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 Trusts & Estates advisors in WA, SEATTLE
71 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
$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
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
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
FIRST WASHINGTON CORPORATION
Seattle, WA
AUM
$501.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
206-624-8320
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
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
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