INLAND FINANCIAL PLANNING
Spokane, WA
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509-443-5917
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WA
166 advisers found
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$41.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-967-5533
NORTH FINANCIAL INC
University Place, WA
AUM
$38.1M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
253-460-3541
PACIFIC WEALTH ADVISORY, LLC
Spokane Valley, WA
AUM
$21.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
509-413-1764
BEACON ROCK WEALTH ADVISORS
Camas, WA
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
360-735-1900
VELTRA CAPITAL
Seattle, WA
AUM
$5.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
202-492-1838
VICTOR JONES CPA, PC
Seattle, WA
AUM
$3.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(206) 743-1375
QUANTCA FINANCIAL
Edmonds, WA
AUM
$10K
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
3023215022
HIGHLAND CAPITAL ADVISORS, LLC
Issaquah, WA
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-800-717-6180
RUSSELL INVESTMENTS
Seattle, WA
AUM
—
Team
115 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-505-7877
AUM
$2.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-547-5000
Full profileNo website
AERIE ADVISORY GROUP LLC
Gig Harbor, WA
AUM
$618.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(253) 857-1616
Full profileNo website
HIGHBURY PACIFIC CAPITAL CORP.
Bellevue, WA
AUM
$333.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
206-340-2800
Full profileNo website
DLK INVESTMENT ADVISORS, LLC
Mercer Island, WA
AUM
$140.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206.203.0010
Full profileNo website
HARBORVIEW ASSET MANAGEMENT LLC
Gig Harbor, WA
AUM
$124.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
253-432-1001
Full profileNo website
SCRUGGS ADVISORS, LLC
Battle Ground, WA
AUM
$63.1M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
360-687-2288
Full profileNo website
TWIN HARBORS WEALTH MANAGEMENT LLC
Aberdeen, WA
AUM
$49.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
360-533-4714
Full profileNo website
CONCEPTS FINANCIAL SERVICES, LLC
Kirkland, WA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
425-681-1715
Full profileNo website
BROWN BRIDGE CAPITAL, LLC
Bellevue, WA
AUM
$12.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
608-609-3023
Full profileNo website
APEX ADVISORY GROUP, INC.
Spokane, WA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-624-5525
Full profileNo website
THIRD STAGE INVESTMENT GROUP, LLC
Bellevue, WA
AUM
$0
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
425-284-7200
Full profileNo website
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