Investment advisers in Bellevue, WA

47 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Coldstream Wealth Management	$13.93 billion	207	0
Cercano Management LLC	$7.28 billion	62	0
Evergreen Capital Management LLC	$7.19 billion	37	0
Threadline Wealth	$5.77 billion	59	0
Parcion Private Wealth LLC	$2.95 billion	28	0
Tschetter Group	$2.39 billion	24	0
Goldfinch Partners	$2.09 billion	8	0
Scs	$1.94 billion	46	2
Auxano Advisors	$1.78 billion	15	0
Altravue Capital, LLC	$1.54 billion	5	0
Talbot Financial, LLC	$1.34 billion	3	0
Paul R. Ried Financial Group, LLC	$1.27 billion	12	0
Avier Wealth Advisors	$1.19 billion	20	0
Fortis Capital Management LLC	$1.16 billion	22	0
Basecamp Wealth Advisors, LLC	$1.08 billion	4	0
Asset One Wealth Management, LLC	$982.5 million	19	0
Emerald Advisors, LLC	$941.4 million	10	0
Marsjewett Financial Group	$901.4 million	16	0
Integrated Quantitative Investments LLC	$844.8 million	6	0
Evans Capital Management Associates	$682.6 million	3	0
Arable Capital Partners, LLC	$671.2 million	8	0
Aviso Wealth Management	$621.3 million	9	0
Capital Planning, LLC	$617.7 million	12	0
Consilio Wealth Advisors, LLC	$555.8 million	9	0
Snider Financial Group	$549.7 million	15	0
Boone Wealth Advisors, LLC	$506.8 million	9	0
Mountain Pacific Advisors, LLC	$484.3 million	6	0
Aletheian Wealth Advisors LLC	$412.5 million	6	0
Mainsail Financial Group	$403.9 million	12	0
Bellevue Asset Management, LLC	$393.7 million	2	0
Highbury Pacific Capital Corp.	$333.3 million	1	0
Wealthcollab	$316.2 million	1	0
Truewealth Financial Partners	$273.7 million	4	0
Optimist Retirement Group, LLC	$245.3 million	2	0
Fulcrum Wealth Advisors, LLC	$208.0 million	3	0
Rare Wolf Capital LLC	$179.6 million	1	0
Opal Advisors	$174.0 million	6	0
Foresee Wealth Advisors	$146.0 million	2	0
Johnson & Shute Investment Advisors, Inc.	$137.3 million	2	0
Soundpath Retirement Strategies, LLC	$134.5 million	8	0
Integrated Wealth Advisors, LLC	$122.4 million	6	0
Pacific Financial Advisors	$110.2 million	6	2
Kairos Capital Management, LLC	$105.9 million	1	0
B3 Wealth Strategies	$35.8 million	6	0
Optimal Tax Asset Management	$0	5	0
Strategic Asset Alliance	$0	4	0
Third Stage Investment Group, LLC	$0	3	0