AUM
$160.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
206-300-1423
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WA
166 advisers found
BELLINGHAM CAPITAL
Bellingham, WA
AUM
$149.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-685-4240
FORESEE WEALTH ADVISORS
Bellevue, WA
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-943-6875
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$142.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-338-0645
SAPPHIRE STAR CAPITAL LLC
Redmond, WA
AUM
$142.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(425) 576-4083
WEALTHMARK, LLC
Bellingham, WA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
(360) 734-1323
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
Seattle, WA
AUM
$131.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
206-745-2136
AUM
$128.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
206-659-1715
SURIENCE PRIVATE WEALTH LLC
Yakima, WA
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(509) 853-1597
INTEGRATED WEALTH ADVISORS, LLC
Bellevue, WA
AUM
$122.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-818-0717
NORTHWEST ADMINISTRATORS INC
Seattle, WA
AUM
$114.8M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-329-4900
AUM
$113.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
202-841-2867
HFG ADVISORS, INC.
Kennewick, WA
AUM
$113.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
509-735-7507
SIGNIA CAPITAL MANAGEMENT
Spokane, WA
AUM
$109.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
509-789-8970
LIFEFOCUS FINANCIAL ADVISORS, LLC
Walla Walla, WA
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
509-526-4521
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
425-800-6862
VITA PLANNING GROUP LLC
Camas, WA
AUM
$83.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-567-9300
GK CAPITAL PARTNERS
Olympia, WA
AUM
$77.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
360-350-0765
BLACKBURN FINANCIAL
Cashmere, WA
AUM
$70.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-782-2600
CEDAR RIVER CAPITAL, LLC
Seattle, WA
AUM
$55.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
206 -317 -1612
SIMPLE WEALTH LLC
Liberty Lake, WA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-325-8471
PORTFOLIO STRATEGIES INC
Tacoma, WA
AUM
$50.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
253-383-1676
MARRAM INVESTMENT MANAGEMENT, LLC
Vancouver, WA
AUM
$48.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(503) 575-9022
HUMANIZE WEALTH
Seattle, WA
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
206-588-6550