BARKER WEALTH MANAGEMENT, LLC
Camas, WA
AUM
$240.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 616-8680
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
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
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
ILLUMINE INVESTMENT MANAGEMENT, LLC
Poulsbo, WA
AUM
$215.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
424-322-7500
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
SANDER CAPITAL ADVISORS, INC.
Seattle, WA
AUM
$210.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
206-323-8822
RUNDE & CO. LLC
Seattle, WA
AUM
$209.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
206-323-2255
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
ALLEN CAPITAL MANAGEMENT, LLC
Vancouver, WA
AUM
$200.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-292-1041
CONTINENTAL INVESTORS SERVICES, INC.
Longview, WA
AUM
$196.8M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Commissions
360-423-5110
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