Emerald Advisors, LLC logo

Emerald Advisors, LLC

Updated today

Client assets under management

$941,382,758

Clients

215

70% high-net worth

Advisors

5

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

43

Low

Average account size

$4,378,524

About

Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations and business entities through a multi-family office model that combines financial planning, consulting, and discretionary investment management. The firm manages nearly $941.4 million in client assets (as of December 31, 2025) and offers tiered planning memberships (e.g., Diamond, Emerald, Ruby) alongside portfolio management and family office support.

The firm takes a customized, top‑down approach to align assets with each family’s goals, emphasizing capital preservation and long‑term, tax‑aware strategies while allocating across ETFs, individual equities and debt, market‑linked notes, private placements and, when appropriate, independent managers. Emerald Advisors monitors portfolios on an ongoing basis, rebalances periodically, and supplements advisory relationships with estate planning facilitation via a third‑party technology platform that provides advisor read‑only visibility and an optional live attorney consultation model.

Emerald Advisors is notable among team firms for supervising a relatively large asset base with a small advisory team, resulting in higher AUM per advisor than many peers, and for offering periodic educational seminars and client workshops (with premium events sometimes billed separately). The firm also provides several atypical operational services for its size, including third‑party class‑action claim monitoring (clients are included unless they opt out and the vendor retains 15% of recoveries), coordination of estate document creation through the platform, and a range of family office amenities such as bill‑pay, lending facilitation and trustee services.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Family Business General estate planning guidance Charitable giving & philanthropy Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Established Professionals

Fee options

Fixed

Customized flat or project-based fees for financial planning and consulting services may be negotiated.

Percentage

$0 - $2,000,000: 0.90% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $25,000,000: 0.60% $25,000,000+: 0.50%

Commissions

Certain supervised persons offer insurance products on a commission basis, separate from advisory fees.

Other

Fee-only: Financial planning and consulting services offered as flat annual fees organized into membership levels: Diamond $3,000 annually ($250/month), Sapphire $3,000 annually ($250/month), Emerald $6,000 annually ($500/month), Ruby retainer fees negotiated individually.

Main office location

Emerald Advisors, LLC

3055 112 Th Ave Ne, Suite 206

Bellevue WA 98004, United States

Number of offices

1

Most active in

California · Colorado · District of Columbia · Georgia · Illinois · Louisiana · Maryland · Michigan · Minnesota · Nebraska · New York · Ohio · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew H

CFA®

Bellevue, WA

Emerald Advisors, LLC

Matthew Hill is a CFA® charterholder and financial advisor with Emerald Advisors, LLC in Bellevue, WA, where he has worked since 2026. He previously held positions at Premera Blue Cross from 2020 to 2026 and BlackRock from 2015 to 2020. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm emphasizes capital preservation through long-term, tax-efficient, buy-and-hold strategies and offers customized planning, discretionary portfolio management, and access to a range of investment options including private equity and closely held real estate.

Family Business General estate planning guidance Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Michael S

Series 66

Bellevue, WA

Emerald Advisors, LLC

Michael Smith is a financial advisor with Emerald Advisors, LLC in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2019 before joining Emerald Advisors in 2019. Outside of his advisory role, Smith serves on the Seattle Children’s Hospital Legacy Council, contributing to the nonprofit’s growth planning. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a customized, top-down planning process focused on capital preservation through long-term, tax-efficient strategies while incorporating private equity, real estate, and other alternative investments when appropriate.

Family Business General estate planning guidance Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Michael M

ChFC®, Series 66

Bellevue, WA

Emerald Advisors, LLC

Michael Mcferran is a financial advisor at Emerald Advisors, LLC, holding the ChFC® designation and Series 66 license with 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm offers financial planning, consulting, and discretionary portfolio management, emphasizing long-term, tax-efficient strategies tailored to clients’ risk tolerance and liquidity needs.

Family Business General estate planning guidance Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Megan H

CFA®

Bellevue, WA

Emerald Advisors, LLC

Megan Hannah is a CFA® charterholder and financial advisor at Emerald Advisors, LLC with five years of industry experience. She has worked at Emerald Advisors since 2019 and previously spent 12 years at BlackRock, Inc. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a top-down, family-specific planning process focused on capital preservation through long-term, low-cost, tax-efficient strategies, while also incorporating private equity, closely held real estate, market-linked notes, ETFs, and individual securities as appropriate.

Family Business General estate planning guidance Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Emily W

CFP®, Series 63, Series 66

Bellevue, WA

Emerald Advisors, LLC

Emily Weed is a CFP® with nine years of industry experience, currently serving as an advisor at Emerald Advisors, LLC since 2019. Her prior roles include positions at Bank of America, Merrill, and Axa Advisors. She also took a year for extended travel in 2016. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm emphasizes a top-down, family-specific planning process and capital preservation through long-term, low-cost, tax-efficient, buy-and-hold strategies, while also incorporating private equity and other alternative investments when appropriate.

Family Business General estate planning guidance Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Executive Approaching retirement Established Professionals
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