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, 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.

HBC Financial Services, PLLC is a highly esteemed investment advisory firm headquartered in Seattle, WA. With a team of five dedicated professionals, four of whom specialize in investment advisory services, HBC Financial Services stands out for its exceptional expertise and commitment to client success. Their impressive track record is evident in their average assets under management per investment advisor, which surpasses industry standards at approximately $207,380,000. This exceptional level of assets under management is a testament to their outstanding performance and ability to deliver optimal results for their clients. HBC Financial Services adopts a versatile compensation structure, offering various options such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach to meet clients' unique needs. With a substantial client base of over 140 individuals, HBC Financial Services manages an impressive portfolio totaling more than $413,154,000 in assets under management. Their expertise lies primarily in serving high net worth individuals, while also possessing the capability to oversee employer funds, although these represent a smaller portion of their assets. An overwhelming 96% of the assets entrusted to HBC Financial Services are managed on a discretionary basis, demonstrating the firm's expertise in making informed and prudent investment decisions on behalf of their clients. Operating from their single office in Seattle, WA, HBC Financial Services boasts a team of experienced professionals. Among their longest tenured advisors are Janon Niess, James Guard, and James Claypool, who bring extensive knowledge and a wealth of experience to the firm's operations. In summary, HBC Financial Services, PLLC is a premier investment advisory firm that sets itself apart through its exceptional assets under management, personalized compensation structure, and expertise in serving high net worth individuals.

Merriman is a leading regional investment advisory firm headquartered in Seattle, WA, with a strong presence in the financial industry. With a total of 57 dedicated employees, including 30 skilled investment advisors, Merriman offers a comprehensive range of investment advisory services across its five offices. Their extensive expertise allows them to effectively manage a significant amount of assets under management (AUM), averaging around $109,910,000 per investment advisor, aligning with the industry average. The firm's compensation structure is diverse and includes various types such as a percentage of AUM and performance-based fees, ensuring their advisors are incentivized to deliver optimal results for their clients. While Merriman primarily manages discretionary assets, they also possess the capability to oversee employer funds, although 401K and individual accounts make up less than 30% of their AUM. Catering primarily to high-net-worth individuals, Merriman prides itself on its strong client base, which comprises over 1,300 individual clients, collectively entrusting the firm with an impressive $3,297,156,000 in AUM. With a reputation for providing exceptional service and personalized investment strategies, Merriman has established long-lasting relationships with its clients. The firm's success can be attributed, in part, to the expertise of their esteemed advisors. Jeremy Burger, Colleen Lindstrom, and Jacob Wham are among the longest tenured advisors at Merriman, embodying the firm's commitment to stability and delivering consistent value to their clients. Merriman's dedication to their clients' financial well-being, combined with their wealth of experience and comprehensive range of services, positions them as a trusted partner in navigating the complexities of the investment landscape.

Financial Insights, based out of Tacoma, WA, is a local investment advisory firm catering to a diverse clientele. With over 550 individual clients, they oversee an impressive $621,063,000 in assets under management. While employer funds make up the majority of their assets, they also manage 401K and individual accounts. Notably, all the assets they handle are discretionary. Specializing in high net worth individuals, Financial Insights has established itself as a trusted advisor in the region. Their compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility for their clients. With a dedicated team of 17 employees, Financial Insights boasts 10 experienced professionals providing investment advisory services. On average, each investment advisor manages approximately $62,110,000 in assets, aligning with industry standards. The firm takes pride in the longevity of their advisors, with key figures like Daniel McCaffrey, Alexandria Kemp, and Dorothy Lewis among the longest-tenured members. As a comprehensive financial advisory firm, Financial Insights offers personalized investment strategies, retirement planning, and wealth management solutions. They prioritize a client-centric approach, emphasizing open communication, trust, and transparency throughout the advisory process. With their strong track record and commitment to excellence, Financial Insights continues to be a leading force in the investment advisory industry, helping clients achieve their financial goals with confidence and peace of mind.

Baring Financial LLC, headquartered in Bellingham, WA, is a small investment advisory firm specializing in comprehensive wealth management services. With a team of three dedicated professionals, including two experienced investment advisors, Baring Financial LLC offers personalized financial guidance to individuals and employer-sponsored 401K plans. The firm boasts an impressive average of approximately $127,750,000 in assets under management per investment advisor, which aligns with the industry average. Baring Financial LLC's compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial arrangement for both the firm and its clients. Catering to a diverse clientele, Baring Financial LLC serves over 460 individual clients, expertly managing their combined assets valued at over $110,320,000. Notably, a significant portion of these assets stems from employer 401K plans and individual accounts, highlighting the firm's extensive experience in this space. Baring Financial LLC's investment management approach is fully discretionary, allowing the firm to make informed decisions on behalf of their clients, backed by thorough research and market insights. With a solid reputation built on trust and integrity, the firm has established itself as a reliable partner for individuals seeking expert financial advice and reliable wealth management strategies. At the helm of Baring Financial LLC are Melvin Danson and Elise Williams, two seasoned registered advisors with extensive industry knowledge. Their commitment to providing exceptional service and customized solutions sets the foundation for the firm's success. Located in Bellingham, WA, Baring Financial LLC operates from a single office, providing accessible and personalized support to their valued clients. With a focus on comprehensive wealth management, the firm is dedicated to helping clients achieve their financial goals and secure a prosperous future.

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.

Soundmark Wealth Management, LLC, based out of Kirkland, WA, is a reputable investment advisory firm with a strong track record in managing wealth for high net worth individuals. With a total of 7 employees, 5 of whom specialize in providing investment advisory services, the firm maintains an average of approximately $62,100,000 in assets under management per investment advisor, which aligns with the industry average. Soundmark's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach for clients. The firm boasts an impressive portfolio, managing over $362,972,000 in assets for more than 180 individual clients. While the majority of assets are for high net worth individuals, Soundmark also possesses the capability to manage employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Dedicated to providing personalized and comprehensive investment advisory services, Soundmark operates with a discretionary management approach, meaning that 100% of the assets they manage are under their discretion. With their local presence in Kirkland, WA, the firm offers a convenient location for clients seeking professional financial guidance. Soundmark takes pride in its team of experienced advisors, including Benjamin Hicks, Therese Mille, and William Schultheis, some of the longest-tenured individuals at the firm. With a commitment to integrity, expertise, and client satisfaction, Soundmark Wealth Management, LLC strives to help clients achieve their financial goals through tailored investment strategies and prudent wealth management practices.

Olson Investment Advisors, LLC is a highly regarded investment advisory firm based out of Bellevue, WA. With a single office, the firm is focused on providing exceptional financial services to its esteemed clientele. With a total of two dedicated employees, one of whom specializes in investment advisory services, Olson Investment Advisors, LLC ensures personalized attention and tailored solutions for each client. With an impressive average of approximately $132,060,000 in assets under management per investment advisor, the firm stands above the industry average, demonstrating its expertise in managing substantial portfolios. The compensation structure at Olson Investment Advisors, LLC includes various methods, such as a percentage of assets under management, ensuring alignment with clients' best interests. Olson Investment Advisors, LLC has built a strong reputation for its proficiency in managing employer 401Ks and individual accounts, which together contribute to nearly half of their assets under management. With extensive experience in this space, the firm has consistently delivered exceptional results and gained the trust of their clients. Of the assets managed by Olson Investment Advisors, LLC, an overwhelming 99% are discretionary, exemplifying their clients' confidence in the firm's expertise and ability to make informed investment decisions. The majority of these assets are held by high net worth individuals, indicating the firm's specialization in catering to the unique needs and goals of affluent clients. Boasting a substantial client base, Olson Investment Advisors, LLC serves over 160 individual clients, with a combined asset value exceeding $132,060,000. The firm takes pride in its team of accomplished advisors, including Daniel Goldman, Dwight Olson, and Sheryl Reibman Hoyt, who possess extensive industry experience and contribute to the firm's stellar reputation.

Fort Vancouver Investment Management, LLC is a small investment advisory firm based out of Vancouver, WA. With a total of four dedicated employees, they specialize in providing comprehensive investment advisory services to their diverse client base. The firm's investment advisors have an impressive average of approximately $56,030,000 in assets under management, which aligns with the industry average. Their compensation structure is designed to incentivize performance, including a percentage of assets under management and performance-based fees. Fort Vancouver Investment Management, LLC boasts a robust client portfolio, serving over 130 individual clients with a combined total of $149,219,000 in assets under management. Notably, half of their managed assets come from employer 401Ks or individuals, showcasing their expertise in this sector. Operating under a discretionary approach, the firm has full authority to make investment decisions on behalf of their clients. With their headquarters in Vancouver, WA, Fort Vancouver Investment Management, LLC operates out of a single office, providing personalized service and cultivating strong relationships with their clients. The firm takes pride in their experienced team of advisors, with notable members including Matthew Ebeling, Holly Breeden, and Robert Pool, who have demonstrated long tenures within the company. Together, they combine their expertise and industry knowledge to navigate the complexities of the financial markets and provide tailored investment strategies that align with their clients' goals.

Anderson & Anderson Advisory, LLC is a distinguished investment advisory firm located in Longview, WA. With a solid reputation in the financial industry, they have amassed a clientele of over 230 individual clients, entrusting them with a remarkable $268,974,000 in assets under management. As a small yet thriving firm, Anderson & Anderson Advisory, LLC operates from a single office, catering to the investment needs of their diverse client base. In addition to their investment advisory services, Anderson & Anderson Advisory, LLC also serves as an insurance broker or agent, further enhancing their ability to meet their clients' comprehensive financial needs. While the firm's assets under management are primarily derived from sources other than 401(k) and individual accounts, they possess the expertise to effectively manage employer funds. The compensation structure at Anderson & Anderson Advisory, LLC is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that aligns best with their financial goals. With a team of six dedicated professionals, including two investment advisors, Anderson & Anderson Advisory, LLC ensures that each client receives personalized attention and expert guidance. Their investment advisors manage an impressive average of approximately $134,490,000 in assets, surpassing the industry average, indicating their competence and proficiency. Notably, John Anderson and Max Anderson are among the firm's longest tenured registered advisors, bringing their extensive knowledge and experience to benefit clients. Anderson & Anderson Advisory, LLC continues to uphold its commitment to excellence, providing exceptional financial advisory and insurance services to its valued clientele.