Top financial advisors in Edmonds, WA
We’ve curated a list of the best financial advisors in Edmonds, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$3,029,345,000
Number of advisors
23 advisors
| $3,029,345,000 | 23 advisors | |
| 2 |
Assets under management
$415,531,728
Number of advisors
4 advisors
| $415,531,728 | 4 advisors | |
| 3 |
Assets under management
$392,088,308
Number of advisors
11 advisors
| $392,088,308 | 11 advisors | |
| 4 |
Assets under management
$240,993,962
Number of advisors
3 advisors
| $240,993,962 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Edmonds, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Edmonds. 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.
Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC, established in March 1987, is an SEC-registered investment adviser specializing in providing discretionary investment advisory services through individually managed aggressive growth equity portfolios. The firm also advises two open-end mutual funds, the Zevenbergen Growth Fund and the Zevenbergen Genea Fund. Zevenbergen offers growth equity strategies and fixed-income securities management, tailoring services to individuals, high net worth individuals, pension plans, corporations, and more. The firm may recommend its proprietary mutual funds based on client circumstances. Additionally, Zevenbergen provides model portfolio advisory services to third-party financial institutions. The firm operates under a fiduciary duty, prioritizing clients' best interests. Clients have a minimum account size requirement, with fees based on asset levels. ZCI does not engage in performance-based fees, manages assets on a fully discretionary basis, and votes proxies on behalf of clients. The firm has a Business Continuity and Disaster Recovery Policy in place and adheres to a Code of Ethics and Personal Trading Policy. ZCI does not file class action litigation claims on behalf of clients and receives indirect compensation from third parties.
$3,029,345,000 under management
23 advisors
Fee structure
A percentage of assets under your management
MODEL-ONLY PORTFOLIO
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Model-only PortfoliosHarbour Investment Management L.l.c.
Harbour Investment Management, LLC, established in 1991 by Hans D. Berkenhoff, is an investment advisor firm based in Edmonds, WA, specializing in helping individuals and businesses achieve financial goals. The firm offers services such as financial planning, investments, retirement strategies, estate planning, and asset allocation. Clients with a minimum account size of $500,000 receive continuous asset management and financial planning services. The firm operates as a Limited Liability Company with Erika Berkenhoff and Pacific Harbour Advisors, LLC as principal owners. Harbour primarily uses fundamental analysis for investment decisions and offers tailored investment strategies based on client goals and risk tolerance. Clients pay management fees based on a tiered structure: 0.80% for the first $1,000,000, decreasing to 0.25% for amounts over $5,000,000, with a minimum quarterly fee of $250. Financial planning services are included in the investment management fee, with additional hourly rates applicable for complex scenarios. The firm does not accept performance-based fees and does not engage in side-by-side management. Clients' assets are held at a qualified custodian, and the firm does not have custody of funds or securities. Harbour Investment Management emphasizes continuous account supervision and offers a range of investment options, including mutual funds, ETFs, individual securities, and fixed income products. The firm does not have any disciplinary events and maintains a Code of Ethics to ensure fiduciary duties are upheld. Clients receive regular account reviews and proxy voting services.
$415,531,728 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Sage Advisors, LLC
Sage Advisors, LLC is a Washington-based investment advisory firm established in 2001 and registered with the SEC. The firm offers tailored investment advisory services, including portfolio management and financial planning. Clients receive customized investment advice based on their financial goals, risk tolerance, and time horizon. Sage typically requires discretionary authority to implement investment recommendations directly within client accounts. The firm manages $275 million in client assets on a discretionary basis. For portfolio management and pension consulting services, Sage charges annual asset-based management fees based on a tiered fee schedule. The fees are negotiable and calculated based on the value of the portfolio. Clients are required to maintain brokerage accounts with Fidelity Brokerage Services LLC for administrative convenience and best execution. Sage does not engage in performance-based fees or side-by-side management. The firm does not receive soft dollar benefits or compensation for client referrals. Clients are encouraged to review account statements and reports provided by the custodian, Fidelity. Sage does not hold client funds directly and has no custody over client assets. The firm has no financial commitments that would impair its ability to meet client obligations. Sage and its principals have not been subject to bankruptcy petitions.
$392,088,308 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational Seminars/workshopsBogdanovich Wealth Management Pllc
Bogdanovich Wealth Management PLLC is a Washington state professional limited liability company established in January 2008 by Jeffrey J. Bogdanovich, a Certified Public Accountant (CPA) with 25 years of experience as a registered investment advisor. The firm specializes in providing tailored advisory services to individuals, owner-dominated pension and profit sharing plans, family trusts, and estates. Clients have the flexibility to impose restrictions on investing in certain securities. The firm manages client assets totaling $270,864,590 as of December 31, 2023, all on a discretionary basis. Fees for advisory services are charged as a percentage of assets under management, ranging from 0.20% to 0.90% annually, billed quarterly in arrears. Clients may incur trading costs at their custodian, but the firm does not receive any portion of such commissions or fees. Bogdanovich Wealth Management does not accept performance-based fees and primarily provides investment advice to individuals with no minimum account size requirement. The firm's investment strategy focuses on building structured portfolios using evidence-based investing principles to optimize returns. Bogdanovich Wealth Management acts as a fiduciary, ensuring that client interests are prioritized. Clients grant the firm investment discretion, allowing it to determine asset class selection, pricing, and timing of transactions without prior approval. The firm does not vote proxies on behalf of clients and maintains all client assets at qualified custodians.
$240,993,962 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Edmonds, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Edmonds. 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.
Your first meeting is free.