ALETHEIAN WEALTH ADVISORS LLC
Bellevue, WA
AUM
$412.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
425-458-2840
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
LAKESIDE ADVISORS INC
Seattle, WA
AUM
$412.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-285-1730
MOMENTOUS WEALTH MANAGEMENT, INC.
Vancouver, WA
AUM
$409.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
360-597-4570
MB GEN WEALTH
Spokane, WA
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
509-703-5715
MAINSAIL FINANCIAL GROUP
Bellevue, WA
AUM
$403.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(425) 502-7693
HIDDEN COVE WEALTH MANAGEMENT
Bainbridge Island, WA
AUM
$403.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-397-4890
BELLEVUE ASSET MANAGEMENT, LLC
Bellevue, WA
AUM
$393.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-289-1041
SOUNDVIEW ADVISORS
Olympia, WA
AUM
$387.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
360-867-9890
CAIRN INVESTMENT GROUP
Vancouver, WA
AUM
$385.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-4901
HARBOUR INVESTMENT MANAGEMENT L.L.C.
Edmonds, WA
AUM
$381.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
425-742-1557
MKT AND ASSOCIATES LLC
Tacoma, WA
AUM
$378.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
253-252-2359
ADVISOR SHARE WEALTH MANAGEMENT, LLC
Vancouver, WA
AUM
$376.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-232-3251
BEAR MOUNTAIN CAPITAL INC.
Seattle, WA
AUM
$375.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
206-420-3713
DEMARS FINANCIAL GROUP LLC
Spokane Valley, WA
AUM
$374.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
509-536-9556
KUNATH KARREN RINNE & ATKIN LLC
Seattle, WA
AUM
$373.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
206-621-7400
MY PERSONAL CFO, LLC
Vancouver, WA
AUM
$365.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-912-2090
WAYFINDING FINANCIAL, LLC
Lynnwood, WA
AUM
$353.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-361-0707
WAFD WEALTH, INC
Seattle, WA
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
206-467-2800
LODESTONE WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$346.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
509-413-2386
COMPREHENSIVE WEALTH MANAGEMENT
Lynnwood, WA
AUM
$338.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
425-778-6160
AGATE PASS INVESTMENT, LLC
Bainbridge Island, WA
AUM
$336.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
206-842-5770
BBJS FINANCIAL ADVISORS, LLC
Seattle, WA
AUM
$331.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
206-682-4840
RAINIER FAMILY WEALTH, INC.
Tacoma, WA
AUM
$331.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
253-448-2107
TRUENORTH WEALTH ADVISORS
Seattle, WA
AUM
$321.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(206-652-4314