PARAMETRIC PORTFOLIO ASSOCIATES
Seattle, WA
AUM
$684.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
213 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-694-5500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WA
132 advisers found
RUSSELL INVESTMENTS
Seattle, WA
AUM
$81.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more
206-505-7877
RUSSELL INVESTMENTS
Seattle, WA
AUM
$68.60B
Wealth MgmtRetirementInstitutional
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
206-505-7877
RUSSELL INVESTMENTS
Seattle, WA
AUM
$35.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
126 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
206-505-7877
INVESCO MANAGED ACCOUNTS, LLC
Seattle, WA
AUM
$31.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1-866-769-2773
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
Seattle, WA
AUM
$24.07B
Wealth MgmtRetirementInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
206-623-4739
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
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
PUGH CAPITAL MANAGEMENT, INC.
Seattle, WA
AUM
$12.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-322-4985
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
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
WASHINGTON CAPITAL MANAGEMENT INC
Seattle, WA
AUM
$7.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
206-382-0825
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
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
MILLIMAN ADVISORS, LLC
Seattle, WA
AUM
$2.32B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
206-624-7940
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
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
D'ANNUNZIO CONSULTING GROUP, LLC
Tacoma, WA
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Fixed fees
253-272-1972
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
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