Advisers in Seattle, WA
74 advisers in Seattle — 74 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (43)Hourly fees (33)Flat / fixed fees (45)% of assets managed (69)Retirement plan consulting (18)
Featured spots in Seattle, WA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Seattle, WA — flat monthly price, no per-lead fees.See pricing
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2020 Financial Planning LLCState registeredNo commissions reportedA.t. Lloyd's, INCState registeredNo commissions reportedAdams Financial Concepts, LLCState registeredNo commissions reportedAspire Capital Advisors LLCSEC registeredNo commissions reportedAvantia Investment Services, LLCSEC registeredNo commissions reportedBac Capital Advisors LLCSEC registeredNo commissions reportedBadgley Phelps Wealth ManagersSEC registeredNo commissions reportedBbjs Financial Advisors, LLCSEC registeredNo commissions reportedBear Mountain Capital INC.SEC registeredNo commissions reportedBreakwater Investment ManagementSEC registeredNo commissions reported
Brighton Jones LLCSEC registeredNo commissions reportedCadence Wealth Management, LLCState registeredNo commissions reportedCapital Investment ManagementState registeredNo commissions reportedCedar River Capital, LLCState registeredNo commissions reportedCloud Capital ManagementSEC registeredNo commissions reportedColmina, LLCState registeredNo commissions reportedColumbia Pacific Advisors, LLCSEC registeredNo commissions reportedColumbia Strategic Wealth Advisors, LLCState registeredNo commissions reportedConcreit Fund Management LLCSEC registeredNo commissions reportedConvexity Wealth Management, LLCState registeredNo commissions reportedDirectional Financial ServicesSEC registeredNo commissions reportedElliott Cove Capital ManagementSEC registeredNo commissions reportedEmpirical Wealth ManagementSEC registeredNo commissions reportedFirst Washington CorporationSEC registeredNo commissions reportedFreestone Capital Management, LLCSEC registeredNo commissions reportedFulcrum Capital, LLCSEC registeredNo commissions reportedGarde Capital, INC.SEC registeredNo commissions reportedGreene Wealth Management, LLCSEC registeredNo commissions reportedHamrick Investment Counsel, LLCSEC registeredNo commissions reportedHelm Capital ManagementSEC registeredNo commissions reportedHohimer Wealth Management, LLCSEC registeredNo commissions reportedHumanize WealthState registeredNo commissions reportedInvesco Managed Accounts, LLCSEC registeredNo commissions reportedKavout Algo Financial LLCState registeredNo commissions reportedKunath Karren Rinne & Atkin LLCSEC registeredNo commissions reportedKutscher Benner Barsness & Stevens, INC.SEC registeredNo commissions reportedLakeside Advisors INCSEC registeredNo commissions reportedLesa Sroufe & Company, INC.SEC registeredNo commissions reportedLnwSEC registeredNo commissions reportedLucid Advisors, INC.SEC registeredNo commissions reportedMadison Park Capital Advisors, LLCSEC registeredNo commissions reportedMangan Wealth ManagementSEC registeredNo commissions reportedMartin Nelson & CO., INC.SEC registeredNo commissions reportedMatchpoint Capital Management, LLCState registeredNo commissions reportedMont AiState registeredNo commissions reportedNewground Social InvestmentSEC registeredNo commissions reportedNorthern Lights Advisors, INC.SEC registeredNo commissions reportedOliver Capital ManagementSEC registeredNo commissions reportedPacific Horizon Investment Management LLCState registeredNo commissions reportedParametric Portfolio AssociatesSEC registeredNo commissions reportedPathmont Investment ManagementSEC registeredNo commissions reportedPetrie Capital Management LLC.SEC registeredNo commissions reportedPnw Asset ManagementState registeredNo commissions reportedR & R Retirement Services, INCState registeredNo commissions reportedRattlesnake Creek Capital LLCState registeredNo commissions reportedRobert A. Underhill P.C.State registeredNo commissions reportedRunde & CO. LLCSEC registeredNo commissions reportedSander Capital Advisors, INC.SEC registeredNo commissions reportedSapling Wealth ManagementState registeredNo commissions reportedSeattle Wealth Management LLCSEC registeredNo commissions reportedSitka Pacific Capital Management, LLCState registeredNo commissions reportedSkg Investment Services, LLCState registeredNo commissions reportedSonata Capital Group INCSEC registeredNo commissions reportedStrategic Retirement Partners, LLCState registeredNo commissions reportedSynergos AdvisoryState registeredNo commissions reportedTruenorth Wealth AdvisorsSEC registeredNo commissions reportedVeltra CapitalState registeredNo commissions reportedVictor Jones CPA, PCState registeredNo commissions reportedViewpoint Capital ManagementSEC registeredNo commissions reportedWafd Wealth, INCSEC registeredNo commissions reportedWashington Capital Management INCSEC registeredNo commissions reportedWestlake Wealth Management LLCState registeredNo commissions reportedWyoming Systems Group of BusinessesState registeredNo commissions reportedZetlmaier Wealth Management LLCState registeredNo commissions reported
Talking to advisers in Seattle? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.