PARCION PRIVATE WEALTH LLC
Bellevue, WA
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-278-9555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
INATAI INVESTMENT MANAGEMENT CO. LLC
Seattle, WA
AUM
$2.69B
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
206-788-8900
GARDE CAPITAL, INC.
Seattle, WA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
206-552-7900
STEELHEAD PARTNERS, LLC
Seattle, WA
AUM
$2.51B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
206-307-0910
TSCHETTER GROUP
Bellevue, WA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-998-9960
MILLIMAN ADVISORS, LLC
Seattle, WA
AUM
$2.32B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-624-7940
KOSMOS MANAGEMENT LLC
Seattle, WA
AUM
$2.21B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-624-8111
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-350-4747
PRIVATE ADVISORY
Redmond, WA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
425-498-2320
GOLDFINCH PARTNERS
Bellevue, WA
AUM
$2.09B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-360-4002
SCS
Bellevue, WA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-452-1222
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
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
ACUITAS INVESTMENTS, LLC
Seattle, WA
AUM
$1.48B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-299-2070
COLUMBIA PACIFIC ADVISORS, LLC
Seattle, WA
AUM
$1.47B
Wealth Mgmt
Team
24 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206-728-9063
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
LEADER CAPITAL CORP.
Vancouver, WA
AUM
$1.41B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-294-1010
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