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.

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.

Investors Portfolio Services LLC, based out of Puyallup, WA, is a small investment advisory firm dedicated to providing top-notch services to its clients. With three highly skilled employees, they offer comprehensive investment advisory services tailored to meet the unique financial goals of their clients. Drawing from their extensive expertise and industry knowledge, Investors Portfolio Services LLC manages an impressive average of $31,630,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with their clients' success. With a client base comprising over 170 individuals, Investors Portfolio Services LLC manages a substantial amount of assets, totaling over $134,709,000. Notably, approximately half of their assets under management are derived from employer 401Ks and individuals, indicating their proficiency in this particular space. A remarkable 98% of the assets they oversee are discretionary, allowing Investors Portfolio Services LLC to make informed investment decisions on behalf of their clients. Their commitment to delivering exceptional results and personalized solutions has earned them a reputation for excellence within the investment advisory field. Operating out of one office in Puyallup, Investors Portfolio Services LLC prides itself on its team of seasoned professionals. Noteworthy among them are Jeffrey Hussey, Thomas Bowman, and Frank Gallo, some of the firm's longest tenured advisors. Their collective experience and expertise contribute to the firm's outstanding track record of success. Investors Portfolio Services LLC continues to provide reliable, professional investment advisory services, helping clients navigate the complexities of the financial market and achieve their long-term financial objectives.

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.

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.

Gould Capital, LLC is a small investment advisory firm based out of Tacoma, WA, with one office. With a team of four dedicated professionals, including three investment advisors, they provide comprehensive investment advisory services to a diverse client base. The firm manages an average of approximately $114,850,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring that their interests are closely aligned with those of their clients. Gould Capital, LLC boasts a significant client base, serving over 230 individual clients with a total of more than $134,688,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. With a discretionary approach, Gould Capital, LLC has full authority to make investment decisions on behalf of their clients. This approach allows them to tailor their investment strategies to meet the unique goals and risk tolerance of each individual client. The firm takes pride in the expertise and experience of its team, with some of the longest tenured advisors being Charles Gould, Jennifer Emmons Carlson, and Gary Gould. Their extensive knowledge and dedication contribute to the firm's ability to provide exceptional service and value to their clients. Overall, Gould Capital, LLC stands as a trusted and respected investment advisory firm, committed to helping clients navigate the complexities of the financial markets and achieve their long-term financial objectives.

Parametric Portfolio Associates is a renowned investment advisory firm headquartered in Seattle, WA, and operates from six strategically located offices. With a robust team of 836 professionals, including 192 dedicated investment advisors, they offer exceptional financial guidance to their diverse clientele. Their extensive experience and expertise enable them to manage an impressive average of $2,011,930,000 in assets under management per investment advisor, far surpassing industry standards. Parametric Portfolio Associates' compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and performance-based fees. While less than 30% of their managed assets comprise 401K and individual accounts, they possess the capability to effectively handle employer funds. Notably, an overwhelming 92% of the assets they manage are discretionary, indicating a high level of trust bestowed upon their advisory services. In addition to their investment advisory offerings, Parametric Portfolio Associates extends their expertise as a commodity pool operator or commodity trading advisor, catering to both registered and exempt clients. Their exceptional track record has attracted a substantial client base, boasting over 86,770 individual clients who entrust them with a staggering $386,290,864,000 in assets under management. Parametric Portfolio Associates takes pride in their team of seasoned professionals, with some of the longest-tenured advisors including Nathan Christofferson, Bryan Sandvig, and Brian Langstraat. Their unwavering commitment to client success and wealth management has solidified their position as a trusted partner in the financial industry.

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.

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.