COLDSTREAM WEALTH MANAGEMENT
Bellevue, WA
AUM
$13.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
166 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
425-283-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA, BELLEVUE
52 advisers found
CERCANO MANAGEMENT LLC
Bellevue, WA
AUM
$7.28B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
425-371-7500
EVERGREEN CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
$7.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
425-467-4600
THREADLINE WEALTH
Bellevue, WA
AUM
$5.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
425-650-9500
PARCION PRIVATE WEALTH LLC
Bellevue, WA
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-278-9555
TSCHETTER GROUP
Bellevue, WA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-998-9960
SCS
Bellevue, WA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-452-1222
AUXANO ADVISORS
Bellevue, WA
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
(425) 889-1261
ALTRAVUE CAPITAL, LLC
Bellevue, WA
AUM
$1.54B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425 455-8896
TALBOT FINANCIAL, LLC
Bellevue, WA
AUM
$1.34B
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
425-533-0797
PAUL R. RIED FINANCIAL GROUP, LLC
Bellevue, WA
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-646-6777
AVIER WEALTH ADVISORS
Bellevue, WA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM
425-467-1011
FORTIS CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
425-453-5010
BASECAMP WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-553-0031
ASSET ONE WEALTH MANAGEMENT, LLC
Bellevue, WA
AUM
$982.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(425) 504-830
EMERALD ADVISORS, LLC
Bellevue, WA
AUM
$941.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(425) 458-3853
MARSJEWETT FINANCIAL GROUP
Bellevue, WA
AUM
$901.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
425-289-5000
INTEGRATED QUANTITATIVE INVESTMENTS LLC
Bellevue, WA
AUM
$844.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
617-686-2008
AVISO WEALTH MANAGEMENT
Bellevue, WA
AUM
$621.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
877-633-1210
CAPITAL PLANNING, LLC
Bellevue, WA
AUM
$617.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-643-1800
CONSILIO WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$555.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(206) 533-3670
SNIDER FINANCIAL GROUP
Bellevue, WA
AUM
$549.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-453-7080
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
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
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