search
List Map

Best Financial Advisors near Medina, Washington


To help Americans find the best financial advisors in Medina, 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 Medina, 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.

Visit Site

4. The Caprock Group
   (206) 691-1900
7525 Southeast 24th Street Suite 640, Mercer Island, Washington

The Caprock Group, registered in 2002, manages $3.6 billion for 206 clients.

5. 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.

6. Cornerstone Advisors
   (425) 646-7600
Multiple Locations

Cornerstone Advisors, registered in 1984, manages $4.0 billion for 1,149 clients.

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

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

8. S. R. Schill & Associates
   (206) 275-2700
2448 - 76th Ave SE, Suite 107. Mercer Island, WA

S. R. Schill & Associates, registered in 1987, manages $200.3 million for 176 clients.

9. 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.

10. Trutina Financial
   (425) 401-1211
10811 Main Street Bellevue, WA

Trutina Financial, registered in 2009, manages $790.6 million for 526 clients.

11. 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.

Visit Site

12. 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.

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

Robinswood Financial, registered in 2007, manages $282.7 million for 381 clients.

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

Vestory, registered in 2015, manages $455.8 million for 977 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. Sovereign Wealth Advisors
   (425) 289-4222
777 108th Avenue NE, Suite 1880. Bellevue, WA

Sovereign Wealth Advisors, registered in 2006, manages $229.6 million for 267 clients.

19. Private Asset Management
   (425) 213-1600
3740 Carillon Point Kirkland, WA

Private Asset Management, registered in 1996, manages $126.9 million for 82 clients.

20. Private Asset Management
   (425) 213-1600
Multiple Locations

Private Asset Management, registered in 1996, manages $126.9 million for 82 clients.



Sponsored Results help_outline


RegentAtlantic
   (973) 425-8420

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

Visit Site

Dowling & Yahnke
   (858) 509-9500

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

Visit Site

Halbert Hargrove
   (562) 435-5657

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

Visit Site

Corda Investment Management
   (713) 439-0665

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

Visit Site



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

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport