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    WA City

    Financial planner in Bellevue, WA

    Bellevue, WA has 136 financial planner businesses. The average customer rating is 4.7 out of 5 stars. The top-rated business is Avier Wealth Advisors with 5.0 stars and 45 reviews. 98% have websites, 62% list phone numbers, 68% provide email contacts.

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    Market Insights

    Everything you need to know about this market at a glance

    Total Businesses

    136

    in this area

    Avg Rating

    4.7

    Typical: 5.0 stars

    Avg Reviews

    3

    (147 reviewed)

    Avg Age

    3 months

    New Market
    Data Quality
    A
    Excellent
    Market Type
    Many Small Players

    How to Reach Them

    Strong Digital

    What contact info is available for these businesses

    Website
    98%
    Email
    68%
    Phone
    62%
    Social
    65%
    Avg contact methods2.3 / 3

    Most businesses are easy to reach through multiple digital channels.

    Customer Ratings

    Mixed Quality

    How customers rate these businesses and who gets the most attention

    4.5-5.0: 83%
    4.0-4.49: 9%
    Below 3.5: 8%

    This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.

    Top 10% of businesses get57% of all reviews

    A handful of well-known businesses attract most customer reviews, while many others fly under the radar.

    Highest Rated Business

    Avier Wealth Advisors

    5(45)

    Quality varies across businesses - some are excellent while others are average. Checking reviews before choosing is recommended.

    Competition Level

    How competitive is this market and who controls it

    How spread out is the market?92%

    100% = completely spread out, no one dominates. 0% = one business controls everything.

    Top player's market share12.3%
    Soft Leader

    One business has a slight edge but doesn't dominate. The top position is still up for grabs.

    New or small businesses42%

    A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.

    Market Maturity

    How old are these businesses and is the market growing?

    Average time since businesses were listed

    3 monthsNew Market

    Most businesses here are relatively new. This is an emerging market with lots of fresh competition.

    New businesses in the last 90 days

    7%Steady Growth

    New businesses are opening at a healthy pace. There's clear demand attracting new entrepreneurs.

    Location & Data

    A

    Where businesses are located and how complete the data is

    Geographic spread29% clustered
    Spread Out

    Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.

    Avg distance from center493 km
    Can be shown on map100%
    Profile completeness84%

    How many businesses have complete info (name, phone, address, website, email).

    Unique addresses85%

    Business Attributes

    Special characteristics that businesses in this market have self-reported

    Claimed120(88%)
    Wheelchair Accessible111(82%)
    LGBTQ+ Friendly42(31%)
    Black-Owned40(29%)
    Transgender Safe Space5(4%)
    Women-Owned4(3%)
    Asian-Owned1(1%)

    These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.

    Financial planner Market Overview in Bellevue, WA

    There are 136 financial planner serving Bellevue, WA. The average rating is 4.7 stars based on 136 reviewed businesses. Reviewed businesses have an average of 3 reviews. 98% have websites and 68% list email contact and 62% have phone numbers. The highest-rated is Avier Wealth Advisors with 5 stars from 45 reviews.

    Financial planner Statistics in Bellevue, Washington

    Real-time market data for financial planner businesses in Bellevue. Updated from verified public sources.

    • -There are 136 Financial planner in Bellevue, Washington.
    • -Average rating: 4.7 (above the state average of 4.5).
    • -98% have a website, 35% have Google reviews.
    • -ZIP code 98008 is the top-rated area for Financial planner in Bellevue (5.0 avg rating).

    Total Businesses

    136

    Financial planner in Bellevue

    Average Rating

    4.7

    From 440 total reviews

    Have a Website

    98%

    State avg: 92%

    Have Google Reviews

    35%

    Avg 3.2 reviews each

    Rating Comparison: Bellevue vs Washington

    Bellevue is 0.2 above the Washington state average of 4.5
    Bellevue4.7
    Washington Average4.5

    Digital Presence of Financial planner in Bellevue

    Have a website98%
    Have Google reviews35%
    Have a listed email68%
    Have a listed phone62%

    Top-Rated ZIP Codes for Financial planner in Bellevue

    ZIP CodeBusinessesAvg RatingWebsite %
    98008Top25.0100%
    98005364.792%
    9800724.7100%
    98004894.6100%
    9800674.3100%

    Financial planner in Nearby Cities

    CityBusinessesAvg RatingWebsite %
    BellevueCurrent1364.798%
    Seattle2444.391%
    Kirkland794.395%
    Federal Way274.989%
    Renton264.2100%
    Issaquah194.695%
    Auburn164.575%

    Financial planner Locations in Bellevue, WA

    Top 15 shown
    Loading map...
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    Top Businesses

    Financial planner in Bellevue, WA

    Browse 136 verified businesses with contact details

    View All 136

    15 of 136 businesses

    1
    Fortis Financial GroupFinancial planner
    3600 136th Pl SE Suite 270
    2
    Tschetter GroupFinancial planner
    2155 112th Ave NE
    No reviewsView Details
    929 108th Ave NE Unit 1200
    No reviewsView Details
    10900 NE 8th St Suite 1122
    No reviewsView Details
    11711 SE 8th St Ste 201
    No reviewsView Details
    11
    Avier Wealth AdvisorsFinancial planner
    10655 NE 4th St Suite 500
    929 108th Ave NE Unit 1200
    No reviewsView Details
    10655 NE 4th St Ste 503
    No reviewsView Details
    10900 NE 8th St #1640

    Financial planner Market Analysis in Bellevue, WA

    Comprehensive market data for financial planner businesses in Bellevue, WA, based on 136 verified listings.

    136
    Total Businesses
    4.7
    Avg. Rating
    98%
    Have Websites
    Moderate
    Competition

    Market Size & Competition

    The financial planner market in Bellevue, WA consists of 136 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.

    Active businesses136
    Avg. reviews per business3
    Businesses with reviews100%

    Customer Satisfaction

    Customer satisfaction among financial planner in Bellevue, WA shows excellent levels, with an average rating of 4.7 stars. About 92% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 57% of all reviews, indicating that customer engagement varies significantly across the market.

    Highest Rated
    Avier Wealth Advisors
    5.0
    45 reviews

    Digital Presence & Online Visibility

    Digital adoption among financial planner in Bellevue, WA varies significantly. With 98% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.

    Website Presence98%
    Phone Listings62%
    Email Contact68%
    Social Media65%

    Contact Accessibility

    Reaching financial planner in Bellevue, WA is possible through multiple channels. 62% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 68% email availability, though phone contact remains more universally accessible.

    62%
    Phone
    68%
    Email
    98%
    Website
    65%
    Social

    How We Compile This Data

    This market analysis is compiled from 136 verified financial planner business listings in Bellevue, WA. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.

    Frequently Asked Questions

    Common questions about financial planner in Bellevue, WA, answered with real data.

    Data reflects current listings on RangeLead and is updated regularly.

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