JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
Bothell, WA
AUM
$137.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
425-615-6808
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
HARBORVIEW ASSET MANAGEMENT LLC
Gig Harbor, WA
AUM
$124.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
253-432-1001
Full profileNo website
CAPITAL INVESTMENT SERVICES, LLC
Lynnwood, WA
AUM
$101.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
425-771-6055
Full profileNo website
SOUND FINANCIAL CENTER LLC
Sequim, WA
AUM
$99.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
360-683-4500
Full profileNo website
SCRUGGS ADVISORS, LLC
Battle Ground, WA
AUM
$63.1M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
360-687-2288
Full profileNo website
TWIN HARBORS WEALTH MANAGEMENT LLC
Aberdeen, WA
AUM
$49.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
360-533-4714
Full profileNo website
WMS WEALTH MANAGEMENT LLC
Mukilteo, WA
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
206-726-1633
Full profileNo website
MCM ADVISORY, LLC
Richland, WA
AUM
$42.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
509-713-7030
Full profileNo website
SKG INVESTMENT SERVICES, LLC
Seattle, WA
AUM
$30.0M
Trusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-448-3480
Full profileNo website
CONCEPTS FINANCIAL SERVICES, LLC
Kirkland, WA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
425-681-1715
Full profileNo website
LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC
Bellevue, WA
AUM
$21.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
425-223-4520
Full profileNo website
LIN CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$17.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
425-283-8184
Full profileNo website
BROWN BRIDGE CAPITAL, LLC
Bellevue, WA
AUM
$12.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
608-609-3023
Full profileNo website
PARK WEALTH MANAGEMENT
Federal Way, WA
AUM
$11.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206-212-6455
Full profileNo website
R & R RETIREMENT SERVICES, INC
Seattle, WA
AUM
$10.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
206-362-0503
Full profileNo website
1 UNION MANAGEMENT, LLC
Seattle, WA
AUM
$9.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
425-922-3095
Full profileNo website
SOUND INVESTMENT ADVICE, LLC
Issaquah, WA
AUM
$429K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
425-829-8255
Full profileNo website
RED TOP ADVISORS LLC
Seattle, WA
AUM
—
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(206) 617-4525
Full profileNo website
ROBERT A. UNDERHILL P.C.
Seattle, WA
AUM
—
Trusts & Estates
Team
1 advisors
Clients
0
Fees
REFERRAL FEES
206-357-3033
Full profileNo website
VIGNEC FINANCIAL LLC
Seattle, WA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
920-915-5236
Full profileNo website
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