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.

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.

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.

Wealthcollab is a small investment advisory firm based out of Bellevue, WA, specializing in providing exceptional investment advisory services. With one office and a team of one dedicated employee, Wealthcollab manages a substantial amount of assets, averaging approximately $130,150,000 per investment advisor, significantly surpassing the industry average. The firm's compensation structure is flexible, offering various types such as hourly charges and fixed fees, ensuring clients have options that suit their needs. Wealthcollab takes pride in their discretionary management of 100% of the assets they oversee, exemplifying their commitment to making informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Wealthcollab effectively manages assets for over 20 individual clients, totaling over $130,150,000 in assets under management. Their expertise lies in understanding the unique financial goals and risk profiles of their clients, allowing them to develop personalized investment strategies. Within the team, Daniel Frankel stands out as one of the longest tenured registered advisors, having been with Wealthcollab since 2020. His experience and dedication contribute to the firm's reputation for providing comprehensive and reliable investment advice. Wealthcollab's location in Bellevue, WA, positions them in a vibrant financial hub, allowing them to stay informed about market trends and developments. Their commitment to exceptional service, along with their impressive track record and personalized approach, makes Wealthcollab a trusted partner for individuals seeking expert investment guidance.

Pacific Sage Partners, LLC, located in Shoreline, WA, is a well-established small investment advisory firm catering primarily to high-net-worth individuals. With a total of six employees, three of whom provide investment advisory services, they offer comprehensive financial solutions to meet their clients' needs. The investment advisors at Pacific Sage Partners, LLC maintain an average of approximately $117,680,000 in assets under management per advisor, reflecting a performance in line with the industry average. This demonstrates their ability to handle significant financial portfolios and deliver sound investment strategies. Their compensation structure is diverse, accommodating various types of fees such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients have options that align with their preferences and financial objectives. Pacific Sage Partners, LLC boasts a substantial client base, serving over 580 individual clients with more than $676,949,000 in assets under management. The majority of these assets are managed for high-net-worth individuals, indicating the firm's expertise in catering to the unique needs of affluent clients. While 401K and individual accounts represent less than 30% of their total assets under management, Pacific Sage Partners, LLC possesses the capability to effectively manage employer funds, providing comprehensive financial management solutions. Notably, 100% of the assets they manage are discretionary, showcasing the high level of trust their clients place in their expertise and decision-making capabilities. This discretionary approach allows Pacific Sage Partners, LLC to make informed investment decisions on behalf of their clients, tailored to their specific financial goals. With a single office in Shoreline, WA, the firm offers personalized and accessible service to their clients. Some of the longest-tenured advisors at Pacific Sage Partners, LLC include William Cantus, Colin Gray, and Mark Anderson, whose extensive experience contributes to the firm's strong reputation for delivering reliable and knowledgeable financial guidance.

HFG Advisors, Inc. is a leading local investment advisory firm headquartered in Kennewick, WA. With three offices strategically located, HFG Advisors, Inc. provides comprehensive investment advisory services to clients in the region. The firm boasts a dedicated team of eight highly skilled professionals, seven of whom specialize in offering top-notch investment advice to their clients. With an impressive average of approximately $36,240,000 in assets under management per investment advisor, HFG Advisors, Inc. has established a strong reputation for delivering exceptional financial solutions. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients receive tailored services that align with their unique needs. While the firm manages a diverse portfolio, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, HFG Advisors, Inc. possesses the expertise and capability to effectively manage employer funds, providing comprehensive financial planning solutions to businesses as well. Impressively, 99% of the assets managed by HFG Advisors, Inc. are discretionary, highlighting the trust and confidence clients place in their expertise. With over 100 individual clients and a staggering $253,679,000 in assets under management, the firm has demonstrated its ability to deliver exceptional results for their clients' financial goals. HFG Advisors, Inc. takes pride in its team of experienced advisors, with notable names such as Preston Eder, Anthony Smith, and Nicholas Hengl among their longest tenured professionals. Their collective expertise and commitment to client success ensure that HFG Advisors, Inc. remains a trusted partner for individuals and businesses seeking comprehensive investment advisory services in the Kennewick, WA area.

Private Advisory Group LLC, headquartered in Redmond, WA, is a local investment advisory firm with a strong presence in the financial services industry. With two strategically located offices, the company operates with a team of 16 dedicated professionals, six of whom specialize in providing comprehensive investment advisory services. Known for their expertise and client-centric approach, Private Advisory Group LLC manages an impressive average of approximately $107,030,000 in assets under management per investment advisor. While this figure aligns with the industry average, the firm's commitment to delivering exceptional results sets them apart. Private Advisory Group LLC's compensation structure is diversified, including a percentage of assets under management, fixed fees, and performance-based fees. While the firm's asset management primarily focuses on high net worth individuals, they possess the capacity to effectively handle employer funds, although 401K and individual accounts make up less than 30% of their assets under management. With an unwavering commitment to discretion and trust, Private Advisory Group LLC operates on a discretionary basis, managing 100% of the assets entrusted to them. Their impressive portfolio boasts over 280 individual clients, totaling more than $642,174,000 in assets under management. The firm's longevity is a testament to its success, with renowned advisors such as Eric Penz, Douglas Bean, and S Bean contributing to the team's expertise and reputation. Private Advisory Group LLC continues to serve as a reliable and trustworthy partner for individuals seeking tailored investment advisory services.

Next Financial Advisors LLC, based out of Seattle, WA, is a distinguished local investment advisory firm catering to a diverse clientele. With over 5,030 individual clients and a remarkable $68,000 in assets under management, they have established a solid reputation in the financial industry. Specializing in managing employer 401K plans and individual assets, they possess the expertise and experience to deliver exceptional results. Committed to excellence, Next Financial Advisors LLC operates from a single office, strategically located in Seattle, enabling them to provide personalized services to their valued clients. Impressively, over 80% of their assets under management comprise employer 401K plans and individual portfolios, reflecting the trust and confidence their clients place in their capable hands. With a team of 51 dedicated professionals, Next Financial Advisors LLC ensures the utmost attention to detail and comprehensive financial guidance. Their highly qualified investment advisors, who constitute a small percentage of their staff, boast an average of $10,000 in assets under management per advisor. This exemplifies their commitment to delivering tailored solutions and personalized attention to each client's unique financial goals. Next Financial Advisors LLC's compensation structure is designed to align their interests with their clients, offering various options such as fixed fees. Moreover, their approach stands out as they manage 100% of the assets under their care on a discretionary basis, allowing clients to entrust their financial decisions to the expertise of the firm. Through their exceptional services and unwavering dedication to client satisfaction, Next Financial Advisors LLC has solidified its position as a trusted partner in guiding individuals and employers towards financial success.

Prevail Wealth Management, based out of Kirkland, WA, is an esteemed investment advisory firm with a solid track record in the industry. With over 250 individual clients and more than $157,668,000 in assets under management, they have established themselves as a trusted partner in helping clients achieve their financial goals. Dedicated to providing personalized and comprehensive financial solutions, Prevail Wealth Management operates from two offices strategically located in Kirkland. Their expertise lies in managing assets from employer 401Ks and individuals, accounting for approximately half of their impressive asset portfolio. They possess a deep understanding of this sector, gained through years of experience and a proven ability to deliver positive results. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management and fixed fees, ensuring alignment with clients' preferences and needs. With 99% of the assets they manage being discretionary, Prevail Wealth Management has the autonomy to make investment decisions on behalf of their clients, allowing for timely responses to market changes and opportunities. Comprised of a dedicated team of seven professionals, including two investment advisors, Prevail Wealth Management maintains an average of $78,830,000 in assets under management per investment advisor, positioning them at the industry average. Through their expertise, personalized service, and commitment to excellence, Prevail Wealth Management strives to empower their clients to navigate the complex world of finance and achieve enduring financial success.

Petersen Hastings Investment Management Inc, a prominent investment advisory firm based in Kennewick, WA, has established itself as a trusted partner in the financial industry. With a team of 17 dedicated professionals, 14 of whom specialize in investment advisory services, the firm combines expertise and personalized attention to meet the unique financial goals of their clients. Each investment advisor manages an average of $25,990,000 in assets, reflecting their extensive experience and comprehensive knowledge of the market. Petersen Hastings Investment Management Inc's compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. The firm boasts an impressive client base, serving over 680 individuals and managing assets totaling more than $927,086,000. While the majority of their assets under management are from individual clients, Petersen Hastings Investment Management Inc also possesses the capability to manage employer funds, expanding their reach and impact. As a local advisory firm deeply rooted in the Kennewick community, Petersen Hastings Investment Management Inc operates from two offices, providing convenient access and personalized service to their clients. The firm takes pride in its long-standing advisors, including Matthew Neff, Scott Sarber, and Roger Hastings, who bring a wealth of experience and expertise to the table. All the assets under their management are discretionary, emphasizing the firm's commitment to making informed investment decisions on behalf of their clients. Petersen Hastings Investment Management Inc continues to deliver exceptional financial guidance, leveraging their deep industry knowledge and dedication to client success. With their client-focused approach and seasoned team, they remain a leading force in the investment management landscape.

Monson Wealth Management, Inc. is a small investment advisory firm based out of Kennewick, WA, providing comprehensive financial planning and investment management services. With a single office location, the firm serves a diverse client base consisting of over 490 individual clients. Led by Eldon Fielding-Monson, a seasoned registered advisor with the firm since 2014, Monson Wealth Management, Inc. prides itself on its extensive expertise and experience in the financial industry. The firm manages a substantial amount of assets under management, averaging approximately $99,920,000 per investment advisor. This places them on par with the industry average. Monson Wealth Management, Inc. caters to a wide range of clients, including both employer-sponsored 401K plans and individual investors. With over 80% of their assets coming from these sources, they have established themselves as highly qualified in managing 401K plans for both employers and employees. Monson Wealth Management, Inc. employs a flexible compensation structure that includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a payment method that aligns with their preferences and needs. The firm takes a discretionary approach to asset management, giving them the freedom to make investment decisions on behalf of their clients. This allows Monson Wealth Management, Inc. to provide personalized and tailored investment strategies to each client, based on their unique financial goals and risk tolerance. With a dedicated team of four employees, including one investment advisor, Monson Wealth Management, Inc. strives to deliver exceptional service, comprehensive financial guidance, and sound investment strategies to help clients achieve their financial aspirations.

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.