Washington · 23 advisers
Financial Advisors in Kirkland, Washington
Looking for a financial advisor in Kirkland, Washington? Falists indexes 23 SEC-registered and state-registered investment advisers in Kirkland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $861.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
23
With website
19
Largest AUM
$861.3M
Financial planning
10
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Kirkland
Ranked by AUM · Fees, team & specialties at a glance
ELITE WEALTH MANAGEMENT, INC.
Kirkland, WA
AUM
$861.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
425-828-4300
SPG ADVISORS LLC
Kirkland, WA
AUM
$535.4M
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
425-821-9442
SCHMIDT FINANCIAL MANAGEMENT
Kirkland, WA
AUM
$497.5M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
425-893-9195
ROBINSWOOD FINANCIAL
Kirkland, WA
AUM
$433.3M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
452-296-1611
TAIYO PACIFIC PARTNERS L.P.
Kirkland, WA
AUM
$395.3M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-896-5300
KAIZEN FINANCIAL ADVISORS, LLC
Kirkland, WA
AUM
$283.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-321-5800
PREVAIL WEALTH MANAGEMENT
Kirkland, WA
AUM
$260.8M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-448-1818
HOT CREEK CAPITAL, L.L.C.
Kirkland, WA
AUM
$135.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2066233800
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
Kirkland, WA
AUM
$117.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-352-9205
PRIVATE ASSET MANAGEMENT INC
Kirkland, WA
AUM
$109.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
425-213-1600
OMEGA FINANCIAL INVESTMENTS & INSURANCE
Kirkland, WA
AUM
$71.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
425-822-5722
FIVE CEDARS
Kirkland, WA
AUM
$22.9M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(425) 321-1234
MOSS BAY CAPITAL
Kirkland, WA
AUM
$6.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-283-7331
ABACUS FINANCIAL PLANNING
Kirkland, WA
AUM
$6.0M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
425-312-3621
CONCEPTS FINANCIAL SERVICES, LLC
Kirkland, WA
AUM
$22.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
425-681-1715
MARKET STREET ADVISORS, LLC
Kirkland, WA
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL TO 3RD-PARTY SEC RIA
425-828-3862 X204
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Common questions
- How many financial advisors are in Kirkland, Washington?
- 23 registered investment advisers are listed in our Kirkland directory, sourced from public SEC filings.
- What types of advisors are in Kirkland?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Kirkland?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.