Search Results

274 advisors in washington
FirmFeeAUMMin.Clients

SYNERGY ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #117201
Typical Fee--
AUM$1.1B
Minimum--
Clients5,659

TAIYO PACIFIC PARTNERS L.P.

Fee-Only, No ConflictsClean Record
Kirkland, WashingtonCRD #160930
Typical Fee--
AUM$820M
Minimum--
Clients7

TALBOT FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #155162
Typical Fee--
AUM$1.3B
Minimum--
Clients530

TFS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edmonds, WashingtonCRD #167653
Typical Fee--
AUM$135M
Minimum--
Clients415

THE FAUSER GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mercer Island, WashingtonCRD #282351
Typical Fee--
AUM$250M
Minimum--
Clients810

THE PLANNER'S EDGE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mercer Island, WashingtonCRD #114616
Typical Fee--
AUM$179M
Minimum--
Clients683

THE RETIREMENT SOLUTION LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redmond, WashingtonCRD #148106
Typical Fee--
AUM$573M
Minimum--
Clients2,888

THIRD STAGE INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #141951
Typical Fee--
AUM--
Minimum--
Clients--

TIETON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #135769
Typical Fee--
AUM$269M
Minimum--
Clients97

TRADEWINDS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #145934
Typical Fee--
AUM$603M
Minimum--
Clients2,652

TRAIL FINANCIAL PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #165063
Typical Fee--
AUM$104M
Minimum--
Clients150

TRUENORTH WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #118273
Typical Fee--
AUM$269M
Minimum--
Clients568

TRUEWEALTH FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #316079
Typical Fee--
AUM$225M
Minimum--
Clients439

TSCHETTER GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #301548
Typical Fee1.50%
AUM$2.1B
Minimum--
Clients1,330

TSP ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Mercer Island, WashingtonCRD #281758
Typical Fee--
AUM$289M
Minimum--
Clients3

UTA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #315427
Typical Fee--
AUM$215M
Minimum--
Clients248

VERUS ADVISORY, INC.

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #110565
Typical Fee--
AUM$17.5B
Minimum--
Clients111

VICKERMAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #313240
Typical Fee--
AUM$632M
Minimum--
Clients1,159

VIEWPOINT CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #158899
Typical Fee--
AUM$228M
Minimum--
Clients256

VITA PLANNING GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #312323
Typical Fee--
AUM$65M
Minimum--
Clients122

VORPAHL WING SECURITIES, INC.

Also Compensated via Brokerage
Spokane, WashingtonCRD #47548
Typical Fee--
AUM$124M
Minimum--
Clients557

WAFD WEALTH, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #337346
Typical Fee--
AUM$348M
Minimum--
Clients677

WASHINGTON CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #105253
Typical Fee--
AUM$7.1B
Minimum--
Clients248

WAYCROSS INVESTMENT MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #105034
Typical Fee--
AUM$217M
Minimum--
Clients334

WAYFINDING FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynnwood, WashingtonCRD #306208
Typical Fee--
AUM$353M
Minimum--
Clients925

WEALTH ASSET MANAGERS

Clean RecordAlso Compensated via Brokerage
Spokane, WashingtonCRD #14377
Typical Fee--
AUM$272M
Minimum--
Clients2,026

WEALTHCOLLAB

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #269840
Typical Fee--
AUM$229M
Minimum--
Clients390

WEALTHMARK, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #144948
Typical Fee--
AUM$114M
Minimum--
Clients402

WEINAND FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lacey, WashingtonCRD #328590
Typical Fee--
AUM$504M
Minimum--
Clients1,967

WEST INVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #327641
Typical Fee--
AUM$194M
Minimum--
Clients1,184
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