ARCHON CAPITAL MANAGEMENT LLC
Seattle, WA
AUM
$214.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(206) 436-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WA
404 advisers found
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
THE PLANNER'S EDGE LLC
Mercer Island, WA
AUM
$178.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-232-4500
CAPSTONE INVESTMENT GROUP
Olympia, WA
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
360-570-9888
GOULD CAPITAL, LLC
Tacoma, WA
AUM
$175.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
253-272-9898
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Spokane, WA
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-443-0845
OPAL ADVISORS
Bellevue, WA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
425-835-3276
917 ADVISORY SERVICES LLC
Spokane, WA
AUM
$167.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
509-328-5627
FINANCIAL FREEDOM FOR DENTISTS LLC
Snoqualmie, WA
AUM
$165.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
425-888-1911
INTEGRITY WEALTH MANAGEMENT, INC.
Spokane, WA
AUM
$163.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-315-9532