Fiduciary advisors in Washington

274registered advisers
258fee-only verified

Microsoft, Amazon, and Boeing have made Washington state a concentration of equity compensation wealth. The state has 274 SEC-registered fiduciary advisors, 258 fee-only. Washington has no income tax, but a 7% capital gains tax enacted in 2021 now applies to gains over $250,000 -- a threshold many tech employees cross, making fiduciary guidance on timing and diversification critical.

Cities

Arlington1Bainbridge Island2Bellevue44Bellingham11Bothell2Burien1Camas3Edmonds6Everett1Federal Way2Gig Harbor6Issaquah1Kennewick3Kirkland11Lacey1Lake Forest Park1Liberty Lake1Longview1Lynnwood3Mercer Island6Olympia6Port Angeles2Poulsbo1Puyallup1Redmond3Richland2Seattle84Silverdale2Snoqualmie2Spokane22Spokane Valley2Sunnyside1Tacoma11Tumwater1Vancouver21Wenatchee1Woodinville1Yakima4

Top advisors

180 WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Federal Way, WashingtonCRD #284921
Typical Fee--
AUM$1.4B
Minimum--
Clients3,480

22NW, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #230788
Typical Fee--
AUM$261M
Minimum--
Clients1

917 ADVISORY SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spokane, WashingtonCRD #331476
Typical Fee--
AUM$130M
Minimum--
Clients538

ACUITAS INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #155782
Typical Fee--
AUM$1.5B
Minimum--
Clients7

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #307997
Typical Fee--
AUM$185M
Minimum--
Clients1,429

AERIE ADVISORY GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gig Harbor, WashingtonCRD #333610
Typical Fee--
AUM$742M
Minimum--
Clients11

AGATE PASS INVESTMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bainbridge Island, WashingtonCRD #155049
Typical Fee--
AUM$279M
Minimum--
Clients313

ALETHEIAN WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #304623
Typical Fee--
AUM$413M
Minimum--
Clients546

ALLEN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #135147
Typical Fee--
AUM$200M
Minimum--
Clients218

ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM

Also Compensated via Brokerage
Liberty Lake, WashingtonCRD #7726
Typical Fee--
AUM$300M
Minimum--
Clients696

ALTRAVUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #283260
Typical Fee--
AUM$1.5B
Minimum--
Clients17

AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Federal Way, WashingtonCRD #110117
Typical Fee--
AUM$34M
Minimum--
Clients83

ANGELLIST ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #330361
Typical Fee--
AUM$298M
Minimum--
Clients23

ARABLE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #287629
Typical Fee--
AUM$625M
Minimum--
Clients1

ARCHON CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #130499
Typical Fee--
AUM$117M
Minimum--
Clients4

ARMOUR WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tumwater, WashingtonCRD #306171
Typical Fee--
AUM$110M
Minimum--
Clients306

ASPIRE CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #298366
Typical Fee--
AUM$1.0B
Minimum--
Clients4,984

AUXANO ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #145179
Typical Fee--
AUM$1.5B
Minimum--
Clients2,009

AVANTIA INVESTMENT SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #307869
Typical Fee--
AUM$106M
Minimum--
Clients28

AVATAR CAPITAL MANAGEMENT LLC

Clean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #330793
Typical Fee--
AUM$184M
Minimum--
Clients1

AVIER WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
Bellevue, WashingtonCRD #161077
Typical Fee--
AUM$964M
Minimum--
Clients2,477

AVISO WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Bellevue, WashingtonCRD #108146
Typical Fee--
AUM$495M
Minimum--
Clients1,904

B3 WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #300689
Typical Fee--
AUM$36M
Minimum--
Clients82

BAC CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #116816
Typical Fee--
AUM$297M
Minimum--
Clients40

BADGLEY PHELPS WEALTH MANAGERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #315440
Typical Fee--
AUM$5.9B
Minimum--
Clients2,875

BAKER ELLIS ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #121802
Typical Fee--
AUM$1.0B
Minimum--
Clients343

BARING FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #173761
Typical Fee--
AUM$210M
Minimum--
Clients1,014

BARKER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camas, WashingtonCRD #226768
Typical Fee--
AUM$195M
Minimum--
Clients265

BASECAMP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #334018
Typical Fee--
AUM$882M
Minimum--
Clients187

BBJS FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #115969
Typical Fee--
AUM$291M
Minimum--
Clients85

BEAR MOUNTAIN CAPITAL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #151151
Typical Fee--
AUM$375M
Minimum--
Clients977

BELLEVUE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #129194
Typical Fee--
AUM$394M
Minimum--
Clients593

BELLINGHAM CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #151684
Typical Fee--
AUM$142M
Minimum--
Clients596

BENCHMARK PLUS MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tacoma, WashingtonCRD #127471
Typical Fee--
AUM$947M
Minimum--
Clients9

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Also Compensated via Insurance
Seattle, WashingtonCRD #111470
Typical Fee--
AUM$24.7B
Minimum--
Clients17

BOONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #116682
Typical Fee0.45%
AUM$639M
Minimum--
Clients598

BREAKWATER INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #150841
Typical Fee--
AUM$251M
Minimum--
Clients557

BRIDGE33 INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #305580
Typical Fee--
AUM$970M
Minimum--
Clients6

BRIGHTON JONES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #108601
Typical Fee--
AUM$15.0B
Minimum--
Clients3,316

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Olympia, WashingtonCRD #160581
Typical Fee--
AUM$125M
Minimum--
Clients427

CAIRN INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vancouver, WashingtonCRD #143601
Typical Fee--
AUM$351M
Minimum--
Clients827

CALPA ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kirkland, WashingtonCRD #318008
Typical Fee--
AUM--
Minimum--
Clients--

CAPITAL ADVISORS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yakima, WashingtonCRD #309387
Typical Fee--
AUM$1.1B
Minimum--
Clients1,051

CAPITAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #169470
Typical Fee--
AUM$677M
Minimum--
Clients1,434

CAPRIA VENTURES LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #284129
Typical Fee--
AUM$152M
Minimum--
Clients10

CAPSTONE INVESTMENT GROUP

Also Compensated via Brokerage
Olympia, WashingtonCRD #159918
Typical Fee--
AUM$152M
Minimum--
Clients1,178

CAPSTONE RIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellingham, WashingtonCRD #334343
Typical Fee--
AUM$241M
Minimum--
Clients636

CASCADE WEALTH ADVISORS, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wenatchee, WashingtonCRD #158470
Typical Fee--
AUM$228M
Minimum--
Clients360

CERCANO MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellevue, WashingtonCRD #315897
Typical Fee--
AUM$10.5B
Minimum--
Clients46

CHANEY CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynnwood, WashingtonCRD #116511
Typical Fee--
AUM$456M
Minimum--
Clients1,227
View all 274 advisors in Washington
Fiduciary Financial Advisors in Washington | FiduciaryListings