Top 10 financial advisor firms in Bellevue

36 SEC-registered financial advisor firms are headquartered in Bellevue, WA, with $51.7B in combined regulatory assets under management. The largest by assets are Coldstream Capital Management ($13.9B), Evergreen Capital Management ($7.19B) and Moss Adams Wealth Advisors ($5.77B).

36
Financial advisor firms: $51.7B
Their combined AUM: $587M
Median firm AUM: 12,600
Clients of the top 10

The 10 largest by assets

1
Coldstream Capital Management
RIA
$13.9B
Up to 1.00%
2
Evergreen Capital Management
RIA
$7.19B
0.25% to 1.00% a year
3
Moss Adams Wealth Advisors
RIA
$5.77B
0.25% to 1.25% a year
4
Parcion Private Wealth
RIA
$2.95B
0.60% to 1.50% a year
5
DDD Partners
RIA
$2.39B
Up to 1.50% a year
6
Bensler
RIA
$1.94B
Regulatory AUM
7
Auxano Advisors
RIA
$1.78B
Regulatory AUM
8
Talbot Financial
RIA
$1.34B
0.50% to 0.85% a year
9
Paul R. Ried Financial Group
RIA
$1.27B
0.50% to 1.25% a year
10
Ram Investment Partners
RIA
$1.19B
0.30% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Coldstream Capital Management

Coldstream Capital Management is an investment adviser based in Bellevue, WA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $13.9 billion, as filed on 19 August 2026.

Coldstream Capital Management charges up to 1.00% for its Investment management fee, up to 1%. The brochure does not state whether the rate is annual.

Regulatory AUM: $13.9B
Clients: 4,386
Advisory staff: 166
Fee schedule: Up to 1.00%
Custodians: Fidelity, Charles Schwab
Headquarters: One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
Phone: 425-283-1600
Website: coldstream.com

No. 2 · RIA

Evergreen Capital Management

Evergreen Capital Management is an investment adviser based in Bellevue, WA, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $7.19 billion, as filed on 26 March 2026.

Evergreen Capital Management charges 0.25%–1.00% a year for its Investment management services.

Regulatory AUM: $7.19B
Clients: 1,157
Advisory staff: 26
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1412 112th Ave Ne, Suite 100, Bellevue, WA 98004
Phone: 425-467-4600
Website: evergreengavekal.com

No. 3 · RIA

Moss Adams Wealth Advisors

Moss Adams Wealth Advisors is an investment adviser based in Bellevue, WA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $5.77 billion, as filed on 28 May 2026.

Moss Adams Wealth Advisors charges 0.25%–1.25% a year for its Private Client.

Regulatory AUM: $5.77B
Clients: 1,246
Advisory staff: 30
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 10900 Ne 8th St, Ste 305, Bellevue, WA 98004
Phone: 425-650-9500
Website: threadlinewealth.com

No. 4 · RIA

Parcion Private Wealth

Parcion Private Wealth is an investment adviser based in Bellevue, WA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $2.95 billion, as filed on 10 March 2026.

Parcion Private Wealth charges 0.60%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $2.95B
Clients: 165
Advisory staff: 14
Fee schedule: 0.60% to 1.50% a year
Minimum account: $10,000,000
Custodians: Fidelity
Headquarters: 11980 Ne 24th St, Suite 210, Bellevue, WA 98005
Phone: 425-278-9555
Website: parcionpw.com

No. 5 · RIA

DDD Partners

DDD Partners is an investment adviser based in Bellevue, WA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and individual clients. Its regulatory assets under management total $2.39 billion, as filed on 10 July 2026.

DDD Partners charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $2.39B
Clients: 517
Advisory staff: 15
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 2155 112th Ave Ne, Bellevue, WA 98004
Phone: 425-998-9960
Website: tschettergroup.com

No. 6 · RIA

Bensler

Bensler is an investment adviser based in Bellevue, WA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.94 billion, as filed on 30 June 2026.

Regulatory AUM: $1.94B
Clients: 2,493
Advisory staff: 32
Custodians: LPL Financial
Headquarters: 10900 Ne 8th Street, 15th Floor - Suite 1550, Bellevue, WA 98004
Phone: 425-452-1222
Website: bensler.com

No. 7 · RIA

Auxano Advisors

Auxano Advisors is an investment adviser based in Bellevue, WA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.78 billion, as filed on 9 September 2026.

Regulatory AUM: $1.78B
Clients: 724
Advisory staff: 8
Founded: 1987
Custodians: Charles Schwab
Headquarters: 10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004
Phone: 425-889-1261
Website: auxanoadvisors.com

No. 8 · RIA

Talbot Financial

Talbot Financial is an investment adviser based in Bellevue, WA, registered with the SEC since 2010. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.34 billion, as filed on 2 March 2026.

Talbot Financial charges 0.50%–0.85% a year for its Asset management services.

Regulatory AUM: $1.34B
Clients: 269
Advisory staff: 2
Founded: 2010
Fee schedule: 0.50% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 10500 Ne 8th Street, #1700, Bellevue, WA 98004
Phone: 425-533-0797
Website: talbotfinancial.com

No. 9 · RIA

Paul R. Ried Financial Group

Paul R. Ried Financial Group is an investment adviser based in Bellevue, WA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.27 billion, as filed on 3 March 2026.

Paul R. Ried Financial Group charges 0.50%–1.25% a year for its PEAC Investment Advisory Program.

Regulatory AUM: $1.27B
Clients: 1,060
Advisory staff: 8
Founded: 2018
Fee schedule: 0.50% to 1.25% a year
Custodians: Pershing
Headquarters: 10801 Main Street, Suite 201, Bellevue, WA 98004-6366
Phone: 425-646-6777
Website: paulried.com

No. 10 · RIA

Ram Investment Partners

Ram Investment Partners is an investment adviser based in Bellevue, WA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.19 billion, as filed on 24 March 2026.

Ram Investment Partners charges 0.30%–1.00% a year for its Standard Fee Schedule.

Regulatory AUM: $1.19B
Clients: 583
Advisory staff: 16
Founded: 2000
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 10655 Ne 4th Street, Suite 500, Bellevue, WA 98004
Phone: 425-467-1011
Website: avieradvisors.com

Questions about financial advisors in Bellevue

How many financial advisor firms are headquartered in Bellevue?

36 SEC-registered financial advisor firms report their principal office in Bellevue, WA, managing $51.7B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bellevue?

Coldstream Capital Management, with $13.9B in regulatory assets under management on its latest Form ADV. The next largest are Evergreen Capital Management ($7.19B) and Moss Adams Wealth Advisors ($5.77B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bellevue?

The median firm manages $587M in regulatory assets. That is the midpoint of the 36 firms headquartered in Bellevue.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bellevue charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bellevue?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bellevue has 36 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Bellevue

Top financial advisor firms in other Washington cities