{
  "path": "/advisors/wa/seattle/bellevue",
  "url": "https://advisorcensus.com/advisors/wa/seattle/bellevue",
  "page_type": "metro_city",
  "title": "Financial advisors in Bellevue, WA",
  "filters": {},
  "scope_total": 93,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Bellevue, WA?",
      "a": "AdvisorCensus lists 93 investment advisory firms with a principal office in Bellevue, Washington (part of the Seattle metro area), from Form ADV filings as of October 2026: 51 SEC-registered, 28 state-registered, and 14 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 Bellevue, WA?",
      "a": "29 of the 93 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 Bellevue, WA offer financial planning?",
      "a": "56 of the 79 firms in Bellevue, 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 Bellevue, 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 29 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 93 investment advisory firms with a principal office in Bellevue, Washington (part of the Seattle metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Seattle metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Bellevue, WA: 93 firms from Form ADV filings as of October 2026.",
  "total_firms": 93,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 51,
    "state": 28,
    "exempt": 14
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 29
    },
    {
      "code": "percentage_of_aum",
      "count": 64
    },
    {
      "code": "hourly",
      "count": 29
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 42
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 13
    },
    {
      "code": "other",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 14
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 33
    },
    {
      "code": "5_to_9",
      "count": 25
    },
    {
      "code": "10_to_19",
      "count": 22
    },
    {
      "code": "20_plus",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 9
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 22
    },
    {
      "code": "500m_1b",
      "count": 12
    },
    {
      "code": "1b_5b",
      "count": 11
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 27
    }
  ],
  "firms": [
    {
      "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 116276,
      "name": "Berntson Porter Wealth Management, LLC",
      "name_as_filed": "BERNTSON PORTER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/berntson-porter-wealth-management-llc-bellevue-wa-116276",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309479,
      "name": "BMMS Wealth Advisory LLC",
      "name_as_filed": "BMMS WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/bmms-wealth-advisory-llc-bellevue-wa-309479",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116682,
      "name": "Boone Wealth Advisors, LLC",
      "name_as_filed": "BOONE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/boone-wealth-advisors-llc-bellevue-wa-116682",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174429,
      "name": "Broadview Wealth Management, LLC",
      "name_as_filed": "BROADVIEW WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/broadview-wealth-management-llc-bellevue-wa-174429",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 268791,
      "name": "Brown Bridge Capital, LLC",
      "name_as_filed": "BROWN BRIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/brown-bridge-capital-llc-bellevue-wa-268791",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169470,
      "name": "Capital Planning, LLC",
      "name_as_filed": "CAPITAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/capital-planning-llc-bellevue-wa-169470",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315897,
      "name": "Cercano Management LLC",
      "name_as_filed": "CERCANO MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cercano-management-llc-bellevue-wa-315897",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118159,
      "name": "Clark Nuber Wealth Management",
      "name_as_filed": "CLARK NUBER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/clark-nuber-wealth-management-bellevue-wa-118159",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 34,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108805,
      "name": "Coldstream Wealth Management",
      "name_as_filed": "COLDSTREAM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/coldstream-wealth-management-bellevue-wa-108805",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 35,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314466,
      "name": "Consilio Wealth Advisors, LLC",
      "name_as_filed": "CONSILIO WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/consilio-wealth-advisors-llc-bellevue-wa-314466",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305978,
      "name": "Cross Border Investment Management LLC",
      "name_as_filed": "CROSS BORDER INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cross-border-investment-management-llc-bellevue-wa-305978",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283745,
      "name": "Echelon Capital, LLC",
      "name_as_filed": "ECHELON CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/echelon-capital-llc-bellevue-wa-283745",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 305125,
      "name": "Emerald Advisors, LLC",
      "name_as_filed": "EMERALD ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/emerald-advisors-llc-bellevue-wa-305125",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291033,
      "name": "EQ Wealth Management",
      "name_as_filed": "EQ WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/eq-wealth-management-bellevue-wa-291033",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110699,
      "name": "Evans Capital Management Associates",
      "name_as_filed": "EVANS CAPITAL MANAGEMENT ASSOCIATES",
      "url": "https://advisorcensus.com/firm/evans-capital-management-associates-bellevue-wa-110699",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104931,
      "name": "Evergreen Capital Management LLC",
      "name_as_filed": "EVERGREEN CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/evergreen-capital-management-llc-bellevue-wa-104931",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 42,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309903,
      "name": "Eystra Capital",
      "name_as_filed": "EYSTRA CAPITAL",
      "url": "https://advisorcensus.com/firm/eystra-capital-bellevue-wa-309903",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 114976,
      "name": "Fap,llc",
      "name_as_filed": "FAP,LLC",
      "url": "https://advisorcensus.com/firm/fap-llc-bellevue-wa-114976",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333296,
      "name": "Foresee Wealth Advisors",
      "name_as_filed": "FORESEE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/foresee-wealth-advisors-bellevue-wa-333296",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172198,
      "name": "Fortis Capital Management LLC",
      "name_as_filed": "FORTIS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/fortis-capital-management-llc-bellevue-wa-172198",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169277,
      "name": "Fulcrum Wealth Advisors, LLC",
      "name_as_filed": "FULCRUM WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fulcrum-wealth-advisors-llc-bellevue-wa-169277",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
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  "csv": null,
  "source": {
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    "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"
  }
}