Top 10 financial advisors in Seattle, WA
We’ve curated a list of the best financial advisors in Seattle, take a look at it below
Find an advisor in Seattle| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $14,168,429,313 | 19 advisors | ||
| 2 | $11,394,626,019 | 42 advisors | ||
| 3 | $6,547,273,135 | 8 advisors | ||
| 4 | $6,104,439,188 | 94 advisors | ||
| 5 | $5,344,564,502 | 44 advisors | ||
| 6 | $4,173,413,099 | 65 advisors | ||
| 7 | $4,050,015,567 | 68 advisors | ||
| 8 | $3,868,764,189 | 23 advisors | ||
| 9 | $3,297,155,500 | 57 advisors | ||
| 10 | $2,116,335,205 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Seattle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Seattle. 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
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)
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
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
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
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
- Not sure which one to choose?Use our smart matching tool
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
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
Merriman
Merriman is a financial advisory firm based in Seattle, Washington. It currently has approximately $3,297,155,500 of assets under management and employs about 57 people. Merriman uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,297,155,500
Headcount
57 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-77544
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
- Not sure which one to choose?Use our smart matching tool
Barwick & Partners, Inc.
Barwick & Partners, Inc. is a financial advisory firm based in Seattle, Washington. It currently has approximately $2,116,335,205 of assets under management and employs about 2 people. Barwick & Partners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,116,335,205
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-100460
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)
Selection Of Other Advisers
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