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.

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.

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.

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.

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.

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.

Moss Adams Wealth Advisors LLC, based out of Seattle, WA, is a highly regarded regional investment advisory firm with a diverse portfolio of services. With over 110 individual clients and an impressive $3,333,840,000 in assets under management, they have established themselves as a trusted partner for affluent individuals seeking expert financial guidance. Catering primarily to high net worth individuals, Moss Adams Wealth Advisors LLC demonstrates their commitment to personalized service and client-centric approach. With 83% of the assets they manage being discretionary, they possess the flexibility to tailor investment strategies that align with each client's unique financial goals and risk tolerance. The firm boasts a team of 67 dedicated professionals, 45 of whom specialize in providing investment advisory services. Their expertise and experience enable them to offer comprehensive and tailored solutions to their clients. Moss Adams Wealth Advisors LLC follows a multi-faceted compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. The average assets under management per investment advisor at Moss Adams Wealth Advisors LLC is approximately $74,090,000, which is in line with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while maintaining a high standard of service. Notably, the firm boasts several longstanding advisors, including Anneliese Johnson, Lars Landrie, and Erica Coogan, who bring a wealth of experience and stability to the team. With 14 offices throughout the region, Moss Adams Wealth Advisors LLC is well-positioned to serve a wide range of clients, delivering sound investment strategies and trusted financial guidance.

Breakwater Investment Management is a reputable investment advisory firm headquartered in Seattle, WA. With a team of three dedicated professionals, they provide exceptional financial services to their clients. With an average of $66,180,000 in assets under management per investment advisor, Breakwater Investment Management is on par with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. Boasting a client base of over 120 individuals, Breakwater manages a substantial $206,372,000 in assets. Primarily catering to high-net-worth individuals, the firm's expertise lies in managing assets for this select clientele. Although 401K and individual accounts make up less than 30% of their total assets under management, Breakwater Investment Management has the capabilities to oversee employer funds as well. Furthermore, they exercise full discretion over 100% of the assets they manage, providing their clients with comprehensive investment solutions. Operating out of a single office, Breakwater Investment Management takes pride in its long-standing registered advisors, Joseph Turley and Bethany Steinhaus. Their extensive experience and expertise contribute to the firm's stellar reputation and client satisfaction. In summary, Breakwater Investment Management is a small yet influential investment advisory firm in Seattle, WA. Their dedicated team, commitment to client interests, and proven track record of managing substantial assets make them a trusted partner in the financial industry.

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.

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.