTLUND
ROBERT SCOTT GRAUE
PATRICE LIL RUE
MICHAEL JOSEPH FOODY
Michaela N Allen
Jack Joseph Price
MARETTA ELIZABETH MENZ
JENNIFER JOHNSTON
SHAWN MILTON NELSON
Sharon Lailey
Scott Allen Sheffield
MEGAN MCCLENDON MEADE
JAMES CARMICHAEL MCCLENDON
RICHARD CRAIG OLSEN
Beverly Ann Tandy
Nan Liu
Eva Jurate Comaduran
Somalatha Kumar Bangalore
John L Coeuille
Samantha Isadora Bergland
FORREST EUGENE FIELDER
DUNCAN EDWARD MCALLISTER
GREGORY D DEAN LEW
TIFFANY CHIANG STONER
Madison Williams
Raphael Luis Capili De Ocampo
Alexander James Castaneda
Saloni Gupta
JOHN PRESTON OSSEWARD
SAMANTHA VIVIANE TORRES
Katelynn Anne Toth
Courtney Sloane Gehrmann
AAREN N STRAND
Brendan James McAuliffe
Nathan William Unger
CHRISTOPHER SCOTT JULIEN
Mollie Johnsen Snorsky

Within 25 miles of Bellevue, WA, Best Investors lists 525 registered investment advisory firms with 1,498 offices nearby, managing about $20.4T in combined regulatory AUM across 3,390,607 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bellevue

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM