FinanceHQ’s team of experts conducted thorough research on financial advisors in Seattle. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Seattle range from $4B to $9B in AUM, and have an average of 36 years of experience.Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Brighton Jones, founded in 2000 and headquartered in Seattle, is a financial advisor company that specializes in tax planning, estate planning, legacy planning, and wealth management. They're one of the top financial advisors in Seattle due to their extensive experience advising on significant liquidity events and executive compensation packages. Their personalized approach to financial planning aligns wealth with individual goals and values, making them a trusted partner.
Freestone Capital Management is an independent financial advisory firm founded in 1999 and headquartered in Seattle. They specialize in financial planning, investment management, estate planning, tax planning, insurance, and asset protection. With a client-centric approach, they aim to simplify clients' lives and provide peace of mind, ensuring their focus remains on their financial goals and aspirations. The firm's strong track record makes it one of the best advisors in Seattle.
Badgley Phelps Wealth Managers is an independent wealth management firm headquartered in Seattle. With over 50 years of experience, they specialize in a wide range of financial services, including wealth transfer planning, investment management, retirement planning, tax planning, and more. As a boutique firm, they prioritize their clients' needs, providing customized strategies to meet individual, family, and institutional financial goals.
If you need a financial advisor, Empirical Wealth Management is a registered investment advisory firm founded in 2006 and headquartered in Seattle. With a national presence and multiple offices, they specialize in providing investment management, retirement planning, tax planning, financial planning, and estate planning services to a diverse clientele, including high-net-worth individuals, families, non-profit organizations, and company retirement plans. Their approach is rooted in academic research, hands-on experience, and advanced education, aiming to help clients grow and safeguard their wealth through prudent financial choices.
Pacific Portfolio Consulting is an independent wealth manager and investment advisory firm based in Seattle. Founded in 1992, they specialize in financial planning, estate planning, investment planning, investment management, and trust services. With a client-first approach and nearly 30 years of experience, they provide comprehensive and customized financial guidance to individuals, families, and institutions. This allows their clients to optimize their financial resources and focus on what truly matters in life.
Laird Norton Wealth Management is an independent wealth management firm founded in 1967 and based in Seattle. They specialize in wealth planning, tax strategies, retirement planning, business succession planning, equity compensation planning, trust planning, and estate planning. With a focus on sustainable investing, they help clients align their financial and non-financial objectives, ensuring peace of mind and financial success for generations to come.
Yes, many financial advisors in Seattle have expertise in tech industry investments. Given the city's strong presence in the technology sector, these advisors are well-versed in managing portfolios that include tech stocks, startup investments, and other related assets. When choosing a financial advisor in Seattle for tech investments, it's advisable to look for those with a track record of success in this industry.
The cost of hiring a financial advisor in Seattle can vary depending on the services offered and the advisor's fee structure. On average, you can expect to pay an annual fee that ranges from 1% to 2% of your assets under management (AUM). Some advisors may charge hourly rates or flat fees for specific services. It's essential to discuss fees and pricing with your advisor before engaging in their services.
Absolutely. Seattle-based financial advisors are experienced in providing retirement planning services for Boeing employees. With the company's significant presence in the region, these advisors are knowledgeable about the unique retirement benefits and options available to Boeing workers. They can assist in optimizing 401(k) plans, pension benefits, and other retirement accounts to help Boeing employees achieve their retirement goals.
Yes, Seattle financial advisors are well-informed about Washington state's unique tax laws. They are knowledgeable about the state's tax structure, which includes no state income tax but higher sales and property taxes. Seattle financial advisors can provide expert guidance on optimizing financial strategies to take advantage of state-specific tax incentives and exemptions. This knowledge ensures that clients can minimize their tax liabilities and make informed financial decisions within the context of Washington's tax regulations.
While individual recommendations vary based on clients' unique financial goals, one of the most common investment strategies recommended by financial advisors in Seattle is a diversified portfolio. Given the city's diverse economic landscape, advisors often suggest spreading investments across a mix of asset classes, including stocks, bonds, and alternative investments. Diversification helps manage risk and capture opportunities, ensuring that clients have a well-balanced approach.
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.
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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.© 2024 FinanceHQ