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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a firm office in Bellevue, with the firms that employ the most of them.

1,378 registered advisors work in Bellevue; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (105). 247 list the CFP designation and 897 are also registered broker representatives.

Firms with the most advisors in Bellevue

FirmAdvisors in Bellevue
Merrill Lynch, Pierce, Fenner & Smith Incorporated news105
Wells Fargo Clearing Services, LLC news91
Coldstream Wealth Management78
Equitable Advisors, LLC news77
UBS Financial Services Inc. news65
Ameriprise Financial Services, LLC news52
Morgan Stanley news48
Strategic Advisers LLC41
Transamerica Financial Advisors, LLC36
LPL Financial LLC news34
Charles Schwab & Co., Inc. news30
Scs29
Oppenheimer & Co. Inc. news25
Raymond James Financial Services Advisors, Inc. news25
Stifel, Nicolaus & Company, Incorporated news25
J.P. Morgan Securities LLC news24
Cetera Investment Advisers LLC news20
Evergreen Capital Management LLC20
Eagle Strategies LLC18
Berntson Porter Wealth Management, LLC17
Clark Nuber Wealth Management17
Robert W. Baird & Co. Incorporated news17
Schwab Wealth Advisory, Inc. news17
Mariner news16
Tschetter Group15

Advisors in Bellevue, A to Z (first 300 of 1,378)

CFP advisors in Bellevue →

Other cities in Washington

All of Washington →

Seattle 1,957Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67Wenatchee 65

Questions

How many financial advisors are in Bellevue, WA?

1,378 investment adviser representatives are registered at firm offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records. 897 of them are also registered as broker representatives, and 247 list the CFP designation.

Which firm has the most financial advisors in Bellevue?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 105 registered advisors in Bellevue, followed by Wells Fargo Clearing Services, LLC with 91.

How do I check a financial advisor in Bellevue?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.