Empirical Wealth Management is a prominent regional investment advisory firm headquartered in Seattle, WA. With an extensive network of 12 offices, they cater to a diverse client base, offering comprehensive wealth management services. Comprising a team of 65 professionals, 34 of whom are dedicated to providing investment advisory services, Empirical Wealth Management boasts a wealth of expertise and experience. The firm's average assets under management per investment advisor amount to approximately $122,910,000, which aligns with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts collectively account for less than 30%. Empirical Wealth Management's primary focus is on serving high-net-worth individuals, as the majority of the assets they manage belong to this client segment. Impressively, the firm oversees the financial affairs of over 640 individual clients, with a remarkable $4,178,934,000 in assets under management. The longevity and dedication of their advisors further solidify Empirical Wealth Management's reputation. Advisors such as Ethan Broga, Kenneth Smith, and Simon Liu have established themselves as integral members of the firm, contributing their expertise and building long-term client relationships. With their discretionary management approach and commitment to delivering exceptional service, Empirical Wealth Management has become a trusted partner for affluent individuals seeking personalized wealth management solutions.

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.

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.

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.

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.

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.

Sonata Capital Group Inc is a local investment advisory firm based out of Seattle, WA with 1 office. With a team of 5 dedicated professionals, Sonata Capital Group Inc specializes in providing comprehensive investment advisory services. Each investment advisor at the firm manages an average of $52,850,000 in assets under management, which aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, Sonata Capital Group Inc possesses the capability to effectively manage employer funds. Notably, all of the assets they manage are discretionary, granting the firm full authority over investment decisions. Catering primarily to high net worth individuals, Sonata Capital Group Inc boasts a diverse client base of over 100 individuals who collectively entrust the firm with more than $264,258,000 in assets under management. The firm prides itself on maintaining enduring relationships with clients, evident through the presence of experienced advisors such as Shana Moffatt, David Hill, and Peter Acker, who have been with the company for an extensive period. Through their meticulous advisory services and commitment to meeting client objectives, Sonata Capital Group Inc has established itself as a trusted partner in the realm of investment management, ensuring the financial well-being and prosperity of their esteemed clientele.

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.

Lucid Advisors, Inc., based out of Seattle, WA, is a small investment advisory firm specializing in personalized financial solutions. With a team of three dedicated professionals, including experienced registered advisors Greg Ashihara and Ryan Bilco, Lucid Advisors offers comprehensive investment advisory services to a select group of over 20 individual clients. With a remarkable average of approximately $140,510,000 in assets under management per investment advisor, Lucid Advisors demonstrates a level of expertise and success that surpasses the industry average. Lucid Advisors' compensation structure is designed to align the firm's interests with those of its clients. It includes various types, such as a percentage of assets under management and hourly charges. This flexible approach ensures that clients receive tailored financial guidance that meets their unique needs. Lucid Advisors manages an impressive total of over $659,467,000 in assets, a substantial portion of which is discretionary. This indicates the trust and confidence that clients place in the firm's expertise and ability to make informed investment decisions on their behalf. Despite its size, Lucid Advisors' reputation for excellence has earned them recognition as a trusted financial partner within the Seattle community. Their single office serves as a hub for delivering top-tier advisory services and building long-lasting client relationships. Lucid Advisors, Inc. stands as a testament to the power of expertise, personalized service, and a commitment to helping clients achieve their financial goals. With a track record of success, Lucid Advisors continues to make a significant impact in the investment advisory industry.

BAC Capital Advisors LLC is a small investment advisory firm headquartered in Seattle, WA. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to their clientele. Their knowledgeable advisors have an average of $51,840,000 in assets under management per investment advisor, aligning with the industry average. BAC Capital Advisors LLC offers a flexible compensation structure, including various types such as a percentage of assets under management and fixed fees. This approach ensures that their clients receive personalized and tailored investment solutions to meet their specific financial goals. With over $245,108,000 in assets under management, BAC Capital Advisors LLC serves a diverse range of individual clients. Impressively, 74% of the assets they manage are under discretionary management, demonstrating their expertise in making informed investment decisions on behalf of their clients. The firm takes pride in its long-standing presence in the industry, boasting a reputable track record. Two of the firm's seasoned registered advisors, Timothy Hill and Patrick Hopps, have been instrumental in delivering exceptional service and advice to their valued clients. BAC Capital Advisors LLC maintains a single office in Seattle, WA, from which they efficiently manage their clients' investments. Their commitment to delivering personalized investment solutions and their expertise in the industry make them a trusted partner for individuals seeking professional advisory services in the Seattle area and beyond.

Next Financial Advisors LLC, based out of Seattle, WA, is a distinguished local investment advisory firm catering to a diverse clientele. With over 5,030 individual clients and a remarkable $68,000 in assets under management, they have established a solid reputation in the financial industry. Specializing in managing employer 401K plans and individual assets, they possess the expertise and experience to deliver exceptional results. Committed to excellence, Next Financial Advisors LLC operates from a single office, strategically located in Seattle, enabling them to provide personalized services to their valued clients. Impressively, over 80% of their assets under management comprise employer 401K plans and individual portfolios, reflecting the trust and confidence their clients place in their capable hands. With a team of 51 dedicated professionals, Next Financial Advisors LLC ensures the utmost attention to detail and comprehensive financial guidance. Their highly qualified investment advisors, who constitute a small percentage of their staff, boast an average of $10,000 in assets under management per advisor. This exemplifies their commitment to delivering tailored solutions and personalized attention to each client's unique financial goals. Next Financial Advisors LLC's compensation structure is designed to align their interests with their clients, offering various options such as fixed fees. Moreover, their approach stands out as they manage 100% of the assets under their care on a discretionary basis, allowing clients to entrust their financial decisions to the expertise of the firm. Through their exceptional services and unwavering dedication to client satisfaction, Next Financial Advisors LLC has solidified its position as a trusted partner in guiding individuals and employers towards financial success.