GREENE WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
206-623-2200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
MCILRATH & ECK, LLC
Arlington, WA
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(360) 657-8600
180 WEALTH ADVISORS, LLC
Federal Way, WA
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(253) 394-0720
SYNERGY ASSET MANAGEMENT, LLC
Vancouver, WA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-386-5455
PAUL R. RIED FINANCIAL GROUP, LLC
Bellevue, WA
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-646-6777
HOHIMER WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
206-709-5955
ASPIRE CAPITAL ADVISORS LLC
Seattle, WA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(206) 939-5615
AVIER WEALTH ADVISORS
Bellevue, WA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM
425-467-1011
FORTIS CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
425-453-5010
LUCID ADVISORS, INC.
Seattle, WA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
206-267-2222
CAPITAL ADVISORS WEALTH MANAGEMENT
Yakima, WA
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(509) 469-5030
BASECAMP WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-553-0031
FULCRUM CAPITAL, LLC
Seattle, WA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
206-223-9790
BAKER ELLIS ASSET MANAGEMENT LLC
Vancouver, WA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
503-227-5778
PACIFIC SAGE PARTNERS, LLC
Edmonds, WA
AUM
$986.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 533-0500
ASSET ONE WEALTH MANAGEMENT, LLC
Bellevue, WA
AUM
$982.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(425) 504-830
AUM
$958.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
509-972-3686
EMERALD ADVISORS, LLC
Bellevue, WA
AUM
$941.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(425) 458-3853
JOHNSON BIXBY
Vancouver, WA
AUM
$933.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(360) 695-1795
MARSJEWETT FINANCIAL GROUP
Bellevue, WA
AUM
$901.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
425-289-5000
LIGHTHOUSE WEALTH STRATEGIES, LLC
Gig Harbor, WA
AUM
$844.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
253-948-3725
FINANCIAL INSIGHTS WEALTH MANAGEMENT
Tacoma, WA
AUM
$746.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(253) 627-6010
TRADEWINDS CAPITAL MANAGEMENT, LLC
Bellingham, WA
AUM
$727.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-715-9000
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Spokane, WA
AUM
$727.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
509-328-6653