Top 10 advisors in Washington
We’ve curated a list of the best financial advisors in Washington, take a look at it below
Find an advisor in Washington1. Himalaya Capital
Assets under management
$14,168,429,313
Fee structure
Performance-based fees
REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Invesco Managed Accounts, LLC
Assets under management
$11,394,626,019
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Cercano Management LLC
Assets under management
$8,000,289,154
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Coldstream Wealth Management
Assets under management
$6,773,057,186
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PROJECT BY PROJECT BASIS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
5. Aptitude Investment Management Lp
Assets under management
$6,547,273,135
Fee structure
A percentage of assets under your management
Performance-based fees
ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 2
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
6. Freestone Capital Management, LLC
Assets under management
$6,104,439,188
Fee structure
A percentage of assets under your management
Commissions
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Columbia Pacific Wealth Management
Assets under management
$5,344,564,502
Fee structure
A percentage of assets under your management
Fixed fees
ADMINISTRATION FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Empirical Wealth Management
Assets under management
$4,173,413,099
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Tax Preparation And Insurance Services
9. Frazier Healthcare Partners
Assets under management
$4,050,015,567
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Badgley Phelps Wealth Managers
Assets under management
$3,868,764,189
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Credit, Cash Management And Insurance Solutions
How we came up with this list
To generate our top financial advisors list in Washington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Washington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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