Washington · 284 firms
Financial Planners in Washington
Advisers offering comprehensive financial planning services. Browse 284 advisers in Washington matching this specialty, with fees, team size, and AUM from public SEC filings.
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Washington
BRIGHTON JONES LLC
Seattle, WA
AUM
$18.88B
Team
156 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
206-258-5000
FREESTONE CAPITAL MANAGEMENT, LLC
Seattle, WA
AUM
$14.54B
Team
46 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
206-707-7300
COLDSTREAM WEALTH MANAGEMENT
Bellevue, WA
AUM
$13.93B
Team
166 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
425-283-1600
LNW
Seattle, WA
AUM
$12.18B
Team
96 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
206-464-5100
SATURNA CAPITAL CORPORATION
Bellingham, WA
AUM
$8.62B
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
360-734-9900
EMPIRICAL WEALTH MANAGEMENT
Seattle, WA
AUM
$8.43B
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
206-923-3474
CERCANO MANAGEMENT LLC
Bellevue, WA
AUM
$7.28B
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
425-371-7500
BADGLEY PHELPS WEALTH MANAGERS
Seattle, WA
AUM
$7.28B
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
206-623-6172
EVERGREEN CAPITAL MANAGEMENT LLC
Bellevue, WA
AUM
$7.19B
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
425-467-4600
THREADLINE WEALTH
Bellevue, WA
AUM
$5.77B
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
425-650-9500
NORTHWEST ASSET MANAGEMENT
Mercer Island, WA
AUM
$4.13B
Team
44 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
206-838-3680
PARCION PRIVATE WEALTH LLC
Bellevue, WA
AUM
$2.95B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-278-9555
GARDE CAPITAL, INC.
Seattle, WA
AUM
$2.65B
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
206-552-7900
TSCHETTER GROUP
Bellevue, WA
AUM
$2.39B
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
425-998-9960
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Olympia, WA
AUM
$2.20B
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
360-350-4747
PRIVATE ADVISORY
Redmond, WA
AUM
$2.14B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
425-498-2320
SCS
Bellevue, WA
AUM
$1.94B
Team
32 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
425-452-1222
FIRST PACIFIC FINANCIAL, INC.
Vancouver, WA
AUM
$1.93B
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 254-2585
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Silverdale, WA
AUM
$1.86B
Team
48 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 308-8239
SLOY, DAHL & HOLST, LLC
Vancouver, WA
AUM
$1.80B
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-248-9800
AUXANO ADVISORS
Bellevue, WA
AUM
$1.78B
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
(425) 889-1261
FINANCIAL PLAN, INC.
Bellingham, WA
AUM
$1.60B
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
360-714-1234
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Kennewick, WA
AUM
$1.58B
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
509-735-0484
MARTEL WEALTH ADVISORS, LLC
Vancouver, WA
AUM
$1.46B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
360-694-9940
546 total advisers in Washington. Browse all Washington advisors