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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WA
166 advisers found
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
INTEGRATED QUANTITATIVE INVESTMENTS LLC
Bellevue, WA
AUM
$844.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
617-686-2008
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
THE RETIREMENT SOLUTION LLC
Redmond, WA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
425-558-3700
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
VICKERMAN INVESTMENT ADVISORS, INC.
Spokane, WA
AUM
$632.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
509-325-7610
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
CAPITAL PLANNING, LLC
Bellevue, WA
AUM
$617.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-643-1800
RAINIER INVESTMENT MANAGEMENT LLC
Seattle, WA
AUM
$581.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
206-518-6600
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
GOLD INVESTMENT MANAGEMENT LTD.
Edmonton, WA
AUM
$525.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
780-436-9955
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
FIRST WASHINGTON CORPORATION
Seattle, WA
AUM
$501.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
206-624-8320
MOUNTAIN PACIFIC ADVISORS, LLC
Bellevue, WA
AUM
$484.3M
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
425-284-7200
JAMES R. MARTIN CONSULTING, INC
Vancouver, WA
AUM
$442.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; SOME ARE FREE
360-567-1822
HARLOW WEALTH MANAGEMENT, INC.
Vancouver, WA
AUM
$419.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
360-573-2522