SLOY, DAHL & HOLST, LLC
Vancouver, WA
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-248-9800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WA
132 advisers found
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Kennewick, WA
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
509-735-0484
MARTEL WEALTH ADVISORS, LLC
Vancouver, WA
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
360-694-9940
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
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
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
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
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
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
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
RICHARDS MERRILL WEALTH MANAGEMENT
Spokane, WA
AUM
$643.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
509-624-3174
AVISO WEALTH MANAGEMENT
Bellevue, WA
AUM
$621.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
877-633-1210
WEINAND FINANCIAL, INC.
Lacey, WA
AUM
$610.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
360-459-4847
SAGE ADVISORS, LLC
Edmonds, WA
AUM
$575.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
206-516-7991
EVANS CAPITAL MANAGEMENT ASSOCIATES
Bellevue, WA
AUM
$545.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-455-0501
NORTHERN CAPITAL MANAGEMENT, INC.
Spokane, WA
AUM
$526.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
509-456-2526
BOONE WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$506.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
425-462-6406
OLIVER CAPITAL MANAGEMENT
Seattle, WA
AUM
$505.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-775-7500