TRUVISTA ADVISORS LLC
Redmond, WA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
425-242-0442
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
CONVEXITY WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$63.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(206) 395-5697
SOUND INVESTMENT STRATEGIES, INC.
Bothell, WA
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-780-4457
PROVIDENT LIVING ADVISORS LLC
Silverdale, WA
AUM
$62.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
360-286-2080
RIDINGER WEALTH MANAGEMENT, LLC
Vancouver, WA
AUM
$61.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
503-332-0797
MATCHPOINT CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$61.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-774-0993
STEWARD CAPITAL LLC.
Bellevue, WA
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
425-818-2231
CEDAR RIVER CAPITAL, LLC
Seattle, WA
AUM
$55.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
206 -317 -1612
UPLEFT ASSET MANAGEMENT
Port Angeles, WA
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 850-9713
SIMPLE WEALTH LLC
Liberty Lake, WA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-325-8471
THOME FINANCIAL
Bellevue, WA
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206-219-0521
CAPITAL PARTNERS WEALTH MANAGEMENT
Issaquah, WA
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
425-312-1515
ASYMMETRIC ADVANTAGE CAPITAL MANAGEMENT, LLC
Bellevue, WA
AUM
$51.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
425-829-5395
PORTFOLIO STRATEGIES INC
Tacoma, WA
AUM
$50.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
253-383-1676
INVESTOR RESOURCES INC
Bothell, WA
AUM
$49.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
360-895-9119
MARRAM INVESTMENT MANAGEMENT, LLC
Vancouver, WA
AUM
$48.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(503) 575-9022
HUMANIZE WEALTH
Seattle, WA
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
206-588-6550
FREEDOM WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
509-359-9788
FISCALIS ADVISORY, INC.
Anacortes, WA
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-429-5995
SAWSTON WEALTH MANAGEMENT LLC
Olympia, WA
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(360) 464-2025
NORTHWEST INVESTMENT ADVISORS, INC
Spokane, WA
AUM
$45.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-252-4140
COMPANION PORTFOLIO MANAGEMENT
Sequim, WA
AUM
$44.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(360) 683-0707
ZETLMAIER WEALTH MANAGEMENT LLC
Seattle, WA
AUM
$44.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206-235-6538
KANNO CAPITAL
Bellevue, WA
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
2062518942