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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA
338 advisers found
MIDDLETON & COMPANY
Vancouver, WA
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(360) 524-3517
SEATTLE WEALTH MANAGEMENT LLC
Seattle, WA
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-858-6973
AUM
$128.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
206-659-1715
A.T. LLOYD'S, INC
Seattle, WA
AUM
$126.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-443-6214
BRACKENWOOD CAPITAL MANAGEMENT, LLC
Bainbridge Island, WA
AUM
$126.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
206.446.0157
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
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
253-820-6432
AVANTIA INVESTMENT SERVICES, LLC
Seattle, WA
AUM
$119.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
425-589-0904
TRAIL FINANCIAL PLANNING LLC
Bellingham, WA
AUM
$117.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(360) 399-6486
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
Kirkland, WA
AUM
$117.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
206-352-9205
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
AUM
$113.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
206-940-9010
ARMOUR WEALTH ADVISORS, LLC
Tumwater, WA
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
360-628-8783
PACIFIC FINANCIAL ADVISORS
Bellevue, WA
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
425-458-3292
PRIVATE ASSET MANAGEMENT INC
Kirkland, WA
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
425-213-1600
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
KAREL CAPITAL, INC.
Spokane, WA
AUM
$109.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
509-838-9900
KAIROS CAPITAL MANAGEMENT, LLC
Bellevue, WA
AUM
$105.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
425-449-8665
PNW ASSET MANAGEMENT
Seattle, WA
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
206-259-0575
PETRIE CAPITAL MANAGEMENT LLC.
Seattle, WA
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206-545-0600
CADENCE WEALTH MANAGEMENT, LLC
Seattle, WA
AUM
$104.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-224-5636