GRIFFITHS, DREHER & EVANS, P.S., CPAS
Spokane, WA
AUM
$311.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
509-326-4054
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
WEST INVEST
Bellingham, WA
AUM
$304.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
360-738-6019
BREAKWATER INVESTMENT MANAGEMENT
Seattle, WA
AUM
$302.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
206.621.8832
SENESCHAL FAMILY OFFICE
Tacoma, WA
AUM
$301.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(253) 460-3430
BAC CAPITAL ADVISORS LLC
Seattle, WA
AUM
$301.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-625-1800
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
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
Liberty Lake, WA
AUM
$300.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
509-747-9144
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
$294.3M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM
509-943-1040
AUM
$289.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
509-643-6028
FINANCIAL FORUM, INC.
Spokane, WA
AUM
$285.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509 458 5373
KAIZEN FINANCIAL ADVISORS, LLC
Kirkland, WA
AUM
$283.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-321-5800
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
FORTITUDE FINANCIAL LLC
Spokane, WA
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
509-931-1199
TRUEWEALTH FINANCIAL PARTNERS
Bellevue, WA
AUM
$273.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-615-7360
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
JMK & ASSOCIATES, LLC
Spokane, WA
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
509-703-7771
VIEWPOINT CAPITAL MANAGEMENT
Seattle, WA
AUM
$267.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-219-1410
PREVAIL WEALTH MANAGEMENT
Kirkland, WA
AUM
$260.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-448-1818
NORTHERN LIGHTS ADVISORS, INC.
Seattle, WA
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-203-6638
WAYCROSS INVESTMENT MANAGEMENT CO
Bellingham, WA
AUM
$252.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
360-671-0148
OPTIMIST RETIREMENT GROUP, LLC
Bellevue, WA
AUM
$245.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
425-637-3037
CAPSTONE RIA
Bellingham, WA
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
877-739-6007