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About The Branch

For over nineteen years, Oppenheimer’s branch offices in the Pacific Northwest have served the financial needs of high-net-worth individuals, corporations and non-profit organizations in the Seattle and Bellevue markets. Our offices draw on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including asset management, professional money management, 401(k) and retirement services, guardianship services and 10b5 trading plans.

We pride ourselves on building a culture of collaboration and giving our Financial Advisors the support and resources they need assist their clients and grow their businesses. Several of our Financial Advisors have been named to Oppenheimer’s Executive Council and Chairman’s Council as well as received “Best in State” distinctions from Forbes and SHOOK Research.

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Our Story in Numbers

*Stats as of September 30, 2020
  • 1,010

    Financial Professionals

  • $94.3

    Billion Client Assets under Administration

  • 93

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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