{ "path": "/advisors/wa/seattle", "url": "https://advisorcensus.com/advisors/wa/seattle/page/2", "page_type": "metro", "title": "Financial advisors in Seattle, WA", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in Seattle, WA?", "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the Seattle metro area, from Form ADV filings as of October 2026: 201 SEC-registered, 148 state-registered, and 100 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 Seattle, WA?", "a": "149 of the 449 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 Seattle, WA offer financial planning?", "a": "205 of the 349 firms in Seattle, 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 Seattle, 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 149 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 449 investment advisory firms with a principal office in the Seattle metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Seattle has 449 investment advisory firms with a principal office in the metro area as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. 149 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 114 report under $100 million in regulatory assets under management. The metro area has 1,608,596 households, 403,953 of them with income of $200,000 or more, or 900 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Seattle, WA: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 2, "total_pages": 9, "sort": "name", "registration_types": { "sec": 201, "state": 148, "exempt": 100 }, "fee_model_mix": [ { "code": "fee-only", "count": 149 }, { "code": "percentage_of_aum", "count": 305 }, { "code": "hourly", "count": 148 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 170 }, { "code": "commissions", "count": 8 }, { "code": "performance_based", "count": 70 }, { "code": "other", "count": 40 }, { "code": "not_reported", "count": 100 } ], "years_registered_distribution": [ { "code": "under_5", "count": 180 }, { "code": "5_to_9", "count": 104 }, { "code": "10_to_19", "count": 98 }, { "code": "20_plus", "count": 63 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 63 }, { "code": "25m_100m", "count": 51 }, { "code": "100m_500m", "count": 114 }, { "code": "500m_1b", "count": 26 }, { "code": "1b_5b", "count": 34 }, { "code": "over_5b", "count": 20 }, { "code": "not_reported", "count": 141 } ], "firms": [ { "crd_number": 111470, "name": "Bentallgreenoak (U.S.) Limited Partnership", "name_as_filed": "BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP", "url": "https://advisorcensus.com/firm/bentallgreenoak-u-s-limited-partnership-seattle-wa-111470", "city": "Seattle", "state": "WA", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116276, "name": "Berntson Porter Wealth Management, LLC", "name_as_filed": "BERNTSON PORTER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/berntson-porter-wealth-management-llc-bellevue-wa-116276", "city": "Bellevue", "state": "WA", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 329520, "name": "Better Financial Services, LLC", "name_as_filed": "BETTER FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/better-financial-services-llc-federal-way-wa-329520", "city": "Federal Way", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284637, "name": "Biomatics Management Company, LLC", "name_as_filed": "BIOMATICS MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/biomatics-management-company-llc-seattle-wa-284637", "city": "Seattle", "state": "WA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333256, "name": "Blue Mountain Wealth Management", "name_as_filed": "BLUE MOUNTAIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-mountain-wealth-management-monroe-wa-333256", "city": "Monroe", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309479, "name": "BMMS Wealth Advisory LLC", "name_as_filed": "BMMS WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/bmms-wealth-advisory-llc-bellevue-wa-309479", "city": "Bellevue", "state": "WA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 116682, "name": "Boone Wealth Advisors, LLC", "name_as_filed": "BOONE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/boone-wealth-advisors-llc-bellevue-wa-116682", "city": "Bellevue", "state": "WA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 150841, "name": "Breakwater Investment Management", "name_as_filed": "BREAKWATER INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/breakwater-investment-management-seattle-wa-150841", "city": "Seattle", "state": "WA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 305580, "name": "BRIDGE33 Investment Management LLC", "name_as_filed": "BRIDGE33 INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bridge33-investment-management-llc-seattle-wa-305580", "city": "Seattle", "state": "WA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 108601, "name": "Brighton Jones LLC", "name_as_filed": "BRIGHTON JONES LLC", "url": "https://advisorcensus.com/firm/brighton-jones-llc-seattle-wa-108601", "city": "Seattle", "state": "WA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 174429, "name": "Broadview Wealth Management, LLC", "name_as_filed": "BROADVIEW WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broadview-wealth-management-llc-bellevue-wa-174429", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 268791, "name": "Brown Bridge Capital, LLC", "name_as_filed": "BROWN BRIDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/brown-bridge-capital-llc-bellevue-wa-268791", "city": "Bellevue", "state": "WA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297580, "name": "Business Wise Insurance, PLLC", "name_as_filed": "BUSINESS WISE INSURANCE, PLLC", "url": "https://advisorcensus.com/firm/business-wise-insurance-pllc-snohomish-wa-297580", "city": "Snohomish", "state": "WA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 295235, "name": "Cactus Capital, LLC", "name_as_filed": "CACTUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cactus-capital-llc-seattle-wa-295235", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158636, "name": "Cadence Wealth Management, LLC", "name_as_filed": "CADENCE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cadence-wealth-management-llc-seattle-wa-158636", "city": "Seattle", "state": "WA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318008, "name": "Calpa Advisors LLC", "name_as_filed": "CALPA ADVISORS LLC", "url": "https://advisorcensus.com/firm/calpa-advisors-llc-kirkland-wa-318008", "city": "Kirkland", "state": "WA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 119481, "name": "Capital Investment Management", "name_as_filed": "CAPITAL INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-investment-management-seattle-wa-119481", "city": "Seattle", "state": "WA", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121567, "name": "Capital Investment Services, LLC", "name_as_filed": "CAPITAL INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-investment-services-llc-lynnwood-wa-121567", "city": "Lynnwood", "state": "WA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291260, "name": "Capital Partners Wealth Management", "name_as_filed": "CAPITAL PARTNERS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-partners-wealth-management-issaquah-wa-291260", "city": "Issaquah", "state": "WA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169470, "name": "Capital Planning, LLC", "name_as_filed": "CAPITAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/capital-planning-llc-bellevue-wa-169470", "city": "Bellevue", "state": "WA", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284129, "name": "Capria Ventures LLC", "name_as_filed": "CAPRIA VENTURES LLC", "url": "https://advisorcensus.com/firm/capria-ventures-llc-seattle-wa-284129", "city": "Seattle", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 319611, "name": "Carter Group GP LLC", "name_as_filed": "CARTER GROUP GP LLC", "url": "https://advisorcensus.com/firm/carter-group-gp-llc-seattle-wa-319611", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171943, "name": "CBC Partners, LLC", "name_as_filed": "CBC PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cbc-partners-llc-sammamish-wa-171943", "city": "Sammamish", "state": "WA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288579, "name": "Cedar River Capital, LLC", "name_as_filed": "CEDAR RIVER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cedar-river-capital-llc-seattle-wa-288579", "city": "Seattle", "state": "WA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319458, "name": "Ceff GP LLC", "name_as_filed": "CEFF GP LLC", "url": "https://advisorcensus.com/firm/ceff-gp-llc-seattle-wa-319458", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315897, "name": "Cercano Management LLC", "name_as_filed": "CERCANO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cercano-management-llc-bellevue-wa-315897", "city": "Bellevue", "state": "WA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 323561, "name": "Ceva Advisors", "name_as_filed": "CEVA ADVISORS", "url": "https://advisorcensus.com/firm/ceva-advisors-redmond-wa-323561", "city": "Redmond", "state": "WA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 116511, "name": "Chaney Capital Management Inc.", "name_as_filed": "CHANEY CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511", "city": "Lynnwood", "state": "WA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333806, "name": "Chaps Lifestyle LLC", "name_as_filed": "CHAPS LIFESTYLE LLC", "url": "https://advisorcensus.com/firm/chaps-lifestyle-llc-seattle-wa-333806", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168938, "name": "Clarity Northwest Wealth Management, LLC", "name_as_filed": "CLARITY NORTHWEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clarity-northwest-wealth-management-llc-seattle-wa-168938", "city": "Seattle", "state": "WA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118159, "name": "Clark Nuber Wealth Management", "name_as_filed": "CLARK NUBER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clark-nuber-wealth-management-bellevue-wa-118159", "city": "Bellevue", "state": "WA", "years_registered": 34, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 317325, "name": "Cloud Capital Management", "name_as_filed": "CLOUD CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/cloud-capital-management-seattle-wa-317325", "city": "Seattle", "state": "WA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297315, "name": "Cohalo", "name_as_filed": "COHALO", "url": "https://advisorcensus.com/firm/cohalo-snoqualmie-wa-297315", "city": "Snoqualmie", "state": "WA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108805, "name": "Coldstream Wealth Management", "name_as_filed": "COLDSTREAM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/coldstream-wealth-management-bellevue-wa-108805", "city": "Bellevue", "state": "WA", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 289191, "name": "Colmina, LLC", "name_as_filed": "COLMINA, LLC", "url": "https://advisorcensus.com/firm/colmina-llc-seattle-wa-289191", "city": "Seattle", "state": "WA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142725, "name": "Columbia Pacific Advisors, LLC", "name_as_filed": "COLUMBIA PACIFIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/columbia-pacific-advisors-llc-seattle-wa-142725", "city": "Seattle", "state": "WA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154571, "name": "Columbia River Advisors", "name_as_filed": "COLUMBIA RIVER ADVISORS", "url": "https://advisorcensus.com/firm/columbia-river-advisors-tacoma-wa-154571", "city": "Tacoma", "state": "WA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306966, "name": "Columbia Strategic Wealth Advisors, LLC", "name_as_filed": "COLUMBIA STRATEGIC WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/columbia-strategic-wealth-advisors-llc-seattle-wa-306966", "city": "Seattle", "state": "WA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296864, "name": "Colzen Capital", "name_as_filed": "COLZEN CAPITAL", "url": "https://advisorcensus.com/firm/colzen-capital-seattle-wa-296864", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315721, "name": "Colzen Partners LLC", "name_as_filed": "COLZEN PARTNERS LLC", "url": "https://advisorcensus.com/firm/colzen-partners-llc-seattle-wa-315721", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307547, "name": "Comet Capital", "name_as_filed": "COMET CAPITAL", "url": "https://advisorcensus.com/firm/comet-capital-seattle-wa-307547", "city": "Seattle", "state": "WA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116958, "name": "Comprehensive Wealth Management", "name_as_filed": "COMPREHENSIVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/comprehensive-wealth-management-lynnwood-wa-116958", "city": "Lynnwood", "state": "WA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 305925, "name": "Concepts Financial Services, LLC", "name_as_filed": "CONCEPTS FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/concepts-financial-services-llc-kirkland-wa-305925", "city": "Kirkland", "state": "WA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 310737, "name": "Concreit Fund Management LLC", "name_as_filed": "CONCREIT FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/concreit-fund-management-llc-seattle-wa-310737", "city": "Seattle", "state": "WA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 314466, "name": "Consilio Wealth Advisors, LLC", "name_as_filed": "CONSILIO WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/consilio-wealth-advisors-llc-bellevue-wa-314466", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316561, "name": "Context Ventures, LLC", "name_as_filed": "CONTEXT VENTURES, LLC", "url": "https://advisorcensus.com/firm/context-ventures-llc-auburn-wa-316561", "city": "Auburn", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327183, "name": "Convexity Wealth Management, LLC", "name_as_filed": "CONVEXITY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/convexity-wealth-management-llc-seattle-wa-327183", "city": "Seattle", "state": "WA", "years_registered": 2, "raum_band": "25m_100m", "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/gig-harbor", "label": "Financial advisors in Gig Harbor, WA", "firm_count": 15 }, { "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": 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"https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }