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Find Retirement Advisors for Retirement Planning in Bellevue, Washington
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Bellevue, Washington
Last Updated - May 5, 2025Bellevue has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 44 non-vetted advisors in your local area. These retirement advisors in Bellevue, Washington have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Bellevue, Washington
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
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
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 Bellevue, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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) |
| 2 | 1110 112th Avenue Ne, Suite 202 Bellevue, WA, 98004 | $10,483,204,374 | 43 | 70 | A percentage of AUM, Performance Based |
| 3 | 1412 112th Ave Ne, Suite 100 Bellevue, WA, 98004 | $4,550,315,616 | 2924 | 36 | A percentage of AUM, Fixed fees, Performance Based, Other (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE) |
| 4 | 11811 Ne First St, Suite 201 Bellevue, WA, 98005 | $3,734,718,964 | 18773 | 67 | A percentage of AUM |
| 5 | 11811 Ne 1st Street, Suite 201 Bellevue, WA, 98005 | $3,090,722,246 | 18 | 20 | A percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO) |
| 6 | 11980 Ne 24th St, Suite 210 Bellevue, WA, 98005 | $2,193,318,212 | 1948 | 29 | A percentage of AUM, Fixed fees |
| 7 | 10900 Ne 4th Street, Suite 1920, Bellevue, WA, 98004 | $1,902,762,121 | 1210 | 19 | A percentage of AUM, Fixed fees |
| 8 | 2155 112th Ave Ne, Bellevue, WA, 98004 | $1,814,568,555 | 976 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 11747 Ne 1st Street, Suite 205 Bellevue, WA, 98005 | $1,405,847,440 | 17 | 4 | A percentage of AUM, Performance Based |
| 10 | 10900 Ne 8th Street, 15th Floor - Suite 1550 Bellevue, WA, 98004 | $1,290,580,947 | 2809 | 34 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 10900 Ne 4th Street, Suite 1950 Bellevue, WA, 98004 | $1,269,622,086 | 1887 | 13 | A percentage of AUM |
| 12 | 10801 Main Street, Suite 201 Bellevue, WA, 98004-6366 | $1,061,462,332 | 2496 | 10 | A percentage of AUM, Fixed fees |
| 13 | 10500 Ne 8th Street, #1700, Bellevue, WA, 98004 | $937,470,662 | 517 | 3 | A percentage of AUM |
| 14 | 10655 Ne 4th Street, Suite 500 Bellevue, WA, 98004 | $785,980,266 | 2225 | 18 | A percentage of AUM |
| 15 | 3055 112th Ave Ne, Suite 206 Bellevue, WA, 98004 | $678,903,760 | 745 | 6 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Bellevue, Washington
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# 104931
Assets Under Management $4,550,315,616
No. Of Clients2924
Clients Per Financial Advisor81
EVERGREEN CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2924 clients. The team consists of 36 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 (NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS)
QualificationsFirm CRD# 105203
Assets Under Management $3,734,718,964
No. Of Clients18773
Clients Per Financial Advisor280
THE PACIFIC FINANCIAL GROUP, INC. is a financial advisory firm situated in Bellevue, Washington. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18773 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 143041
Assets Under Management $3,090,722,246
No. Of Clients18
Clients Per Financial Advisor1
PACIFIC FINANCIAL GROUP, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (NEGOTIATED FEES FOR RISKPRO)
Financial Planning Services
- Portfolio management for investment companies
- Other (DISTRIBUTOR OF RISK PROFILING AND ASSET ALLOCATION SOFTWARE)
QualificationsFirm CRD# 305115
Assets Under Management $2,193,318,212
No. Of Clients1948
Clients Per Financial Advisor67
PARCION PRIVATE WEALTH LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1948 clients. The team consists of 29 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 109227
Assets Under Management $1,902,762,121
No. Of Clients1210
Clients Per Financial Advisor64
BRISTLECONE ADVISORS LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1210 clients. The team consists of 19 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 301548
Assets Under Management $1,814,568,555
No. Of Clients976
Clients Per Financial Advisor65
TSCHETTER GROUP is a financial advisory firm situated in Bellevue, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 976 clients. The team consists of 15 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 283260
Assets Under Management $1,405,847,440
No. Of Clients17
Clients Per Financial Advisor4
ALTRAVUE CAPITAL, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 4 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310849
Assets Under Management $1,290,580,947
No. Of Clients2809
Clients Per Financial Advisor83
SCS is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2809 clients. The team consists of 34 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 145179
Assets Under Management $1,269,622,086
No. Of Clients1887
Clients Per Financial Advisor145
AUXANO ADVISORS is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1887 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 297284
Assets Under Management $1,061,462,332
No. Of Clients2496
Clients Per Financial Advisor250
PAUL R. RIED FINANCIAL GROUP, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2496 clients. The team consists of 10 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 155162
Assets Under Management $937,470,662
No. Of Clients517
Clients Per Financial Advisor172
TALBOT FINANCIAL, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $937M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 clients. The team consists of 3 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 individuals and/or small businesses
QualificationsFirm CRD# 161077
Assets Under Management $785,980,266
No. Of Clients2225
Clients Per Financial Advisor124
AVIER WEALTH ADVISORS is a financial advisory firm situated in Bellevue, Washington. With a nearly $786M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2225 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 305125
Assets Under Management $678,903,760
No. Of Clients745
Clients Per Financial Advisor124
EMERALD ADVISORS, LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $679M assets under management, the firm specializes in crafting personalized retirement planning solutions for 745 clients. The team consists of 6 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education 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 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.