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Advisors for $500,000 to $1 million in Washington

All 188 advisors

Advisors for $500,000 to $1 million in Washington: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Neil Larson Edwin Lane Financial Services Kenmore PFS Percentage of assets, Hourly
Russell Cole Sage Advisors Edmonds ChFC Percentage of assets, Fixed fees
Ryan Stevens Kutscher Benner Barsness & Stevens Seattle CFA Percentage of assets, Hourly
Adam Jordan Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Asoka Weeraratne UTA Vancouver Not listed Percentage of assets, Hourly
Bradley Vander Velde Cascade Wealth Advisors Wenatchee Not listed Percentage of assets, Hourly
Brandon Springer Helmsman Financial Group Woodinville Not listed Percentage of assets, Hourly
Brooke Trinh Truenorth Wealth Advisors Seattle Not listed Percentage of assets, Hourly
Christian Miller Capital Planning Bellevue Not listed Percentage of assets, Hourly
Christie Rooney DW Investment Solutions Spokane Valley Not listed Percentage of assets, Hourly
Daniel Gill Greene Wealth Management Seattle Not listed Percentage of assets, Hourly
Daniel McCaffrey Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Daniel Shen Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Darron Kuehn Pacific Crest Financial Advisors Everett Not listed Percentage of assets, Hourly
Douglas Springer Helmsman Financial Group Woodinville Not listed Percentage of assets, Hourly
Georgia Maloy Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Jamie Colonna My Personal CFO Vancouver Not listed Percentage of assets, Hourly
Jason Miller Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Jean Pierre Pedinielli MKT and Associates Gig Harbor Not listed Percentage of assets, Hourly
Jill McVey Bellevue Asset Management Bellevue Not listed Percentage of assets, Hourly
Jordan Ford Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Leigh Washington Capital Planning Everett Not listed Percentage of assets, Hourly
Linda Walker DW Investment Solutions Spokane Valley Not listed Percentage of assets, Hourly
Matthew Clawson Decisionpoint Financial Gig Harbor Not listed Percentage of assets, Hourly
Matthew Keefe MKT and Associates Tacoma Not listed Percentage of assets, Hourly
Michael Bell Sage Advisors Edmonds Not listed Percentage of assets, Fixed fees
Michael Dunbar Financial Insights Wealth Management Tacoma Not listed Percentage of assets, Hourly
Michael Policar NGP Financial Planning Sammamish Not listed Percentage of assets
Natalie Samuels Northern Lights Advisors Seattle Not listed Percentage of assets, Hourly
Robert Bergstrom Robert Bergstrom Bothell Not listed Percentage of assets, Hourly
Robert Frey Lakeside Advisors Seattle Not listed Percentage of assets, Hourly
Scott Benner Kutscher Benner Barsness & Stevens Seattle Not listed Percentage of assets, Hourly
Scott Smith Northern Monarch Capital Fox Island Not listed Percentage of assets, Hourly
Shaun Corry Lesa Sroufe & Company Seattle Not listed Percentage of assets, Fixed fees
Shelby Miller Helmsman Financial Group Woodinville Not listed Percentage of assets, Hourly
Stanley Woodrome Paul R. Ried Financial Group Bellevue Not listed Percentage of assets, Fixed fees
Suzanne Bottoms Firebrand Wealth Management Redmond Not listed Percentage of assets, Hourly
Troy Colby Northern Monarch Capital Fox Island Not listed Percentage of assets, Hourly