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.

Soundmark Wealth Management, LLC, based out of Kirkland, WA, is a reputable investment advisory firm with a strong track record in managing wealth for high net worth individuals. With a total of 7 employees, 5 of whom specialize in providing investment advisory services, the firm maintains an average of approximately $62,100,000 in assets under management per investment advisor, which aligns with the industry average. Soundmark's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach for clients. The firm boasts an impressive portfolio, managing over $362,972,000 in assets for more than 180 individual clients. While the majority of assets are for high net worth individuals, Soundmark also possesses the capability to manage employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Dedicated to providing personalized and comprehensive investment advisory services, Soundmark operates with a discretionary management approach, meaning that 100% of the assets they manage are under their discretion. With their local presence in Kirkland, WA, the firm offers a convenient location for clients seeking professional financial guidance. Soundmark takes pride in its team of experienced advisors, including Benjamin Hicks, Therese Mille, and William Schultheis, some of the longest-tenured individuals at the firm. With a commitment to integrity, expertise, and client satisfaction, Soundmark Wealth Management, LLC strives to help clients achieve their financial goals through tailored investment strategies and prudent wealth management practices.

TSCHETTER GROUP is a leading investment advisory firm headquartered in Bellevue, WA. With a team of 12 skilled professionals, including 10 dedicated investment advisors, they deliver exceptional financial guidance to a diverse clientele. The firm boasts an impressive average of $181,760,000 in assets under management per investment advisor, significantly surpassing industry standards. Tschetter Group's compensation structure is designed to align with client success and includes various types such as a percentage of assets under management, fixed fees, and performance-based fees. They proudly serve over 170 individual clients, effectively managing a substantial $1,336,059,000 in assets. The majority of these assets are entrusted to Tschetter Group by high net worth individuals seeking personalized and tailored financial strategies. As a testament to their expertise, Tschetter Group manages a remarkable 72% of assets on a discretionary basis, demonstrating their clients' trust in their decision-making capabilities. Additionally, the firm offers insurance brokerage services, further diversifying their offerings and providing comprehensive financial solutions. Operating with a local focus, Tschetter Group serves the Bellevue community from their offices. The firm's longstanding reputation is bolstered by the expertise of their most tenured advisors, including Richard Tschetter, Dustin Brumbaugh, and David Tschetter. With a commitment to delivering exceptional financial outcomes, Tschetter Group continues to be a trusted partner in helping clients achieve their investment goals.

Smart Portfolios, LLC is a distinguished investment advisory firm headquartered in Lake Forest Park, WA, with additional offices strategically located across the region. Comprising a team of six highly skilled professionals, Smart Portfolios, LLC specializes in providing comprehensive investment advisory services to a diverse range of clients. With four dedicated investment advisors, the firm boasts an impressive average of $28,650,000 in assets under management per advisor. Smart Portfolios, LLC's success is rooted in its expertise and experience in managing various types of assets, including employer 401Ks and individual portfolios. With a strong track record in this space, the firm has cultivated a reputation for delivering exceptional results and personalized investment strategies tailored to the unique goals and risk tolerance of each client. As a fee-based firm, Smart Portfolios, LLC utilizes a compensation structure that includes a percentage of assets under management. This approach ensures alignment with clients' interests and incentivizes the firm to generate favorable returns. Impressively, 99% of the assets under Smart Portfolios, LLC's management are discretionary, reflecting the trust and confidence clients place in the firm's expertise. Boasting over 110 individual clients and an impressive $114,594,000 in assets under management, Smart Portfolios, LLC has earned its position as a leading investment advisory firm in the region. The company's success can be attributed, in part, to the exceptional talent within its ranks. Long-standing advisors such as Jack Sampson, Keith Campbell, and Bryce James bring a wealth of experience and expertise to the firm, ensuring that clients receive the highest level of service and guidance. In summary, Smart Portfolios, LLC stands as a trusted partner for individuals and employers seeking expert investment advisory services. With a proven track record and a commitment to delivering tailored solutions, the firm remains at the forefront of the industry, driving clients' financial success.

Emerald Advisors, LLC is a reputable investment advisory firm based out of Bellevue, WA. With a focus on providing personalized financial solutions, they cater to over 70 individual clients, managing an impressive $491,876,000 in assets. As a small but distinguished firm, Emerald Advisors, LLC operates from a single office, ensuring close-knit relationships with their clientele. Dedicated to meeting the unique needs of their clients, Emerald Advisors, LLC manages 100% of their assets on a discretionary basis, granting them the flexibility to make informed investment decisions. The firm primarily serves high net worth individuals, reflecting their expertise in wealth management and strategic financial planning. Emerald Advisors, LLC offers a comprehensive compensation structure, accommodating various client preferences. This structure includes a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with those of their clients. Committed to excellence, Emerald Advisors, LLC boasts a team of seven dedicated professionals, with four of them specializing in investment advisory services. With an average of $122,970,000 in assets under management per investment advisor, they maintain industry-standard performance levels. Notably, the firm takes pride in its long-standing advisors, such as Megan Hannah, Michael Smith, and Emily Weed, who contribute their extensive expertise and experience to the success of the firm. Through their unwavering commitment to client satisfaction and personalized financial strategies, Emerald Advisors, LLC has established itself as a trusted partner in achieving long-term financial goals.

Bear Mountain Capital Inc., a local investment advisory firm based out of Seattle, WA, is dedicated to providing comprehensive financial solutions to their clients. With a team of 5 highly skilled professionals, they offer investment advisory services tailored to meet the unique needs of each individual client. Their expertise lies in managing assets, and on average, each investment advisor oversees approximately $55,390,000 in assets under management, a figure that aligns with industry standards. Bear Mountain Capital Inc. boasts an impressive client base, serving over 170 individuals who entrust them with more than $280,624,000 in assets under management. While the majority of these assets belong to high net worth individuals, the firm also handles 401K and individual accounts, albeit representing less than 30% of their total assets under management. Additionally, Bear Mountain Capital Inc. possesses the capability to effectively manage employer funds. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with those of their clients. With a 100% discretionary management approach, Bear Mountain Capital Inc. provides a personalized and hands-on approach to investment strategies. Bear Mountain Capital Inc. operates out of two offices and has established a reputation for excellence in the financial industry. Their team comprises experienced professionals, including long-tenured advisors like Jonathan Jonson, Ryan Greenway, and Joey Day, who bring extensive knowledge and expertise to their clients' financial journeys.

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.

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.

Synergy Asset Management, LLC, based out of Bellevue, WA, is a reputable small investment advisory firm with a strong presence in the industry. With over 940 individual clients and a remarkable $678,189,000 in assets under management, they have established themselves as a trusted partner in managing clients' financial portfolios. Their success is evident in their four offices, strategically located to cater to their growing clientele. Synergy Asset Management, LLC specializes in providing investment advisory services for employer 401Ks and individuals, accounting for approximately half of their assets under management. With a wealth of experience in this space, they possess a deep understanding of the complexities and intricacies of managing retirement plans and personal investments. Moreover, all of their managed assets are handled on a discretionary basis, giving clients peace of mind and allowing the firm to exercise their expertise in making informed investment decisions. The compensation structure at Synergy Asset Management, LLC is diverse and flexible, offering clients various options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This approach ensures that clients can select the compensation model that best aligns with their investment goals and preferences. With a total of 11 dedicated employees, four of whom are investment advisors, Synergy Asset Management, LLC maintains a favorable ratio of assets under management per advisor. On average, each investment advisor oversees approximately $169,550,000 in assets, surpassing the industry average. Notably, the firm boasts a team of experienced advisors, including Francis Roman, Alex Kopel, and Joseph Maas, who have demonstrated their commitment to the company over an extended period. Synergy Asset Management, LLC is a well-regarded investment advisory firm, known for its expertise, personalized approach, and exceptional track record in managing client assets.

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.

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.