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Find Retirement Advisors for Retirement Planning in Seattle, 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 Seattle, Washington

Last Updated - April 24, 2025

Seattle has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 90 non-vetted advisors in your local area. These retirement advisors in Seattle, Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Seattle, 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 Seattle, 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

701 5th Avenue, 74th Floor
Seattle, WA, 98104
$9,527,801,5465656107
A percentage of AUM, Fixed fees, Commission Based, Performance Based
12

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)
13

1200 6th Ave, Suite 700
Seattle, WA, 98101-3123
$6,825,741,29724482
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (MORTGAGE LOAN & SERVICING FEES)
14

1420 5th Ave, Suite 3150
Seattle, WA, 98101
$5,525,184,211726778
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
15

601 Union Street, Suite 3200
Seattle, WA, 98101
$5,203,017,9371878
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Seattle, 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
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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# 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
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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
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QualificationsFirm CRD# 105253

Assets Under Management $6,825,741,297

No. Of Clients244

Clients Per Financial Advisor3

WASHINGTON CAPITAL MANAGEMENT INC is a financial advisory firm situated in Seattle, Washington. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 244 clients. The team consists of 82 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 (MORTGAGE LOAN & SERVICING FEES)

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# 152622

Assets Under Management $5,525,184,211

No. Of Clients7267

Clients Per Financial Advisor93

EMPIRICAL WEALTH MANAGEMENT is a financial advisory firm situated in Seattle, Washington. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7267 clients. The team consists of 78 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
  • Other (TAX PREPARATION AND INSURANCE SERVICES)
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QualificationsFirm CRD# 157324

Assets Under Management $5,203,017,937

No. Of Clients18

Clients Per Financial Advisor0

FRAZIER HEALTHCARE PARTNERS is a financial advisory firm situated in Seattle, Washington. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 78 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
View Full Profile

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