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
Kristen Kay Heise
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Peter Knapp
Registered Affiliation(s):ZEVENBERGEN CAPITAL INVESTMENTS LLC
Elise Christine Foley
Registered Affiliation(s):ZEVENBERGEN CAPITAL INVESTMENTS LLC
Patricia Anne Huntington
Registered Affiliation(s):SEI INVESTMENTS MANAGEMENT CORP
Steven Clemmer Phelps
Registered Affiliation(s):BADGLEY PHELPS WEALTH MANAGERS
James Richard Leonard
Registered Affiliation(s):CADENCE WEALTH MANAGEMENT, LLC
Nancy Ann Zevenbergen
Registered Affiliation(s):ZEVENBERGEN CAPITAL INVESTMENTS LLC
Jonathan Eugene Ellis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Loren Suzanne Mcewan
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Brian Lynch
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bryan Jacob Smith
Registered Affiliation(s):BLACKROCK FINANCIAL MANAGEMENT, INC
Michael Edward Brittain
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Stephanie Schnieder
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Richard Alan Hultquist
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Jenny Chu Ning
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Linda Siu Yee Liu-chan
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Holly Ann Harvey
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Nancy Dongha Kim
Registered Affiliation(s):MORGAN STANLEY
Jeanine M Gabel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Paul Boesche
Registered Affiliation(s):WEDBUSH SECURITIES INC.
Karen Michelle Vance
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Kip Okelley
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Steven Byoung-woo Lee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael L Bonds
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
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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