Falists

Washington · 85 advisers

Financial Advisors in Bellevue, Washington

Looking for a financial advisor in Bellevue, Washington? Falists indexes 85 SEC-registered and state-registered investment advisers in Bellevue — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 72 firms list a website you can visit directly. Firms in this directory manage up to $13.93B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

85

With website

72

Largest AUM

$13.93B

Financial planning

50

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth57Planning50Trusts52Retirement15Institutional24

Top advisors in Bellevue

Ranked by AUM · Fees, team & specialties at a glance

View all 85 →

THREADLINE WEALTH

Bellevue, WA

AUM

$5.77B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

30 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

425-650-9500

Full profileVisit site →

TSCHETTER GROUP

Bellevue, WA

AUM

$2.39B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

15 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

425-998-9960

Full profileVisit site →

SCS

Bellevue, WA

AUM

$1.94B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

32 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

425-452-1222

Full profileVisit site →
View all 85 advisors in Bellevue

More cities in Washington

Seattle (173)Spokane (37)Vancouver (25)Kirkland (23)Bellingham (15)Tacoma (15)Gig Harbor (13)Mercer Island (12)Olympia (9)Edmonds (8)Everett (6)Federal Way (6)

Common questions

How many financial advisors are in Bellevue, Washington?
85 registered investment advisers are listed in our Bellevue directory, sourced from public SEC filings.
What types of advisors are in Bellevue?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bellevue?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.