Fiduciary advisors in Seattle, WA

84 registered advisers

Amazon, Microsoft, and a pipeline of SaaS startups have made Seattle one of the top markets for advisors who specialize in tech equity and pre-IPO planning. 84 SEC-registered fiduciary firms serve the area, 79 of which are fee-only. Washington state has no income tax, a factor that shapes Roth conversion strategies and the timing of stock option exercises.

22NW, LP

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

ACUITAS INVESTMENTS, LLC

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

ANGELLIST ASSET MANAGEMENT, LLC

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

ARCHON CAPITAL MANAGEMENT LLC

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

ASPIRE CAPITAL ADVISORS LLC

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

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

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

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

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

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

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

CAPRIA VENTURES LLC

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

CLOUD CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Seattle, WashingtonCRD #317325
Typical Fee--
AUM$190M
Minimum--
Clients230

COLUMBIA PACIFIC ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #142725
Typical Fee--
AUM$1.2B
Minimum--
Clients13

CONCREIT FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #310737
Typical Fee--
AUM$8M
Minimum--
Clients1

DIRECTIONAL FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #171903
Typical Fee--
AUM$9M
Minimum--
Clients90

DUNCAN & HALEY, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #109900
Typical Fee--
AUM$664M
Minimum--
Clients110

ELLIOTT COVE CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #123636
Typical Fee--
AUM$348M
Minimum--
Clients748

EMPIRICAL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #152622
Typical Fee--
AUM$6.7B
Minimum--
Clients8,402

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #159018
Typical Fee--
AUM$170M
Minimum--
Clients1

FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #170918
Typical Fee--
AUM$266M
Minimum--
Clients11

FIRST WASHINGTON CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #6681
Typical Fee--
AUM$501M
Minimum--
Clients29

FRAZIER HEALTHCARE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #157324
Typical Fee--
AUM$7.6B
Minimum--
Clients23

FREESTONE CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #145711
Typical Fee--
AUM$11.5B
Minimum--
Clients6,231

FULCRUM CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #145322
Typical Fee--
AUM$976M
Minimum--
Clients632

GARDE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #151043
Typical Fee--
AUM$2.3B
Minimum--
Clients490

GLOBAL PARTNERSHIPS

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #300844
Typical Fee--
AUM$221M
Minimum--
Clients6

GREENE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #137810
Typical Fee--
AUM$1.2B
Minimum--
Clients1,759

HAMRICK INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #116314
Typical Fee--
AUM$269M
Minimum--
Clients277

HELM CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #123174
Typical Fee--
AUM$203M
Minimum--
Clients148

HIMALAYA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #157594
Typical Fee--
AUM$17.2B
Minimum--
Clients2

HOHIMER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #300140
Typical Fee--
AUM$994M
Minimum--
Clients1,229

INATAI INVESTMENT MANAGEMENT CO. LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #329696
Typical Fee--
AUM$2.3B
Minimum--
Clients2

INVESCO MANAGED ACCOUNTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Seattle, WashingtonCRD #154461
Typical Fee--
AUM$24.6B
Minimum--
Clients12,544

KOSMOS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #164712
Typical Fee--
AUM$1.6B
Minimum--
Clients15

KUNATH KARREN RINNE & ATKIN LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #104531
Typical Fee--
AUM$346M
Minimum--
Clients72

KUTSCHER BENNER BARSNESS & STEVENS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #107475
Typical Fee--
AUM$628M
Minimum--
Clients685

LAKESIDE ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #104540
Typical Fee--
AUM$385M
Minimum--
Clients536

LESA SROUFE & COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #130232
Typical Fee--
AUM$159M
Minimum--
Clients233

LNW

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #107341
Typical Fee--
AUM$12.2B
Minimum--
Clients6,068

LUCID ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #116639
Typical Fee--
AUM$958M
Minimum--
Clients185

MADISON PARK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #172780
Typical Fee--
AUM$295M
Minimum--
Clients1,051

MANGAN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #143863
Typical Fee--
AUM$173M
Minimum--
Clients170

MARTIN NELSON & CO., INC.

Also Compensated via Brokerage
Seattle, WashingtonCRD #2903
Typical Fee--
AUM$260M
Minimum--
Clients392

MILLIMAN ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #112245
Typical Fee--
AUM$2.5B
Minimum--
Clients39

MOSS ADAMS WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #108917
Typical Fee--
AUM$4.8B
Minimum--
Clients4,627

NEWGROUND SOCIAL INVESTMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #117060
Typical Fee--
AUM$145M
Minimum--
Clients420

NORTHERN LIGHTS ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #167824
Typical Fee--
AUM$132M
Minimum--
Clients270

NORTHWEST ADMINISTRATORS INC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #106544
Typical Fee--
AUM$491M
Minimum--
Clients7

OLIVER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #127606
Typical Fee--
AUM$422M
Minimum--
Clients1,717

PARAMETRIC PORTFOLIO ASSOCIATES

Fee-OnlyAlso Compensated via Product Sales
Seattle, WashingtonCRD #114310
Typical Fee--
AUM$574.0B
Minimum--
Clients201,647

PATHMONT INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #299217
Typical Fee--
AUM$157M
Minimum--
Clients67

PETRIE CAPITAL MANAGEMENT LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #136480
Typical Fee--
AUM$105M
Minimum--
Clients107

PIKE STREET CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #300264
Typical Fee--
AUM$411M
Minimum--
Clients6

PINNACLE PARTNER MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #324639
Typical Fee--
AUM$265M
Minimum--
Clients13

PUGH CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #111765
Typical Fee--
AUM$13.1B
Minimum--
Clients86

RAINIER CAPITAL PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #315967
Typical Fee--
AUM$340M
Minimum--
Clients3

RAINIER INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #105556
Typical Fee--
AUM$617M
Minimum--
Clients5

RDST CAPITAL LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #284645
Typical Fee--
AUM$1.0B
Minimum--
Clients3

RUNDE & CO. LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #106383
Typical Fee--
AUM$186M
Minimum--
Clients139

RUSSELL INVESTMENTS

Clean RecordAlso Compensated via Brokerage
Seattle, WashingtonCRD #329
Typical Fee--
AUM$79.7B
Minimum--
Clients152

RUSSELL INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #37550
Typical Fee--
AUM$27.2B
Minimum--
Clients98

RUSSELL INVESTMENTS

Fee-OnlyAlso Compensated via Product Sales
Seattle, WashingtonCRD #105734
Typical Fee--
AUM$62.4B
Minimum--
Clients69,312

RUSSELL INVESTMENTS

Fee-Only, No Conflicts
Seattle, WashingtonCRD #335782
Typical Fee--
AUM--
Minimum--
Clients--

RUSSELL INVESTMENTS

Fee-Only, No Conflicts
Seattle, WashingtonCRD #335783
Typical Fee--
AUM--
Minimum--
Clients--

SANDER CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #112499
Typical Fee--
AUM$210M
Minimum--
Clients20

SEATTLE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #285877
Typical Fee0.45%
AUM$131M
Minimum--
Clients296

SHAREBUILDER 401K

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #300537
Typical Fee--
AUM--
Minimum--
Clients--

SILVER CREEK ADVISORY PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #156667
Typical Fee--
AUM$9.6B
Minimum--
Clients19

SILVER CREEK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #122966
Typical Fee--
AUM$202M
Minimum--
Clients5

SONATA CAPITAL GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #111277
Typical Fee--
AUM$333M
Minimum--
Clients190

STEELHEAD PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #116569
Typical Fee--
AUM$2.6B
Minimum--
Clients7

STRATEGIC INCOME MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #151956
Typical Fee--
AUM$2.7B
Minimum--
Clients6

TRUENORTH WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #118273
Typical Fee--
AUM$269M
Minimum--
Clients568

VERUS ADVISORY, INC.

Fee-Only, No ConflictsClean Record
Seattle, WashingtonCRD #110565
Typical Fee--
AUM$17.5B
Minimum--
Clients111

VIEWPOINT CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #158899
Typical Fee--
AUM$228M
Minimum--
Clients256

WAFD WEALTH, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #337346
Typical Fee--
AUM$348M
Minimum--
Clients677

WASHINGTON CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #105253
Typical Fee--
AUM$7.1B
Minimum--
Clients248

WESTRIVER MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #161921
Typical Fee--
AUM$622M
Minimum--
Clients32

WESTWARD PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seattle, WashingtonCRD #300994
Typical Fee--
AUM$349M
Minimum--
Clients8
Fiduciary Advisors in Seattle, Washington | FiduciaryListings