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.

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.

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.

Brighton Jones LLC, a reputable regional investment advisory firm headquartered in Seattle, WA, boasts a team of 224 dedicated professionals, 134 of whom specialize in providing top-notch investment advisory services. With an impressive average of approximately $299,110,000 in assets under management per investment advisor, Brighton Jones LLC sets a high standard within the industry. Driven by a commitment to delivering exceptional client experiences, Brighton Jones LLC manages a vast portfolio, currently overseeing assets worth over $9,458,381,000 on behalf of more than 650 individual clients. Specializing in serving high net worth individuals, the firm has earned a distinguished reputation for their expertise in wealth management. A notable aspect of Brighton Jones LLC's business model is their compensation structure, which encompasses various types, including a percentage of assets under management and fixed fees. This approach ensures alignment with clients' financial objectives while maintaining transparency and fairness. With a strong presence across the region, Brighton Jones LLC operates through 19 offices strategically located to better serve their diverse client base. The firm takes pride in its team of highly experienced advisors, including Melanie Arena, David Lamp, and Thomas Preston, who have demonstrated long-standing dedication to their clients and the company's success. As a discretionary asset manager, Brighton Jones LLC assumes responsibility for 99% of the assets they oversee, showcasing their clients' trust in their expertise and decision-making capabilities. With their impressive track record and commitment to excellence, Brighton Jones LLC continues to lead the way in delivering comprehensive investment advisory services to individuals and families across the Pacific Northwest and beyond.

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.

Coldstream Wealth Management, headquartered in Bellevue, WA, is a leading regional investment advisory firm. With a diverse client base of over 2,260 individuals, they oversee an impressive $6,498,242,000 in assets under management. Committed to delivering exceptional financial guidance, Coldstream operates from six strategically located offices. Renowned for their expertise in employer 401Ks and individual investment management, Coldstream Wealth Management possesses a wealth of experience in this specialized field. An impressive 97% of the assets they manage are under their discretionary control, ensuring a tailored approach to each client's unique financial goals. With a comprehensive compensation structure, Coldstream offers flexibility and transparency. Their fees include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, allowing clients to choose the most suitable arrangement. Employing a dedicated team of 127 professionals, including 114 investment advisors, Coldstream places great emphasis on providing personalized service. With an average of $57,000,000 in assets under management per investment advisor, they align with the industry's average standards. Among the firm's esteemed advisors are Detlef Schrempf, James Walsh, and Kevin Fitzwilson, who boast extensive tenure and exceptional industry knowledge. Their unwavering commitment to client success has earned Coldstream Wealth Management a stellar reputation in the financial advisory realm. With a client-centric approach, a robust compensation structure, and a team of experienced advisors, Coldstream Wealth Management continues to empower individuals and organizations in achieving their financial objectives.

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.

Investors Portfolio Services LLC, based out of Puyallup, WA, is a small investment advisory firm dedicated to providing top-notch services to its clients. With three highly skilled employees, they offer comprehensive investment advisory services tailored to meet the unique financial goals of their clients. Drawing from their extensive expertise and industry knowledge, Investors Portfolio Services LLC manages an impressive average of $31,630,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with their clients' success. With a client base comprising over 170 individuals, Investors Portfolio Services LLC manages a substantial amount of assets, totaling over $134,709,000. Notably, approximately half of their assets under management are derived from employer 401Ks and individuals, indicating their proficiency in this particular space. A remarkable 98% of the assets they oversee are discretionary, allowing Investors Portfolio Services LLC to make informed investment decisions on behalf of their clients. Their commitment to delivering exceptional results and personalized solutions has earned them a reputation for excellence within the investment advisory field. Operating out of one office in Puyallup, Investors Portfolio Services LLC prides itself on its team of seasoned professionals. Noteworthy among them are Jeffrey Hussey, Thomas Bowman, and Frank Gallo, some of the firm's longest tenured advisors. Their collective experience and expertise contribute to the firm's outstanding track record of success. Investors Portfolio Services LLC continues to provide reliable, professional investment advisory services, helping clients navigate the complexities of the financial market and achieve their long-term financial objectives.

Auxano Advisors is a local investment advisory firm based out of Bellevue, WA. With 15 employees, 9 of whom provide investment advisory services, the firm is dedicated to helping clients navigate the complex world of investments. On average, each investment advisor at Auxano Advisors manages approximately $113,870,000 in assets, which aligns with the industry average. Auxano Advisors employs a diverse compensation structure, including a percentage of assets under management. Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to manage employer funds. An impressive 95% of the assets they manage are discretionary, allowing clients to benefit from their expertise in making investment decisions. Catering primarily to high-net-worth individuals, Auxano Advisors has accumulated over $1,024,874,000 in assets under management from more than 360 individual clients. The firm prides itself on its commitment to excellence and personalized service, ensuring that each client receives tailored investment strategies to meet their unique financial goals. Auxano Advisors also offers insurance brokerage and agency services, providing clients with comprehensive solutions to safeguard their financial well-being. The firm boasts a team of seasoned advisors, including Dwight Whiting, Davis Walker, and Peter Cline, who have demonstrated long-standing dedication and expertise in the field. With its strong presence in Bellevue, WA, Auxano Advisors continues to build relationships with clients, striving to deliver superior investment advisory services and solidify its reputation as a trusted financial partner in the community.

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.

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.