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Best Financial Advisors near Kirkland, Washington


To help Americans find the best financial advisors in Kirkland, Washington, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Kirkland, Washington.


1. Avier Wealth Advisors
   (425) 467-1011
10655 NE 4th Street, Suite 508. Bellevue, WA

Avier Wealth Advisors, registered in 2012, manages $454.1 million for 469 clients.

2. Mercer Global Advisors
   (888) 565-1681
10655 Northeast 4th Street Suite 810, Bellevue, Washington

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

3. Halbert Hargrove
   (562) 435-5657
10900 Ne 8th Street Suite 1640, Bellevue, Washington

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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4. Evergreen Capital Management
   (425) 467-4600
10500 NE 8th Street, Suite 950. Bellevue, WA

Evergreen Capital Management, registered in 1983, manages $2.5 billion for 754 clients.

5. Cutler Investment Counsel
   (206) 624-5863
Multiple Locations

Cutler Investment Counsel, registered in 2003, manages $670.6 million for 822 clients.

6. Auxano Advisors
   (425) 889-1261
10900 NE 4th Street, Suite 1950. Bellevue, WA

Auxano Advisors, registered in 2007, manages $709.5 million for 395 clients.

7. Fisher Investments
   (888) 823-9566
10900 Ne 8th Street Suite 1325, Bellevue, Washington

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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8. Stancorp Investment Advisers
   (425) 945-9500
10900 Ne 8th Street Suite 730, Bellevue, Washington

Stancorp Investment Advisers, registered in 2000, manages $21.5 billion for 75,978 clients.

9. Robinswood Financial
   (452) 296-1611
3425 Carillon Point, Building 3000, 4th Floor. Kirkland, WA

Robinswood Financial, registered in 2007, manages $274.4 million for 377 clients.

10. Retirement Wealth Advisors
   (425) 557-0958
14410 Bel-red Rd. Suite 110, Bellevue, Washington

Retirement Wealth Advisors, registered in 2007, manages $2.0 billion for 19,411 clients.

11. Dental Wealth Advisors
   (425) 216-1612
5808 Lake Washington Blvd NE, Suite 101. Kirkland, WA

Dental Wealth Advisors, registered in 2014, manages $122.4 million for 158 clients.

12. Vestory
   (800) 386-3004
2821 Northup Way, Suite 150. Bellevue, WA

Vestory, registered in 2015, manages $455.8 million for 977 clients.

13. Miller Advisors
   (425) 822-8122
11 Tenth Avenue Kirkland, WA

Miller Advisors, registered in 1992, manages $204.5 million for 261 clients.

14. Private Advisory Group
   (425) 498-2320
16880 NE 79th Street Redmond, WA

Private Advisory Group, registered in 2014, manages $367.7 million for 315 clients.

15. Bristlecone Advisors
   (206) 664-2500
Multiple Locations

Bristlecone Advisors, registered in 1999, manages $1.3 billion for 340 clients.

16. Hightower Advisors
   (425) 455-6623
Multiple Locations

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

17. Garland Capital Management
   (425) 646-7366
500 108th Ave NE, #955 Bellevue, WA

Garland Capital Management, registered in 1998, manages $216.6 million for 99 clients.

18. Snider Financial Group
   (425) 453-7080
12505 Bel-red Road, Suite 200. Bellevue, WA

Snider Financial Group, registered in 2008, manages $192.3 million for 274 clients.

19. Schmidt Financial Group
   (425) 893-9195
620 Kirkland Way, Suite 205. Kirkland, WA

Schmidt Financial Group, registered in 2004, manages $414.0 million for 198 clients.

20. Schmidt Financial Group
   (425) 893-9195
Multiple Locations

Schmidt Financial Group, registered in 2004, manages $414.0 million for 198 clients.



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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Top Cities for Washington


Bainbridge Island, Washington Bellevue, Washington Kirkland, Washington Medina, Washington Mercer Island, Washington Redmond, Washington Rollingbay, Washington Sammamish, Washington Seattle, Washington Woodinville, Washington

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