{ "path": "/advisors/wa/seattle", "url": "https://advisorcensus.com/advisors/wa/seattle", "page_type": "metro", "title": "Financial advisors in Seattle, WA", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in Seattle, WA?", "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the Seattle metro area, from Form ADV filings as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Seattle, WA?", "a": "149 of the 449 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Seattle, WA offer financial planning?", "a": "205 of the 349 firms in Seattle, WA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Seattle, WA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 149 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 449 investment advisory firms with a principal office in the Seattle metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Seattle has 449 investment advisory firms with a principal office in the metro area as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. 149 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 114 report under $100 million in regulatory assets under management. The metro area has 1,608,596 households, 403,953 of them with income of $200,000 or more, or 900 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Seattle, WA: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 1, "total_pages": 9, "sort": "name", "registration_types": { "sec": 201, "state": 148, "exempt": 100 }, "fee_model_mix": [ { "code": "fee-only", "count": 149 }, { "code": "percentage_of_aum", "count": 305 }, { "code": "hourly", "count": 148 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 170 }, { "code": "commissions", "count": 8 }, { "code": "performance_based", "count": 70 }, { "code": "other", "count": 40 }, { "code": "not_reported", "count": 100 } ], "years_registered_distribution": [ { "code": "under_5", "count": 180 }, { "code": "5_to_9", "count": 104 }, { "code": "10_to_19", "count": 98 }, { "code": "20_plus", "count": 63 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 63 }, { "code": "25m_100m", "count": 51 }, { "code": "100m_500m", "count": 114 }, { "code": "500m_1b", "count": 26 }, { "code": "1b_5b", "count": 34 }, { "code": "over_5b", "count": 20 }, { "code": "not_reported", "count": 141 } ], "firms": [ { "crd_number": 284921, "name": "180 Wealth Advisors, LLC", "name_as_filed": "180 WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/180-wealth-advisors-llc-federal-way-wa-284921", "city": "Federal Way", "state": "WA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153979, "name": "2020 Financial Planning LLC", "name_as_filed": "2020 FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/2020-financial-planning-llc-seattle-wa-153979", "city": "Seattle", "state": "WA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 230788, "name": "22NW, LP", "name_as_filed": "22NW, LP", "url": "https://advisorcensus.com/firm/22nw-lp-seattle-wa-230788", "city": "Seattle", "state": "WA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148225, "name": "A.T. Lloyd'S, Inc", "name_as_filed": "A.T. LLOYD'S, INC", "url": "https://advisorcensus.com/firm/a-t-lloyd-s-inc-seattle-wa-148225", "city": "Seattle", "state": "WA", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334313, "name": "A5 Financial LLC", "name_as_filed": "A5 FINANCIAL LLC", "url": "https://advisorcensus.com/firm/a5-financial-llc-bothell-wa-334313", "city": "Bothell", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314646, "name": "Abacus Financial Planning", "name_as_filed": "ABACUS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/abacus-financial-planning-kirkland-wa-314646", "city": "Kirkland", "state": "WA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 281243, "name": "Accelerator Services Corporation", "name_as_filed": "ACCELERATOR SERVICES CORPORATION", "url": "https://advisorcensus.com/firm/accelerator-services-corporation-seattle-wa-281243", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331879, "name": "Acquired Capital Management LLC", "name_as_filed": "ACQUIRED CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/acquired-capital-management-llc-seattle-wa-331879", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297652, "name": "ACT Securities, LLC", "name_as_filed": "ACT SECURITIES, LLC", "url": "https://advisorcensus.com/firm/act-securities-llc-mercer-island-wa-297652", "city": "Mercer Island", "state": "WA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 155782, "name": "Acuitas Investments, LLC", "name_as_filed": "ACUITAS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/acuitas-investments-llc-seattle-wa-155782", "city": "Seattle", "state": "WA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 134545, "name": "Adams Financial Concepts, LLC", "name_as_filed": "ADAMS FINANCIAL CONCEPTS, LLC", "url": "https://advisorcensus.com/firm/adams-financial-concepts-llc-seattle-wa-134545", "city": "Seattle", "state": "WA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116392, "name": "Adele Brady Bolson CPA PS", "name_as_filed": "ADELE BRADY BOLSON CPA PS", "url": "https://advisorcensus.com/firm/adele-brady-bolson-cpa-ps-bellevue-wa-116392", "city": "Bellevue", "state": "WA", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340257, "name": "Advisia Financial Planning", "name_as_filed": "ADVISIA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/advisia-financial-planning-bellevue-wa-340257", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 285455, "name": "Advisors Asset Management, Inc.", "name_as_filed": "ADVISORS ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/advisors-asset-management-inc-tacoma-wa-285455", "city": "Tacoma", "state": "WA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 333610, "name": "Aerie Advisory Group LLC", "name_as_filed": "AERIE ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/aerie-advisory-group-llc-gig-harbor-wa-333610", "city": "Gig Harbor", "state": "WA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324195, "name": "AI2 Incubator", "name_as_filed": "AI2 INCUBATOR", "url": "https://advisorcensus.com/firm/ai2-incubator-seattle-wa-324195", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304623, "name": "Aletheian Wealth Advisors LLC", "name_as_filed": "ALETHEIAN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/aletheian-wealth-advisors-llc-bellevue-wa-304623", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169226, "name": "Alpine Bioventures, GP, LLC", "name_as_filed": "ALPINE BIOVENTURES, GP, LLC", "url": "https://advisorcensus.com/firm/alpine-bioventures-gp-llc-seattle-wa-169226", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325321, "name": "Alta Via Financial Planning", "name_as_filed": "ALTA VIA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/alta-via-financial-planning-seattle-wa-325321", "city": "Seattle", "state": "WA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337262, "name": "Altelan Capital LLC", "name_as_filed": "ALTELAN CAPITAL LLC", "url": "https://advisorcensus.com/firm/altelan-capital-llc-seattle-wa-337262", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337263, "name": "Altelan GP I LLC", "name_as_filed": "ALTELAN GP I LLC", "url": "https://advisorcensus.com/firm/altelan-gp-i-llc-seattle-wa-337263", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 269981, "name": "Altitude Ventures Management, LLC", "name_as_filed": "ALTITUDE VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/altitude-ventures-management-llc-kirkland-wa-269981", "city": "Kirkland", "state": "WA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283260, "name": "Altravue Capital, LLC", "name_as_filed": "ALTRAVUE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/altravue-capital-llc-bellevue-wa-283260", "city": "Bellevue", "state": "WA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110117, "name": "American Northwest Advisory Services L.L.C.", "name_as_filed": "AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.", "url": "https://advisorcensus.com/firm/american-northwest-advisory-services-l-l-c-federal-way-wa-110117", "city": "Federal Way", "state": "WA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154628, "name": "An Irrational Mind, LLC", "name_as_filed": "AN IRRATIONAL MIND, LLC", "url": "https://advisorcensus.com/firm/an-irrational-mind-llc-bellevue-wa-154628", "city": "Bellevue", "state": "WA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310081, "name": "Anchor Financial", "name_as_filed": "ANCHOR FINANCIAL", "url": "https://advisorcensus.com/firm/anchor-financial-tacoma-wa-310081", "city": "Tacoma", "state": "WA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 330361, "name": "Angellist Asset Management, LLC", "name_as_filed": "ANGELLIST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/angellist-asset-management-llc-seattle-wa-330361", "city": "Seattle", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335724, "name": "Anne Townsend Capital, LLC", "name_as_filed": "ANNE TOWNSEND CAPITAL, LLC", "url": "https://advisorcensus.com/firm/anne-townsend-capital-llc-seattle-wa-335724", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287629, "name": "Arable Capital Partners, LLC", "name_as_filed": "ARABLE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/arable-capital-partners-llc-bellevue-wa-287629", "city": "Bellevue", "state": "WA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 130499, "name": "Archon Capital Management LLC", "name_as_filed": "ARCHON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/archon-capital-management-llc-seattle-wa-130499", "city": "Seattle", "state": "WA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105086, "name": "Ariston Capital Management Corp", "name_as_filed": "ARISTON CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/ariston-capital-management-corp-bellevue-wa-105086", "city": "Bellevue", "state": "WA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167976, "name": "Arrivity Financial Planning", "name_as_filed": "ARRIVITY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/arrivity-financial-planning-seattle-wa-167976", "city": "Seattle", "state": "WA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 298366, "name": "Aspire Capital Advisors LLC", "name_as_filed": "ASPIRE CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/aspire-capital-advisors-llc-seattle-wa-298366", "city": "Seattle", "state": "WA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336350, "name": "Asset One Wealth Management, LLC", "name_as_filed": "ASSET ONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/asset-one-wealth-management-llc-bellevue-wa-336350", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157549, "name": "Asymmetric Advantage Capital Management, LLC", "name_as_filed": "ASYMMETRIC ADVANTAGE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/asymmetric-advantage-capital-management-llc-bellevue-wa-157549", "city": "Bellevue", "state": "WA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 145179, "name": "Auxano Advisors", "name_as_filed": "AUXANO ADVISORS", "url": "https://advisorcensus.com/firm/auxano-advisors-bellevue-wa-145179", "city": "Bellevue", "state": "WA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307869, "name": "Avantia Investment Services, LLC", "name_as_filed": "AVANTIA INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/avantia-investment-services-llc-seattle-wa-307869", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330793, "name": "Avatar Capital Management LLC", "name_as_filed": "AVATAR CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avatar-capital-management-llc-seattle-wa-330793", "city": "Seattle", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 161077, "name": "Avier Wealth Advisors", "name_as_filed": "AVIER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/avier-wealth-advisors-bellevue-wa-161077", "city": "Bellevue", "state": "WA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108146, "name": "Aviso Wealth Management", "name_as_filed": "AVISO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/aviso-wealth-management-bellevue-wa-108146", "city": "Bellevue", "state": "WA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300689, "name": "B3 Wealth Strategies", "name_as_filed": "B3 WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/b3-wealth-strategies-bellevue-wa-300689", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116816, "name": "BAC Capital Advisors LLC", "name_as_filed": "BAC CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bac-capital-advisors-llc-seattle-wa-116816", "city": "Seattle", "state": "WA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315440, "name": "Badgley Phelps Wealth Managers", "name_as_filed": "BADGLEY PHELPS WEALTH MANAGERS", "url": "https://advisorcensus.com/firm/badgley-phelps-wealth-managers-seattle-wa-315440", "city": "Seattle", "state": "WA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 174336, "name": "Barwick & Partners, Inc.", "name_as_filed": "BARWICK & PARTNERS, INC.", "url": "https://advisorcensus.com/firm/barwick-and-partners-inc-shoreline-wa-174336", "city": "Shoreline", "state": "WA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334018, "name": "Basecamp Wealth Advisors, LLC", "name_as_filed": "BASECAMP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/basecamp-wealth-advisors-llc-bellevue-wa-334018", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115969, "name": "BBJS Financial Advisors, LLC", "name_as_filed": "BBJS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bbjs-financial-advisors-llc-seattle-wa-115969", "city": "Seattle", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288411, "name": "BC Financial", "name_as_filed": "BC FINANCIAL", "url": "https://advisorcensus.com/firm/bc-financial-normandy-park-wa-288411", "city": "Normandy Park", "state": "WA", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 151151, "name": "Bear Mountain Capital Inc.", "name_as_filed": "BEAR MOUNTAIN CAPITAL INC.", "url": "https://advisorcensus.com/firm/bear-mountain-capital-inc-seattle-wa-151151", "city": "Seattle", "state": "WA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129194, "name": "Bellevue Asset Management, LLC", "name_as_filed": "BELLEVUE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bellevue-asset-management-llc-bellevue-wa-129194", "city": "Bellevue", "state": "WA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127471, "name": "Benchmark Plus Management", "name_as_filed": "BENCHMARK PLUS MANAGEMENT", "url": "https://advisorcensus.com/firm/benchmark-plus-management-gig-harbor-wa-127471", "city": "Gig Harbor", "state": "WA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/wa", "label": "Financial advisors in Washington" }, "metro": { "path": "/advisors/wa/seattle", "label": "Financial advisors in Seattle, WA" }, "city_pages": [ { "path": "/advisors/wa/seattle/bellevue", "label": "Financial advisors in Bellevue, WA", "firm_count": 93 }, { "path": "/advisors/wa/seattle/kirkland", "label": "Financial advisors in Kirkland, WA", "firm_count": 25 }, { "path": "/advisors/wa/seattle/tacoma", "label": "Financial advisors in Tacoma, WA", "firm_count": 16 }, { "path": "/advisors/wa/seattle/gig-harbor", "label": "Financial advisors in Gig Harbor, WA", "firm_count": 15 }, { "path": "/advisors/wa/seattle/mercer-island", "label": "Financial advisors in Mercer Island, WA", "firm_count": 15 }, { "path": "/advisors/wa/seattle/redmond", "label": "Financial advisors in Redmond, WA", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/wa/seattle/fee-only", "label": "Fee-only financial advisors in Seattle, WA", "firm_count": 149 }, { "path": "/advisors/wa/seattle/flat-fee", "label": "Flat-fee financial advisors in Seattle, WA", "firm_count": 170 }, { "path": "/advisors/wa/seattle/hourly", "label": "Hourly financial advisors in Seattle, WA", "firm_count": 148 } ], "niche_pages": [ { "path": "/advisors/wa/seattle/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Seattle, WA" }, { "path": "/advisors/wa/seattle/farmers-and-ranchers", "firm_count": 1, "label": "Financial advisors for farmers and ranchers in Seattle, WA" }, { "path": "/advisors/wa/seattle/sustainable-and-impact-investing", "firm_count": 1, "label": "Financial advisors for sustainable and impact investing in Seattle, WA" } ] }, "csv": "https://advisorcensus.com/advisors/wa/seattle.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 11, "sec_registered_at_start": 199, "per_100_registered": 5.53, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 11 firms here registered with the SEC as investment advisers: 5.5 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }