CLOUD CAPITAL MANAGEMENT
Seattle, WA
AUM
$300.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
8007954303
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WA
166 advisers found
HAMRICK INVESTMENT COUNSEL, LLC
Seattle, WA
AUM
$299.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206-441-9911
MADISON PARK CAPITAL ADVISORS, LLC
Seattle, WA
AUM
$294.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
206-623-6722
AUM
$289.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
509-643-6028
STOLZ & ASSOCIATES, PS
Tacoma, WA
AUM
$282.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(253) 272-3441
PARKER FINANCIAL LLC
Silverdale, WA
AUM
$272.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
360-337-2701
WEALTH ASSET MANAGERS
Spokane, WA
AUM
$272.0M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM
509-838-1313
INVESTORS PORTFOLIO SERVICES LLC
Puyallup, WA
AUM
$238.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
253-770-8118
AUM
$235.5M
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
360-604-8600
HELIUM ADVISORS LLC
Vancouver, WA
AUM
$233.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(425) 214-1533
CASCADE WEALTH ADVISORS, INC
Wenatchee, WA
AUM
$228.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-886-8866
MANGAN WEALTH MANAGEMENT
Seattle, WA
AUM
$222.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
206-441-1980
ILLUMINE INVESTMENT MANAGEMENT, LLC
Poulsbo, WA
AUM
$215.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
424-322-7500
UTA LLC
Vancouver, WA
AUM
$214.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
360.360.0344
SMART PORTFOLIOS, LLC
Lake Forest Park, WA
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
206-686-3636
RUNDE & CO. LLC
Seattle, WA
AUM
$209.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
206-323-2255
LESA SROUFE & COMPANY, INC.
Seattle, WA
AUM
$207.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
206-838-8383
ALLEN CAPITAL MANAGEMENT, LLC
Vancouver, WA
AUM
$200.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-292-1041
COLUMBIA RIVER FINANCIAL GROUP
Vancouver, WA
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
3603353350
RARE WOLF CAPITAL LLC
Bellevue, WA
AUM
$179.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-659-8704
CAPSTONE INVESTMENT GROUP
Olympia, WA
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
360-570-9888
GOULD CAPITAL, LLC
Tacoma, WA
AUM
$175.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
253-272-9898
INTEGRITY WEALTH MANAGEMENT, INC.
Spokane, WA
AUM
$163.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-315-9532
NEWGROUND SOCIAL INVESTMENT
Seattle, WA
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 522-1944