Top financial advisors in Tacoma, WA
We’ve curated a list of the best financial advisors in Tacoma, take a look at it below
Find an advisor in Tacoma| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,021,065,076 | 8 advisors | ||
| 2 | $621,063,446 | 17 advisors | ||
| 3 | $218,563,255 | 6 advisors | ||
| 4 | $180,826,223 | 6 advisors | ||
| 5 | $134,509,978 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Tacoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tacoma. 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.
Benchmark Plus Management
Benchmark Plus Management is a financial advisory firm based in Tacoma, Washington. It currently has approximately $1,021,065,076 of assets under management and employs about 8 people. Benchmark Plus Management uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,021,065,076
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-62490
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Financial Insights
Financial Insights is a financial advisory firm based in Tacoma, Washington. It currently has approximately $621,063,446 of assets under management and employs about 17 people. Financial Insights uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$621,063,446
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-21624
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
Seneschal Family Office
Seneschal Family Office is a financial advisory firm based in Tacoma, Washington. It currently has approximately $218,563,255 of assets under management and employs about 6 people. Seneschal Family Office uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$218,563,255
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-100396
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Stolz & Associates, Ps
Stolz & Associates, Ps is a financial advisory firm based in Tacoma, Washington. It currently has approximately $180,826,223 of assets under management and employs about 6 people. Stolz & Associates, Ps uses a fee structure of and a percentage of assets under your management.
Assets under management
$180,826,223
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-117720
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
Gould Capital, LLC
Gould Capital, LLC is a financial advisory firm based in Tacoma, Washington. It currently has approximately $134,509,978 of assets under management and employs about 4 people. Gould Capital, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$134,509,978
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-114815
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Consulting
Your first meeting is free.