Find a Financial Advisor in King County, WA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in King County, WA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best King County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in King County, WA


  • Financial Advisor Close to King County, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in King County, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near King County, WA

We evaluated over 13,000 RIA firms to bring you the best of the best King County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is King County, WA?

  • Population: 2195,502
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $557,100
  • Average Monthly Housing Cost: $1,772
  • Average Household Income: $128,360
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)



The Top Financial Advisor Firms in King County, WA

 

FIRST WASHINGTON CORPORATION

Website

(206) 624-8320

2001 6th Ave
Ste 3400
Seattle, WA 98121

SEC#: 801-66192
Years in Business: 15 years

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Website

(206) 623-4739

1201 Third Avenue
Suite 3000
Seattle, WA 98101

SEC#: 801-24618
Years in Business: 36 years

SANDER CAPITAL ADVISORS, INC.

Website

(206) 323-8822

4105 E. Madison St.
Suite 300
Seattle, WA 98112

SEC#: 801-112452
Years in Business: 3 years

PARAMETRIC PORTFOLIO ASSOCIATES

Website

(206) 694-5575

800 Fifth Avenue
Suite 2800
Seattle, WA 98104

SEC#: 801-60485
Years in Business: 20 years

INVESCO MANAGED ACCOUNTS, LLC

Website

(186) 676-2773

2001 Sixth Ave.
Suite 2310
Seattle, WA 98121

SEC#: 801-61716
Years in Business: 18 years

VIEWPOINT CAPITAL MANAGEMENT

Website

(206) 219-1410

Madrona Plaza
1421 34th Avenue, Suite 214
Seattle, WA 98122

SEC#: 801-117685
Years in Business: 2 years

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

Website

(206) 839-8586

800 5th Avenue
Suite 4100
Seattle, WA 98104

SEC#: 801-72806
Years in Business: 10 years

APTITUDE INVESTMENT MANAGEMENT LP

Website

(212) 902-1000

Fourth And Madison, 925 Fourth Avenue
Suite 3550
Seattle, WA 98104

SEC#: 801-74419
Years in Business: 9 years

KOSMOS MANAGEMENT LLC

Website

(206) 624-8111

601 Union Street
Suite 3900
Seattle, WA 98101

SEC#: 801-77216
Years in Business: 9 years

 


King County, WA Financial Advisor FAQs

What is your asset allocation method? Financial plans differ from one person to another. A good financial advisor looks into your risk tolerance, age, goals, and other factors in order to come up with a tailor fit plan.
Financial advisors typically get paid through commissions, asset-based fees, or consulting fees.
The best way to choose an advisor is not based on how they are presented, but rather based on what is most important to you. You should ask your potential advisors about their CFP designation, education, experience with the same financial services, and expert qualifications in specific areas of interest.
Financial advisors are professionals who have been designated as such by one of the major financial regulatory bodies, namely the Securities and Exchange Commission (SEC). They use complex mathematical models to help you determine how your current assets will generate income for your future retirement years.