Find Top Financial Advisors Near Washington

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Invera Wealth Advisors LLC is a leading investment advisory firm based out of [location]. With a total of four dedicated professionals, three of whom specialize in providing expert investment advisory services, Invera Wealth Advisors stands out in the industry. Each investment advisor manages an impressive average of approximately $135,960,000 in assets, significantly higher than the industry average. The firm's compensation structure is flexible and client-centric, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Invera Wealth Advisors serves a diverse client base of over 80 individuals, collectively entrusting the firm with more than $201,194,000 in assets under management. A notable aspect of their portfolio composition is that approximately half of their assets under management originate from employer 401(k) plans and individual investors, showcasing their extensive experience and expertise in this particular space. Impressively, 91% of the assets managed by Invera Wealth Advisors are discretionary, underscoring their ability to make informed decisions on behalf of their clients. Operating from two offices, Invera Wealth Advisors is a small yet highly respected firm in the investment advisory field. The firm boasts an impressive team of long-tenured advisors, including industry veterans Shenandoah Sampson, Jessica Higgins, and Mary Brooks. With their deep knowledge and commitment to client success, Invera Wealth Advisors is dedicated to providing tailored, results-oriented financial strategies to help clients achieve their unique goals.

EPIC TRUST INVESTMENT ADVISORS LLC

Richland, Washington

Epic Trust Investment Advisors LLC, a local investment advisory firm headquartered in Richland, WA, boasts a diverse client base of over 700 individuals. With a stellar track record, they oversee an impressive $248,896,000 in assets under management. Committed to providing top-notch financial services, Epic Trust Investment Advisors LLC operates from two strategically located offices. In addition to their investment advisory expertise, Epic Trust Investment Advisors LLC extends their services as an insurance broker or agent. They possess extensive experience managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. Notably, 87% of the assets entrusted to them are managed on a discretionary basis, demonstrating their clients' confidence in their decision-making abilities. Epic Trust Investment Advisors LLC implements a comprehensive compensation structure, offering multiple options to suit their clients' preferences. Their fees can be based on a percentage of assets under management, hourly charges, or fixed fees. This flexibility ensures that clients have choices aligned with their specific needs. With a dedicated team of six employees, Epic Trust Investment Advisors LLC maintains a favorable ratio of assets under management to investment advisor. On average, each advisor oversees approximately $41,480,000 in assets. The firm takes pride in the longevity of their advisors, with Lori Selby, Patrick Galloway, and Melanie Crane standing as some of the most tenured professionals in the team. Epic Trust Investment Advisors LLC continues to provide exceptional financial guidance and service to their clients, solidifying their reputation as a trusted and reliable partner in wealth management.

SURIENCE PRIVATE WEALTH LLC

Yakima, Washington

Surience Private Wealth LLC is a reputable investment advisory firm headquartered in Yakima, WA. With a single office, they provide comprehensive financial services to a wide range of clients. One of their three employees specializes in investment advisory services, offering personalized guidance tailored to each client's needs. With an average of approximately $107,820,000 in assets under management per investment advisor, Surience Private Wealth maintains a competitive standing in the industry. Their compensation structure encompasses various options, including a percentage of assets under management and hourly charges. Surience Private Wealth possesses substantial experience in managing employer 401Ks and individual accounts, which make up nearly half of their assets under management. This expertise positions them well to develop effective retirement planning strategies and investment solutions. The firm's commitment to delivering exceptional service is reflected in their discretionary management of 99% of the assets they oversee. This approach allows them to actively monitor and adjust investments on behalf of their clients. With over 80 individual clients and assets under management exceeding $107,822,000, Surience Private Wealth has established a strong reputation in the industry. Armand Doucette, one of their longest-tenured registered advisors, has been with the firm since 2022, contributing his extensive knowledge and expertise to their success. Surience Private Wealth's dedication to providing personalized financial solutions, combined with their experience and commitment to client satisfaction, positions them as a trusted partner for individuals and businesses in Yakima and beyond.

TRELLIS ADVISORS, LLC

Ellensburg, Washington

Trellis Advisors, LLC is a small investment advisory firm with its main offices located in Ellensburg, WA. Committed to providing expert financial guidance, the company employs a team of 15 professionals, 4 of whom specialize in investment advisory services. With an average of $107,420,000 in assets under management per investment advisor, Trellis Advisors' performance aligns with the industry average. The firm offers a diversified compensation structure, incorporating various methods such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, Trellis Advisors possesses the expertise to manage employer funds. All the assets they handle are under discretionary management. Primarily catering to high net worth individuals, Trellis Advisors oversees a substantial portfolio, representing over $429,679,000 in assets under management for more than 90 individual clients. The company takes pride in its long-serving advisors, including notable professionals like Kelly Sweet, Trevor Seamons, and Merle Gilmour, whose expertise and experience contribute to the firm's success. In summary, Trellis Advisors, LLC is a trusted investment advisory firm based in Ellensburg, WA. With a team of seasoned professionals and a strong focus on high net worth individuals, they diligently manage a significant amount of assets while offering diverse compensation options to ensure optimal financial outcomes for their clients.

GRIFFITHS, DREHER & EVANS, P.S., CPAS

Spokane, Washington

Griffiths, Dreher & Evans, P.S., CPAs is a well-established local investment advisory firm based out of Spokane, WA, with a solid reputation in the financial services industry. With over 520 individual clients and more than $139,288,000 in assets under management, they have built a strong foundation of trust and expertise. As a comprehensive accounting firm, they offer a wide range of services to meet their clients' financial needs. With two offices in Spokane, Griffiths, Dreher & Evans, P.S., CPAs has a strong local presence and is dedicated to serving the community. They have extensive experience in managing employer 401(k) plans and individual portfolios, making them a trusted partner for individuals and businesses alike. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests are aligned with those of their clients. With a team of 17 employees, including 12 dedicated investment advisors, they provide personalized and tailored investment strategies to help clients achieve their financial goals. Griffiths, Dreher & Evans, P.S., CPAs prides itself on its knowledgeable and experienced staff. Among the firm's longest-tenured advisors are James Coleman, Deanna Dreher, and Thomas Griffiths, who bring a wealth of expertise and insight to their clients' investment journeys. With an average of approximately $11,610,000 in assets under management per investment advisor, Griffiths, Dreher & Evans, P.S., CPAs demonstrates their commitment to providing attentive and individualized service to each client. Their comprehensive approach to financial management, combined with their unwavering dedication to client success, sets them apart in the industry.

MOULTON WEALTH MANAGEMENT, INC

Spokane Valley, Washington

Moulton Wealth Management, Inc is a highly reputable investment advisory firm based out of Spokane Valley, WA. With over 270 individual clients and more than $129,330,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from a single office location and specializes in assisting clients with employer 401Ks and individual investments, boasting extensive expertise in this sector. Distinguished by their commitment to personalized service, Moulton Wealth Management, Inc offers fully discretionary asset management, ensuring that clients' investment portfolios align with their financial goals. Their compensation structure is flexible, including a percentage of assets under management. With a team of five dedicated professionals, three of whom provide expert investment advisory services, the firm maintains an impressive average of approximately $43,110,000 in assets under management per investment advisor. Moulton Wealth Management, Inc prides itself on the longevity and expertise of its advisors. Among the firm's seasoned professionals are Rial Moulton, Donald Moulton, and Pamela Dobson, who have consistently demonstrated their commitment to guiding clients towards financial success. These advisors, alongside the entire team, uphold the firm's values of integrity, trust, and a client-centric approach. Whether assisting individuals or managing employer 401Ks, Moulton Wealth Management, Inc remains dedicated to providing comprehensive wealth management services that help clients build, protect, and preserve their financial assets. With a solid track record and a commitment to excellence, the firm continues to be a trusted partner for individuals seeking expert guidance in investment advisory services.

JMK & ASSOCIATES, LLC

Spokane, Washington

JMK & ASSOCIATES, LLC is a well-established investment advisory firm based in Spokane, Washington. With two offices, the firm caters to a diverse client base seeking expert financial guidance. Out of their eight employees, three specialize in providing investment advisory services, ensuring personalized attention and expertise for clients. With an average of approximately $94,840,000 in assets under management per investment advisor, JMK & ASSOCIATES, LLC aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a fair and transparent relationship with their clients. Approximately half of the firm's assets under management are from employer 401Ks or individuals, highlighting their strong experience in managing these types of portfolios. This experience positions JMK & ASSOCIATES, LLC as a trusted partner in optimizing 401K plans and providing tailored solutions for individuals. As a discretionary asset manager, JMK & ASSOCIATES, LLC assumes full responsibility for 100% of the assets entrusted to their care. With over 910 individual clients and an impressive $284,532,000 in assets under management, the firm's extensive client base reflects their reputation for delivering results and building long-lasting relationships. Several of the longest-tenured advisors at JMK & ASSOCIATES, LLC, including Matthew Lusk, Brandon Michaelsen, and James King, bring their expertise and commitment to client success. With a client-centric approach and a focus on personalized service, JMK & ASSOCIATES, LLC strives to provide exceptional financial advice and management to help clients achieve their goals and secure their financial future.

DEMARS FINANCIAL GROUP LLC

Spokane, Washington

Demars Financial Group LLC, headquartered in Spokane, WA, is a small investment advisory firm serving clients with expertise and professionalism. With a team of seven dedicated professionals, including four investment advisors, they provide comprehensive financial guidance and manage substantial assets. On average, each investment advisor oversees approximately $74,720,000 in assets under management, demonstrating a solid performance in line with industry standards. The firm's compensation structure offers flexibility, incorporating various methods such as a percentage of assets under management and fixed fees. This approach ensures alignment with clients' needs and fosters a mutually beneficial partnership. Boasting over 370 individual clients, Demars Financial Group LLC effectively manages a total of $228,278,000 in assets. Their specialization lies in employer 401Ks and individual accounts, representing a significant portion of their assets under management. This valuable experience in retirement planning and personal investments enables them to deliver tailored strategies that meet clients' financial goals effectively. With an impressive 98% of assets under management being discretionary, clients trust Demars Financial Group LLC to make informed investment decisions on their behalf. The firm operates from two offices, strategically located in Spokane, WA, to accommodate their growing clientele. Notably, the company takes pride in its team of seasoned advisors. Taylor Demars, Shelley Crump, and David Demars, among others, bring extensive industry knowledge and experience, contributing to the firm's success and reputation. Overall, Demars Financial Group LLC stands as a trusted partner for individuals and employers seeking sound financial advice and successful asset management solutions in the Spokane, WA area.

VICKERMAN INVESTMENT ADVISORS, INC.

Spokane, Washington

Vickerman Investment Advisors, Inc. is a respected investment advisory firm headquartered in Spokane, WA. With a team of six professionals, four of whom specialize in investment advisory services, the firm is dedicated to providing comprehensive financial solutions to its clients. With an average of approximately $82,700,000 in assets under management per investment advisor, Vickerman Investment Advisors, Inc. demonstrates their expertise in effectively managing client portfolios. Their compensation structure includes various options, such as a percentage of assets under management, ensuring a transparent and aligned approach to client relationships. While 401K and individual accounts account for less than 30% of their assets under management, Vickerman Investment Advisors, Inc. possesses the capability to successfully manage employer funds. Notably, 100% of the assets they oversee are discretionary, enabling them to make informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing a significant amount of assets. With a diverse client base of over 270 individuals, Vickerman Investment Advisors, Inc. oversees more than $330,789,000 in assets. The firm is proud of its team of longest-tenured advisors, including Brian Kenyon, Michael Vickerman, and Christopher Grasmick, who bring a wealth of experience and knowledge to their clients. Vickerman Investment Advisors, Inc. is committed to providing personalized and strategic investment advisory services, assisting clients in achieving their financial goals. Through their client-centric approach and the expertise of their advisors, the firm strives to build long-lasting relationships based on trust, integrity, and financial success.

TEN CAPITAL WEALTH ADVISORS, LLC

Spokane, Washington

Ten Capital Wealth Advisors, LLC is a prominent investment advisory firm located in Spokane, Washington. With one office, they have established a strong presence in the local financial market. The firm boasts a dedicated team of 14 employees, 10 of whom specialize in providing comprehensive investment advisory services. As experts in their field, the investment advisors at Ten Capital Wealth Advisors manage an impressive average of approximately $91,310,000 in assets under management per advisor. While this figure aligns with the industry average, the firm prides itself on delivering exceptional financial guidance tailored to each client's unique goals. Ten Capital Wealth Advisors utilizes a versatile compensation structure that includes various models such as a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management through 401K and individual accounts, they possess the expertise to effectively handle employer funds as well. Notably, 90% of the assets they manage are discretionary, showcasing their trusted decision-making abilities. Catering primarily to high-net-worth individuals, Ten Capital Wealth Advisors has amassed a substantial client base of over 710 individuals, with a staggering $913,068,000 in assets under management. The firm's unwavering commitment to delivering exceptional financial services has earned them a stellar reputation in the industry. Additionally, in recognition of their longevity and expertise, Ten Capital Wealth Advisors proudly features seasoned advisors, including Ryan Fisher, Timothy Mitrovich, and Jacob Timm, who have contributed significantly to the firm's success. Complementing their investment advisory services, the firm also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. With a client-centric focus and a track record of success, Ten Capital Wealth Advisors, LLC remains a trusted partner for individuals seeking personalized financial guidance in Spokane and beyond.

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TEN CAPITAL WEALTH ADVISORS, LLC

Spokane, Washington

FORTITUDE FINANCIAL LLC

Spokane, Washington

Fortitude Financial LLC is a respected investment advisory firm located in Spokane, WA, operating from a single office. With a client base of over 430 individuals, the firm oversees a substantial $168,058,000 in assets under management, reflecting their commitment to providing comprehensive financial solutions. Fortitude Financial LLC specializes in managing employer 401Ks and individual accounts, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space ensures that clients receive tailored investment strategies aligned with their financial objectives. Notably, the firm exercises full discretion over 100% of the assets they manage, affording them the freedom to make informed investment decisions on behalf of their clients. Their compensation structure includes various options, such as a percentage of assets under management and hourly charges, allowing for a flexible approach to client relationships. With a dedicated team of eight professionals, three of whom specialize in investment advisory services, Fortitude Financial LLC maintains an average of approximately $56,020,000 in assets under management per investment advisor. This figure aligns with the industry average, highlighting their ability to effectively handle client portfolios. Fortitude Financial LLC takes pride in the expertise of their longest-tenured advisors, including Jeremy Lewis, Matthew Greve, and Noelle Seipp. These seasoned professionals have played a pivotal role in the firm's success through their wealth of experience and commitment to providing exceptional service. Fortitude Financial LLC is committed to empowering their clients through personalized and strategic financial advice. With their client-centric approach and a team of dedicated professionals, the firm is well-positioned to help individuals and businesses navigate the complexities of wealth management and achieve their financial goals.

CAPITAL ADVISORS WEALTH MANAGEMENT

Yakima, Washington

Capital Advisors Wealth Management, based out of Yakima, WA, is a reputable investment advisory firm specializing in wealth management solutions. With a team of eight dedicated professionals, including four experienced investment advisors, they offer personalized financial guidance to a diverse client base. With an average of approximately $101,230,000 in assets under management per investment advisor, Capital Advisors Wealth Management is on par with the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' interests. As a trusted advisor, Capital Advisors Wealth Management serves over 580 individual clients, overseeing a substantial $677,026,000 in assets under management. While 401K and individual accounts constitute less than 30% of their managed assets, the firm possesses the expertise to effectively manage employer funds. Impressively, 81% of the assets they oversee are under discretionary management, highlighting their clients' confidence in their capabilities. Operating out of a single office in Yakima, WA, Capital Advisors Wealth Management prides itself on its personalized approach to wealth management. The firm boasts a team of highly experienced advisors, including Elliot Ries, Anthony Farina, and Edward Reinhart, who have demonstrated exceptional commitment over the years. These long-tenured advisors contribute to the firm's strong reputation and track record of success. Capital Advisors Wealth Management is dedicated to helping clients achieve their financial goals through comprehensive and tailored investment strategies, making them an ideal partner for individuals seeking reliable wealth management solutions in Yakima, WA, and beyond.