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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
546 advisers found
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
WEALTH ASSET MANAGERS
Spokane, WA
AUM
$272.0M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM
509-838-1313
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
GQG PRIVATE CAPITAL SOLUTIONS LLC
Tacoma, WA
AUM
$266.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
754-218-5500
PINNACLE PARTNER MANAGEMENT LLC
Seattle, WA
AUM
$264.6M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206 369-2380
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
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
Seattle, WA
AUM
$256.0M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2063218255
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
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
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
AUM
$235.5M
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
360-604-8600
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
GLOBAL PARTNERSHIPS
Seattle, WA
AUM
$221.1M
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE ALLOCATION
206-652-8773
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