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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
BRACKENWOOD CAPITAL MANAGEMENT, LLC
Bainbridge Island, WA
AUM
$126.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
206.446.0157
VORPAHL WING ADVISORS, INC.
Spokane, WA
AUM
$124.4M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
509-747-1749
SURIENCE PRIVATE WEALTH LLC
Yakima, WA
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(509) 853-1597
SILVER CREEK CAPITAL MANAGEMENT LLC
Seattle, WA
AUM
$122.5M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-774-6000
INTEGRATED WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$122.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-818-0717
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
253-820-6432
AVANTIA INVESTMENT SERVICES, LLC
Seattle, WA
AUM
$119.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
425-589-0904
TRAIL FINANCIAL PLANNING LLC
Bellingham, WA
AUM
$117.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(360) 399-6486
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
Kirkland, WA
AUM
$117.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-352-9205
NORTHWEST ADMINISTRATORS INC
Seattle, WA
AUM
$114.8M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-329-4900
AUM
$113.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
202-841-2867
HFG ADVISORS, INC.
Kennewick, WA
AUM
$113.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
509-735-7507
AUM
$113.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
206-940-9010
ARMOUR WEALTH ADVISORS, LLC
Tumwater, WA
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
360-628-8783
PACIFIC FINANCIAL ADVISORS
Bellevue, WA
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
425-458-3292
PRIVATE ASSET MANAGEMENT INC
Kirkland, WA
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
425-213-1600
SIGNIA CAPITAL MANAGEMENT
Spokane, WA
AUM
$109.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
509-789-8970
KAREL CAPITAL, INC.
Spokane, WA
AUM
$109.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
509-838-9900
KAIROS CAPITAL MANAGEMENT, LLC
Bellevue, WA
AUM
$105.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
425-449-8665
PNW ASSET MANAGEMENT
Seattle, WA
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
206-259-0575
PETRIE CAPITAL MANAGEMENT LLC.
Seattle, WA
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206-545-0600
CADENCE WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$104.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-224-5636
LIFEFOCUS FINANCIAL ADVISORS, LLC
Walla Walla, WA
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-526-4521