Local Pros · Bellevue
Local Financial Advisors in Bellevue, WA
Locally owned and operated financial advisors serving Bellevue and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Bellevue, WA by verified customer ratings and review volume. The highest-rated is Avier Wealth Advisors with a 5.0-star rating from 63 verified reviews. Also in the top tier: Alterra Advisors and TrueWealth Financial Partners. The average rating across all listed financial advisors in Bellevue is 4.9 stars from 24 reviews per business on average.
Financial advisors in Bellevue typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 16, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
24
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Avier Wealth Advisors
10655 NE 4th St Suite 500, Bellevue, WA 98004, USA
Alterra Advisors
500 108th Ave NE Unit 1700, Bellevue, WA 98004, USA
TrueWealth Financial Partners
915 118th Ave SE Suite 140, Bellevue, WA 98005, USA
Financial Advisors Rankings in Bellevue, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Avier Wealth Advisors10655 NE 4th St Suite 500, Bellevue, WA 98004, USA | 5.0★ | 63 |
| #2 | Alterra Advisors500 108th Ave NE Unit 1700, Bellevue, WA 98004, USA | 5.0★ | 56 |
| #3 | TrueWealth Financial Partners915 118th Ave SE Suite 140, Bellevue, WA 98005, USA | 5.0★ | 54 |
| #4 | Fulcrum Wealth Advisors10940 NE 33rd Pl # 210, Bellevue, WA 98004, USA | 4.9★ | 34 |
| #5 | Pinnacle Private Wealth Advisors10900 NE 4th St #2260, Bellevue, WA 98004, USA | 5.0★ | 28 |
| #6 | Stabler Wealth Management9 Lake Bellevue Dr STE 108, Bellevue, WA 98005, USA | 5.0★ | 25 |
| #7 | E.A. Buck Financial Services11120 NE 2nd St #120, Bellevue, WA 98004, USA | 4.7★ | 45 |
| #8 | CAPTRUST10811 Main St, Bellevue, WA 98004, USA | 4.7★ | 3 |
| #9 | Transamerica Financial Advisors/World Financial Group2700 Richards Rd Suite 204, Bellevue, WA 98005, USA | 4.9★ | 29 |
| #10 | Crossroads Financial Services LLC1479 158th Pl NE, Bellevue, WA 98008, USA | 5.0★ | 13 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Bellevue
Fulcrum Wealth Advisors
10940 NE 33rd Pl # 210, Bellevue, WA 98004, USA
Pinnacle Private Wealth Advisors
10900 NE 4th St #2260, Bellevue, WA 98004, USA
Stabler Wealth Management
9 Lake Bellevue Dr STE 108, Bellevue, WA 98005, USA
E.A. Buck Financial Services
11120 NE 2nd St #120, Bellevue, WA 98004, USA
CAPTRUST
10811 Main St, Bellevue, WA 98004, USA
Transamerica Financial Advisors/World Financial Group
2700 Richards Rd Suite 204, Bellevue, WA 98005, USA
Crossroads Financial Services LLC
1479 158th Pl NE, Bellevue, WA 98008, USA
Stone 8 Wealth Management
12011 NE Bel Red Rd suite 200, Bellevue, WA 98005, USA
Leverage Planners
310 120th Ave NE suite a-205, Bellevue, WA 98005, USA
Paul R. Ried Financial Group, LLC
10801 Main St #201, Bellevue, WA 98004, USA
Creative Planning
500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004, USA
Halbert Hargrove Bellevue
10900 NE 8th St #1640, Bellevue, WA 98004, USA
Hightower Bellevue
601 108th Ave NE UNIT 1510, Bellevue, WA 98004, USA
MarsJewett Financial Group
11235 SE 6th St Ste 110, Bellevue, WA 98004, USA
Edward Jones - Financial Advisor: David E Johnson, CFP®|ChFC®|AAMS®|CRPC™
1130 106th Ave NE, Bellevue, WA 98004, USA
Edward Jones - Financial Advisor: Andrea N Michaels, CEPA®|AAMS®|CRPC™
1606 148th Ave SE #100, Bellevue, WA 98007, USA
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Frequently Asked Questions — Financial Advisors in Bellevue
What is a fiduciary financial advisor and why does it matter in Bellevue?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bellevue, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bellevue?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 16, 2026.
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