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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 14, 2025Washington 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
VERIFIEDDavid 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
VERIFIEDBrian 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
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
VERIFIEDSnider 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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 | 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104 | $475,093,919,406 | 163121 | 877 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | $82,657,150,657 | 146 | 653 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS) |
| 3 | 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | $52,480,583,056 | 70944 | 653 | 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 | $24,747,000,000 | 17 | 95 | A percentage of AUM, Performance Based |
| 5 | 1301 Second Avenue, 18th Floor Seattle, WA, 98101 | $23,026,995,111 | 77 | 656 | A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS) |
| 6 | 2001 Sixth Ave., Suite 2310 Seattle, WA, 98121 | $17,544,201,456 | 7462 | 55 | A percentage of AUM, Fixed fees |
| 7 | 1301 2nd Ave, Suite 2100 Seattle, WA, 98101 | $14,985,604,000 | 2 | 19 | Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP) |
| 8 | 2030 1st Avenue, 3rd Floor Seattle, WA, 98121 | $12,488,348,504 | 2978 | 241 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 9 | 800 Fifth Avenue, Suite 3900 Seattle, WA, 98104 | $11,021,211,156 | 106 | 88 | 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 | $10,786,208,521 | 64 | 25 | A percentage of AUM |
| 11 | One - 100th Avenue Ne, Suite 102 Bellevue, WA, 98004 | $10,666,708,673 | 4213 | 164 | 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 | $10,483,204,374 | 43 | 70 | A percentage of AUM, Performance Based |
| 13 | 701 5th Avenue, 74th Floor Seattle, WA, 98104 | $9,527,801,546 | 5656 | 107 | A percentage of AUM, Fixed fees, Commission Based, Performance Based |
| 14 | 1301 Fifth Avenue, 40th Floor, Seattle, WA, 98101-2603 | $8,469,872,327 | 20 | 43 | 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 | $8,394,714,767 | 111 | 80 | 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
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)
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
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)
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
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
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
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
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
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
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
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
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
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
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
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 Auburn, Washington
- Retirement Planners in Bellevue, Washington
- Retirement Planners in Bellingham, Washington
- Retirement Planners in Lynnwood, Washington
- Retirement Planners in Mercer Island, Washington
- Retirement Planners in Spokane, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.