Cercano Management LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $8,000,289,154 of assets under management and employs about 45 people. Cercano Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Coldstream Wealth Management is a financial advisory firm based in Bellevue, Washington. It currently has approximately $6,773,057,186 of assets under management and employs about 133 people. Coldstream Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and project by project basis.

Evergreen Capital Management LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $3,691,539,593 of assets under management and employs about 35 people. Evergreen Capital Management LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and negotiated fees for ad hoc unsolicited investment advice.

The Pacific Financial Group, Inc. is a financial advisory firm based in Bellevue, Washington. It currently has approximately $2,891,803,031 of assets under management and employs about 85 people. The Pacific Financial Group, Inc. uses a fee structure of and a percentage of assets under your management.

Pacific Financial Group, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $2,604,897,438 of assets under management and employs about 13 people. Pacific Financial Group, LLC uses a fee structure of a percentage of assets under your management and negotiated fees for riskpro.

Parcion Private Wealth, LLC is a registered investment adviser based in Bellevue, WA, offering financial planning, consulting, and investment management services. The firm was established in October 2020 and is owned by Terrance L. Cook. Parcion provides comprehensive wealth management services, including discretionary and non-discretionary management of investment portfolios, with a focus on individual equities, debt securities, ETFs, mutual funds, and cash equivalents. Clients can expect an annual fee ranging between 0.60% to 1.50% based on assets under management, prorated and charged quarterly. Parcion may also recommend certain clients invest in alternative investments like structured notes or privately placed securities. The firm has the authority to exercise discretion on behalf of clients and can trade on their behalf without prior consent. Parcion offers a broad range of wealth management and consulting services, including business planning, estate planning, retirement planning, and tax planning. The firm monitors client portfolios continuously and conducts formal reviews at least annually. Clients receive account statements directly from the custodian holding their assets and can also receive written reports from Parcion. Overall, Parcion Private Wealth, LLC provides personalized wealth management services tailored to individual client needs, with a focus on transparency, client communication, and comprehensive financial planning.

Highland Private Wealth Management, established in May 1999, specializes in providing financial life management services to high net worth individuals and families primarily on the West Coast. The firm offers two main categories of services: Investment Management and Wealth Advisory & Coaching. Investment Management services include goal-based portfolio management using Smart IndexingTM, diversification of assets, and customized reporting. Wealth Advisory & Coaching services focus on understanding clients' financial situations and goals, offering comprehensive financial planning, and collaborating with other professional advisers. The firm acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring recommendations are in clients' best interests. Highland has approximately $1.31 billion in discretionary assets under management as of December 31, 2021, with a minimum annual fee of $40,000. The firm charges custom advisory fees based on wealth advisory and investment management services, with a minimum annual fee of $4,000 for some clients. Highland recommends Charles Schwab & Co., Inc. as the qualified custodian for client assets and executes most trades through Schwab to achieve best execution. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients receive account statements directly from the custodian and have access to written investment summary reports. Highland does not pay for client referrals and does not have any financial commitments that could impact client services.

Bensler, LLC, operating as SCS, is a registered investment adviser based in Bellevue, WA, providing portfolio management services primarily through wrap fee accounts on the LPL Financial platform. The firm's investment strategy includes socially responsible investing, incorporating ESG considerations. SCS charges a negotiable annual fee of up to 2.5% based on assets under management, withdrawn directly from client accounts. Clients can make additions or withdrawals with pro-rata fee adjustments. The firm allows termination within five business days for a full fee refund. SCS serves various client types, including individuals, high-net-worth individuals, trusts, corporations, and pension plans, with no minimum account size required. The firm's investment philosophy involves long-term investing, asset allocation, and tactical, strategic, and dynamic strategies. SCS uses fundamental, technical, and cyclical analysis methods. The firm discloses potential risks, such as market, company, fixed income, ETF, and liquidity risks, and maintains a Code of Ethics to ensure compliance and client protection. SCS does not accept performance-based fees and provides regular client reports. The firm's financial condition is stable, with no bankruptcy history or financial impairments affecting client commitments.

Auxano Advisors, LLC is a registered investment adviser based in Bellev