{
  "path": "/advisors/wa/seattle/gig-harbor",
  "url": "https://advisorcensus.com/advisors/wa/seattle/gig-harbor",
  "page_type": "metro_city",
  "title": "Financial advisors in Gig Harbor, WA",
  "filters": {},
  "scope_total": 15,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Gig Harbor, WA?",
      "a": "AdvisorCensus lists 15 investment advisory firms with a principal office in Gig Harbor, Washington (part of the Seattle metro area), from Form ADV filings as of October 2026: 9 SEC-registered, 6 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Gig Harbor, WA?",
      "a": "4 of the 15 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Gig Harbor, WA offer financial planning?",
      "a": "8 of the 15 firms in Gig Harbor, WA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Gig Harbor, WA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 4 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 15 investment advisory firms with a principal office in Gig Harbor, Washington (part of the Seattle metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Seattle metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Gig Harbor, WA: 15 firms from Form ADV filings as of October 2026.",
  "total_firms": 15,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 9,
    "state": 6,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 4
    },
    {
      "code": "percentage_of_aum",
      "count": 13
    },
    {
      "code": "hourly",
      "count": 5
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 8
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 4
    },
    {
      "code": "other",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 5
    },
    {
      "code": "5_to_9",
      "count": 5
    },
    {
      "code": "10_to_19",
      "count": 2
    },
    {
      "code": "20_plus",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 1
    },
    {
      "code": "25m_100m",
      "count": 3
    },
    {
      "code": "100m_500m",
      "count": 6
    },
    {
      "code": "500m_1b",
      "count": 2
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 333610,
      "name": "Aerie Advisory Group LLC",
      "name_as_filed": "AERIE ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/aerie-advisory-group-llc-gig-harbor-wa-333610",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127471,
      "name": "Benchmark Plus Management",
      "name_as_filed": "BENCHMARK PLUS MANAGEMENT",
      "url": "https://advisorcensus.com/firm/benchmark-plus-management-gig-harbor-wa-127471",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153297,
      "name": "Bortel Investment Management, LLC",
      "name_as_filed": "BORTEL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bortel-investment-management-llc-gig-harbor-wa-153297",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310562,
      "name": "Briarwood Financial",
      "name_as_filed": "BRIARWOOD FINANCIAL",
      "url": "https://advisorcensus.com/firm/briarwood-financial-gig-harbor-wa-310562",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301964,
      "name": "Conestoga Wealth Partners",
      "name_as_filed": "CONESTOGA WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/conestoga-wealth-partners-gig-harbor-wa-301964",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322829,
      "name": "Faire Capital Group",
      "name_as_filed": "FAIRE CAPITAL GROUP",
      "url": "https://advisorcensus.com/firm/faire-capital-group-gig-harbor-wa-322829",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116083,
      "name": "Fortitude Advisory Group L.L.C.",
      "name_as_filed": "FORTITUDE ADVISORY GROUP L.L.C.",
      "url": "https://advisorcensus.com/firm/fortitude-advisory-group-l-l-c-gig-harbor-wa-116083",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332767,
      "name": "Harborview Asset Management LLC",
      "name_as_filed": "HARBORVIEW ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/harborview-asset-management-llc-gig-harbor-wa-332767",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299334,
      "name": "Lighthouse Wealth Strategies, LLC",
      "name_as_filed": "LIGHTHOUSE WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/lighthouse-wealth-strategies-llc-gig-harbor-wa-299334",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285853,
      "name": "Meridian Wealth Management",
      "name_as_filed": "MERIDIAN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300141,
      "name": "Opportunus Wealth Management, LLC",
      "name_as_filed": "OPPORTUNUS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/opportunus-wealth-management-llc-gig-harbor-wa-300141",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327327,
      "name": "P3 Asset Management",
      "name_as_filed": "P3 ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/p3-asset-management-gig-harbor-wa-327327",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115157,
      "name": "Pacific Asset Management, LLC",
      "name_as_filed": "PACIFIC ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pacific-asset-management-llc-gig-harbor-wa-115157",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143609,
      "name": "Pioneer Square Advisors, LLC",
      "name_as_filed": "PIONEER SQUARE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pioneer-square-advisors-llc-gig-harbor-wa-143609",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297471,
      "name": "The Dayton Company Inc",
      "name_as_filed": "THE DAYTON COMPANY INC",
      "url": "https://advisorcensus.com/firm/the-dayton-company-inc-gig-harbor-wa-297471",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/wa",
      "label": "Financial advisors in Washington"
    },
    "metro": {
      "path": "/advisors/wa/seattle",
      "label": "Financial advisors in Seattle, WA"
    },
    "city_pages": [
      {
        "path": "/advisors/wa/seattle/bellevue",
        "label": "Financial advisors in Bellevue, WA",
        "firm_count": 93
      },
      {
        "path": "/advisors/wa/seattle/kirkland",
        "label": "Financial advisors in Kirkland, WA",
        "firm_count": 25
      },
      {
        "path": "/advisors/wa/seattle/tacoma",
        "label": "Financial advisors in Tacoma, WA",
        "firm_count": 16
      },
      {
        "path": "/advisors/wa/seattle/mercer-island",
        "label": "Financial advisors in Mercer Island, WA",
        "firm_count": 15
      },
      {
        "path": "/advisors/wa/seattle/redmond",
        "label": "Financial advisors in Redmond, WA",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/wa/seattle/fee-only",
        "label": "Fee-only financial advisors in Seattle, WA",
        "firm_count": 149
      },
      {
        "path": "/advisors/wa/seattle/flat-fee",
        "label": "Flat-fee financial advisors in Seattle, WA",
        "firm_count": 170
      },
      {
        "path": "/advisors/wa/seattle/hourly",
        "label": "Hourly financial advisors in Seattle, WA",
        "firm_count": 148
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/wa/seattle/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Seattle, WA"
      },
      {
        "path": "/advisors/wa/seattle/farmers-and-ranchers",
        "firm_count": 1,
        "label": "Financial advisors for farmers and ranchers in Seattle, WA"
      },
      {
        "path": "/advisors/wa/seattle/sustainable-and-impact-investing",
        "firm_count": 1,
        "label": "Financial advisors for sustainable and impact investing in Seattle, WA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}