Top 9 financial advisors in Kirkland, WA
We’ve curated a list of the best financial advisors in Kirkland, take a look at it below
Find an advisor in Kirkland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $741,323,884 | 6 advisors | ||
| 2 | $594,699,091 | 6 advisors | ||
| 3 | $405,630,275 | 5 advisors | ||
| 4 | $362,972,404 | 7 advisors | ||
| 5 | $338,055,509 | 11 advisors | ||
| 6 | $305,488,099 | 5 advisors | ||
| 7 | $180,328,082 | 3 advisors | ||
| 8 | $156,118,955 | 7 advisors | ||
| 9 | $122,842,676 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Kirkland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kirkland. 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.
Elite Wealth Management, Inc.
Elite Wealth Management, Inc. is a financial advisory firm based in Kirkland, Washington. It currently has approximately $741,323,884 of assets under management and employs about 6 people. Elite Wealth Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$741,323,884
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-63310
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Lattice Capital Management LLC
Lattice Capital Management LLC is a financial advisory firm based in Kirkland, Washington. It currently has approximately $594,699,091 of assets under management and employs about 6 people. Lattice Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$594,699,091
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-79193
Services offered
Portfolio Management For Pooled Investment Vehicles
Schmidt Financial Group, Inc.
Schmidt Financial Group, Inc. is a financial advisory firm based in Kirkland, Washington. It currently has approximately $405,630,275 of assets under management and employs about 5 people. Schmidt Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$405,630,275
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62831
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Soundmark Wealth Management, LLC
Soundmark Wealth Management, LLC is a financial advisory firm based in Kirkland, Washington. It currently has approximately $362,972,404 of assets under management and employs about 7 people. Soundmark Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$362,972,404
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-68799
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Spg Advisors LLC
Spg Advisors LLC is a financial advisory firm based in Kirkland, Washington. It currently has approximately $338,055,509 of assets under management and employs about 11 people. Spg Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and provider fees.
Assets under management
$338,055,509
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PROVIDER FEES
SEC number
801-118756
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Robinswood Financial
Robinswood Financial is a financial advisory firm based in Kirkland, Washington. It currently has approximately $305,488,099 of assets under management and employs about 5 people. Robinswood Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$305,488,099
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-68234
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
See full profileMeet the advisor
3425 Carillon Point,
Building 3000, 4th Floor,
Kirkland,
Washington,
98033- Not sure which one to choose?Use our smart matching tool
Kaizen Financial Advisors, LLC
Kaizen Financial Advisors, LLC is a financial advisory firm based in Kirkland, Washington. It currently has approximately $180,328,082 of assets under management and employs about 3 people. Kaizen Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$180,328,082
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-115111
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Prevail Wealth Management
Prevail Wealth Management is a financial advisory firm based in Kirkland, Washington. It currently has approximately $156,118,955 of assets under management and employs about 7 people. Prevail Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$156,118,955
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-122532
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Hot Creek Capital, L.l.c.
Hot Creek Capital, L.l.c. is a financial advisory firm based in Kirkland, Washington. It currently has approximately $122,842,676 of assets under management and employs about 2 people. Hot Creek Capital, L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$122,842,676
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-126431
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.