PARAMETRIC PORTFOLIO ASSOCIATES
Seattle, WA
AUM
$684.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
213 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-694-5500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WA, SEATTLE
35 advisers found
RUSSELL INVESTMENTS
Seattle, WA
AUM
$81.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more
206-505-7877
RUSSELL INVESTMENTS
Seattle, WA
AUM
$68.60B
Wealth MgmtRetirementInstitutional
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
206-505-7877
RUSSELL INVESTMENTS
Seattle, WA
AUM
$35.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
126 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
206-505-7877
INVESCO MANAGED ACCOUNTS, LLC
Seattle, WA
AUM
$31.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1-866-769-2773
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
Seattle, WA
AUM
$24.07B
Wealth MgmtRetirementInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206-623-4739
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
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
PUGH CAPITAL MANAGEMENT, INC.
Seattle, WA
AUM
$12.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-322-4985
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
WASHINGTON CAPITAL MANAGEMENT INC
Seattle, WA
AUM
$7.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
206-382-0825
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
MILLIMAN ADVISORS, LLC
Seattle, WA
AUM
$2.32B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-624-7940
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
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
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
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
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
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