# Financial advisors in Bellevue, WA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wa/seattle/bellevue/page/2

## At a glance

- Investment advisory firms: 93
- Registration: SEC-registered investment adviser: 51, State-registered investment adviser: 28, Exempt reporting adviser: 14
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 29 (37%); Percentage of assets 64 (81%); Hourly charges 29 (37%); Fixed fees 42 (53%); Commissions 1 (1%); Performance-based fees 13 (16%); Other 10 (13%); No compensation arrangements reported 14
- Regulatory assets under management (Item 5.F): Under $25 million 9 (10%); $25 million to $100 million 8 (9%); $100 million to $500 million 22 (24%); $500 million to $1 billion 12 (13%); $1 billion to $5 billion 11 (12%); Over $5 billion 4 (4%); Not reported 27 (29%)
- Years registered: Under 5 years 33 (35%); 5 to 9 years 25 (27%); 10 to 19 years 22 (24%); 20 years or more 12 (13%); Not reported 1 (1%)

## Firms (page 2 of 2, 51 to 93 of 93, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Leverage Planners Wealth Management, LLC](https://advisorcensus.com/firm/leverage-planners-wealth-management-llc-bellevue-wa-288599) ([md](https://advisorcensus.com/firm/leverage-planners-wealth-management-llc-bellevue-wa-288599.md)) | 288599 | Bellevue, WA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Light AI, L.L.C.](https://advisorcensus.com/firm/light-ai-l-l-c-bellevue-wa-296068) ([md](https://advisorcensus.com/firm/light-ai-l-l-c-bellevue-wa-296068.md)) | 296068 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Maclachlan Wealth Management](https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927) ([md](https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927.md)) | 298927 | Bellevue, WA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Mainsail Financial Group](https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970) ([md](https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970.md)) | 317970 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Mainspring Wealth Advisors](https://advisorcensus.com/firm/mainspring-wealth-advisors-bellevue-wa-288790) ([md](https://advisorcensus.com/firm/mainspring-wealth-advisors-bellevue-wa-288790.md)) | 288790 | Bellevue, WA | State-registered investment adviser | Not reported | 9 | Other |
| [Marsjewett Financial Group](https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388) ([md](https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388.md)) | 297388 | Bellevue, WA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Martos Wealth Management](https://advisorcensus.com/firm/martos-wealth-management-bellevue-wa-333128) ([md](https://advisorcensus.com/firm/martos-wealth-management-bellevue-wa-333128.md)) | 333128 | Bellevue, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Mellor & Associates LLC](https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233) ([md](https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233.md)) | 117233 | Bellevue, WA | State-registered investment adviser | Under $25 million | 29 | % of assets |
| [Mountain Pacific Advisors, LLC](https://advisorcensus.com/firm/mountain-pacific-advisors-llc-bellevue-wa-151666) ([md](https://advisorcensus.com/firm/mountain-pacific-advisors-llc-bellevue-wa-151666.md)) | 151666 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Next Steps Advisors, Inc.](https://advisorcensus.com/firm/next-steps-advisors-inc-bellevue-wa-301389) ([md](https://advisorcensus.com/firm/next-steps-advisors-inc-bellevue-wa-301389.md)) | 301389 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Nomad Capital Group, LLC](https://advisorcensus.com/firm/nomad-capital-group-llc-bellevue-wa-172639) ([md](https://advisorcensus.com/firm/nomad-capital-group-llc-bellevue-wa-172639.md)) | 172639 | Bellevue, WA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Okung Ventures LLC](https://advisorcensus.com/firm/okung-ventures-llc-bellevue-wa-315105) ([md](https://advisorcensus.com/firm/okung-ventures-llc-bellevue-wa-315105.md)) | 315105 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Opal Advisors](https://advisorcensus.com/firm/opal-advisors-bellevue-wa-164014) ([md](https://advisorcensus.com/firm/opal-advisors-bellevue-wa-164014.md)) | 164014 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [OPP Wealth Advisory LLC](https://advisorcensus.com/firm/opp-wealth-advisory-llc-bellevue-wa-333505) ([md](https://advisorcensus.com/firm/opp-wealth-advisory-llc-bellevue-wa-333505.md)) | 333505 | Bellevue, WA | State-registered investment adviser | Not reported | 1 | Other |
| [Optica Technology Group LLC](https://advisorcensus.com/firm/optica-technology-group-llc-bellevue-wa-331372) ([md](https://advisorcensus.com/firm/optica-technology-group-llc-bellevue-wa-331372.md)) | 331372 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Optimal Tax Asset Management](https://advisorcensus.com/firm/optimal-tax-asset-management-bellevue-wa-340466) ([md](https://advisorcensus.com/firm/optimal-tax-asset-management-bellevue-wa-340466.md)) | 340466 | Bellevue, WA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Optimist Retirement Group, LLC](https://advisorcensus.com/firm/optimist-retirement-group-llc-bellevue-wa-119086) ([md](https://advisorcensus.com/firm/optimist-retirement-group-llc-bellevue-wa-119086.md)) | 119086 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Commissions |
| [Pacific Financial Advisors](https://advisorcensus.com/firm/pacific-financial-advisors-bellevue-wa-154160) ([md](https://advisorcensus.com/firm/pacific-financial-advisors-bellevue-wa-154160.md)) | 154160 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Parcion Private Wealth LLC](https://advisorcensus.com/firm/parcion-private-wealth-llc-bellevue-wa-305115) ([md](https://advisorcensus.com/firm/parcion-private-wealth-llc-bellevue-wa-305115.md)) | 305115 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Paul R. Ried Financial Group, LLC](https://advisorcensus.com/firm/paul-r-ried-financial-group-llc-bellevue-wa-297284) ([md](https://advisorcensus.com/firm/paul-r-ried-financial-group-llc-bellevue-wa-297284.md)) | 297284 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Private Wealth Management Solutions, LLC](https://advisorcensus.com/firm/private-wealth-management-solutions-llc-bellevue-wa-167564) ([md](https://advisorcensus.com/firm/private-wealth-management-solutions-llc-bellevue-wa-167564.md)) | 167564 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Rain DOG Financial](https://advisorcensus.com/firm/rain-dog-financial-bellevue-wa-328633) ([md](https://advisorcensus.com/firm/rain-dog-financial-bellevue-wa-328633.md)) | 328633 | Bellevue, WA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Rare Wolf Capital LLC](https://advisorcensus.com/firm/rare-wolf-capital-llc-bellevue-wa-334465) ([md](https://advisorcensus.com/firm/rare-wolf-capital-llc-bellevue-wa-334465.md)) | 334465 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [RH2 Wealth Advisors, LLC](https://advisorcensus.com/firm/rh2-wealth-advisors-llc-bellevue-wa-168667) ([md](https://advisorcensus.com/firm/rh2-wealth-advisors-llc-bellevue-wa-168667.md)) | 168667 | Bellevue, WA | State-registered investment adviser | Not reported | 12 | Other |
| [SCS](https://advisorcensus.com/firm/scs-bellevue-wa-310849) ([md](https://advisorcensus.com/firm/scs-bellevue-wa-310849.md)) | 310849 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Senior Financial Advisors, Inc.](https://advisorcensus.com/firm/senior-financial-advisors-inc-bellevue-wa-117257) ([md](https://advisorcensus.com/firm/senior-financial-advisors-inc-bellevue-wa-117257.md)) | 117257 | Bellevue, WA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Snider Financial Group](https://advisorcensus.com/firm/snider-financial-group-bellevue-wa-117392) ([md](https://advisorcensus.com/firm/snider-financial-group-bellevue-wa-117392.md)) | 117392 | Bellevue, WA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [Sound Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332) ([md](https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332.md)) | 306332 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Soundpath Retirement Strategies, LLC](https://advisorcensus.com/firm/soundpath-retirement-strategies-llc-bellevue-wa-315590) ([md](https://advisorcensus.com/firm/soundpath-retirement-strategies-llc-bellevue-wa-315590.md)) | 315590 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Steward Capital LLC.](https://advisorcensus.com/firm/steward-capital-llc-bellevue-wa-283480) ([md](https://advisorcensus.com/firm/steward-capital-llc-bellevue-wa-283480.md)) | 283480 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Strategic Asset Alliance](https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763) ([md](https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763.md)) | 148763 | Bellevue, WA | SEC-registered investment adviser | Not reported | 17 | Fixed fee |
| [Talbot Financial, LLC](https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162) ([md](https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162.md)) | 155162 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Tapas Capital, LLC](https://advisorcensus.com/firm/tapas-capital-llc-bellevue-wa-296781) ([md](https://advisorcensus.com/firm/tapas-capital-llc-bellevue-wa-296781.md)) | 296781 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Third Stage Investment Group, LLC](https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951) ([md](https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951.md)) | 141951 | Bellevue, WA | SEC-registered investment adviser | Under $25 million | 19 | % of assets |
| [Thome Financial](https://advisorcensus.com/firm/thome-financial-bellevue-wa-129190) ([md](https://advisorcensus.com/firm/thome-financial-bellevue-wa-129190.md)) | 129190 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Threadline Wealth](https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917) ([md](https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917.md)) | 108917 | Bellevue, WA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Trilogy Investment Advisors](https://advisorcensus.com/firm/trilogy-investment-advisors-bellevue-wa-341443) ([md](https://advisorcensus.com/firm/trilogy-investment-advisors-bellevue-wa-341443.md)) | 341443 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Truewealth Financial Partners](https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079) ([md](https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079.md)) | 316079 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Tschetter Group](https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548) ([md](https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548.md)) | 301548 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Waterrock Global Asset Management](https://advisorcensus.com/firm/waterrock-global-asset-management-bellevue-wa-151309) ([md](https://advisorcensus.com/firm/waterrock-global-asset-management-bellevue-wa-151309.md)) | 151309 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wealthcollab](https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840) ([md](https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840.md)) | 269840 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | Hourly, Fixed fee |
| [Zenithal Capital LLC](https://advisorcensus.com/firm/zenithal-capital-llc-bellevue-wa-327501) ([md](https://advisorcensus.com/firm/zenithal-capital-llc-bellevue-wa-327501.md)) | 327501 | Bellevue, WA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Zoic Capital, LLC](https://advisorcensus.com/firm/zoic-capital-llc-bellevue-wa-284845) ([md](https://advisorcensus.com/firm/zoic-capital-llc-bellevue-wa-284845.md)) | 284845 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |

- Previous page: https://advisorcensus.com/advisors/wa/seattle/bellevue.md

## Questions people ask

**How many financial advisory firms are there in Bellevue, WA?**
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.

**How many fee-only financial advisors are in Bellevue, WA?**
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.

**How many financial advisors in Bellevue, WA offer financial planning?**
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.

**Are the financial advisors in Bellevue, WA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Bellevue, WA: 93 firms from Form ADV filings as of October 2026.