BRIGHTON JONES LLC
Seattle, WA
AUM
$18.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
156 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
206-258-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA, SEATTLE
45 advisers found
FREESTONE CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$14.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
46 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
206-707-7300
LNW
Seattle, WA
AUM
$12.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
96 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
206-464-5100
EMPIRICAL WEALTH MANAGEMENT
Seattle, WA
AUM
$8.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
206-923-3474
BADGLEY PHELPS WEALTH MANAGERS
Seattle, WA
AUM
$7.28B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
206-623-6172
GARDE CAPITAL, INC.
Seattle, WA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
206-552-7900
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
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
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
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
OLIVER CAPITAL MANAGEMENT
Seattle, WA
AUM
$505.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-775-7500
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
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
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
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
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
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
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
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
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
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
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