THE ENSEMBLE TEAM
Seattle, WA
AUM
—
Team
2 advisors
Clients
—
Fees
PERCENTAGE OF FEES CHARGED BY 3RD-PARTY FIRMS TO REFERRED CLIENT
(360) 726-2672
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
546 advisers found
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
425-236-4914
WYOMING SYSTEMS GROUP OF BUSINESSES
Seattle, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
425-954-6694
AUM
$2.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-547-5000
Full profileNo website
AERIE ADVISORY GROUP LLC
Gig Harbor, WA
AUM
$618.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(253) 857-1616
Full profileNo website
HIGHBURY PACIFIC CAPITAL CORP.
Bellevue, WA
AUM
$333.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-340-2800
Full profileNo website
BARING FINANCIAL LLC
Bellingham, WA
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
360-671-7257
Full profileNo website
SLOY DAHL & HOLST HOLDINGS, INC
Vancouver, WA
AUM
$186.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-248-9800
Full profileNo website
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
360-593-9919
Full profileNo website
PATHMONT INVESTMENT MANAGEMENT
Seattle, WA
AUM
$169.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-399-0454
Full profileNo website
AUM
$160.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(925) 934-8200
Full profileNo website
DLK INVESTMENT ADVISORS, LLC
Mercer Island, WA
AUM
$140.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206.203.0010
Full profileNo website
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
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
PWR FINANCIAL SERVICES
Federal Way, WA
AUM
$94.7M
Fee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
253-214-2122
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