Top advisors in Tacoma
We’ve curated a list of the best financial advisors in Tacoma, take a look at it below
Find an advisor in Tacoma| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,021,065,076 | 8 advisors | ||
| 2 | $621,063,446 | 17 advisors | ||
| 3 | $218,563,255 | 6 advisors | ||
| 4 | $180,826,223 | 6 advisors | ||
| 5 | $134,509,978 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Tacoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tacoma. 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. Benchmark Plus Management
Assets under management
$1,021,065,076
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
2. Financial Insights
Assets under management
$621,063,446
Fee structure
A percentage of assets under your management
Hourly charges
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
Selection Of Other Advisers
Educational Seminars/workshops
3. Seneschal Family Office
Assets under management
$218,563,255
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
4. Stolz & Associates, Ps
Assets under management
$180,826,223
Fee structure
A percentage of assets under your management
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
5. Gould Capital, LLC
Assets under management
$134,509,978
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Consulting
Your first meeting is free.