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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 - April 24, 2025

Bellevue 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

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

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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
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

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 Bellevue, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

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)
2

1110 112th Avenue Ne, Suite 202
Bellevue, WA, 98004
$10,483,204,3744370
A percentage of AUM, Performance Based
3

1412 112th Ave Ne, Suite 100
Bellevue, WA, 98004
$4,550,315,616292436
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
$3,734,718,9641877367
A percentage of AUM
5

11811 Ne 1st Street, Suite 201
Bellevue, WA, 98005
$3,090,722,2461820
A percentage of AUM, Other (NEGOTIATED FEES FOR RISKPRO)
6

11980 Ne 24th St, Suite 210
Bellevue, WA, 98005
$2,193,318,212194829
A percentage of AUM, Fixed fees
7

10900 Ne 4th Street, Suite 1920,
Bellevue, WA, 98004
$1,902,762,121121019
A percentage of AUM, Fixed fees
8

2155 112th Ave Ne,
Bellevue, WA, 98004
$1,814,568,55597615
A percentage of AUM, Hourly charges, Fixed fees
9

11747 Ne 1st Street, Suite 205
Bellevue, WA, 98005
$1,405,847,440174
A percentage of AUM, Performance Based
10

10900 Ne 8th Street, 15th Floor - Suite 1550
Bellevue, WA, 98004
$1,290,580,947280934
A percentage of AUM, Hourly charges, Fixed fees
11

10900 Ne 4th Street, Suite 1950
Bellevue, WA, 98004
$1,269,622,086188713
A percentage of AUM
12

10801 Main Street, Suite 201
Bellevue, WA, 98004-6366
$1,061,462,332249610
A percentage of AUM, Fixed fees
13

10500 Ne 8th Street, #1700,
Bellevue, WA, 98004
$937,470,6625173
A percentage of AUM
14

10655 Ne 4th Street, Suite 500
Bellevue, WA, 98004
$785,980,266222518
A percentage of AUM
15

3055 112th Ave Ne, Suite 206
Bellevue, WA, 98004
$678,903,7607456
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
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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# 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)
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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
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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)
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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
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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)
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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
View Full Profile

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