BRIARWOOD FINANCIAL
Gig Harbor, WA
AUM
$4.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
360-443-9993
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
STRATEGIC RETIREMENT PARTNERS, LLC
Seattle, WA
AUM
$4.6M
Wealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-221-1422
SYNERGOS ADVISORY
Seattle, WA
AUM
$3.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(206) 800-8056
VICTOR JONES CPA, PC
Seattle, WA
AUM
$3.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(206) 743-1375
2020 FINANCIAL PLANNING LLC
Seattle, WA
AUM
$2.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206-972-6368
KAVOUT ALGO FINANCIAL LLC
Seattle, WA
AUM
$1.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-998-8623
CREATIVE RETIREMENT PLANNING, INC.
Sequim, WA
AUM
$1.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
360-582-9028
KIRWIN FINANCIAL LLC
Issaquah, WA
AUM
$1.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
425-650-2400
STREAMLINE ADVISORY
Bellingham, WA
AUM
$1.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
360-207-5200
QUANTCA FINANCIAL
Edmonds, WA
AUM
$10K
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
3023215022
DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
Des Moines, WA
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(206) 242-5600
FONDAHN FINANCIAL
Walla Walla, WA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
5095404576
HIGHLAND CAPITAL ADVISORS, LLC
Issaquah, WA
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-800-717-6180
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
425-236-4914
AUM
$2.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-547-5000
Full profileNo website
AERIE ADVISORY GROUP LLC
Gig Harbor, WA
AUM
$618.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(253) 857-1616
Full profileNo website
HIGHBURY PACIFIC CAPITAL CORP.
Bellevue, WA
AUM
$333.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-340-2800
Full profileNo website
BARING FINANCIAL LLC
Bellingham, WA
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
360-671-7257
Full profileNo website
SLOY DAHL & HOLST HOLDINGS, INC
Vancouver, WA
AUM
$186.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-248-9800
Full profileNo website
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
360-593-9919
Full profileNo website
PATHMONT INVESTMENT MANAGEMENT
Seattle, WA
AUM
$169.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-399-0454
Full profileNo website
AUM
$160.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(925) 934-8200
Full profileNo website
DLK INVESTMENT ADVISORS, LLC
Mercer Island, WA
AUM
$140.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206.203.0010
Full profileNo website