ANCHOR FINANCIAL
Tacoma, WA
AUM
$5.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
888-824-0327
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
546 advisers found
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
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
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
AUM
$1.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
360-898-0325
QUANTCA FINANCIAL
Edmonds, WA
AUM
$10K
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
3023215022
ADELE BRADY BOLSON CPA PS
Bellevue, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
425-289-2200
ADVISORS ASSET MANAGEMENT, INC.
Tacoma, WA
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges; REFERRAL FEES
253-565-0421
ALDEN CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
—
Team
2 advisors
Clients
0
Fees
NO BUSINESS/NOT COMPENSATED
425-451-8508