SKYLINE ADVISORS, INC.
Bellingham, WA
AUM
$386.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
360-671-1621
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
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
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
SONATA CAPITAL GROUP INC
Seattle, WA
AUM
$360.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
206-256-4400
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
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
WEALTHCOLLAB
Bellevue, WA
AUM
$316.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
206-456-6171
THE FAUSER GROUP, LLC
Mercer Island, WA
AUM
$314.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
206-466-2542
TIETON CAPITAL MANAGEMENT
Yakima, WA
AUM
$314.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
509-965-6488
COLUMBIA ADVISORY PARTNERS, LLC
Spokane, WA
AUM
$312.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-822-3850