Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
TRUTINA FINANCIAL 10811 Main Street,
Bellevue, WA 98004-6323 |
148866 |
$990,092,227 |
1004 |
A percentage of AUM, Fixed fees |
PAUL R. RIED FINANCIAL GROUP, LLC 10801 Main Street,
Suite 201 Bellevue, WA 98004-6366 |
297284 |
$968,682,704 |
2241 |
A percentage of AUM, Fixed fees |
SCS 10900 Ne 8th Street,
15th Floor - Suite 1550 Bellevue, WA 98004 |
310849 |
$645,576,699 |
1303 |
A percentage of AUM, Hourly charges, Fixed fees |
SYNERGY ASSET MANAGEMENT, LLC 13231 Se 36th Street,
Suite 215 Bellevue, WA 98006 |
117201 |
$488,586,218 |
2160 |
A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
B3 WEALTH STRATEGIES 11245 Se 6th Street, Building B,
Suite 120 Bellevue, WA 98004 |
300689 |
$394,931,686 |
1455 |
A percentage of AUM, Hourly charges, Fixed fees |
SOVEREIGN WEALTH ADVISORS, INC. 601 108th Avenue Ne,
Suite 1510 Bellevue, WA 98004 |
140639 |
$338,618,195 |
861 |
A percentage of AUM, Hourly charges, Fixed fees |
SNIDER FINANCIAL GROUP 12505 Bel-Red Road,
Suite 200 Bellevue, WA 98005 |
117392 |
$329,435,663 |
870 |
A percentage of AUM, Hourly charges, Fixed fees |
BELLEVUE ASSET MANAGEMENT, LLC 11400 Se 8th Street,
Suite 270 Bellevue, WA 98004 |
129194 |
$323,615,382 |
574 |
A percentage of AUM, Hourly charges, Fixed fees |
ARABLE CAPITAL PARTNERS, LLC 10655 Ne 4th St.,
Suite 705 Bellevue, WA 98004 |
287629 |
$301,598,710 |
1 |
A percentage of AUM, Performance Based |
BOONE WEALTH ADVISORS, LLC 777 108th Avenue Ne,
Suite 2230 Bellevue, WA 98004 |
116682 |
$256,622,854 |
570 |
A percentage of AUM, Hourly charges, Fixed fees |
CONOVER CAPITAL MANAGEMENT 155 108th Ave Ne,
Suite 850 Bellevue, WA 98004 |
118393 |
$242,108,286 |
334 |
A percentage of AUM, Hourly charges, Fixed fees, Other (EDUCATION ONLY SERVICE TO 401K PLANS) |
DENTAL WEALTH ADVISORS, LLC 3015 112th Avenue Ne,
Suite 210 Bellevue, WA 98004 |
127147 |
$141,445,781 |
358 |
A percentage of AUM, Fixed fees |
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. 11130 Ne 33rd Pl,
Suite 102 Bellevue, WA 98004-1466 |
116667 |
$115,174,333 |
80 |
A percentage of AUM |
MAINSAIL FINANCIAL GROUP 11245 Se 6th Street,
Suite 140 Bellevue, WA 98004 |
317970 |
$102,295,575 |
542 |
A percentage of AUM, Fixed fees |
VI INSTITUTIONAL 1632 116th Avenue Northeast,
Suite C Bellevue, WA 98004 |
306427 |
$0 |
0 |
Fixed fees |