TRUENORTH WEALTH ADVISORS
Seattle, WA
AUM
$321.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(206-652-4314
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
173 advisers found
BREAKWATER INVESTMENT MANAGEMENT
Seattle, WA
AUM
$302.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206.621.8832
BAC CAPITAL ADVISORS LLC
Seattle, WA
AUM
$301.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-625-1800
CLOUD CAPITAL MANAGEMENT
Seattle, WA
AUM
$300.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
8007954303
HAMRICK INVESTMENT COUNSEL, LLC
Seattle, WA
AUM
$299.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206-441-9911
22NW, LP
Seattle, WA
AUM
$295.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-437-9174
MADISON PARK CAPITAL ADVISORS, LLC
Seattle, WA
AUM
$294.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
206-623-6722
MARTIN NELSON & CO., INC.
Seattle, WA
AUM
$287.3M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
206-682-6261
AVATAR CAPITAL MANAGEMENT LLC
Seattle, WA
AUM
$279.6M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Commissions +2 more
206-508-6139
VIEWPOINT CAPITAL MANAGEMENT
Seattle, WA
AUM
$267.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-219-1410
PINNACLE PARTNER MANAGEMENT LLC
Seattle, WA
AUM
$264.6M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206 369-2380
NORTHERN LIGHTS ADVISORS, INC.
Seattle, WA
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-203-6638
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
Seattle, WA
AUM
$256.0M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2063218255
MANGAN WEALTH MANAGEMENT
Seattle, WA
AUM
$222.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
206-441-1980
GLOBAL PARTNERSHIPS
Seattle, WA
AUM
$221.1M
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE ALLOCATION
206-652-8773
ARCHON CAPITAL MANAGEMENT LLC
Seattle, WA
AUM
$214.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(206) 436-3600
SANDER CAPITAL ADVISORS, INC.
Seattle, WA
AUM
$210.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
206-323-8822
RUNDE & CO. LLC
Seattle, WA
AUM
$209.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
206-323-2255
LESA SROUFE & COMPANY, INC.
Seattle, WA
AUM
$207.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
206-838-8383
NEWGROUND SOCIAL INVESTMENT
Seattle, WA
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 522-1944
CAPRIA VENTURES LLC
Seattle, WA
AUM
$161.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(206) 880-0360
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
Seattle, WA
AUM
$131.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
206-745-2136
SEATTLE WEALTH MANAGEMENT LLC
Seattle, WA
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-858-6973
A.T. LLOYD'S, INC
Seattle, WA
AUM
$126.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-443-6214