WALLA WALLA WEALTH ADVISORS
Walla Walla, WA
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
509-525-6307
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
UPFRONT FINANCIAL PLANNING, LLC
Spokane, WA
AUM
$15.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-214-0187
A5 FINANCIAL LLC
Bothell, WA
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
425-491-0143
VISION CASTING FINANCIAL PLANNING, LLC
Spokane, WA
AUM
$14.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
509-795-1718
VAN RAY WEALTH MANAGEMENT
Edmonds, WA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-787-2400
FINN WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$13.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
5095081298
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
Seattle, WA
AUM
$13.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-701-9196
MARTOS WEALTH MANAGEMENT
Bellevue, WA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(206) 746-9295
DIRECTIONAL FINANCIAL SERVICES
Seattle, WA
AUM
$11.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-508-3240
DELEON WEALTH LLC
Kennewick, WA
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
208-771-3916
SFM FINANCIAL ADVISORS LLC
Vancouver, WA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
360-573-0641
CAPITAL INVESTMENT MANAGEMENT
Seattle, WA
AUM
$10.3M
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
425-672-7875
EQUAL PATH INVESTMENTS
Tacoma, WA
AUM
$9.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
253-254-8354
CONCREIT FUND MANAGEMENT LLC
Seattle, WA
AUM
$9.0M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
206-350-7570
BEACON ROCK WEALTH ADVISORS
Camas, WA
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
360-735-1900
SERENE WEALTH PLANNING, LLC
Everett, WA
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
425-903-8188
LEGION PRIVATE WEALTH MANAGEMENT
Ellensburg, WA
AUM
$6.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
509-899-7252
RETIREMENT STRATEGIES
Longview, WA
AUM
$6.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
3605777888
MOSS BAY CAPITAL
Kirkland, WA
AUM
$6.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-283-7331
ABACUS FINANCIAL PLANNING
Kirkland, WA
AUM
$6.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
425-312-3621
ANCHOR FINANCIAL
Tacoma, WA
AUM
$5.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
888-824-0327
VELTRA CAPITAL
Seattle, WA
AUM
$5.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
202-492-1838
STRATEGIC ASSET MANAGEMENT
Federal Way, WA
AUM
$5.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
253-927-0998
CHAIR SIX FINANCIAL PLANNING, PLLC
Spokane, WA
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(509) 381-6026