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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 you 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 registrations check. 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 - June 13, 2024

Seattle has 3 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-photo
vector.svg VERIFIED

Dave Stanfield
CFP®, EA
Evergreen Wealth Management

Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66

Minimum Assets Required
$100,000

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, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

John Easley
Tallus Capital

Qualifications
CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$386,290,864,100132036836
A Percentage of AUM, Fixed Fees, Performance Based
2
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$156,620,655,662744651
A Percentage of AUM, Fixed Fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS)
3
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$47,233,145,79569895651
A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY ARGMTS AND % OF ASSETS/ADVSMT)
4
MILLIMAN ADVISORS, LLC
1301 Fifth Ave Ste 3800,
Seattle, WA, 98101-2605
$41,232,351,16711312
A Percentage of AUM, Hourly charges, Fixed Fees
5
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$26,539,000,00019114
A Percentage of AUM, Performance Based
6
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$20,678,685,05971667
A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGMTS)
7
HIMALAYA CAPITAL
1301 2nd Ave, Suite 2100
Seattle, WA, 98101
$14,168,429,313219
Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
8
INVESCO MANAGED ACCOUNTS, LLC
2001 Sixth Ave., Suite 2310
Seattle, WA, 98121
$11,394,626,019349642
A Percentage of AUM, Fixed Fees
9
PUGH CAPITAL MANAGEMENT, INC.
520 Pike Street, Suite 2900
Seattle, WA, 98101
$9,930,016,8076426
A Percentage of AUM
10
BRIGHTON JONES LLC
2030 1st Avenue, 3rd Floor
Seattle, WA, 98121
$9,458,381,2102681224
A Percentage of AUM, Hourly charges, Fixed Fees
11
VERUS ADVISORY, INC.
800 Fifth Avenue, Suite 3900
Seattle, WA, 98104
$8,503,218,3569688
A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
12
SILVER CREEK ADVISORY PARTNERS LLC
1301 Fifth Avenue, 40th Floor,
Seattle, WA, 98101-2603
$8,416,392,8842040
A Percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
13
FREESTONE CAPITAL MANAGEMENT, LLC
701 5th Avenue, 74th Floor
Seattle, WA, 98104
$8,221,070,289518994
A Percentage of AUM, Commission Based, Performance Based
14
WASHINGTON CAPITAL MANAGEMENT INC
1200 6th Ave, Suite 700
Seattle, WA, 98101-3123
$6,703,669,75024578
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (MORTGAGE LOAN & SERVICING FEES)
15
APTITUDE INVESTMENT MANAGEMENT LP
401 Union Street, Suite 3700
Seattle, WA, 98101
$6,547,273,135188
A Percentage of AUM, Performance Based, Other (ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2)

Information on Top Retirement Planning firms in Seattle, Washington

QualificationsFirm CRD# 114310

Assets Under Management $386,290,864,100

No. Of Clients132036

Clients Per Financial Advisor158

PARAMETRIC PORTFOLIO ASSOCIATES is a financial advisory firm situated in Seattle, Washington. With a nearly $386B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132036 clients. The team consists of 836 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 329

Assets Under Management $156,620,655,662

No. Of Clients744

Clients Per Financial Advisor1

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $157B assets under management, the firm specializes in crafting personalized retirement planning solutions for 744 clients. The team consists of 651 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 AGMTS)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 105734

Assets Under Management $47,233,145,795

No. Of Clients69895

Clients Per Financial Advisor107

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69895 clients. The team consists of 651 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 ARGMTS AND % OF ASSETS/ADVSMT)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 112245

Assets Under Management $41,232,351,167

No. Of Clients113

Clients Per Financial Advisor9

MILLIMAN ADVISORS, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 12 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

  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 111470

Assets Under Management $26,539,000,000

No. Of Clients19

Clients Per Financial Advisor0

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP is a financial advisory firm situated in Seattle, Washington. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 114 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 37550

Assets Under Management $20,678,685,059

No. Of Clients71

Clients Per Financial Advisor0

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 667 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 AGMTS)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157594

Assets Under Management $14,168,429,313

No. Of Clients2

Clients Per Financial Advisor0

HIMALAYA CAPITAL is a financial advisory firm situated in Seattle, Washington. With a nearly $14B 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
View Full Profile

QualificationsFirm CRD# 154461

Assets Under Management $11,394,626,019

No. Of Clients3496

Clients Per Financial Advisor83

INVESCO MANAGED ACCOUNTS, LLC 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 3496 clients. The team consists of 42 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111765

Assets Under Management $9,930,016,807

No. Of Clients64

Clients Per Financial Advisor2

PUGH CAPITAL MANAGEMENT, INC. 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 64 clients. The team consists of 26 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108601

Assets Under Management $9,458,381,210

No. Of Clients2681

Clients Per Financial Advisor12

BRIGHTON JONES LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2681 clients. The team consists of 224 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110565

Assets Under Management $8,503,218,356

No. Of Clients96

Clients Per Financial Advisor1

VERUS ADVISORY, INC. is a financial advisory firm situated in Seattle, Washington. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 96 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 Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156667

Assets Under Management $8,416,392,884

No. Of Clients20

Clients Per Financial Advisor1

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 40 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 145711

Assets Under Management $8,221,070,289

No. Of Clients5189

Clients Per Financial Advisor55

FREESTONE CAPITAL MANAGEMENT, 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 5189 clients. The team consists of 94 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Commission Based
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105253

Assets Under Management $6,703,669,750

No. Of Clients245

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 245 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
  • Other (MORTGAGE LOAN & SERVICING FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 159070

Assets Under Management $6,547,273,135

No. Of Clients18

Clients Per Financial Advisor2

APTITUDE INVESTMENT MANAGEMENT LP 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 18 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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