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.

Russell Investments, a leading regional investment advisory firm headquartered in Seattle, WA, caters to a diverse clientele of over 69,830 individual clients. With a remarkable $47,233,146,000 in assets under management, the company's expertise spans across three offices, delivering exceptional financial services. Their comprehensive offerings include managing employer funds alongside commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. While 401K and individual accounts account for less than 30% of their extensive assets under management, Russell Investments excels in discretionary management, handling 100% of the assets they oversee. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment with client goals. Russell Investments takes pride in its talented team of 651 dedicated employees, among which 122 professionals provide top-notch investment advisory services. With an impressive average of approximately $387,160,000 in assets under management per investment advisor, the firm significantly surpasses industry standards in delivering personalized financial solutions. The company's success is attributed not only to its strong track record but also to its experienced advisory team. Boasting a roster of highly tenured advisors, Russell Investments benefits from the expertise of Justin Greene, Cheryl Wichers, and Troy Espeseth, among others, who contribute to the company's continued growth and client satisfaction. As Russell Investments maintains its position as a trusted partner in wealth management, its commitment to delivering exceptional financial services and driving superior outcomes for its clients remains unwavering.

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.

Moss Adams Wealth Advisors LLC, based out of Seattle, WA, is a highly regarded regional investment advisory firm with a diverse portfolio of services. With over 110 individual clients and an impressive $3,333,840,000 in assets under management, they have established themselves as a trusted partner for affluent individuals seeking expert financial guidance. Catering primarily to high net worth individuals, Moss Adams Wealth Advisors LLC demonstrates their commitment to personalized service and client-centric approach. With 83% of the assets they manage being discretionary, they possess the flexibility to tailor investment strategies that align with each client's unique financial goals and risk tolerance. The firm boasts a team of 67 dedicated professionals, 45 of whom specialize in providing investment advisory services. Their expertise and experience enable them to offer comprehensive and tailored solutions to their clients. Moss Adams Wealth Advisors LLC follows a multi-faceted compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. The average assets under management per investment advisor at Moss Adams Wealth Advisors LLC is approximately $74,090,000, which is in line with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while maintaining a high standard of service. Notably, the firm boasts several longstanding advisors, including Anneliese Johnson, Lars Landrie, and Erica Coogan, who bring a wealth of experience and stability to the team. With 14 offices throughout the region, Moss Adams Wealth Advisors LLC is well-positioned to serve a wide range of clients, delivering sound investment strategies and trusted financial guidance.

Breakwater Investment Management is a reputable investment advisory firm headquartered in Seattle, WA. With a team of three dedicated professionals, they provide exceptional financial services to their clients. With an average of $66,180,000 in assets under management per investment advisor, Breakwater Investment Management is on par with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. Boasting a client base of over 120 individuals, Breakwater manages a substantial $206,372,000 in assets. Primarily catering to high-net-worth individuals, the firm's expertise lies in managing assets for this select clientele. Although 401K and individual accounts make up less than 30% of their total assets under management, Breakwater Investment Management has the capabilities to oversee employer funds as well. Furthermore, they exercise full discretion over 100% of the assets they manage, providing their clients with comprehensive investment solutions. Operating out of a single office, Breakwater Investment Management takes pride in its long-standing registered advisors, Joseph Turley and Bethany Steinhaus. Their extensive experience and expertise contribute to the firm's stellar reputation and client satisfaction. In summary, Breakwater Investment Management is a small yet influential investment advisory firm in Seattle, WA. Their dedicated team, commitment to client interests, and proven track record of managing substantial assets make them a trusted partner in the financial industry.

VINOBLE GROUP is a prominent investment advisory firm based out of Seattle, WA, serving a diverse clientele of over 290 individual clients. With a remarkable track record, they oversee an impressive $389,659,000 in assets under management. Dedicated to delivering comprehensive financial solutions, VINOBLE GROUP operates from a single office, strategically located in Seattle. In addition to their core investment advisory services, VINOBLE GROUP also excels as an insurance broker or agent, ensuring their clients have comprehensive coverage tailored to their unique needs. Furthermore, they provide exceptional accounting services, thanks to their team of skilled accountants and accounting professionals. While managing employer funds is within their capabilities, VINOBLE GROUP primarily focuses on discretionary assets, which constitute a substantial 84% of the total assets they manage. With a range of compensation structures available, including a percentage of assets under management, hourly charges, and fixed fees, they strive to align their clients' interests with their own. With a total of 12 dedicated employees, VINOBLE GROUP boasts a team of five experienced investment advisors. These advisors have an average assets under management figure of approximately $77,930,000 per advisor, which is consistent with the industry average. Notably, the firm takes pride in its longstanding advisors, including Brian Johnson, Mark Dennie, and Brian Mohoric, who have provided invaluable guidance to their clients over the years. VINOBLE GROUP's commitment to excellence, comprehensive financial services, and experienced team make them a trusted partner for clients seeking expert investment advice and personalized financial solutions.

Marshall & Sullivan, Inc. is a highly regarded investment advisory firm headquartered in Seattle, WA, catering to a diverse clientele of over 80 individual clients. With assets under management surpassing an impressive $363,011,000, the firm has established itself as a trusted partner in wealth management. Specializing in serving high net worth individuals, Marshall & Sullivan, Inc. distinguishes itself by offering comprehensive investment solutions tailored to meet the unique needs of its discerning clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. Notably, all the assets they manage are discretionary, providing clients with a hands-off investment experience. The firm's compensation structure is flexible, encompassing various approaches such as a percentage of assets under management, hourly charges, and performance-based fees. This ensures alignment with client objectives and encourages a proactive approach to delivering exceptional results. With a team of three dedicated professionals, including two investment advisors, Marshall & Sullivan, Inc. maintains an impressive average of approximately $181,510,000 in assets under management per investment advisor, surpassing industry standards. Howard Miracle and Gregory Robinson, both long-tenured registered advisors, contribute their extensive expertise to the firm's success. As Marshall & Sullivan, Inc. continues to provide personalized investment strategies and exemplary client service, they cement their reputation as a premier investment advisory firm, trusted by high net worth individuals to navigate the complexities of wealth management in today's dynamic financial landscape.

Freestone Capital Management, LLC is a reputable regional investment advisory firm headquartered in Seattle, WA. With 94 dedicated professionals, 34 of whom specialize in providing expert investment advice, they possess a wealth of knowledge and experience in the financial industry. Their exceptional team collectively manages a substantial $8,221,070,000 in assets under management for over 1,120 individual clients. Setting themselves apart from the competition, Freestone Capital Management, LLC boasts an impressive average of $258,190,000 in assets under management per investment advisor, surpassing the industry average. They offer a variety of compensation structures, including a percentage of assets under management and hourly charges, ensuring flexibility for their diverse client base. While their expertise extends across various investment vehicles, such as commodity pool operation and commodity trading advising, they also excel in insurance brokerage and agency services. Additionally, Freestone Capital Management, LLC possesses the capacity to effectively manage employer funds, expanding their reach and value proposition. With five offices strategically located in the region, Freestone Capital Management, LLC maintains a strong presence and accessibility for their clients. Notably, the firm prides itself on its long-standing advisory team, which includes esteemed professionals such as Peter Wicklund, Erik Morgan, and Kimberlee Hansen, who bring a wealth of experience and expertise to their clients' financial journeys. As a trusted partner in wealth management, Freestone Capital Management, LLC combines personalized service, astute investment strategies, and a commitment to achieving optimal outcomes for their clients.

Pacific Portfolio Consulting, LLC, headquartered in Seattle, WA, is a well-established local investment advisory firm that provides comprehensive financial services to a diverse clientele. With a total of 23 dedicated professionals, including 12 experienced investment advisors, the company offers personalized investment strategies tailored to meet the unique goals and objectives of each client. Having amassed a considerable reputation in the industry, Pacific Portfolio Consulting manages an impressive $4,121,589,000 in assets under management, with an average of $72,600,000 per investment advisor, aligning with the industry average. The firm boasts a compensation structure that encompasses various types, including a percentage of assets under management, ensuring their interests remain closely aligned with their clients'. Pacific Portfolio Consulting serves a broad range of clients, catering to the investment needs of over 110 individuals. Demonstrating their expertise in discretionary management, the firm oversees 35% of the assets they manage. With three strategically located offices, the company is well-positioned to provide convenient access to their services throughout the region. A testament to their commitment to excellence, Pacific Portfolio Consulting prides itself on its team of seasoned professionals. Notable among them are James Ayres, Lawerence Hood, and Jean Debruler, who have consistently provided expert advice and guidance to clients, establishing strong relationships and ensuring long-term success. As Pacific Portfolio Consulting continues to expand its reach and deliver top-notch financial solutions, their dedication to personalized service and their track record of success make them a trusted choice for individuals seeking professional investment advisory services in the Seattle area and beyond.

Directional Financial Services, a reputable local investment advisory firm headquartered in Seattle, WA, serves a diverse client base of over 40 individuals and manages an impressive $7,281,000 in assets. With four well-established offices across the region, Directional Financial Services has established a strong presence in the Pacific Northwest. Specializing in managing employer 401K plans and individual portfolios, Directional Financial Services demonstrates a high level of expertise in guiding both employers and employees towards achieving their financial goals. Their team of six experienced investment advisors possesses the necessary qualifications to provide exceptional service in managing 401K plans. As a testament to their commitment to client satisfaction, Directional Financial Services exercises complete discretion over 100% of the assets they manage. Their compensation structure is flexible and accommodates different client needs, including a percentage of assets under management, hourly charges, and fixed fees. With an average of approximately $1,210,000 in assets under management per investment advisor, Directional Financial Services demonstrates their dedication to personalized attention and tailored financial strategies. Their knowledgeable and skilled team of seven employees is well-equipped to handle the complex financial needs of their growing clientele. Whether clients seek guidance on retirement planning, investment management, or comprehensive financial planning, Directional Financial Services delivers professional and reliable services to help clients navigate the ever-changing financial landscape. With their extensive experience and client-centric approach, Directional Financial Services continues to make a positive impact on the financial well-being of individuals and businesses in the Seattle area.

Hidden Cove Wealth Management, a local investment advisory firm based out of Bainbridge Island, WA, is dedicated to providing comprehensive wealth management solutions to its clients. With 8 employees, including a team of 6 experienced investment advisors, the firm offers personalized guidance and expertise in managing assets. On average, each investment advisor oversees approximately $55,370,000 in assets under management, aligning with the industry standard. Hidden Cove Wealth Management caters to a diverse client base, serving over 200 individuals with a combined total of over $109,800,000 in assets under management. While individual accounts and 401Ks constitute a smaller portion of their assets, the firm possesses the capacity to manage employer funds. It's worth noting that all the assets they manage are under a discretionary arrangement, allowing them to make informed investment decisions on behalf of their clients. With a compensation structure that includes a percentage of assets under management and performance-based fees, Hidden Cove Wealth Management ensures that their interests remain aligned with their clients'. The firm's commitment to transparency and client-centric service has garnered a loyal clientele. Hidden Cove Wealth Management's success can be attributed to its team of seasoned advisors. Notable among them are Ashley Goggins, Jonathan Magee, and David Beck, who bring extensive experience and industry knowledge to their roles. With one office on Bainbridge Island, the firm strives to provide personalized financial strategies tailored to meet each client's unique goals and aspirations.