Top financial advisors in Puyallup, WA
We've curated a list of the best financial advisors in Puyallup, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $132,174,984 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Puyallup, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Investors Portfolio Services LLC
Investors Portfolio Services LLC, established on October 16, 2012, by Frank V. Gallo, offers asset management services on a discretionary and non-discretionary basis. The firm constructs and manages stock, bond, and mutual fund portfolios tailored to client goals. Investment advisory services are personalized based on individual needs and objectives, with clients directly involved in the strategy. Clients may impose restrictions on investments, and the firm participates in Altruist LLC's Model Marketplace. The firm may hire Sub-Advisors to manage client assets, with full discretion to hire and fire as deemed suitable. The firm provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary or ERISA 3(38) investment manager. Financial planning and consulting services are available, with fees ranging from $1,500 to $5,000 on a fixed fee basis. The firm also offers tax preparation services using Ultra Tax Software. Clients have the option to engage in discretionary or non-discretionary accounts, with the firm providing quarterly account reviews. Frank V. Gallo, the principal owner, holds a Bachelor of Science in Business/Economics and is a CERTIFIED FINANCIAL PLANNERTM. He has extensive experience in the financial industry and is also involved in other business activities, including insurance sales and tax preparation. Clients are encouraged to contact Frank for any questions regarding the firm's practices and services.
$132,174,984 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
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.
Get matched with an advisorMethodology
To find the top financial advisors in Puyallup, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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