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.

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.

Pacific Asset Management, LLC is a local investment advisory firm based out of Gig Harbor, WA. With two offices, the company provides comprehensive investment advisory services to a diverse client base. Out of their seven dedicated employees, five specialize in offering expert investment advice. On average, each investment advisor oversees approximately $47,240,000 in assets under management, a figure that aligns with industry standards. Pacific Asset Management, LLC employs a flexible compensation structure that includes various types, such as a percentage of assets under management. Notably, nearly half of the firm's assets under management originate from employer 401Ks and individual clients, showcasing their strong expertise and reputation in this area. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a substantial client base comprising over 290 individuals, Pacific Asset Management, LLC manages a total of more than $236,200,000 in assets. The firm takes pride in its team of seasoned advisors, with notable long-tenured professionals including Joshua Morin, Donald Cox, and Gary Lucy. Pacific Asset Management, LLC is committed to providing personalized investment strategies tailored to the unique financial goals of each client. With their extensive experience and dedication to delivering superior service, they aim to help clients build and preserve wealth in an ever-changing financial 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.

BHJ Wealth Advisors is a small investment advisory firm located in Gig Harbor, WA. With one office, they provide comprehensive investment advisory services to their clients. The firm consists of a total of three employees, all of whom are highly skilled and experienced in the field. With an average of approximately $50,700,000 in assets under management per investment advisor, Bhj Wealth Advisors maintains an average standing compared to the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Notably, Bhj Wealth Advisors exercises full discretion over all the assets they manage, reflecting a high level of trust and confidence from their clients. The firm predominantly caters to high net worth individuals, managing a significant portion of their wealth. With over 30 individual clients and assets under management exceeding $152,106,000, Bhj Wealth Advisors has established a strong reputation in the wealth management industry. Notable advisors who have been with the firm for a considerable period include Herbert Gebhart, Allyn Hughes, and Gary Brooks. Their expertise and commitment contribute to the firm's ability to provide exceptional financial advice and personalized strategies to meet their clients' specific needs.

Lighthouse Wealth Strategies, LLC, headquartered in Gig Harbor, WA, is a reputable local investment advisory firm with a strong presence in the financial industry. With over 1,180 individual clients, the company manages an impressive $455,446,000 in assets. Lighthouse Wealth Strategies specializes in offering comprehensive wealth management solutions to high-net-worth individuals, making up the majority of their client base. While their core expertise lies in managing personal accounts and 401K plans, the firm also possesses the capability to effectively handle employer funds. All of the assets under their management, totaling 100%, are discretionary, ensuring that clients' investments are managed with the utmost care and expertise. With a team of 8 dedicated employees, all of whom are highly skilled investment advisors, Lighthouse Wealth Strategies delivers personalized and tailored financial strategies to meet their clients' unique goals. Each investment advisor at the firm manages an average of approximately $56,930,000 in assets, aligning with the industry average. Lighthouse Wealth Strategies' compensation structure is diverse, offering various types of remuneration such as a percentage of assets under management and commissions. This flexible approach allows them to accommodate different client preferences and ensures a mutually beneficial partnership. The firm takes pride in its experienced team, with Megan Hayes, Ronald Barton, and William Pandiani being some of the longest-tenured advisors at the company. Their depth of knowledge and commitment to client success contribute to Lighthouse Wealth Strategies' strong reputation as a trusted financial partner in the Gig Harbor area and beyond.

Gould Capital, LLC is a small investment advisory firm based out of Tacoma, WA, with one office. With a team of four dedicated professionals, including three investment advisors, they provide comprehensive investment advisory services to a diverse client base. The firm manages an average of approximately $114,850,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring that their interests are closely aligned with those of their clients. Gould Capital, LLC boasts a significant client base, serving over 230 individual clients with a total of more than $134,688,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. With a discretionary approach, Gould Capital, LLC has full authority to make investment decisions on behalf of their clients. This approach allows them to tailor their investment strategies to meet the unique goals and risk tolerance of each individual client. The firm takes pride in the expertise and experience of its team, with some of the longest tenured advisors being Charles Gould, Jennifer Emmons Carlson, and Gary Gould. Their extensive knowledge and dedication contribute to the firm's ability to provide exceptional service and value to their clients. Overall, Gould Capital, LLC stands as a trusted and respected investment advisory firm, committed to helping clients navigate the complexities of the financial markets and achieve their long-term financial objectives.

Clear Creek Financial Management, LLC is a highly reputable regional investment advisory firm headquartered in Silverdale, WA, offering comprehensive financial services to clients. With a strong presence, they operate 21 offices across the region, strategically positioned to serve a diverse clientele. Their team comprises 37 experienced professionals solely dedicated to providing exceptional investment advisory services. With an average of $24,360,000 in assets under management per investment advisor, Clear Creek Financial Management, LLC demonstrates a remarkable ability to handle substantial portfolios. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. The firm excels in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their extensive experience in this area has established them as trusted experts in retirement planning and wealth preservation. Impressively, 97% of the assets they manage are under discretionary management, reflecting the high level of trust clients place in their expertise. Clear Creek Financial Management, LLC boasts a robust client base, with over 2,300 individual clients and an impressive $901,224,000 in assets under management. This remarkable growth is a testament to the firm's commitment to providing tailored financial solutions and delivering exceptional results for their clients. The company takes pride in its team of dedicated professionals, including industry veterans such as Bruno Marques, Joseph Gates, and Brian Deely. Their expertise and extensive tenure within the firm contribute to its stellar reputation and ensure clients receive the highest level of service and guidance. Clear Creek Financial Management, LLC continues to thrive as a leading investment advisory firm, combining personalized financial strategies with an unwavering commitment to helping clients achieve their financial goals.

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.

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.

Stolz & Associates, Ps is a reputable investment advisory firm located in Tacoma, WA. With over 50 years of combined experience, the firm is dedicated to providing comprehensive financial guidance and customized investment strategies to a diverse range of clients. With their main office in Tacoma, Stolz & Associates, Ps is strategically positioned to serve clients throughout the region. Led by Andrew Stolz, Michelle Robinson, and David Stolz, who are among the firm's longest-tenured advisors, the team at Stolz & Associates, Ps consists of highly skilled professionals committed to delivering exceptional client service. The firm boasts a total of five employees, with four of them specializing in investment advisory services. Stolz & Associates, Ps manages an impressive average of approximately $39,100,000 in assets under management per investment advisor. While a majority of the assets they handle are discretionary, the firm also possesses the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. With a focus on high-net-worth individuals, Stolz & Associates, Ps currently serves over 110 individual clients, overseeing assets worth a staggering $156,393,000. Their compensation structure is designed to align their interests with the success of their clients, including a percentage of assets under management. With their unwavering commitment to integrity and excellence, Stolz & Associates, Ps has earned a strong reputation for their trusted advice and results-driven approach. Clients can rely on the firm to provide tailored investment solutions that align with their unique financial goals, ensuring their long-term prosperity.