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.

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.

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.

Directional Financial Services, a reputable local investment advisory firm headquartered in Seattle, WA, serves a diverse client base of over 40 individuals and manages an impressive $7,281,000 in assets. With four well-established offices across the region, Directional Financial Services has established a strong presence in the Pacific Northwest. Specializing in managing employer 401K plans and individual portfolios, Directional Financial Services demonstrates a high level of expertise in guiding both employers and employees towards achieving their financial goals. Their team of six experienced investment advisors possesses the necessary qualifications to provide exceptional service in managing 401K plans. As a testament to their commitment to client satisfaction, Directional Financial Services exercises complete discretion over 100% of the assets they manage. Their compensation structure is flexible and accommodates different client needs, including a percentage of assets under management, hourly charges, and fixed fees. With an average of approximately $1,210,000 in assets under management per investment advisor, Directional Financial Services demonstrates their dedication to personalized attention and tailored financial strategies. Their knowledgeable and skilled team of seven employees is well-equipped to handle the complex financial needs of their growing clientele. Whether clients seek guidance on retirement planning, investment management, or comprehensive financial planning, Directional Financial Services delivers professional and reliable services to help clients navigate the ever-changing financial landscape. With their extensive experience and client-centric approach, Directional Financial Services continues to make a positive impact on the financial well-being of individuals and businesses in the Seattle area.

Kiley Juergens Wealth Management, LLC, based out of Olympia, WA, is a prominent local investment advisory firm with a solid reputation. With over 2,600 individual clients and an impressive $1,276,045,000 in assets under management, they have established themselves as a trusted partner for individuals seeking financial guidance. Despite 401K and individual accounts comprising less than 30% of their assets under management, Kiley Juergens Wealth Management, LLC possesses the expertise to manage employer funds, offering a comprehensive range of services to meet diverse investment needs. Notably, 86% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. With one office in Olympia, the firm operates with a team of 22 dedicated employees, including five experienced investment advisors. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose a suitable arrangement based on their preferences. Kiley Juergens Wealth Management, LLC prides itself on the high level of expertise and personalized service provided by its investment advisors. Each advisor manages an average of approximately $255,210,000 in assets under management, surpassing the industry average, which speaks to their competence and ability to handle substantial portfolios. The firm's impressive track record can be attributed in part to the expertise of their longest tenured advisors, including Mark Boyer, Robert Heck, and Martin Juergens, who have played integral roles in shaping the firm's success. Overall, Kiley Juergens Wealth Management, LLC stands as a trusted wealth management partner, offering comprehensive and tailored financial solutions to clients in the Olympia, WA area and beyond.

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.

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.

Stolz & Associates, Ps is a reputable investment advisory firm located in Tacoma, WA. With over 50 years of combined experience, the firm is dedicated to providing comprehensive financial guidance and customized investment strategies to a diverse range of clients. With their main office in Tacoma, Stolz & Associates, Ps is strategically positioned to serve clients throughout the region. Led by Andrew Stolz, Michelle Robinson, and David Stolz, who are among the firm's longest-tenured advisors, the team at Stolz & Associates, Ps consists of highly skilled professionals committed to delivering exceptional client service. The firm boasts a total of five employees, with four of them specializing in investment advisory services. Stolz & Associates, Ps manages an impressive average of approximately $39,100,000 in assets under management per investment advisor. While a majority of the assets they handle are discretionary, the firm also possesses the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. With a focus on high-net-worth individuals, Stolz & Associates, Ps currently serves over 110 individual clients, overseeing assets worth a staggering $156,393,000. Their compensation structure is designed to align their interests with the success of their clients, including a percentage of assets under management. With their unwavering commitment to integrity and excellence, Stolz & Associates, Ps has earned a strong reputation for their trusted advice and results-driven approach. Clients can rely on the firm to provide tailored investment solutions that align with their unique financial goals, ensuring their long-term prosperity.

Byrne & Company Wealth Management, LLC is a small investment advisory firm based out of Olympia, WA. With one office, they specialize in providing comprehensive wealth management services to individual and employer 401K clients. Led by Kevin Byrne, one of their longest tenured registered advisors, the firm boasts a team of two professionals, one of whom offers expert investment advisory services. With an average of approximately $108,650,000 in assets under management per investment advisor, Byrne & Company Wealth Management, LLC aligns with the industry average. Their compensation structure includes various types such as a percentage of assets under management and hourly charges, ensuring flexibility for their clients. What sets Byrne & Company Wealth Management, LLC apart is their extensive experience and expertise in managing employer 401Ks and individual portfolios. Nearly half of their assets under management are from these sources, which demonstrates their deep understanding of this niche market. Impressively, 94% of the assets they manage are discretionary, indicating a high level of trust and confidence from their clients. With over 100 individual clients and a total of $108,649,000 in assets under management, Byrne & Company Wealth Management, LLC has established a strong reputation for delivering personalized and effective investment strategies. As a trusted partner in wealth management, Byrne & Company Wealth Management, LLC is committed to helping clients achieve their financial goals through prudent investment strategies and tailored advice. Whether individuals or employers, clients can rely on their expertise to navigate the complex world of investments and secure their financial future.

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.

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.