GOLD INVESTMENT MANAGEMENT LTD.
Edmonton, WA
AUM
$525.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
780-436-9955
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
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
MOUNTAIN PACIFIC ADVISORS, LLC
Bellevue, WA
AUM
$484.3M
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
425-284-7200
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
WESTRIVER MANAGEMENT, LLC
Seattle, WA
AUM
$444.4M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
4259523950
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
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
SOUNDVIEW ADVISORS
Olympia, WA
AUM
$387.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
360-867-9890