PENNY LANE WEALTH MANAGEMENT, LLC
Tacoma, WA
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
253-227-1951
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
546 advisers found
RAIN DOG FINANCIAL
Bellevue, WA
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
425-440-8777
NWT ADVISORS, LLC
Duvall, WA
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
425-786-2350
NORTH CREEK CAPITAL, LLC
Seattle, WA
AUM
$17.2M
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
206-283-9242
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
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