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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 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 24, 2025

Washington has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 278 non-vetted advisors in your local area. These retirement advisors in Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Washington

advisor
vector.svg VERIFIED

David Steininger
Primerica Advisors

Qualifications
CRD# 4193984
Firm CRD# 10111
Series 6, 26, 63, 65

Minimum Assets Required
$50,000

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Brian Simpson
Integrity Wealth Management

Qualifications
CRD# 2309646
Firm CRD# 150103
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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-Based, Hourly, Based on Assets

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advisor
vector.svg VERIFIED

Matt 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

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advisor
vector.svg VERIFIED

Snider Financial Group
RICP®, CRPC®, ChSNC, ChFC, ABFP, , APMA®, CDFA®

Qualifications
Firm CRD# 117392
Series 63, 65

Minimum Assets Required
$200,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$475,093,919,406163121877
A percentage of AUM, Fixed fees, Performance Based
2

1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$82,657,150,657146653
A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
3

1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$52,480,583,05670944653
A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT)
4

1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$24,747,000,0001795
A percentage of AUM, Performance Based
5

1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$23,026,995,11177656
A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
6

2001 Sixth Ave., Suite 2310
Seattle, WA, 98121
$17,544,201,456746255
A percentage of AUM, Fixed fees
7

1301 2nd Ave, Suite 2100
Seattle, WA, 98101
$14,985,604,000219
Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
8

2030 1st Avenue, 3rd Floor
Seattle, WA, 98121
$12,488,348,5042978241
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
9

800 Fifth Avenue, Suite 3900
Seattle, WA, 98104
$11,021,211,15610688
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
10

520 Pike Street, Suite 2900
Seattle, WA, 98101
$10,786,208,5216425
A percentage of AUM
11

One - 100th Avenue Ne, Suite 102
Bellevue, WA, 98004
$10,666,708,6734213164
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
12

1110 112th Avenue Ne, Suite 202
Bellevue, WA, 98004
$10,483,204,3744370
A percentage of AUM, Performance Based
13

701 5th Avenue, 74th Floor
Seattle, WA, 98104
$9,527,801,5465656107
A percentage of AUM, Fixed fees, Commission Based, Performance Based
14

1301 Fifth Avenue, 40th Floor,
Seattle, WA, 98101-2603
$8,469,872,3272043
A percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
15

1300 N State St.,
Bellingham, WA, 98225-4730
$8,394,714,76711180
A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Washington

QualificationsFirm CRD# 114310

Assets Under Management $475,093,919,406

No. Of Clients163121

Clients Per Financial Advisor186

PARAMETRIC PORTFOLIO ASSOCIATES is a financial advisory firm situated in Seattle, Washington. With a nearly $475B assets under management, the firm specializes in crafting personalized retirement planning solutions for 163121 clients. The team consists of 877 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 329

Assets Under Management $82,657,150,657

No. Of Clients146

Clients Per Financial Advisor0

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $83B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 653 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 AGRMTS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (EXECUTION SERVICES)
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QualificationsFirm CRD# 105734

Assets Under Management $52,480,583,056

No. Of Clients70944

Clients Per Financial Advisor109

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $52B assets under management, the firm specializes in crafting personalized retirement planning solutions for 70944 clients. The team consists of 653 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 AGRMTS AND % OF ASSETS/ADVSMT)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 111470

Assets Under Management $24,747,000,000

No. Of Clients17

Clients Per Financial Advisor0

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP is a financial advisory firm situated in Seattle, Washington. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 95 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 vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ALL SERVICES PROVIDED ARE REAL ESTATE RELATED INVESTMENT ADVISORY SERVICES)
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QualificationsFirm CRD# 37550

Assets Under Management $23,026,995,111

No. Of Clients77

Clients Per Financial Advisor0

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 656 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 AGRMTS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 154461

Assets Under Management $17,544,201,456

No. Of Clients7462

Clients Per Financial Advisor136

INVESCO MANAGED ACCOUNTS, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7462 clients. The team consists of 55 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 and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 157594

Assets Under Management $14,985,604,000

No. Of Clients2

Clients Per Financial Advisor0

HIMALAYA CAPITAL is a financial advisory firm situated in Seattle, Washington. With a nearly $15B 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 vehicles
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QualificationsFirm CRD# 108601

Assets Under Management $12,488,348,504

No. Of Clients2978

Clients Per Financial Advisor12

BRIGHTON JONES LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2978 clients. The team consists of 241 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 110565

Assets Under Management $11,021,211,156

No. Of Clients106

Clients Per Financial Advisor1

VERUS ADVISORY, INC. 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 106 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 businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 111765

Assets Under Management $10,786,208,521

No. Of Clients64

Clients Per Financial Advisor3

PUGH CAPITAL MANAGEMENT, INC. 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 64 clients. The team consists of 25 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 vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 108805

Assets Under Management $10,666,708,673

No. Of Clients4213

Clients Per Financial Advisor26

COLDSTREAM WEALTH MANAGEMENT is a financial advisory firm situated in Bellevue, Washington. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4213 clients. The team consists of 164 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 315897

Assets Under Management $10,483,204,374

No. Of Clients43

Clients Per Financial Advisor1

CERCANO MANAGEMENT LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 70 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 145711

Assets Under Management $9,527,801,546

No. Of Clients5656

Clients Per Financial Advisor53

FREESTONE CAPITAL MANAGEMENT, LLC 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 5656 clients. The team consists of 107 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 156667

Assets Under Management $8,469,872,327

No. Of Clients20

Clients Per Financial Advisor0

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 43 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 vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 25586

Assets Under Management $8,394,714,767

No. Of Clients111

Clients Per Financial Advisor1

SATURNA CAPITAL CORPORATION is a financial advisory firm situated in Bellingham, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 80 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
View Full Profile

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