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Best Financial Advisors near Seattle, Washington


To help Americans find the best financial advisors in Seattle, 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 Seattle, Washington.


1. Soundview Advisors
   (206) 682-7713
1000 Second Avenue, Suite 3550. Seattle, WA

Soundview Advisors, registered in 2008, manages $246.4 million for 140 clients.

2. Lesa Sroufe & Company
   (206) 838-8383
1200 5th Ave., Suite 1200 Seattle, WA

Lesa Sroufe & Company, registered in 2005, manages $182.8 million for 292 clients.

3. Northwest Capital Management
   (206) 707-7599
601 Union Street Suite 2600, Seattle, Washington

Northwest Capital Management, registered in 1999, manages $4.0 billion for 413 clients.

4. Natural Investments
   (707) 758-0171
240 2nd Ave S, Ste 200, Seattle, Washington

Natural Investments, registered in 2005, manages $1.3 billion for 1,005 clients.

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

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

6. Laird Norton Wealth Management
   (206) 464-5100
801 Second Avenue, Suite 1600 Seattle, WA

Laird Norton Wealth Management, registered in 2001, manages $1.8 billion for 356 clients.

7. Badgley Phelps Wealth Managers
   (206) 623-6172
1420 Fifth Avenue, Suite 3200. Seattle, WA

Badgley Phelps Wealth Managers, registered in 1973, manages $3.2 billion for 718 clients.

8. Fulcrum Capital
   (206) 223-9790
1111 3rd Avenue, Suite 1880. Seattle, WA

Fulcrum Capital, registered in 2007, manages $575.8 million for 160 clients.

9. Greene Wealth Management
   (206) 623-2200
1301 5th Avenue, Suite 3410. Seattle, WA

Greene Wealth Management, registered in 2005, manages $958.8 million for 368 clients.

10. Mission Wealth Management
   (888) 642-7221
1420 5th Avenue Suite 2200, Seattle, Washington

Mission Wealth Management, registered in 2002, manages $2.6 billion for 1,230 clients.

11. Tiedemann Advisors
   (212) 396-5900
1415 Western Avenue Suite 600, Seattle, Washington

Tiedemann Advisors, registered in 2009, manages $17.3 billion for 423 clients.

12. Kunath Karren Rinne & Atkin
   (206) 621-7400
1000 Second Avenue , Suite 4000 Seattle, WA

Kunath Karren Rinne & Atkin, registered in 1983, manages $1.6 billion for 81 clients.

13. Filament
   (206) 436-2300
701 Pike Street, Suite 2225. Seattle, WA

Filament, registered in 2006, manages $2.0 billion for 90 clients.

14. Smead Capital Management
   (602) 889-3660
1001 Fourth Avenue, Suite 4305. Seattle, WA

Smead Capital Management, registered in 2007, manages $2.3 billion for 329 clients.

15. Zevenbergen Capital Investments
   (206) 682-8469
601 Union Street, Suite 4600. Seattle, WA

Zevenbergen Capital Investments, registered in 2003, manages $2.7 billion for 238 clients.

16. Windrose Advisors
   (617) 421-1750
Two Union Square 601 Union Street, Suite 5303, Seattle, Washington

Windrose Advisors, registered in 2009, manages $1.8 billion for 79 clients.

17. Olson Investment Advisors
   (206) 839-4550
520 Pike Street, Suite 2225. Seattle, WA

Olson Investment Advisors, registered in 1983, manages $134.4 million for 244 clients.

18. Becker Capital Management
   (206) 829-7747
1201 3rd Ave Suite 5030, Seattle, Washington

Becker Capital Management, registered in 1977, manages $4.3 billion for 605 clients.

19. Pacific Portfolio Consulting
   (206) 623-6641
701 5th Avenue, Suite 6850. Seattle, WA

Pacific Portfolio Consulting, registered in 2006, manages $3.8 billion for 279 clients.

20. Pacific Portfolio Consulting
   (206) 623-6641
Multiple Locations

Pacific Portfolio Consulting, registered in 2006, manages $3.8 billion for 279 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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Corda Investment Management
   (713) 439-0665

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