List of Financial planners in Bellevue
There are 387 Financial planners in Bellevue as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 149 Financial planners which is 38.50% of all Financial planners in Bellevue are single-owner operations, while the remaining 238 which is 61.50% are part of larger brands. Average age of Financial planners in Bellevue is 5 years and 6 months.Financial planners are also establishing a strong digital presence across various platforms: 224 have LinkedIn profiles, 155 have Facebook Pages, 41 are active on Instagram, 183 have X (formerly Twitter) handles, 2 are on TikTok, and 87 have YouTube channels. About 358 Financial planners have their own website and the remaining 29 don’t have their own website.
- 387
Number of Financial planners
- 133
Email addresses
- 386
Phone numbers
- 358
With Websites
- 224
LinkedIn Profiles
- 155
Facebook Profiles
- 41
Instagram Handles
- 183
X Handles
- 2
TikTok Profiles
- 87
YouTube Channels
Download list of Financial planners in Bellevue
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Washington Trust Bank | Address | Bellevue | Washington | United States | Phone | 4 | 3.8 | Link | ||||||
| Empirical Wealth Management | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Crossroads Financial Services | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Occidental Asset Management, LLC - Bellevue | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Ferguson Wellman Capital Management Co. | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Strategic Wealth Designers | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Vitaliy Petrov - Thrivent | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Margaret Youch - Financial Advisor, Ameriprise Financial Services, LLC | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| The Wormeli Group - Raymond James | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Casey Sullivan - Associate Manager ACD, Ameriprise Financial Services, LLC | Address | Bellevue | Washington | United States | Phone | 0 | 0 | Link |
[
{
"name": "Washington Trust Bank",
"address": "10**********",
"phone": "********5500",
"email": "wa**********@wa*********",
"lat": 47.617674,
"lng": -122.200246,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 3.8,
"rating_count": 4,
"category_name": "Financial consultants,Loan agencies,Banks,Car finance and loan companies,ATMs,Financial planners"
},
{
"name": "Empirical Wealth Management",
"address": "11**********",
"phone": "********0110",
"email": "in**@em**********",
"lat": 47.6177091,
"lng": -122.1914931,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Tax consultants,Financial planners,Financial consultants"
},
{
"name": "Crossroads Financial Services",
"address": "14**********",
"phone": "********7173",
"email": "su*****@In**********",
"lat": 47.6228775,
"lng": -122.1299651,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Occidental Asset Management, LLC - Bellevue",
"address": "35**********",
"phone": "********0122",
"email": "in**@oc**********",
"lat": 47.611131,
"lng": -122.2070925,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Ferguson Wellman Capital Management Co.",
"address": "50**********",
"phone": "********0731",
"email": "in**@fe**********",
"lat": 47.614906,
"lng": -122.1957655,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Financial consultants"
},
{
"name": "Strategic Wealth Designers",
"address": "35**********",
"phone": "********2197",
"email": "in**@sw**********",
"lat": 47.5787082,
"lng": -122.171599,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Vitaliy Petrov - Thrivent",
"address": "11**********",
"phone": "********5740",
"email": "ca**********@th**********",
"lat": 47.6016594,
"lng": -122.1858643,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "Margaret Youch - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "92**********",
"phone": "********7100",
"email": "Ma**********@am******",
"lat": 47.6182542,
"lng": -122.1968901,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "The Wormeli Group - Raymond James",
"address": "40**********",
"phone": "********3030",
"email": "st**********@ra**********",
"lat": 47.6193025,
"lng": -122.180986,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "Casey Sullivan - Associate Manager ACD, Ameriprise Financial Services, LLC",
"address": "92**********",
"phone": "********4739",
"email": "Ca**********@am******",
"lat": 47.6182542,
"lng": -122.1968901,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Bellevue",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
}
]Loading...
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How many Financial planners are there in Bellevue?
There are a total of 387 Financial planners in Bellevue as of October 15, 2025.
Number of Financial planners in Bellevue with Phone Number
Number of Financial planners in Bellevue with Email
List of Financial planners in Bellevue with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
YouTube Channels
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Data of Financial planners in Bellevue with/without Website
Download the list of Financial planners in Bellevue as of October 15, 2025 with and without website information.
Number of Financial planners in Bellevue with website
Number of Financial planners in Bellevue without website
List of Financial planners in Bellevue By Ratings
Download the data of the number of star-rated Financial planners in Bellevue as of October 15, 2025.
Number of 1 star-rated Financial planners in Bellevue
Number of 2 star-rated Financial planners in Bellevue
Number of 3 star-rated Financial planners in Bellevue
Number of 4 star-rated Financial planners in Bellevue
Number of 5 star-rated Financial planners in Bellevue
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