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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Vancouver, WA
AUM
$237.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-823-0477
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
GEVERS WEALTH MANAGEMENT
Issaquah, WA
AUM
$223.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
4259024840
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
PARA WEALTH ADVISORS, INC.
Camas, WA
AUM
$221.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
3605587058
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
FULCRUM WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$208.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-250-6280
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
COLUMBIA RIVER FINANCIAL GROUP
Vancouver, WA
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
3603353350
COLUMBIA RIVER ADVISORS
Tacoma, WA
AUM
$191.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(253) 589-1401
AUM
$189.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
425-522-2322
AUM
$188.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
206-276-1774
HELMSMAN FINANCIAL GROUP, LLC
Woodinville, WA
AUM
$187.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
425-485-0381
SELKIRK WEALTH ADVISORS, LLC
Spokane, WA
AUM
$184.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-270-2886
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
THE PLANNER'S EDGE LLC
Mercer Island, WA
AUM
$178.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-232-4500
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
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Spokane, WA
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-443-0845
OPAL ADVISORS
Bellevue, WA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
425-835-3276
917 ADVISORY SERVICES LLC
Spokane, WA
AUM
$167.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
509-328-5627
FINANCIAL FREEDOM FOR DENTISTS LLC
Snoqualmie, WA
AUM
$165.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
425-888-1911