GREENE WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
206-623-2200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
173 advisers found
RDST CAPITAL LLC
Seattle, WA
AUM
$1.28B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-543-1000
HOHIMER WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
206-709-5955
ASPIRE CAPITAL ADVISORS LLC
Seattle, WA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(206) 939-5615
LUCID ADVISORS, INC.
Seattle, WA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
206-267-2222
BRIDGE33 INVESTMENT MANAGEMENT LLC
Seattle, WA
AUM
$1.08B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
206-538-0083
FULCRUM CAPITAL, LLC
Seattle, WA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
206-223-9790
PIKE STREET CAPITAL
Seattle, WA
AUM
$727.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-686-3320
KUTSCHER BENNER BARSNESS & STEVENS, INC.
Seattle, WA
AUM
$627.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-462-6100
RAINIER INVESTMENT MANAGEMENT LLC
Seattle, WA
AUM
$581.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
206-518-6600
OLIVER CAPITAL MANAGEMENT
Seattle, WA
AUM
$505.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-775-7500
FIRST WASHINGTON CORPORATION
Seattle, WA
AUM
$501.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
206-624-8320
WESTRIVER MANAGEMENT, LLC
Seattle, WA
AUM
$444.4M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
4259523950
LAKESIDE ADVISORS INC
Seattle, WA
AUM
$412.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-285-1730
HELM CAPITAL MANAGEMENT
Seattle, WA
AUM
$400.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-654-6200
RAINIER CAPITAL PARTNERS LP
Seattle, WA
AUM
$379.5M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
332-262-4633
BEAR MOUNTAIN CAPITAL INC.
Seattle, WA
AUM
$375.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
206-420-3713
WESTWARD PARTNERS LLC
Seattle, WA
AUM
$374.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
206-669-4007
KUNATH KARREN RINNE & ATKIN LLC
Seattle, WA
AUM
$373.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
206-621-7400
SONATA CAPITAL GROUP INC
Seattle, WA
AUM
$360.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
206-256-4400
ELLIOTT COVE CAPITAL MANAGEMENT
Seattle, WA
AUM
$348.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
206-267-2683
WAFD WEALTH, INC
Seattle, WA
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
206-467-2800
ANGELLIST ASSET MANAGEMENT, LLC
Seattle, WA
AUM
$346.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-880-1869
BBJS FINANCIAL ADVISORS, LLC
Seattle, WA
AUM
$331.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
206-682-4840