Top financial advisors in Gig Harbor, WA
We’ve curated a list of the best financial advisors in Gig Harbor, take a look at it below
Find an advisor in Gig Harbor| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $455,446,485 | 8 advisors | ||
| 2 | $363,244,155 | 25 advisors | ||
| 3 | $152,105,928 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Gig Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gig Harbor. 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.
Lighthouse Wealth Strategies, LLC
Lighthouse Wealth Strategies, LLC is a financial advisory firm based in Gig Harbor, Washington. It currently has approximately $455,446,485 of assets under management and employs about 8 people. Lighthouse Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management and commissions.
Assets under management
$455,446,485
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Commissions
SEC number
801-114372
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Fortitude Advisory Group L.l.c.
Fortitude Advisory Group L.l.c. is a financial advisory firm based in Gig Harbor, Washington. It currently has approximately $363,244,155 of assets under management and employs about 25 people. Fortitude Advisory Group L.l.c. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$363,244,155
Headcount
25 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60827
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Bhj Wealth Advisors
Bhj Wealth Advisors is a financial advisory firm based in Gig Harbor, Washington. It currently has approximately $152,105,928 of assets under management and employs about 3 people. Bhj Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$152,105,928
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-118204
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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