The 2026 Elite List
Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve Seattle and the surrounding Puget Sound market.
Editorial research pilot
Best for multi-generational private wealth
Bessemer Trust — Seattle stands out among Seattle wealth management companies for multi-generational private wealth, with its public firm information emphasizing investment management, trust services, family office services.
601 Union Street, Suite 4500, Seattle, WA 98101Advisory services
Best for research-led portfolio strategy
Bernstein Private Wealth Management — Seattle stands out among Seattle wealth management companies for research-led portfolio strategy, with its public firm information emphasizing investment management, wealth planning, tax strategy.
601 Union Street Suite 5400, Seattle, WA 98101Advisory services
Best for northwest multi-generational planning
Laird Norton Wetherby stands out among Seattle wealth management companies for northwest multi-generational planning, with its public firm information emphasizing wealth planning, investment management, trust services.
801 Second Avenue, Suite 1600, Seattle, WA 98104Advisory services
Best for alternative and private-market investing
Freestone Capital Management stands out among Seattle wealth management companies for alternative and private-market investing, with its public firm information emphasizing investment management, alternative investments, financial planning.
701 Fifth Avenue, 74th Floor, Seattle, WA 98104Advisory services
Best for collaborative fiduciary planning
Coldstream Wealth Management stands out among Seattle wealth management companies for collaborative fiduciary planning, with its public firm information emphasizing financial planning, investment management, estate planning.
1200 Westlake Ave N, Suite 900, Seattle, WA 98109Also serves Bellevue · Kirkland · Mercer Island
Advisory services
Best for bank-integrated wealth services
WaFd Wealth Management stands out among Seattle wealth management companies for bank-integrated wealth services, with its public firm information emphasizing investment management, financial planning, trust services.
1215 Fourth Avenue, 22nd Floor, Seattle, WA 98161Advisory services
Best for evidence-based financial planning
Merriman Wealth Management stands out among Seattle wealth management companies for evidence-based financial planning, with its public firm information emphasizing financial planning, investment management, retirement planning.
920 Fifth Avenue, Suite 2720, Seattle, WA 98104Advisory services
Best for personalized local wealth advice
Seattle Wealth Management stands out among Seattle wealth management companies for personalized local wealth advice, with its public firm information emphasizing financial planning, investment management, retirement planning.
8301-A 5th Avenue NE, Seattle, WA 98115Advisory services
