EVANS CAPITAL MANAGEMENT ASSOCIATES
Bellevue, WA
AUM
$545.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-455-0501
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
SPG ADVISORS LLC
Kirkland, WA
AUM
$535.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
425-821-9442
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
SCHMIDT FINANCIAL MANAGEMENT
Kirkland, WA
AUM
$497.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
425-893-9195
FORTITUDE ADVISORY GROUP L.L.C.
Gig Harbor, WA
AUM
$467.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
253-470-4977
FELLOWSHIP FINANCIAL PLANNING
Spokane, WA
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
5094739483
CHANEY CAPITAL MANAGEMENT INC.
Lynnwood, WA
AUM
$455.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
425-673-4060
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
ROBINSWOOD FINANCIAL
Kirkland, WA
AUM
$433.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
452-296-1611
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
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
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
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
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
HELM CAPITAL MANAGEMENT
Seattle, WA
AUM
$400.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-654-6200
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