TFS ADVISORS, LLC
Edmonds, WA
AUM
$161.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(425) 776-0446
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
546 advisers found
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
AUM
$160.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
206-300-1423
MOULTON WEALTH MANAGEMENT, INC
Spokane Valley, WA
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
509-922-3110
HALLETT ADVISORS
Port Angeles, WA
AUM
$157.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
360-457-6000
SUNRISE FINANCIAL SERVICES LLC
Burien, WA
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-420-8520
WHITE & COMPANY FINANCIAL PLANNING, INC.
Sunnyside, WA
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509-837-6700
MONSON WEALTH MANAGEMENT, INC.
Kennewick, WA
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-628-1358
BELLINGHAM CAPITAL
Bellingham, WA
AUM
$149.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-685-4240
FORESEE WEALTH ADVISORS
Bellevue, WA
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-943-6875
STAPP WEALTH MANAGEMENT, PLLC
Olympia, WA
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
360-754-8895
S. R. SCHILL & ASSOCIATES, INC.
Mercer Island, WA
AUM
$143.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
206-275-2700
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$142.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-338-0645
SAPPHIRE STAR CAPITAL LLC
Redmond, WA
AUM
$142.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(425) 576-4083
FREEDOM ASSET MANAGEMENT
Spokane, WA
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5096066676
HOT CREEK CAPITAL, L.L.C.
Kirkland, WA
AUM
$135.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2066233800
FORS FINANCIAL
Port Angeles, WA
AUM
$134.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
360-457-6116
SOUNDPATH RETIREMENT STRATEGIES, LLC
Bellevue, WA
AUM
$134.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(425) 365-0204
WEALTHMARK, LLC
Bellingham, WA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
(360) 734-1323
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
Seattle, WA
AUM
$131.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
206-745-2136
MIDDLETON & COMPANY
Vancouver, WA
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(360) 524-3517
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
AUM
$128.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
206-659-1715