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.

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.

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.

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.

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.

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.

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.

Prevail Wealth Management, based out of Kirkland, WA, is an esteemed investment advisory firm with a solid track record in the industry. With over 250 individual clients and more than $157,668,000 in assets under management, they have established themselves as a trusted partner in helping clients achieve their financial goals. Dedicated to providing personalized and comprehensive financial solutions, Prevail Wealth Management operates from two offices strategically located in Kirkland. Their expertise lies in managing assets from employer 401Ks and individuals, accounting for approximately half of their impressive asset portfolio. They possess a deep understanding of this sector, gained through years of experience and a proven ability to deliver positive results. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management and fixed fees, ensuring alignment with clients' preferences and needs. With 99% of the assets they manage being discretionary, Prevail Wealth Management has the autonomy to make investment decisions on behalf of their clients, allowing for timely responses to market changes and opportunities. Comprised of a dedicated team of seven professionals, including two investment advisors, Prevail Wealth Management maintains an average of $78,830,000 in assets under management per investment advisor, positioning them at the industry average. Through their expertise, personalized service, and commitment to excellence, Prevail Wealth Management strives to empower their clients to navigate the complex world of finance and achieve enduring financial success.

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.

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.