BRIGHTON JONES LLC
Seattle, WA
AUM
$18.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
156 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
206-258-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA
284 advisers found
FREESTONE CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$14.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
46 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
206-707-7300
COLDSTREAM WEALTH MANAGEMENT
Bellevue, WA
AUM
$13.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
166 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
425-283-1600
LNW
Seattle, WA
AUM
$12.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
96 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
206-464-5100
SATURNA CAPITAL CORPORATION
Bellingham, WA
AUM
$8.62B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
360-734-9900
EMPIRICAL WEALTH MANAGEMENT
Seattle, WA
AUM
$8.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
206-923-3474
CERCANO MANAGEMENT LLC
Bellevue, WA
AUM
$7.28B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
425-371-7500
BADGLEY PHELPS WEALTH MANAGERS
Seattle, WA
AUM
$7.28B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
206-623-6172
EVERGREEN CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
$7.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
425-467-4600
THREADLINE WEALTH
Bellevue, WA
AUM
$5.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
425-650-9500
NORTHWEST ASSET MANAGEMENT
Mercer Island, WA
AUM
$4.13B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
44 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
206-838-3680
PARCION PRIVATE WEALTH LLC
Bellevue, WA
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-278-9555
GARDE CAPITAL, INC.
Seattle, WA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
206-552-7900
TSCHETTER GROUP
Bellevue, WA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-998-9960
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-350-4747
PRIVATE ADVISORY
Redmond, WA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
425-498-2320
SCS
Bellevue, WA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-452-1222
FIRST PACIFIC FINANCIAL, INC.
Vancouver, WA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 254-2585
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Silverdale, WA
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
48 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 308-8239
SLOY, DAHL & HOLST, LLC
Vancouver, WA
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-248-9800
AUXANO ADVISORS
Bellevue, WA
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
(425) 889-1261
FINANCIAL PLAN, INC.
Bellingham, WA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-714-1234
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Kennewick, WA
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
509-735-0484
MARTEL WEALTH ADVISORS, LLC
Vancouver, WA
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
360-694-9940
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