Top financial advisors in Kennewick, WA
We’ve curated a list of the best financial advisors in Kennewick, take a look at it below
Find an advisor in Kennewick| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,007,243,628 | 14 advisors | ||
| 2 | $927,086,401 | 17 advisors | ||
| 3 | $250,800,763 | 8 advisors | ||
| 4 | $99,918,751 | 4 advisors | ||
| 5 | $96,900,984 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Kennewick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kennewick. 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.
Cornerstone Wealth Strategies, Inc.
Cornerstone Wealth Strategies, Inc. is a financial advisory firm based in Kennewick, Washington. It currently has approximately $1,007,243,628 of assets under management and employs about 14 people. Cornerstone Wealth Strategies, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,007,243,628
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113703
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Petersen Hastings Investment Management Inc
Petersen Hastings Investment Management Inc is a financial advisory firm based in Kennewick, Washington. It currently has approximately $927,086,401 of assets under management and employs about 17 people. Petersen Hastings Investment Management Inc uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$927,086,401
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-19727
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)
Pension Consulting Services
Selection Of Other Advisers
Hfg Advisors, Inc.
Hfg Advisors, Inc. is a financial advisory firm based in Kennewick, Washington. It currently has approximately $250,800,763 of assets under management and employs about 8 people. Hfg Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$250,800,763
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-123046
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Monson Wealth Management, Inc.
Monson Wealth Management, Inc. is a financial advisory firm based in Kennewick, Washington. It currently has approximately $99,918,751 of assets under management and employs about 4 people. Monson Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$99,918,751
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-122296
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Professional Investment Management Services, Pllc
Professional Investment Management Services, Pllc is a financial advisory firm based in Kennewick, Washington. It currently has approximately $96,900,984 of assets under management and employs about 3 people. Professional Investment Management Services, Pllc uses a fee structure of and a percentage of assets under your management.
Assets under management
$96,900,984
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-68591
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.