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Find Retirement Advisors for Retirement Planning in Washington
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Washington, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Washington
Last Updated - April 20, 2024Washington has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 271 non-vetted advisors in your local area. These retirement advisors in Washington have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Washington
VERIFIEDSteve Montgomery
CFA, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA, CPA, NSSA
Legion Private Wealth Management
Qualifications
CRD# 4919043
Firm CRD# 322476
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDJohn Easley
Tallus Capital
Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMatt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDCrystal McMahon
CFP®, EA
Arrowroot Family Office
Qualifications
CRD# 1191470
Firm CRD# 168744
Series 65
Minimum Assets Required
$300,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104 | $386,290,864,100 | 132036 | 836 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | $156,620,655,662 | 744 | 651 | A Percentage of AUM, Fixed Fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS) |
| 3 | RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | $47,233,145,795 | 69895 | 651 | A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY ARGMTS AND % OF ASSETS/ADVSMT) |
| 4 | MILLIMAN ADVISORS, LLC 1301 Fifth Ave Ste 3800, Seattle, WA, 98101-2605 | $41,232,351,167 | 113 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101 | $26,539,000,000 | 19 | 114 | A Percentage of AUM, Performance Based |
| 6 | RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | $20,678,685,059 | 71 | 667 | A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS) |
| 7 | HIMALAYA CAPITAL 1301 2nd Ave, Suite 2100 Seattle, WA, 98101 | $14,168,429,313 | 2 | 19 | Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP) |
| 8 | INVESCO MANAGED ACCOUNTS, LLC 2001 Sixth Ave., Suite 2310 Seattle, WA, 98121 | $11,394,626,019 | 3496 | 42 | A Percentage of AUM, Fixed Fees |
| 9 | PUGH CAPITAL MANAGEMENT, INC. 520 Pike Street, Suite 2900 Seattle, WA, 98101 | $9,930,016,807 | 64 | 26 | A Percentage of AUM |
| 10 | BRIGHTON JONES LLC 2030 1st Avenue, 3rd Floor Seattle, WA, 98121 | $9,458,381,210 | 2681 | 224 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | VERUS ADVISORY, INC. 800 Fifth Avenue, Suite 3900 Seattle, WA, 98104 | $8,503,218,356 | 96 | 88 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW) |
| 12 | SILVER CREEK ADVISORY PARTNERS LLC 1301 Fifth Avenue, 40th Floor, Seattle, WA, 98101-2603 | $8,416,392,884 | 20 | 40 | A Percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS) |
| 13 | FREESTONE CAPITAL MANAGEMENT, LLC 701 5th Avenue, 74th Floor Seattle, WA, 98104 | $8,221,070,289 | 5189 | 94 | A Percentage of AUM, Commission Based, Performance Based |
| 14 | CERCANO MANAGEMENT LLC 1110 112th Avenue Ne, Suite 202 Bellevue, WA, 98004 | $8,000,289,154 | 34 | 45 | A Percentage of AUM, Performance Based |
| 15 | COLDSTREAM WEALTH MANAGEMENT One - 100th Avenue Ne, Suite 102 Bellevue, WA, 98004 | $6,971,033,394 | 2858 | 133 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PROJECT BY PROJECT BASIS) |
Information on Top Retirement Planning firms in Washington
QualificationsFirm CRD# 114310
Assets Under Management $386,290,864,100
No. Of Clients132036
Clients Per Financial Advisor158
PARAMETRIC PORTFOLIO ASSOCIATES is a financial advisory firm situated in Seattle, Washington. With a nearly $386B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132036 clients. The team consists of 836 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 329
Assets Under Management $156,620,655,662
No. Of Clients744
Clients Per Financial Advisor1
RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $157B assets under management, the firm specializes in crafting personalized retirement planning solutions for 744 clients. The team consists of 651 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
- Performance Based
- Other (% OF REVENUE/INTRACOMPANY AGMTS)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105734
Assets Under Management $47,233,145,795
No. Of Clients69895
Clients Per Financial Advisor107
RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69895 clients. The team consists of 651 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (% OF REVENUE/INTRACOMPANY ARGMTS AND % OF ASSETS/ADVSMT)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112245
Assets Under Management $41,232,351,167
No. Of Clients113
Clients Per Financial Advisor9
MILLIMAN ADVISORS, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111470
Assets Under Management $26,539,000,000
No. Of Clients19
Clients Per Financial Advisor0
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP is a financial advisory firm situated in Seattle, Washington. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 37550
Assets Under Management $20,678,685,059
No. Of Clients71
Clients Per Financial Advisor0
RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 667 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (% OF REVENUE/INTRACOMPANY AGMTS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 157594
Assets Under Management $14,168,429,313
No. Of Clients2
Clients Per Financial Advisor0
HIMALAYA CAPITAL is a financial advisory firm situated in Seattle, Washington. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (REIMBURSEMENT FOR ACTUAL EXPENSES
- SUBJECT TO A CAP)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 154461
Assets Under Management $11,394,626,019
No. Of Clients3496
Clients Per Financial Advisor83
INVESCO MANAGED ACCOUNTS, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3496 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 111765
Assets Under Management $9,930,016,807
No. Of Clients64
Clients Per Financial Advisor2
PUGH CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Seattle, Washington. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108601
Assets Under Management $9,458,381,210
No. Of Clients2681
Clients Per Financial Advisor12
BRIGHTON JONES LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2681 clients. The team consists of 224 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110565
Assets Under Management $8,503,218,356
No. Of Clients96
Clients Per Financial Advisor1
VERUS ADVISORY, INC. is a financial advisory firm situated in Seattle, Washington. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 96 clients. The team consists of 88 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
Financial Planning Services
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 156667
Assets Under Management $8,416,392,884
No. Of Clients20
Clients Per Financial Advisor1
SILVER CREEK ADVISORY PARTNERS LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 145711
Assets Under Management $8,221,070,289
No. Of Clients5189
Clients Per Financial Advisor55
FREESTONE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5189 clients. The team consists of 94 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Commission Based
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 315897
Assets Under Management $8,000,289,154
No. Of Clients34
Clients Per Financial Advisor1
CERCANO MANAGEMENT LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108805
Assets Under Management $6,971,033,394
No. Of Clients2858
Clients Per Financial Advisor21
COLDSTREAM WEALTH MANAGEMENT is a financial advisory firm situated in Bellevue, Washington. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2858 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (PROJECT BY PROJECT BASIS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ellensburg, Washington
- Retirement Planners in Tacoma, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.