AdvisorCensus / Financial advisors / Washington / Seattle, WA / Fidelity Investments
Financial advisors in Seattle, WA using Fidelity Investments
38 SEC-registered investment advisory firms headquartered in the Seattle, WA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 180 Wealth Advisors, LLC | Federal Way | SEC-registered investment adviser | $1 billion to $5 billion |
| Aletheian Wealth Advisors LLC | Bellevue | 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 |
| Barwick & Partners, Inc. | Shoreline | SEC-registered investment adviser | $1 billion to $5 billion |
| Basecamp Wealth Advisors, LLC | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| Bear Mountain Capital Inc. | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Brighton Jones LLC | Seattle | SEC-registered investment adviser | Over $5 billion |
| Broadview Wealth Management, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Cercano Management LLC | Bellevue | SEC-registered investment adviser | Over $5 billion |
| Cloud Capital Management | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Coldstream Wealth Management | Bellevue | SEC-registered investment adviser | Over $5 billion |
| Columbia Pacific Advisors, LLC | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Consilio Wealth Advisors, LLC | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| Emerald Advisors, LLC | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| EQ Wealth Management | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Integrated Wealth Advisors, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Invesco Managed Accounts, LLC | Seattle | SEC-registered investment adviser | Over $5 billion |
| Lucid Advisors, Inc. | Seattle | SEC-registered investment adviser | $1 billion to $5 billion |
| Madison Park Capital Advisors, LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Madrona Financial & CPAS | Everett | SEC-registered investment adviser | $500 million to $1 billion |
| Mainsail Financial Group | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Marsjewett Financial Group | Bellevue | SEC-registered investment adviser | $500 million to $1 billion |
| Meridian Wealth Management | Gig Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Northwest Asset Management | Mercer Island | SEC-registered investment adviser | $1 billion to $5 billion |
| Oliver Capital Management | Seattle | SEC-registered investment adviser | $500 million to $1 billion |
| Parcion Private Wealth LLC | Bellevue | SEC-registered investment adviser | $1 billion to $5 billion |
| Prospero Wealth, LLC | Seattle | SEC-registered investment adviser | $100 million to $500 million |
| Rainier Family Wealth, Inc. | Tacoma | SEC-registered investment adviser | $100 million to $500 million |
| Russell Investments | Seattle | SEC-registered investment adviser | Over $5 billion |
| Sage Advisors, LLC | Edmonds | SEC-registered investment adviser | $500 million to $1 billion |
| Sound Legacy Wealth Advisors, LLC | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Stock Management LLC | Puyallup | SEC-registered investment adviser | $100 million to $500 million |
| Sunrise Financial Services LLC | Burien | SEC-registered investment adviser | $100 million to $500 million |
| The Retirement Solution LLC | Redmond | SEC-registered investment adviser | $500 million to $1 billion |
| Threadline Wealth | Bellevue | SEC-registered investment adviser | Over $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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Seattle, WA using Fidelity Investments. https://advisorcensus.com/advisors/wa/seattle/custodians/fidelity https://advisorcensus.com/advisors/wa/seattle/custodians/fidelity