AdvisorCensus / Financial advisors / Washington / Seattle, WA / Charles Schwab
Financial advisors in Seattle, WA using Charles Schwab
101 SEC-registered investment advisory firms headquartered in the Seattle, WA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Aerie Advisory Group LLC | Gig Harbor | SEC-registered investment adviser | $1 billion to $5 billion |
| Aspire Capital Advisors LLC | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Auxano Advisors | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| Avantia Investment Services, LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Avier Wealth Advisors | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| Aviso Wealth Management | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| BAC Capital Advisors LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Badgley Phelps Wealth Managers | Seattle | SEC-registered investment adviser | Over $5 billion |
| Barwick & Partners, Inc. | Shoreline | SEC-registered investment adviser | $1 billion to $5 billion |
| Bellevue Asset Management, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Better Financial Services, LLC | Federal Way | SEC-registered investment adviser | $100 million to $500 million |
| Breakwater Investment Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Broadview Wealth Management, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Capital Planning, LLC | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| Cercano Management LLC | Bellevue | SEC-registered investment adviser | Over $5 billion |
| Chaney Capital Management Inc. | Lynnwood | SEC-registered investment adviser | $100 million to $500 million |
| Cloud Capital Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Cohalo | Snoqualmie | SEC-registered investment adviser | $1 billion to $5 billion |
| Coldstream Wealth Management | Bellevue | SEC-registered investment adviser | Over $5 billion |
| Columbia River Advisors | Tacoma | SEC-registered investment adviser | $100 million to $500 million |
| Comprehensive Wealth Management | Lynnwood | SEC-registered investment adviser | $100 million to $500 million |
| Directional Financial Services | Seattle | SEC-registered investment adviser | Under $25 million |
| DLK Investment Advisors, LLC | Mercer Island | SEC-registered investment adviser | $100 million to $500 million |
| Eagle Harbor Asset Management, Inc. | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Elite Wealth Management, Inc. | Kirkland | SEC-registered investment adviser | $500 million to $1 billion |
| Emerald Advisors, LLC | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| Empirical Wealth Management | Seattle | SEC-registered investment adviser | Over $5 billion |
| Ervin Investment Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Evans Capital Management Associates | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| Evergreen Capital Management LLC | Bellevue | SEC-registered investment adviser | Over $5 billion |
| Financial Freedom for Dentists LLC | Snoqualmie | SEC-registered investment adviser | $100 million to $500 million |
| Foresee Wealth Advisors | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Fortis Capital Management LLC | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| Fortitude Advisory Group L.L.C. | Gig Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Freestone Capital Management, LLC | Seattle | SEC-registered investment adviser | Over $5 billion |
| Fulcrum Capital, LLC | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Fulcrum Wealth Advisors, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Garde Capital, Inc. | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Gevers Wealth Management | Issaquah | SEC-registered investment adviser | $100 million to $500 million |
| Gould Capital, LLC | Tacoma | SEC-registered investment adviser | $100 million to $500 million |
| Greene Wealth Management, LLC | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Greystone Financial & Estate Services, Inc. | Kirkland | SEC-registered investment adviser | $100 million to $500 million |
| Hara Capital LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Harborview Asset Management LLC | Gig Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Harbour Investment Management L.L.C. | Edmonds | SEC-registered investment adviser | $100 million to $500 million |
| Helm Capital Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Helmsman Financial Group, LLC | Woodinville | SEC-registered investment adviser | $100 million to $500 million |
| Hohimer Wealth Management, LLC | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Investors Portfolio Services LLC | Puyallup | SEC-registered investment adviser | $100 million to $500 million |
| Johnson & Shute Investment Advisors, Inc. | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Kairos Capital Management, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Kaizen Financial Advisors, LLC | Kirkland | SEC-registered investment adviser | $100 million to $500 million |
| Kutscher Benner Barsness & Stevens, Inc. | Seattle | SEC-registered investment adviser | $500 million to $1 billion |
| Lighthouse Wealth Strategies, LLC | Gig Harbor | SEC-registered investment adviser | $500 million to $1 billion |
| LNW | Seattle | SEC-registered investment adviser | Over $5 billion |
| Madison Park Capital Advisors, LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Mainsail Financial Group | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Martin Nelson & Co., Inc. | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Millennial Wealth | Fall City | SEC-registered investment adviser | $100 million to $500 million |
| MKT and Associates LLC | Tacoma | SEC-registered investment adviser | $100 million to $500 million |
| Newground Social Investment | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Northern Lights Advisors, Inc. | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Northwest Asset Management | Mercer Island | SEC-registered investment adviser | $1 billion to $5 billion |
| Olde Wealth Management, LLC | Redmond | SEC-registered investment adviser | $100 million to $500 million |
| Oliver Capital Management | Seattle | SEC-registered investment adviser | $500 million to $1 billion |
| Opal Advisors | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Opportunus Wealth Management, LLC | Gig Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Optimist Retirement Group, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Asset Management, LLC | Gig Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Financial Advisors | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Sage Partners, LLC | Edmonds | SEC-registered investment adviser | $500 million to $1 billion |
| Pathmont Investment Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Petrie Capital Management LLC. | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Portfolio Strategies Inc | Tacoma | SEC-registered investment adviser | $25 million to $100 million |
| Prevail Wealth Management | Kirkland | SEC-registered investment adviser | $100 million to $500 million |
| Private Advisory | Redmond | SEC-registered investment adviser | $1 billion to $5 billion |
| Private Asset Management Inc | Kirkland | SEC-registered investment adviser | $100 million to $500 million |
| Prospero Wealth, LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Rare Wolf Capital LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Robinswood Financial | Kirkland | SEC-registered investment adviser | $100 million to $500 million |
| Runde & Co. LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| S. R. Schill & Associates, Inc. | Mercer Island | SEC-registered investment adviser | $100 million to $500 million |
| Seattle Wealth Management LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Seneschal Family Office | Tacoma | SEC-registered investment adviser | $100 million to $500 million |
| Smart Portfolios, LLC | Lake Forest Park | SEC-registered investment adviser | $100 million to $500 million |
| Sonata Capital Group Inc | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Soundpath Retirement Strategies, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Stock Management LLC | Puyallup | SEC-registered investment adviser | $100 million to $500 million |
| Stolz & Associates, PS | Tacoma | SEC-registered investment adviser | $100 million to $500 million |
| Strait & Sound | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Talbot Financial, LLC | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| TFS Advisors, LLC | Edmonds | SEC-registered investment adviser | $100 million to $500 million |
| The Fauser Group, LLC | Mercer Island | SEC-registered investment adviser | $100 million to $500 million |
| The Planner's Edge LLC | Mercer Island | SEC-registered investment adviser | $100 million to $500 million |
| Threadline Wealth | Bellevue | SEC-registered investment adviser | Over $5 billion |
| Truenorth Wealth Advisors | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Tschetter Group | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| Viewpoint Capital Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Wayfinding Financial, LLC | Lynnwood | SEC-registered investment adviser | $100 million to $500 million |
| Wealthcollab | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Zevenbergen Capital Investments LLC | Edmonds | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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