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AdvisorCensus / Financial advisors / Washington / Seattle, WA / Pershing LLC

Financial advisors in Seattle, WA using Pershing LLC

6 SEC-registered investment advisory firms headquartered in the Seattle, WA metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Seattle, WA ยท How this list is built

FirmCityRegistrationAssets band
McIlrath & ECK, LLCArlingtonSEC-registered investment adviser$1 billion to $5 billion
Paul R. Ried Financial Group, LLCBellevueSEC-registered investment adviser$1 billion to $5 billion
RDST Capital LLCSeattleSEC-registered investment adviser$1 billion to $5 billion
Russell InvestmentsSeattleSEC-registered investment adviserOver $5 billion
Strait & SoundSeattleSEC-registered investment adviser$100 million to $500 million
Zevenbergen Capital Investments LLCEdmondsSEC-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. Pershing LLC nationwide

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AdvisorCensus. Financial advisors in Seattle, WA using Pershing LLC. https://advisorcensus.com/advisors/wa/seattle/custodians/pershing
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