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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

Data updated on October 15, 2025
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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.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Washington Trust BankAddressBellevueWashingtonUnited StatesEmailPhone43.8Link
Empirical Wealth ManagementAddressBellevueWashingtonUnited StatesEmailPhone00Link
Crossroads Financial ServicesAddressBellevueWashingtonUnited StatesEmailPhone00Link
Occidental Asset Management, LLC - BellevueAddressBellevueWashingtonUnited StatesEmailPhone00Link
Ferguson Wellman Capital Management Co.AddressBellevueWashingtonUnited StatesEmailPhone00Link
Strategic Wealth DesignersAddressBellevueWashingtonUnited StatesEmailPhone00Link
Vitaliy Petrov - ThriventAddressBellevueWashingtonUnited StatesEmailPhone00Link
Margaret Youch - Financial Advisor, Ameriprise Financial Services, LLCAddressBellevueWashingtonUnited StatesEmailPhone00Link
The Wormeli Group - Raymond JamesAddressBellevueWashingtonUnited StatesEmailPhone00Link
Casey Sullivan - Associate Manager ACD, Ameriprise Financial Services, LLCAddressBellevueWashingtonUnited StatesEmailPhone00Link
[
  {
    "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"
  }
]

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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

386

Number of Financial planners in Bellevue with Email

133

List of Financial planners in Bellevue with Social Media Accounts

155

Facebook Profiles

41

Instagram Handles

224

LinkedIn Profiles

183

X Handles

2

TikTok Profiles

87

YouTube Channels

Download sales qualified leads of Financial planners in the Bellevue

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

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.

358

Number of Financial planners in Bellevue with website

29

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.

3

Number of 1 star-rated Financial planners in Bellevue

1

Number of 2 star-rated Financial planners in Bellevue

14

Number of 3 star-rated Financial planners in Bellevue

11

Number of 4 star-rated Financial planners in Bellevue

62

Number of 5 star-rated Financial planners in Bellevue

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The total number of Financial planners in Bellevue is 387.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Bellevue at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Bellevue once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Bellevue dataset costs $99.

There are 386 Financial planners in Bellevue with phone numbers.

There are 133 Financial planners in Bellevue with email addresses.

There are 171 Financial planners in Bellevue with both phone numbers and email lists.

There are 224 Financial planners in Bellevue with LinkedIn Profiles.

There are 155 Financial planners in Bellevue with Facebook Profiles.

There are 41 Financial planners in Bellevue with Instagram Handles.

There are 183 Financial planners in Bellevue with X Handles.

There are 2 Financial planners in Bellevue with TikTok Profiles.

There are 87 Financial planners in Bellevue with YouTube Channels.

The total count of Financial planners in Bellevue with a website is 358.

The total count of Financial planners in Bellevue without a website is 29.

There are 62 5-star rated Financial planners in Bellevue.

There are 11 4-star rated Financial planners in Bellevue.

There are 14 3-star rated Financial planners in Bellevue.

There are 1 2-star rated Financial planners in Bellevue.

There are 3 1-star rated Financial planners in Bellevue.

The average age of Financial planners in Bellevue is 5 years and 6 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.