4.5+ Stars · Bellevue
Highly Rated Financial Advisors in Bellevue, WA
Only the best make this list. These financial advisors in Bellevue have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Bellevue, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Avier Wealth Advisors with a 5.0-star rating from 63 Google reviews and an RNM Score of 81/100. Also in the top tier: Alterra Advisors and TrueWealth Financial Partners. The average rating across all listed financial advisors in Bellevue is 4.9 stars from 24 reviews per business on average.
Financial advisors in Bellevue typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Halbert Hargrove Bellevue
As a top-ranked firm, Halbert Hargrove Bellevue offers comprehensive wealth management with a strong reputation and client-centered approach.
Most Reviewed
Creative Planning
A high number of reviews often indicates a large client base and provides broader insight into client experiences, though quality should be verified.
When choosing an advisor in Bellevue, verify their fiduciary status, fee structure, and client reviews, and consider meeting with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
24
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 63 Google reviews, this Bellevue financial advisor is highly trusted.
10655 NE 4th St Suite 500, Bellevue, WA 98004, USABellevue financial advisor with a perfect 5.0-star rating from 56 Google reviews.
500 108th Ave NE Unit 1700, Bellevue, WA 98004, USATop-rated Bellevue financial advisor with a perfect 5.0-star rating from 54 reviews.
915 118th Ave SE Suite 140, Bellevue, WA 98005, USAFinancial Advisors Rankings in Bellevue, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Avier Wealth Advisors10655 NE 4th St Suite 500, Bellevue, WA 98004, USA | 5.0★ | 63 |
| #2 | Alterra Advisors500 108th Ave NE Unit 1700, Bellevue, WA 98004, USA | 5.0★ | 56 |
| #3 | TrueWealth Financial Partners915 118th Ave SE Suite 140, Bellevue, WA 98005, USA | 5.0★ | 54 |
| #4 | MarsJewett Financial Group11235 SE 6th St Ste 110, Bellevue, WA 98004, USA | 5.0★ | 2 |
| #5 | Fulcrum Wealth Advisors10940 NE 33rd Pl # 210, Bellevue, WA 98004, USA | 4.9★ | 34 |
| #6 | Transamerica Financial Advisors/World Financial Group2700 Richards Rd Suite 204, Bellevue, WA 98005, USA | 4.9★ | 29 |
| #7 | Pinnacle Private Wealth Advisors10900 NE 4th St #2260, Bellevue, WA 98004, USA | 5.0★ | 28 |
| #8 | Crossroads Financial Services LLC1479 158th Pl NE, Bellevue, WA 98008, USA | 5.0★ | 13 |
| #9 | CAPTRUST10811 Main St, Bellevue, WA 98004, USA | 4.7★ | 3 |
| #10 | Creative Planning500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004, USA | 4.8★ | 40 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Bellevue
Exceptional 5.0-star rating from a small number of Google reviews.
11235 SE 6th St Ste 110, Bellevue, WA 98004, USA
Rated 4.9 stars from 34 Google reviews, this Bellevue advisor is highly trusted.
10940 NE 33rd Pl # 210, Bellevue, WA 98004, USA
A 4.9-star rating from 29 Google reviews reflects exceptional client satisfaction.
2700 Richards Rd Suite 204, Bellevue, WA 98005, USA
Exceptional 5.0-star rating from 28 reviews for a Bellevue financial advisor.
10900 NE 4th St #2260, Bellevue, WA 98004, USA
Rated 5.0 stars from 13 Google reviews, this Bellevue financial advisor is highly recommended.
1479 158th Pl NE, Bellevue, WA 98008, USA
Trusted by clients, this Bellevue advisor holds a strong 4.7-star rating from 3 reviews.
10811 Main St, Bellevue, WA 98004, USA
Trusted by 40 clients with a 4.8-star rating on Google.
500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004, USA
Rated 5.0 stars from 16 Google reviews for trusted financial guidance in Bellevue.
1606 148th Ave SE #100, Bellevue, WA 98007, USA
5.0 stars from 10 Google reviews for financial advising in Bellevue.
12011 NE Bel Red Rd suite 200, Bellevue, WA 98005, USA
Exceptional 5.0-star rating from six Google reviews for Bellevue financial advising.
10801 Main St #201, Bellevue, WA 98004, USA
Exceptional 5.0-star rating from a small number of Google reviews.
10900 NE 8th St #1640, Bellevue, WA 98004, USA
Consistently rated 5.0 stars based on a few client reviews in Bellevue.
601 108th Ave NE UNIT 1510, Bellevue, WA 98004, USA
Praised by clients for outstanding financial guidance, with a flawless 5.0-star rating.
1130 106th Ave NE, Bellevue, WA 98004, USA
Rated 4.9 stars from 31 reviews, this Bellevue financial advisor is highly trusted.
310 120th Ave NE suite a-205, Bellevue, WA 98005, USA
Bellevue financial advisor with a perfect 5.0-star rating from 25 reviews.
9 Lake Bellevue Dr STE 108, Bellevue, WA 98005, USA
4.7 stars from 45 Google reviews, reflecting strong client satisfaction.
11120 NE 2nd St #120, Bellevue, WA 98004, USA
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Financial Advisors in Bellevue, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Avier Wealth Advisors | 81/100 | 5.0 ★ | 63 |
| 2 | Alterra Advisors | 80/100 | 5.0 ★ | 56 |
| 3 | TrueWealth Financial Partners | 80/100 | 5.0 ★ | 54 |
| 4 | MarsJewett Financial Group | 64/100 | 5.0 ★ | 2 |
| 5 | Fulcrum Wealth Advisors | 76/100 | 4.9 ★ | 34 |
| 6 | Transamerica Financial Advisors/World Financial Group | 75/100 | 4.9 ★ | 29 |
| 7 | Pinnacle Private Wealth Advisors | 77/100 | 5.0 ★ | 28 |
| 8 | Crossroads Financial Services LLC | 73/100 | 5.0 ★ | 13 |
| 9 | CAPTRUST | 61/100 | 4.7 ★ | 3 |
| 10 | Creative Planning | 75/100 | 4.8 ★ | 40 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Bellevue
What is a fiduciary financial advisor and why does it matter in Bellevue?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bellevue, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bellevue?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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