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.

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.

Evergreen Capital Management LLC, headquartered in Bellevue, WA, is a renowned local investment advisory firm specializing in managing assets for high net worth individuals. With a dedicated team of 35 employees, including 21 experienced investment advisors, Evergreen Capital Management provides personalized financial guidance and superior investment solutions. With an impressive average of approximately $33,250,000 in assets under management per investment advisor, Evergreen Capital Management demonstrates their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to suit their clients' diverse needs. Catering to over 380 individual clients, Evergreen Capital Management oversees a substantial portfolio of assets totaling more than $3,862,919,000 in value. With a focus on discretion and trust, an overwhelming 96% of the assets they manage are discretionary, allowing clients to rely on the firm's expertise to make informed investment decisions. With five offices strategically located in Bellevue, Evergreen Capital Management is well-positioned to serve clients throughout the region. The firm takes pride in its team of seasoned advisors, including Larry Morris, Michael Wiesmann, and David Hay, who possess extensive industry knowledge and have been providing exceptional service to clients for many years. Evergreen Capital Management LLC distinguishes itself as a trusted partner for individuals seeking comprehensive and tailored investment advisory services. With their track record of success and commitment to client satisfaction, Evergreen Capital Management continues to be a leading force in the wealth management industry.

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.

Empirical Wealth Management is a prominent regional investment advisory firm headquartered in Seattle, WA. With an extensive network of 12 offices, they cater to a diverse client base, offering comprehensive wealth management services. Comprising a team of 65 professionals, 34 of whom are dedicated to providing investment advisory services, Empirical Wealth Management boasts a wealth of expertise and experience. The firm's average assets under management per investment advisor amount to approximately $122,910,000, which aligns with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts collectively account for less than 30%. Empirical Wealth Management's primary focus is on serving high-net-worth individuals, as the majority of the assets they manage belong to this client segment. Impressively, the firm oversees the financial affairs of over 640 individual clients, with a remarkable $4,178,934,000 in assets under management. The longevity and dedication of their advisors further solidify Empirical Wealth Management's reputation. Advisors such as Ethan Broga, Kenneth Smith, and Simon Liu have established themselves as integral members of the firm, contributing their expertise and building long-term client relationships. With their discretionary management approach and commitment to delivering exceptional service, Empirical Wealth Management has become a trusted partner for affluent individuals seeking personalized wealth management solutions.

Seneschal Advisors, LLC is a small investment advisory firm based out of Tacoma, WA. With one office location, the firm is dedicated to providing expert financial guidance and investment services to its clients. With a team of five employees, three of whom specialize in investment advisory services, Seneschal Advisors, LLC maintains a strong focus on personalized attention and tailored investment strategies. On average, each investment advisor at Seneschal Advisors manages approximately $72,850,000 in assets under management, which aligns with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet the diverse needs of their clients. Although 401K and individual accounts make up less than 30% of their assets under management, Seneschal Advisors possesses the capability to effectively manage employer funds. The firm operates under a discretionary model, meaning they have full authority to make investment decisions on behalf of their clients. Seneschal Advisors primarily caters to high net worth individuals, overseeing a significant portfolio of over 130 individual clients. The firm's total assets under management amount to an impressive $218,563,000. Candace Duecker and Jeffrey Lang stand out as two of the longest tenured registered advisors with the firm, bringing a wealth of experience and expertise to their clients' financial goals. With their commitment to delivering top-notch investment advisory services and a focus on individualized strategies, Seneschal Advisors, LLC continues to establish a reputation as a trusted financial partner within the Tacoma community and beyond.

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.

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.

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.

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.

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.