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.

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.

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.

M3 Advisory Group, LLC is a small investment advisory firm headquartered in Needham Heights, MA. With a team of five dedicated professionals, they provide comprehensive investment advisory services to their esteemed clientele. Led by experienced registered advisors, John Jeffries and Mark Scionti, the firm boasts a wealth of knowledge and expertise in the financial industry. M3 Advisory Group focuses on managing assets for individuals, delivering exceptional results and maintaining the trust of their clients. They have over 20 individual clients, collectively entrusting the firm with more than $213,000,000 in assets under management. With an average of approximately $38,960,000 in assets under management per investment advisor, M3 Advisory Group demonstrates their ability to handle substantial portfolios. The compensation structure at M3 Advisory Group is designed to align the interests of the firm with those of their clients. They offer various types of fees, including a percentage of assets under management and fixed fees. With a vast majority of their assets, around 80%, being managed on a discretionary basis, clients can rely on M3 Advisory Group to make informed decisions and actively monitor their investments. Although 401K and individual accounts represent less than 30% of their assets under management, M3 Advisory Group has the capacity to manage employer funds. The firm's commitment to personalized service and attention to detail sets them apart in the industry, ensuring their clients' financial goals are met with precision and care. With a singular office location, M3 Advisory Group serves the Needham Heights community and beyond, providing tailored investment advisory solutions for a diverse range of clients.

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.

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.

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.

Pacific Portfolio Consulting, LLC, headquartered in Seattle, WA, is a well-established local investment advisory firm that provides comprehensive financial services to a diverse clientele. With a total of 23 dedicated professionals, including 12 experienced investment advisors, the company offers personalized investment strategies tailored to meet the unique goals and objectives of each client. Having amassed a considerable reputation in the industry, Pacific Portfolio Consulting manages an impressive $4,121,589,000 in assets under management, with an average of $72,600,000 per investment advisor, aligning with the industry average. The firm boasts a compensation structure that encompasses various types, including a percentage of assets under management, ensuring their interests remain closely aligned with their clients'. Pacific Portfolio Consulting serves a broad range of clients, catering to the investment needs of over 110 individuals. Demonstrating their expertise in discretionary management, the firm oversees 35% of the assets they manage. With three strategically located offices, the company is well-positioned to provide convenient access to their services throughout the region. A testament to their commitment to excellence, Pacific Portfolio Consulting prides itself on its team of seasoned professionals. Notable among them are James Ayres, Lawerence Hood, and Jean Debruler, who have consistently provided expert advice and guidance to clients, establishing strong relationships and ensuring long-term success. As Pacific Portfolio Consulting continues to expand its reach and deliver top-notch financial solutions, their dedication to personalized service and their track record of success make them a trusted choice for individuals seeking professional investment advisory services in the Seattle area and beyond.

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.