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Alterra Advisors
- Strategy
- Feel
- Questions
“Growing this professional relationship has actually heightened our desire and involvement to become better students in the real-life classroom of retirement planning!”
Best Financial Advisors in Bellevue, WA
24 firms listed · all 24 in Bellevue · 1 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Moser Wealth Advisors
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Atkinson Wealth Strategies
“It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.”
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Truewealth Financial Partners
- Future
- Information
- Goals
“Glenn made us feel at ease in the office and virtually, he helped us map out a future financial plan for when we retire and steps to better our plan as we get there, thanks so much for everything.”
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Evergreen Gavekal
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Gale E Smith CPA
- Responsive
- Financial
“I refer family, friends and business clients to her all the time because I trust her completely as a CPA that is always on top of any changes in tax law.”
The 24 firms listed for Bellevue, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bellevue, WA
All 24 firms we list here are in Bellevue itself. We have 61 firms in Bellevue on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 142 reviews; 20 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are cash flow planning (2), education planning (2) and retirement planning (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bellevue take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Stone 8 Wealth Management
- Hands
- Assets
“I strongly recommend Robert Lo with Stone 8 Wealth Management if you are looking for someone trustworthy that is going to be looking out for you with your Finances.”
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Keel Financial Partners
“While we didn't utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.”
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Snider Financial Group
“Helpful and knowledge team for helping with decisions on investments..”
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Marsjewett Financial Group
“They really care about each client and their individual goals and are personable.”
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Apella Wealth
- Retirement
- Seminars
- Advisor
“We're retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment wor...”
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Stabler Wealth Management
“I interviewed several Financial Advisors and didn't feel comfortable with any of them - until I met Dave.”
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SCS
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Bellevue Asset Management
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Spectrum Financial Partners, Fee-Based Planning
“We have been with them for over year, and we live in Florida now and although we are this far from them, they are always here for us, very happy with the service and the friendly chats.”
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Cascade Guided Wealth
“She went above and beyond to help us select the correct investment accounts.”
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Wealthcollab
“Daniel is also great at providing education, adapting the pace of service, and truly collaborating on strategy and implementation.”
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Auxano Advisors
“We have been with Auxano Advisors for many years and have benefited from doing business with them.”
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Hightower Bellevue
“Amazing team to work with!!”
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Layton Advisory Group
“You can count on Shawn to keep you informed and appraised of what's going on in the market and how it is affecting you financially.”
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The Pacific Financial Group
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Stickney Research
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Avier Wealth Advisors
- Retirement
- Tech Company
- Knowledge
“Hiring Avier was a weight off my shoulders, if I ever have a concern or upcoming significant cost I can easily schedule time meet with my advisors for consultation so I'm prepared for any financial investment/decision we face.”
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Pacific Financial Advisors
“Just getting started with retirement.”
Why these companies made our list
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