{ "path": "/advisors/wa/seattle/bellevue", "url": "https://advisorcensus.com/advisors/wa/seattle/bellevue/page/2", "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": 2, "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": 288599, "name": "Leverage Planners Wealth Management, LLC", "name_as_filed": "LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/leverage-planners-wealth-management-llc-bellevue-wa-288599", "city": "Bellevue", "state": "WA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 296068, "name": "Light AI, L.L.C.", "name_as_filed": "LIGHT AI, L.L.C.", "url": "https://advisorcensus.com/firm/light-ai-l-l-c-bellevue-wa-296068", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298927, "name": "Maclachlan Wealth Management", "name_as_filed": "MACLACHLAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317970, "name": "Mainsail Financial Group", "name_as_filed": "MAINSAIL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970", "city": "Bellevue", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288790, "name": "Mainspring Wealth Advisors", "name_as_filed": "MAINSPRING WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/mainspring-wealth-advisors-bellevue-wa-288790", "city": "Bellevue", "state": "WA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 297388, "name": "Marsjewett Financial Group", "name_as_filed": "MARSJEWETT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388", "city": "Bellevue", "state": "WA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333128, "name": "Martos Wealth Management", "name_as_filed": "MARTOS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/martos-wealth-management-bellevue-wa-333128", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117233, "name": "Mellor & Associates LLC", "name_as_filed": "MELLOR & ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233", "city": "Bellevue", "state": "WA", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151666, "name": "Mountain Pacific Advisors, LLC", "name_as_filed": "MOUNTAIN PACIFIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mountain-pacific-advisors-llc-bellevue-wa-151666", "city": "Bellevue", "state": "WA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301389, "name": "Next Steps Advisors, Inc.", "name_as_filed": "NEXT STEPS ADVISORS, INC.", "url": "https://advisorcensus.com/firm/next-steps-advisors-inc-bellevue-wa-301389", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172639, "name": "Nomad Capital Group, LLC", "name_as_filed": "NOMAD CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/nomad-capital-group-llc-bellevue-wa-172639", "city": "Bellevue", "state": "WA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 315105, "name": "Okung Ventures LLC", "name_as_filed": "OKUNG VENTURES LLC", "url": "https://advisorcensus.com/firm/okung-ventures-llc-bellevue-wa-315105", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164014, "name": "Opal Advisors", "name_as_filed": "OPAL ADVISORS", "url": "https://advisorcensus.com/firm/opal-advisors-bellevue-wa-164014", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333505, "name": "OPP Wealth Advisory LLC", "name_as_filed": "OPP WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/opp-wealth-advisory-llc-bellevue-wa-333505", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 331372, "name": "Optica Technology Group LLC", "name_as_filed": "OPTICA TECHNOLOGY GROUP LLC", "url": "https://advisorcensus.com/firm/optica-technology-group-llc-bellevue-wa-331372", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340466, "name": "Optimal Tax Asset Management", "name_as_filed": "OPTIMAL TAX ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/optimal-tax-asset-management-bellevue-wa-340466", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119086, "name": "Optimist Retirement Group, LLC", "name_as_filed": "OPTIMIST RETIREMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/optimist-retirement-group-llc-bellevue-wa-119086", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 154160, "name": "Pacific Financial Advisors", "name_as_filed": "PACIFIC FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/pacific-financial-advisors-bellevue-wa-154160", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305115, "name": "Parcion Private Wealth LLC", "name_as_filed": "PARCION PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/parcion-private-wealth-llc-bellevue-wa-305115", "city": "Bellevue", "state": "WA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297284, "name": "Paul R. Ried Financial Group, LLC", "name_as_filed": "PAUL R. RIED FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/paul-r-ried-financial-group-llc-bellevue-wa-297284", "city": "Bellevue", "state": "WA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167564, "name": "Private Wealth Management Solutions, LLC", "name_as_filed": "PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/private-wealth-management-solutions-llc-bellevue-wa-167564", "city": "Bellevue", "state": "WA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328633, "name": "Rain DOG Financial", "name_as_filed": "RAIN DOG FINANCIAL", "url": "https://advisorcensus.com/firm/rain-dog-financial-bellevue-wa-328633", "city": "Bellevue", "state": "WA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334465, "name": "Rare Wolf Capital LLC", "name_as_filed": "RARE WOLF CAPITAL LLC", "url": "https://advisorcensus.com/firm/rare-wolf-capital-llc-bellevue-wa-334465", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168667, "name": "RH2 Wealth Advisors, LLC", "name_as_filed": "RH2 WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rh2-wealth-advisors-llc-bellevue-wa-168667", "city": "Bellevue", "state": "WA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 310849, "name": "SCS", "name_as_filed": "SCS", "url": "https://advisorcensus.com/firm/scs-bellevue-wa-310849", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117257, "name": "Senior Financial Advisors, Inc.", "name_as_filed": "SENIOR FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/senior-financial-advisors-inc-bellevue-wa-117257", "city": "Bellevue", "state": "WA", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117392, "name": "Snider Financial Group", "name_as_filed": "SNIDER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/snider-financial-group-bellevue-wa-117392", "city": "Bellevue", "state": "WA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306332, "name": "Sound Legacy Wealth Advisors, LLC", "name_as_filed": "SOUND LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315590, "name": "Soundpath Retirement Strategies, LLC", "name_as_filed": "SOUNDPATH RETIREMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/soundpath-retirement-strategies-llc-bellevue-wa-315590", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 283480, "name": "Steward Capital LLC.", "name_as_filed": "STEWARD CAPITAL LLC.", "url": "https://advisorcensus.com/firm/steward-capital-llc-bellevue-wa-283480", "city": "Bellevue", "state": "WA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 148763, "name": "Strategic Asset Alliance", "name_as_filed": "STRATEGIC ASSET ALLIANCE", "url": "https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763", "city": "Bellevue", "state": "WA", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 155162, "name": "Talbot Financial, LLC", "name_as_filed": "TALBOT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162", "city": "Bellevue", "state": "WA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296781, "name": "Tapas Capital, LLC", "name_as_filed": "TAPAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tapas-capital-llc-bellevue-wa-296781", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141951, "name": "Third Stage Investment Group, LLC", "name_as_filed": "THIRD STAGE INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951", "city": "Bellevue", "state": "WA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129190, "name": "Thome Financial", "name_as_filed": "THOME FINANCIAL", "url": "https://advisorcensus.com/firm/thome-financial-bellevue-wa-129190", "city": "Bellevue", "state": "WA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108917, "name": "Threadline Wealth", "name_as_filed": "THREADLINE WEALTH", "url": "https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917", "city": "Bellevue", "state": "WA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341443, "name": "Trilogy Investment Advisors", "name_as_filed": "TRILOGY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/trilogy-investment-advisors-bellevue-wa-341443", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316079, "name": "Truewealth Financial Partners", "name_as_filed": "TRUEWEALTH FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301548, "name": "Tschetter Group", "name_as_filed": "TSCHETTER GROUP", "url": "https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151309, "name": "Waterrock Global Asset Management", "name_as_filed": "WATERROCK GLOBAL ASSET MANAGEMENT", "url": 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"/advisors/wa/seattle/no-account-minimum", "firm_count": 34, "label": "Financial advisors with no account minimum in Seattle, WA" } ], "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": null, "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" } }