Top Financial Advisors in Kirkland, Washington
Finding the right financial advisor in Kirkland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Kirkland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Kirkland, WA.
Find the Best Financial Advisor Firms in Kirkland:
SCHMIDT FINANCIAL GROUP, INC.
CRD#: 119841
Address: 620 Kirkland Way Suite 205, Kirkland, WA 98033
Clients: 94
Average Clients per Advisor: 47
AUM: $ 417M
SOUNDMARK WEALTH MANAGEMENT, LLC
CRD#: 121344
Address: 11400 98th Avenue Ne Suite 301, Kirkland, WA 98033
Clients: 175
Average Clients per Advisor: 35
AUM: $ 363M
EXECUTIVE WEALTH GROUP, LLC
CRD#: 283103
Address: 3435 Carillon Point, Kirkland, WA 98033
Clients: 18
Average Clients per Advisor: 18
AUM: $ 349M
ROBINSWOOD FINANCIAL
CRD#: 143417
Address: 3425 Carillon Point Building 3000 4th Floor, Kirkland, WA, 98033
Clients: 278
Average Clients per Advisor: 55
AUM: $ 306M
SPG ADVISORS LLC
CRD#: 284496
Address: 11411 Ne 124th St Suite 255, Kirkland, WA 98034
Clients: 427
Average Clients per Advisor: 61
AUM: $ 281M
PRIVATE ASSET MANAGEMENT INC
CRD#: 108815
Address: 3740 Carillon Point, Kirkland, WA 98033
Clients: 43
Average Clients per Advisor: 21
AUM: $ 167M
How We Chose the Top Financial Advisors in Kirkland, Washington
To create this list of top financial advisor firms in Kirkland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Kirkland has to offer.
Search Financial Advisors in Kirkland, Washington
Charles Scott Anderson
Registered Affiliation(s):NWF ADVISORY SERVICES INC
Nathaniel Paul Jarvis
Registered Affiliation(s):JARVIS FINANCIAL
Richard James Devlin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lewis Walter Race
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Michael Fitzwilson
Registered Affiliation(s):COLDSTREAM WEALTH MANAGEMENT
Kirk Charles Felton
Registered Affiliation(s):EDWARD JONES
Frank Robert Edgar
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John William Russell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Steven D. Tolonen
Registered Affiliation(s):EDWARD JONES
Peter Cramer Hisken
Registered Affiliation(s):EDWARD JONES
James Donald Kellett
Registered Affiliation(s):EDWARD JONES
William Thomas Pickles
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher S Fuson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Todd Charles Kelly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kristen Helene Buxton
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Angela Simmons
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Shannon Smith
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter Thomas Noone
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Derek Joseph Glynn
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brent Barkley Wojtanowicz
Registered Affiliation(s):EDWARD JONES
Andrew William Vernon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jennifer F Sik
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paula Diane Fedirchuk
Registered Affiliation(s):EDWARD JONES
Jason M Trichler
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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