Robinswood Financial, a reputable investment advisory firm, operates from Kirkland, WA, and serves as a trusted partner to its clients. With a single office location, the firm comprises a dedicated team of four employees, all of whom specialize in providing comprehensive investment advisory services. With an average of approximately $103,150,000 in assets under management per investment advisor, Robinswood Financial falls within the industry average, ensuring personalized attention and tailored strategies for their clients. Their compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees, accommodating various client preferences. Approximately half of their assets under management are derived from employer 401Ks and individuals, reflecting their significant expertise and experience in this area. Notably, 99% of the assets they manage are under discretionary management, highlighting the trust placed in their decision-making capabilities. Specializing in serving high net worth individuals, Robinswood Financial expertly manages a substantial portfolio, with over 250 individual clients entrusting them with assets exceeding $412,610,000. The firm takes pride in its team of experienced advisors, including Jeanne Forrey, Robert Guild, and Edward Ward, who have demonstrated a long-standing commitment to their clients' financial success. Robinswood Financial continues to provide comprehensive investment advisory services, leveraging their expertise and client-centric approach to help clients achieve their financial goals. As a trusted partner in wealth management, the firm remains dedicated to delivering personalized strategies and exceptional service to ensure their clients' financial well-being.

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.

Sound Financial, LLC is a reputable investment advisory firm based out of Mill Creek, WA, with three offices strategically located for client convenience. With over 260 individual clients and a remarkable $115,716,000 in assets under management, they have established themselves as a trusted partner in financial planning. Sound Financial, LLC specializes in providing comprehensive investment solutions and offers a wide range of services, including insurance brokerage. Their expertise in managing employer 401Ks and individual portfolios sets them apart in the industry. Impressively, 86% of the assets they manage are discretionary, demonstrating their ability to make informed investment decisions on behalf of their clients. The compensation structure at Sound Financial, LLC is designed to align the firm's success with that of their clients. They employ various methods such as a percentage of assets under management and fixed fees to ensure fair and transparent pricing. With a team of six dedicated professionals, Sound Financial, LLC is committed to delivering personalized financial guidance and exceptional service. Four of their experienced employees focus specifically on providing investment advisory services. Notably, some of the longest-tenured advisors at the firm include Cory Shepherd, Paul Adams, and Jeffrey Miller, who bring a wealth of knowledge and expertise to the table. With their impressive track record and an average of $28,930,000 in assets under management per investment advisor, Sound Financial, LLC is well-equipped to meet the diverse financial needs of their clients. Whether it's retirement planning, wealth management, or insurance solutions, clients can trust Sound Financial, LLC to navigate the complexities of the financial landscape and help them achieve their long-term goals.

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.

Hallett Advisors is a reputable local investment advisory firm headquartered in Port Angeles, WA. With three strategically located offices, they offer comprehensive investment advisory services to a diverse client base. Comprising a team of six skilled professionals, Hallett Advisors boasts a collective expertise in managing assets totaling an impressive $110,917,000. Their client-centric approach is reflected in their compensation structure, which includes various options such as a percentage of assets under management and hourly charges. Hallett Advisors has built a solid reputation for their proficiency in handling employer 401Ks and individual portfolios, making up approximately half of their substantial assets under management. With a strong focus on providing personalized and tailored financial solutions, Hallett Advisors exclusively manages discretionary assets, instilling confidence in their clients and enabling them to entrust the firm with their investment decisions. The firm's commitment to professionalism and integrity has earned them a loyal client base of over 210 individuals, who rely on the expertise and guidance provided by the firm. Hallett Advisors takes pride in the longevity of their advisors, with seasoned professionals like Jason Wilson, James Hallett, and Timothy Martin contributing their expertise and insight. Their collective knowledge and experience have further solidified the firm's standing in the investment advisory industry. In summary, Hallett Advisors is a trusted and respected investment advisory firm based in Port Angeles, WA. With a focus on personalized service and a track record of success, they have positioned themselves as a reliable partner for individuals and employers seeking comprehensive financial guidance and asset management.

Wealthcollab is a small investment advisory firm based out of Bellevue, WA, specializing in providing exceptional investment advisory services. With one office and a team of one dedicated employee, Wealthcollab manages a substantial amount of assets, averaging approximately $130,150,000 per investment advisor, significantly surpassing the industry average. The firm's compensation structure is flexible, offering various types such as hourly charges and fixed fees, ensuring clients have options that suit their needs. Wealthcollab takes pride in their discretionary management of 100% of the assets they oversee, exemplifying their commitment to making informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Wealthcollab effectively manages assets for over 20 individual clients, totaling over $130,150,000 in assets under management. Their expertise lies in understanding the unique financial goals and risk profiles of their clients, allowing them to develop personalized investment strategies. Within the team, Daniel Frankel stands out as one of the longest tenured registered advisors, having been with Wealthcollab since 2020. His experience and dedication contribute to the firm's reputation for providing comprehensive and reliable investment advice. Wealthcollab's location in Bellevue, WA, positions them in a vibrant financial hub, allowing them to stay informed about market trends and developments. Their commitment to exceptional service, along with their impressive track record and personalized approach, makes Wealthcollab a trusted partner for individuals seeking expert investment guidance.

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.