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Top 10 advisors in Washington

Top 10 advisors in Washington

We’ve curated a list of the best financial advisors in Washington, take a look at it below

Find an advisor in Washington
# Financial advisor Assets under management Number of advisors
1 $14,168,429,313 19 advisors
2 $11,394,626,019 42 advisors
3 $8,000,289,154 45 advisors
4 $6,773,057,186 133 advisors
5 $6,547,273,135 8 advisors
6 $6,104,439,188 94 advisors
7 $5,344,564,502 44 advisors
8 $4,173,413,099 65 advisors
9 $4,050,015,567 68 advisors
10 $3,868,764,189 23 advisors

How we came up with this list

To generate our top financial advisors list in Washington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Washington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • Himalaya Capital

    Himalaya Capital is a financial advisory firm based in Seattle, Washington. It currently has approximately $14,168,429,313 of assets under management and employs about 19 people. Himalaya Capital uses a fee structure of performance-based fees and reimbursement for actual expenses, subject to a cap.

    Assets under management

    $14,168,429,313

    Headcount

    19 advisors

    Fee structure

    Performance-based fees

    REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP

    SEC number

    801-72763

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    1301 2nd Ave,
    Suite 2100,
    Seattle,
    Washington,
    98101

  • Invesco Managed Accounts, LLC

    Invesco Managed Accounts, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $11,394,626,019 of assets under management and employs about 42 people. Invesco Managed Accounts, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $11,394,626,019

    Headcount

    42 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-61716

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    2001 Sixth Ave.,
    Suite 2310,
    Seattle,
    Washington,
    98121

  • Cercano Management LLC

    Cercano Management LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $8,000,289,154 of assets under management and employs about 45 people. Cercano Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $8,000,289,154

    Headcount

    45 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-122903

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    1110 112th Avenue Ne,
    Suite 202,
    Bellevue,
    Washington,
    98004

  • Coldstream Wealth Management

    Coldstream Wealth Management is a financial advisory firm based in Bellevue, Washington. It currently has approximately $6,773,057,186 of assets under management and employs about 133 people. Coldstream Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and project by project basis.

    Assets under management

    $6,773,057,186

    Headcount

    133 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    PROJECT BY PROJECT BASIS

    SEC number

    801-39379

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

    See full profile

    Meet the advisor

    One - 100th Avenue Ne,
    Suite 102,
    Bellevue,
    Washington,
    98004

  • Aptitude Investment Management Lp

    Aptitude Investment Management Lp is a financial advisory firm based in Seattle, Washington. It currently has approximately $6,547,273,135 of assets under management and employs about 8 people. Aptitude Investment Management Lp uses a fee structure of a percentage of assets under your management, performance-based fees and additional info on fees charged by advisor in form adv part 2.

    Assets under management

    $6,547,273,135

    Headcount

    8 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2

    SEC number

    801-74419

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    401 Union Street,
    Suite 3700,
    Seattle,
    Washington,
    98101

  • Freestone Capital Management, LLC

    Freestone Capital Management, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $6,104,439,188 of assets under management and employs about 94 people. Freestone Capital Management, LLC uses a fee structure of a percentage of assets under your management, commissions and performance-based fees.

    Assets under management

    $6,104,439,188

    Headcount

    94 advisors

    Fee structure

    A percentage of assets under your management

    Commissions

    Performance-based fees

    SEC number

    801-69073

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    701 5th Avenue,
    74th Floor,
    Seattle,
    Washington,
    98104

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    Columbia Pacific Wealth Management

    Columbia Pacific Wealth Management is a financial advisory firm based in Seattle, Washington. It currently has approximately $5,344,564,502 of assets under management and employs about 44 people. Columbia Pacific Wealth Management uses a fee structure of a percentage of assets under your management, fixed fees and administration fee.

    Assets under management

    $5,344,564,502

    Headcount

    44 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    ADMINISTRATION FEE

    SEC number

    801-72122

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    1910 Fairview Ave E,
    Suite 200,
    Seattle,
    Washington,
    98102

  • Empirical Wealth Management

    Empirical Wealth Management is a financial advisory firm based in Seattle, Washington. It currently has approximately $4,173,413,099 of assets under management and employs about 65 people. Empirical Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

    Assets under management

    $4,173,413,099

    Headcount

    65 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    SEC number

    801-72168

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Tax Preparation And Insurance Services

    See full profile

    Meet the advisor

    1420 5th Ave,
    Suite 3150,
    Seattle,
    Washington,
    98101

  • Frazier Healthcare Partners

    Frazier Healthcare Partners is a financial advisory firm based in Seattle, Washington. It currently has approximately $4,050,015,567 of assets under management and employs about 68 people. Frazier Healthcare Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $4,050,015,567

    Headcount

    68 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-81162

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    601 Union Street,
    Suite 3200,
    Seattle,
    Washington,
    98101

  • Not sure which one to choose?
    Use our smart matching tool

    Badgley Phelps Wealth Managers

    Badgley Phelps Wealth Managers is a financial advisory firm based in Seattle, Washington. It currently has approximately $3,868,764,189 of assets under management and employs about 23 people. Badgley Phelps Wealth Managers uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $3,868,764,189

    Headcount

    23 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-121830

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Credit, Cash Management And Insurance Solutions

    See full profile

    Meet the advisor

    1420 Fifth Avenue,
    Suite 3200,
    Seattle,
    Washington,
    98101

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.

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