FIRST PACIFIC FINANCIAL, INC.
Vancouver, WA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 254-2585
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
D'ANNUNZIO CONSULTING GROUP, LLC
Tacoma, WA
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Fixed fees
253-272-1972
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Silverdale, WA
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
48 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 308-8239
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
AUXANO ADVISORS
Bellevue, WA
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
(425) 889-1261
FINANCIAL PLAN, INC.
Bellingham, WA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-714-1234
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
ALTRAVUE CAPITAL, LLC
Bellevue, WA
AUM
$1.54B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425 455-8896
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
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
TALBOT FINANCIAL, LLC
Bellevue, WA
AUM
$1.34B
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
425-533-0797
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