Top financial advisors in Woodinville, WA
We've curated a list of the best financial advisors in Woodinville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $56,493,508 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 Woodinville, 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.
Helmsman Financial Group, LLC
Helmsman Financial Group, LLC is a Registered Investment Adviser established in 1998, offering portfolio management and financial planning services. The firm operates as a fiduciary for retirement accounts, ensuring clients' best interests are prioritized. Investment advice is tailored to individual client needs, following a structured process of portfolio model assignment, asset allocation, and investment selection. Services include Portfolio Analysis and Development, and Portfolio Investment Management on a discretionary and non‐discretionary basis. Clients can choose from four levels of service: Investment Assistance Program (IAP), Fund Investment Program (FIP), Portfolio Administrator Service (PAS), and Financial Stewardship Program (FSP). Fees are based on a percentage of assets under management, with minimum annual fees specified for each program. The firm's investment strategy focuses on value‐oriented, longer‐term investments with an emphasis on current income. Clients are advised on potential risks associated with market, currency, country, interest rate, credit, and income. Helmsman Financial Group, LLC reviews client accounts quarterly and provides written reports at least twice a year. The firm does not have performance‐based fees or side‐by‐side management programs. Clients are responsible for voting on securities, and the firm does not vote proxies on their behalf. Helmsman Financial Group, LLC does not have any disciplinary actions and receives compensation solely from clients, with no third‐party benefits, except for support services from Charles Schwab & Co., Inc., the recommended custodian.
$56,493,508 under management
3 advisors
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
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 Woodinville, 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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