Top 9 advisors in Kirkland
We’ve curated a list of the best financial advisors in Kirkland, take a look at it below
Find an advisor in Kirkland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $741,323,884 | 6 advisors | ||
| 2 | $594,699,091 | 6 advisors | ||
| 3 | $405,630,275 | 5 advisors | ||
| 4 | $362,972,404 | 7 advisors | ||
| 5 | $338,055,509 | 11 advisors | ||
| 6 | $305,488,099 | 5 advisors | ||
| 7 | $180,328,082 | 3 advisors | ||
| 8 | $156,118,955 | 7 advisors | ||
| 9 | $122,842,676 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Kirkland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kirkland. 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.
1. Elite Wealth Management, Inc.
Assets under management
$741,323,884
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
2. Lattice Capital Management LLC
Assets under management
$594,699,091
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Schmidt Financial Group, Inc.
Assets under management
$405,630,275
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
Selection Of Other Advisers
4. Soundmark Wealth Management, LLC
Assets under management
$362,972,404
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Spg Advisors LLC
Assets under management
$338,055,509
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PROVIDER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Robinswood Financial
Assets under management
$305,488,099
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)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Kaizen Financial Advisors, LLC
Assets under management
$180,328,082
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
Educational Seminars/workshops
8. Prevail Wealth Management
Assets under management
$156,118,955
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Hot Creek Capital, L.l.c.
Assets under management
$122,842,676
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.