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.

Evergreen Capital Management LLC, headquartered in Bellevue, WA, is a renowned local investment advisory firm specializing in managing assets for high net worth individuals. With a dedicated team of 35 employees, including 21 experienced investment advisors, Evergreen Capital Management provides personalized financial guidance and superior investment solutions. With an impressive average of approximately $33,250,000 in assets under management per investment advisor, Evergreen Capital Management demonstrates their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to suit their clients' diverse needs. Catering to over 380 individual clients, Evergreen Capital Management oversees a substantial portfolio of assets totaling more than $3,862,919,000 in value. With a focus on discretion and trust, an overwhelming 96% of the assets they manage are discretionary, allowing clients to rely on the firm's expertise to make informed investment decisions. With five offices strategically located in Bellevue, Evergreen Capital Management is well-positioned to serve clients throughout the region. The firm takes pride in its team of seasoned advisors, including Larry Morris, Michael Wiesmann, and David Hay, who possess extensive industry knowledge and have been providing exceptional service to clients for many years. Evergreen Capital Management LLC distinguishes itself as a trusted partner for individuals seeking comprehensive and tailored investment advisory services. With their track record of success and commitment to client satisfaction, Evergreen Capital Management continues to be a leading force in the wealth management industry.

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.

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.

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.

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.

Bristlecone Advisors LLC is a local investment advisory firm based out of Bellevue, WA, with one office. With a team of 19 employees, 9 of whom specialize in investment advisory services, Bristlecone Advisors is dedicated to helping clients achieve their financial goals. Known for their exceptional service, the firm boasts an impressive average of approximately $175,480,000 in assets under management per investment advisor, surpassing the industry average. With a comprehensive compensation structure, Bristlecone Advisors offers various fee arrangements, including a percentage of assets under management and fixed fees. All the assets managed by the firm are discretionary, reflecting their commitment to making informed investment decisions on behalf of their clients. Focused primarily on high net worth individuals, Bristlecone Advisors manages a substantial portfolio of over $1,579,361,000 in assets, serving more than 80 individual clients. The firm's success can be attributed, in part, to their team of experienced advisors. Notably, Christopher Taylor, Kevin Berry, and Anthony Waltier are among the longest-tenured professionals at the firm, bringing their wealth of knowledge and expertise to every client relationship. As Bristlecone Advisors LLC continues to provide personalized investment strategies and superior financial guidance, their dedication to serving clients' best interests sets them apart in the industry. With their strong track record and commitment to excellence, Bristlecone Advisors remains a trusted partner for individuals seeking reliable investment advisory services.

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.