Skip to content

Financial Planners in Bellevue, WA: 2026 rankings

269 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bellevue: Avier Wealth Advisors, RFA Score 72/100; 5.0★ from 75 Google reviews.

  2. 3

    Most-reviewed: Sound Planning Group, 419 Google reviews at 5.0★, the most of 269 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

269 Bellevue financial planners are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.4★ across 269 rated firms.

Top 10 financial planners in Bellevue at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Bellevue at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Avier Wealth Advisors725.0★ (75)BellevueTop score
2Paramount Tax & Accounting Kirkland715.0★ (89)Kirkland, 7 mi away—
3Sound Planning Group715.0★ (419)Kirkland, 7 mi awayMost reviews
4Alterra Advisors715.0★ (59)Bellevue—
5TrueWealth Financial Partners715.0★ (59)Bellevue—
6Humble Sandhu Services704.9★ (132)Kent, 17 mi away—
7Creative Planning694.8★ (49)Bellevue—
8Aaron Gose, ChFC FSCP RICP WMCP - Engineers Financial Group LLC695.0★ (35)Bellevue—
9Stabler Wealth Management685.0★ (33)Bellevue—
10Financial Freedom For Dentists685.0★ (81)Snoqualmie, 16 mi away—

All 269 financial planners in Bellevue, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bellevue

    #1 Avier Wealth Advisors

    Based in Bellevue

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10655 NE 4th St Suite 500, Bellevue, WA 98004
    View profile for Avier Wealth Advisors(425) 467-1011

  3. #3 Sound Planning Group

    Based in Kirkland, 7 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 419 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 419 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11411 NE 124th St #255, Kirkland, WA 98034
    View profile for Sound Planning Group(425) 821-9442

  4. #4 Alterra Advisors

    Based in Bellevue

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Unit 1700, Bellevue, WA 98004
    View profile for Alterra Advisors(425) 749-3300

  7. #7 Creative Planning

    Based in Bellevue

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004
    View profile for Creative Planning(866) 273-2848

  11. #11 Russell Investments

    Based in Seattle, 6 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 86 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    401 Union St FL18, Seattle, WA 98101
    View profile for Russell Investments(206) 505-7877

  14. #14 Leverage Planners

    Based in Bellevue

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    310 120th Ave NE Ste a-205, Bellevue, WA 98005
    View profile for Leverage Planners(425) 223-4520

  15. #15 BECU credit union

    Based in Bellevue

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.9★ from 89 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 89 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    200 Bellevue Way NE, Bellevue, WA 98004
    View profile for BECU credit union(800) 233-2328

  17. #17 Brighton Jones

    Based in Seattle, 7 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2030 1st Ave 3rd floor, Seattle, WA 98121
    View profile for Brighton Jones(206) 258-5000

  18. #18 BECU credit union

    Based in Woodinville, 10 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.5★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    17705 140th Ave NE Ste A-12, Woodinville, WA 98072
    View profile for BECU credit union(800) 233-2328

  19. #19 CreditCEO

    Based in Seattle, 6 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 40 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    701 5th Ave Suite 4200, Seattle, WA 98104
    View profile for CreditCEO(800) 216-2725

  21. #21 Global Credit Union

    Based in Renton, 10 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 81 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Parking lot, 1107 Southwest Grady Wy Ste 170, Renton, WA 98057
    View profile for Global Credit Union(800) 525-9094

  23. #23 BECU credit union

    Based in Tukwila, 9 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.5★ from 409 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 409 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    12770 Gateway Dr, Tukwila, WA 98168
    View profile for BECU credit union(800) 233-2328

  24. #24 Fearless Wealth

    Based in Bellevue

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.4★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Fearless Wealth(425) 504-0192

  25. #25 BECU credit union

    Based in Shoreline, 12 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    20011 Ballinger Way NE, Shoreline, WA 98155
    View profile for BECU credit union(800) 233-2328

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 269 ranked financial planners here; the rest are on their profiles.

financial planners in Bellevue, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Global Credit Union664.2★ (32)In Bellevue
27Goldbloom Wealth Management, LLC654.7★ (24)2 mi
28The Retirement Solution654.7★ (30)6 mi
29Better Tomorrow Financial655.0★ (31)10 mi
30Bank of America Financial Center654.3★ (173)24 mi
31Michael Oldenburg - Edelman Financial Engines655.0★ (16)In Bellevue
32BECU credit union653.7★ (89)6 mi
33BECU credit union653.8★ (349)20 mi
34Crossroads Financial Services LLC655.0★ (14)In Bellevue
35Jared Duran - Edelman Financial Engines655.0★ (14)In Bellevue
36Elevated Financial Management645.0★ (26)10 mi
37BECU credit union644.0★ (41)5 mi
38First Pacific Financial645.0★ (20)7 mi
39Global Credit Union644.8★ (25)9 mi
40Beacon Pointe Advisors645.0★ (18)6 mi
41Decker Retirement Planning, Inc.644.5★ (15)In Bellevue
42Edelman Financial Engines644.7★ (13)In Bellevue
43BECU643.8★ (64)8 mi
44Robinswood Financial644.8★ (16)3 mi
45Heritage Wealth Advisors644.5★ (17)2 mi
46BECU credit union644.4★ (45)14 mi
47BECU credit union643.9★ (77)12 mi
48Bank of America (with Drive-thru ATM)644.0★ (101)17 mi
49Mainsail Financial Group644.7★ (12)In Bellevue
50BECU credit union643.9★ (69)12 mi

Also serving Bellevue

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Bellevue
BusinessGoogle ratingDistance
Asset One Wealth Management5.0★ (5)In Bellevue
Auxano Advisors, LLC4.0★ (3)In Bellevue
Boone Wealth Advisors5.0★ (2)In Bellevue
CAPTRUST4.7★ (3)In Bellevue
Cascade Wealth Strategies1.0★ (2)In Bellevue
Coldstream4.3★ (6)In Bellevue
Edward Jones - Financial Advisor: Andrea N Michaels5.0★ (19)In Bellevue
Edward Jones - Financial Advisor: David E Johnson, CFP®|ChFC®|AAMS®|CRPC™5.0★ (2)In Bellevue
Edward Jones - Financial Advisor: Don Stout, CFP®5.0★ (3)In Bellevue
Edward Jones - Financial Advisor: John L Coeuille5.0★ (4)In Bellevue
Edward Jones - Financial Advisor: Miwa Leick, CFP®|AAMS®5.0★ (3)In Bellevue
Focus Partners5.0★ (2)In Bellevue
Hightower Bellevue5.0★ (2)In Bellevue
Nolan Ripple, Financial Advisor - Eagle Strategies5.0★ (2)In Bellevue
Pathstone3.0★ (2)In Bellevue
Pinnacle Private Wealth Advisors5.0★ (28)In Bellevue
Plannetics5.0★ (33)In Bellevue
SCS5.0★ (3)In Bellevue
Stifel4.5★ (2)In Bellevue
Wells Fargo Advisors3.0★ (2)In Bellevue

How we ranked Bellevue financial planners

We scored 269 Bellevue financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bellevue data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Bellevue: frequently asked questions

Which financial planner has the highest RFA Score in Bellevue?

By RFA Score, the highest-ranked financial planner in Bellevue, WA is Avier Wealth Advisors with an RFA Score of 72/100. It has 5.0★ from 75 Google reviews. Paramount Tax & Accounting Kirkland (#2) and Sound Planning Group (#3) follow. We ranked 269 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bellevue?

RankedFinancialAdvisors ranks 269 financial planners serving Bellevue, WA. 18 of them are based in Bellevue; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Bellevue work on weekends?

60 of 269 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are BECU credit union (#15), BECU credit union (#18) and CreditCEO (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bellevue financial planners have?

The median Google rating among 269 rated financial planners in Bellevue is 4.4★, with a median of 17 reviews. Sound Planning Group has the most, 419 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Bellevue count in this ranking?

Yes, if they are within 25 mi of the Bellevue city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bellevue ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Bellevue a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bellevue

  1. November 2026: RFA Scores recalculated for 269 financial planners serving Bellevue.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Bellevue pages