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.

MCILRATH & ECK, LLC is a reputable local investment advisory firm based out of Arlington, WA. With three offices strategically located, the firm is well-positioned to serve clients throughout the region. Committed to providing expert financial guidance, MCILRATH & ECK, LLC boasts a dedicated team of 17 highly skilled professionals, six of whom specialize in investment advisory services. The firm manages an impressive average of approximately $108,230,000 in assets under management per investment advisor, aligning with the industry average. MCILRATH & ECK, LLC employs a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and fairness for both the firm and its clients. Distinguishing itself in the market, MCILRATH & ECK, LLC has established a strong presence in the management of employer 401Ks and individual assets. About half of their assets under management originate from these sources, demonstrating their extensive experience and expertise in this specialized area. The firm's impressive track record extends to their discretionary management approach, as 100% of the assets they oversee are managed with the utmost care and expertise. With a remarkable client base of over 900 individuals, MCILRATH & ECK, LLC has successfully accumulated over $649,406,000 in assets under management, reflecting the trust and confidence clients place in their services. At MCILRATH & ECK, LLC, clients can expect exceptional financial counsel from a team of seasoned professionals. Notably, the firm boasts a group of long-tenured advisors, including Jacob Blukis, Troy Crutcher, and Thor Mcilrath, who bring their wealth of experience and expertise to every client interaction. With their client-centric approach and solid track record, MCILRATH & ECK, LLC is a trusted partner for individuals and businesses seeking sound investment advisory services.

Saturna Capital Corporation, based in Bellingham, WA, is a prominent local investment advisory firm. With two offices, they have established a strong presence in the region. Committed to providing exceptional financial guidance, Saturna Capital Corporation boasts a dedicated team of 73 employees, 12 of whom specialize in investment advisory services. Renowned for their expertise, Saturna Capital Corporation surpasses industry standards, with an impressive average of approximately $429,220,000 in assets under management per investment advisor. This exceptional figure speaks volumes about their ability to effectively steward their clients' investments. At Saturna Capital Corporation, their compensation structure is diverse, incorporating various types of fees to align with their clients' needs. These include a percentage of assets under management, fixed fees, and performance-based fees. The firm prides itself on managing 100% of their clients' assets discretely, ensuring a personalized and tailored approach to investment strategies. With a substantial client base of over 30 individuals, Saturna Capital Corporation is entrusted with more than $5,150,693,000 in assets under management. The firm's success can be attributed, in part, to the expertise of their longest tenured advisors, Christopher Lang, Scott Klimo, and Nicholas Kaiser. These seasoned professionals bring a wealth of experience and a proven track record of delivering exceptional results. In summary, Saturna Capital Corporation is a well-established investment advisory firm headquartered in Bellingham, WA. With their commitment to excellence, high asset management figures, and a team of experienced advisors, they have earned a stellar reputation in the industry, cementing their position as a trusted partner for their clients' financial goals.

Wealthmark, LLC, a small investment advisory firm based in Bellingham, WA, has been providing comprehensive financial services since 2007. With a team of two dedicated professionals, they excel in managing assets and providing investment advisory services to their esteemed clients. With an impressive average of approximately $40,650,000 in assets under management per investment advisor, Wealthmark takes pride in their ability to deliver exceptional financial outcomes. The firm's compensation structure is diverse, offering various types including a percentage of assets under management and fixed fees. Wealthmark's client base comprises over 40 individuals, entrusting them with a total of over $85,500,000 in assets under management. Although 401K and individual accounts account for less than 30% of their managed assets, Wealthmark possesses the expertise to effectively handle employer funds. Notably, 92% of the assets managed by Wealthmark are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to investment advisory services, they also act as insurance brokers or agents, ensuring their clients have comprehensive coverage to protect their financial interests. Operating out of a single office, Wealthmark, LLC is committed to providing personalized and strategic financial guidance to their valued clientele. Benjamin Esget, one of the firm's longest tenured registered advisors, has been instrumental in delivering exceptional service and building enduring client relationships. With their unwavering dedication and extensive industry experience, Wealthmark, LLC continues to establish itself as a trusted partner in wealth management and financial planning.