Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Edmonds is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Edmonds & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Edmonds, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Edmonds, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Edmonds, Washington have an average of 26 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ZEVENBERGEN CAPITAL INVESTMENTS LLC 326 Admiral Way, Suite 200 Edmonds, WA, 98020-7261 | 128990 | $3,029,345,000 | 325 | A Percentage of AUM, Other (MODEL-ONLY PORTFOLIO) |
SAGE ADVISORS, LLC 115 2nd Avenue North, Suite 200 Edmonds, WA, 98020 | 301328 | $383,270,000 | 1922 | A Percentage of AUM, Fixed Fees |
HARBOUR INVESTMENT MANAGEMENT L.L.C. 152 3rd Ave S, Suite 103b Edmonds, WA, 98020-8442 | 111166 | $367,940,951 | 522 | A Percentage of AUM, Hourly charges, Fixed Fees |
BOGDANOVICH WEALTH MANAGEMENT PLLC 100 - 2nd Ave S, Suite 310 Edmonds, WA, 98020-3512 | 116557 | $240,993,962 | 165 | A Percentage of AUM, Hourly charges |
TFS ADVISORS, LLC 100 2nd Ave S., Suite 300 Edmonds, WA, 98020 | 167653 | $118,681,487 | 395 | A Percentage of AUM, Hourly charges, Fixed Fees |
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