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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WA
166 advisers found
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
PALOUSE CAPITAL MANAGEMENT, INC.
Spokane, WA
AUM
$408.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(509) 624-5591
MB GEN WEALTH
Spokane, WA
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
509-703-5715
TAIYO PACIFIC PARTNERS L.P.
Kirkland, WA
AUM
$395.3M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-896-5300
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
AUM
$386.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; % OF NET POSITIVE OPTIONS INCOME AS SUB-ADVISER
206-222-8646
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
PACIFIC ASSET MANAGEMENT, LLC
Gig Harbor, WA
AUM
$384.8M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
253-649-4600
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
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
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
ELLIOTT COVE CAPITAL MANAGEMENT
Seattle, WA
AUM
$348.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
206-267-2683
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
ANGELLIST ASSET MANAGEMENT, LLC
Seattle, WA
AUM
$346.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-880-1869
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
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
TIETON CAPITAL MANAGEMENT
Yakima, WA
AUM
$314.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
509-965-6488
GRIFFITHS, DREHER & EVANS, P.S., CPAS
Spokane, WA
AUM
$311.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
509-326-4054
WEST INVEST
Bellingham, WA
AUM
$304.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
360-738-6019