Washington · 338 firms
Trust & Estate Advisors in Washington
Advisers working with trusts, estates, and charitable organizations. Browse 338 advisers in Washington matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Washington
PARAMETRIC PORTFOLIO ASSOCIATES
Seattle, WA
AUM
$684.78B
Team
213 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
206-694-5500
RUSSELL INVESTMENTS
Seattle, WA
AUM
$81.09B
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more
206-505-7877
RUSSELL INVESTMENTS
Seattle, WA
AUM
$35.03B
Team
126 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
206-505-7877
INVESCO MANAGED ACCOUNTS, LLC
Seattle, WA
AUM
$31.28B
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1-866-769-2773
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
PUGH CAPITAL MANAGEMENT, INC.
Seattle, WA
AUM
$12.82B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206-322-4985
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
WASHINGTON CAPITAL MANAGEMENT INC
Seattle, WA
AUM
$7.40B
Team
46 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
206-382-0825
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
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Edmonds, WA
AUM
$4.57B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; MODEL-ONLY PORTFOLIO
206-682-8469
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
546 total advisers in Washington. Browse all Washington advisors