EVANS CAPITAL MANAGEMENT ASSOCIATES
Bellevue, WA
AUM
$545.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-455-0501
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
85 advisers found
BOONE WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$506.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
425-462-6406
MOUNTAIN PACIFIC ADVISORS, LLC
Bellevue, WA
AUM
$484.3M
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
425-284-7200
ALETHEIAN WEALTH ADVISORS LLC
Bellevue, WA
AUM
$412.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
425-458-2840
MAINSAIL FINANCIAL GROUP
Bellevue, WA
AUM
$403.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(425) 502-7693
BELLEVUE ASSET MANAGEMENT, LLC
Bellevue, WA
AUM
$393.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-289-1041
WEALTHCOLLAB
Bellevue, WA
AUM
$316.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
206-456-6171
TRUEWEALTH FINANCIAL PARTNERS
Bellevue, WA
AUM
$273.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-615-7360
OPTIMIST RETIREMENT GROUP, LLC
Bellevue, WA
AUM
$245.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
425-637-3037
FULCRUM WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$208.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-250-6280
RARE WOLF CAPITAL LLC
Bellevue, WA
AUM
$179.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-659-8704
OPAL ADVISORS
Bellevue, WA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
425-835-3276
FORESEE WEALTH ADVISORS
Bellevue, WA
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-943-6875
SOUNDPATH RETIREMENT STRATEGIES, LLC
Bellevue, WA
AUM
$134.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(425) 365-0204
INTEGRATED WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$122.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-818-0717
PACIFIC FINANCIAL ADVISORS
Bellevue, WA
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
425-458-3292
KAIROS CAPITAL MANAGEMENT, LLC
Bellevue, WA
AUM
$105.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
425-449-8665
MACLACHLAN WEALTH MANAGEMENT
Bellevue, WA
AUM
$101.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-409-4755
INTIRETY, LLC
Bellevue, WA
AUM
$100.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-505-0400
WATERROCK GLOBAL ASSET MANAGEMENT
Bellevue, WA
AUM
$73.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
425-698-1463
STEWARD CAPITAL LLC.
Bellevue, WA
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
425-818-2231
THOME FINANCIAL
Bellevue, WA
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206-219-0521
ASYMMETRIC ADVANTAGE CAPITAL MANAGEMENT, LLC
Bellevue, WA
AUM
$51.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
425-829-5395
KANNO CAPITAL
Bellevue, WA
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
2062518942