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
Samuel Chapman Maxwell
Registered Affiliation(s):EXECUTIVE WEALTH GROUP, LLC
Kari L Groot
Registered Affiliation(s):MORGAN STANLEY
Kartik Ram
Registered Affiliation(s):MORGAN STANLEY
Jeanne Elizabeth Macrae MS
Registered Affiliation(s):ROBINSWOOD FINANCIAL
Viyana Kwak
Registered Affiliation(s):MORGAN STANLEY
Shane John Payette
Registered Affiliation(s):COLDSTREAM WEALTH MANAGEMENT
Carol Marie Stafford Klatt
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Yingyu Luan Counsell
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Li Ying Wang
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Leinelle Mandy Warren
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Richard John Rocco
Registered Affiliation(s):STANCORP INVESTMENT ADVISERS, INC.
Paul Michael Pistilli
Registered Affiliation(s):SYMETRA SECURITIES, INC.
Brenda Foronda Campbell
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sharon Leslie Schader
Registered Affiliation(s):EAGLE STRATEGIES LLC
Diane Cobo Manterola
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Karen Okamura Rowe
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Mark Garkavi
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Trushar Jayendra Joshi
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Aaron Marcello Spencer
Registered Affiliation(s):MERRIMAN
Tama Lynne Borriello
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Reis Edwin Newburn
Registered Affiliation(s):D.A. DAVIDSON & CO.
Brian Todd Richardson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tiffany Elise Cote
Registered Affiliation(s):LPL FINANCIAL LLC
Tanya N Anderson
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
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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