{
  "path": "/advisors/wa/seattle",
  "url": "https://advisorcensus.com/advisors/wa/seattle/page/6",
  "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": 6,
  "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": 148920,
      "name": "Matchpoint Capital Management, LLC",
      "name_as_filed": "MATCHPOINT CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/matchpoint-capital-management-llc-seattle-wa-148920",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160495,
      "name": "Maveron LLC",
      "name_as_filed": "MAVERON LLC",
      "url": "https://advisorcensus.com/firm/maveron-llc-seattle-wa-160495",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 145252,
      "name": "McIlrath & ECK, LLC",
      "name_as_filed": "MCILRATH & ECK, LLC",
      "url": "https://advisorcensus.com/firm/mcilrath-and-eck-llc-arlington-wa-145252",
      "city": "Arlington",
      "state": "WA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329124,
      "name": "Megg Investment, LLC",
      "name_as_filed": "MEGG INVESTMENT, LLC",
      "url": "https://advisorcensus.com/firm/megg-investment-llc-mercer-island-wa-329124",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328908,
      "name": "Meliorate Management, LLC",
      "name_as_filed": "MELIORATE MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/meliorate-management-llc-mercer-island-wa-328908",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 117233,
      "name": "Mellor & Associates LLC",
      "name_as_filed": "MELLOR & ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139180,
      "name": "Meridan Capital, LLC",
      "name_as_filed": "MERIDAN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/meridan-capital-llc-seattle-wa-139180",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "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": 169448,
      "name": "MG Financial, Inc.",
      "name_as_filed": "MG FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/mg-financial-inc-seattle-wa-169448",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289970,
      "name": "Millennial Wealth",
      "name_as_filed": "MILLENNIAL WEALTH",
      "url": "https://advisorcensus.com/firm/millennial-wealth-fall-city-wa-289970",
      "city": "Fall City",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112245,
      "name": "Milliman Advisors, LLC",
      "name_as_filed": "MILLIMAN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/milliman-advisors-llc-seattle-wa-112245",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329889,
      "name": "MKT and Associates LLC",
      "name_as_filed": "MKT AND ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/mkt-and-associates-llc-tacoma-wa-329889",
      "city": "Tacoma",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340142,
      "name": "Mont AI",
      "name_as_filed": "MONT AI",
      "url": "https://advisorcensus.com/firm/mont-ai-seattle-wa-340142",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299002,
      "name": "Moss Bay Capital",
      "name_as_filed": "MOSS BAY CAPITAL",
      "url": "https://advisorcensus.com/firm/moss-bay-capital-kirkland-wa-299002",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151666,
      "name": "Mountain Pacific Advisors, LLC",
      "name_as_filed": "MOUNTAIN PACIFIC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mountain-pacific-advisors-llc-bellevue-wa-151666",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337602,
      "name": "Mullbry GP, LLC",
      "name_as_filed": "MULLBRY GP, LLC",
      "url": "https://advisorcensus.com/firm/mullbry-gp-llc-seattle-wa-337602",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 136554,
      "name": "Myicon",
      "name_as_filed": "MYICON",
      "url": "https://advisorcensus.com/firm/myicon-kirkland-wa-136554",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318382,
      "name": "Naqvi, Mujteba",
      "name_as_filed": "NAQVI, MUJTEBA",
      "url": "https://advisorcensus.com/firm/naqvi-mujteba-seattle-wa-318382",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 117060,
      "name": "Newground Social Investment",
      "name_as_filed": "NEWGROUND SOCIAL INVESTMENT",
      "url": "https://advisorcensus.com/firm/newground-social-investment-seattle-wa-117060",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301389,
      "name": "Next Steps Advisors, Inc.",
      "name_as_filed": "NEXT STEPS ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/next-steps-advisors-inc-bellevue-wa-301389",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172639,
      "name": "Nomad Capital Group, LLC",
      "name_as_filed": "NOMAD CAPITAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/nomad-capital-group-llc-bellevue-wa-172639",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302104,
      "name": "North Creek Capital, LLC",
      "name_as_filed": "NORTH CREEK CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/north-creek-capital-llc-seattle-wa-302104",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284561,
      "name": "North Financial Inc",
      "name_as_filed": "NORTH FINANCIAL INC",
      "url": "https://advisorcensus.com/firm/north-financial-inc-university-place-wa-284561",
      "city": "University Place",
      "state": "WA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342628,
      "name": "North Pine Strategic Wealth",
      "name_as_filed": "NORTH PINE STRATEGIC WEALTH",
      "url": "https://advisorcensus.com/firm/north-pine-strategic-wealth-kirkland-wa-342628",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167824,
      "name": "Northern Lights Advisors, Inc.",
      "name_as_filed": "NORTHERN LIGHTS ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/northern-lights-advisors-inc-seattle-wa-167824",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332937,
      "name": "Northern Monarch Capital LLC",
      "name_as_filed": "NORTHERN MONARCH CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/northern-monarch-capital-llc-fox-island-wa-332937",
      "city": "Fox Island",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106544,
      "name": "Northwest Administrators Inc",
      "name_as_filed": "NORTHWEST ADMINISTRATORS INC",
      "url": "https://advisorcensus.com/firm/northwest-administrators-inc-seattle-wa-106544",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 51,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147923,
      "name": "Northwest Asset Management",
      "name_as_filed": "NORTHWEST ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/northwest-asset-management-mercer-island-wa-147923",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315252,
      "name": "Nudibranch Capital, LLC",
      "name_as_filed": "NUDIBRANCH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/nudibranch-capital-llc-seattle-wa-315252",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329776,
      "name": "NW Angel, LLC",
      "name_as_filed": "NW ANGEL, LLC",
      "url": "https://advisorcensus.com/firm/nw-angel-llc-seattle-wa-329776",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 151192,
      "name": "NWT Advisors, LLC",
      "name_as_filed": "NWT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nwt-advisors-llc-duvall-wa-151192",
      "city": "Duvall",
      "state": "WA",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315105,
      "name": "Okung Ventures LLC",
      "name_as_filed": "OKUNG VENTURES LLC",
      "url": "https://advisorcensus.com/firm/okung-ventures-llc-bellevue-wa-315105",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 308991,
      "name": "Olde Wealth Management, LLC",
      "name_as_filed": "OLDE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/olde-wealth-management-llc-redmond-wa-308991",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127606,
      "name": "Oliver Capital Management",
      "name_as_filed": "OLIVER CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oliver-capital-management-seattle-wa-127606",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125381,
      "name": "Omega Financial Investments & Insurance",
      "name_as_filed": "OMEGA FINANCIAL INVESTMENTS & INSURANCE",
      "url": "https://advisorcensus.com/firm/omega-financial-investments-and-insurance-kirkland-wa-125381",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284322,
      "name": "Onyxx Investment Group, Inc.",
      "name_as_filed": "ONYXX INVESTMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/onyxx-investment-group-inc-kirkland-wa-284322",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 164014,
      "name": "Opal Advisors",
      "name_as_filed": "OPAL ADVISORS",
      "url": "https://advisorcensus.com/firm/opal-advisors-bellevue-wa-164014",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333505,
      "name": "OPP Wealth Advisory LLC",
      "name_as_filed": "OPP WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/opp-wealth-advisory-llc-bellevue-wa-333505",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "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",
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331372,
      "name": "Optica Technology Group LLC",
      "name_as_filed": "OPTICA TECHNOLOGY GROUP LLC",
      "url": "https://advisorcensus.com/firm/optica-technology-group-llc-bellevue-wa-331372",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340466,
      "name": "Optimal Tax Asset Management",
      "name_as_filed": "OPTIMAL TAX ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/optimal-tax-asset-management-bellevue-wa-340466",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 119086,
      "name": "Optimist Retirement Group, LLC",
      "name_as_filed": "OPTIMIST RETIREMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/optimist-retirement-group-llc-bellevue-wa-119086",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "commissions"
      ],
      "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": 155774,
      "name": "Pacific Crest Financial Advisors, LLC",
      "name_as_filed": "PACIFIC CREST FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pacific-crest-financial-advisors-llc-everett-wa-155774",
      "city": "Everett",
      "state": "WA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154160,
      "name": "Pacific Financial Advisors",
      "name_as_filed": "PACIFIC FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/pacific-financial-advisors-bellevue-wa-154160",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119120,
      "name": "Pacific Horizon Investment Management LLC",
      "name_as_filed": "PACIFIC HORIZON INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pacific-horizon-investment-management-llc-seattle-wa-119120",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315663,
      "name": "Pacific Sage Partners, LLC",
      "name_as_filed": "PACIFIC SAGE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pacific-sage-partners-llc-edmonds-wa-315663",
      "city": "Edmonds",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317489,
      "name": "Pack Ventures",
      "name_as_filed": "PACK VENTURES",
      "url": "https://advisorcensus.com/firm/pack-ventures-seattle-wa-317489",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 114310,
      "name": "Parametric Portfolio Associates",
      "name_as_filed": "PARAMETRIC PORTFOLIO ASSOCIATES",
      "url": "https://advisorcensus.com/firm/parametric-portfolio-associates-seattle-wa-114310",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": "/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
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/wa/seattle/for-high-net-worth-individuals",
        "firm_count": 238,
        "label": "Financial advisors for high-net-worth individuals in Seattle, WA"
      },
      {
        "path": "/advisors/wa/seattle/for-retirement-plans",
        "firm_count": 85,
        "label": "Financial advisors for retirement plans in Seattle, WA"
      },
      {
        "path": "/advisors/wa/seattle/for-businesses",
        "firm_count": 94,
        "label": "Financial advisors for businesses in Seattle, WA"
      },
      {
        "path": "/advisors/wa/seattle/for-charities",
        "firm_count": 101,
        "label": "Financial advisors for charitable organizations in Seattle, WA"
      },
      {
        "path": "/advisors/wa/seattle/no-account-minimum",
        "firm_count": 34,
        "label": "Financial advisors with no account minimum in Seattle, WA"
      }
    ],
    "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": "https://advisorcensus.com/advisors/wa/seattle.csv",
  "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"
  }
}