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
Jeffrey Scott Roy
Registered Affiliation(s):THE O.N. EQUITY SALES COMPANY
Michelle Susan Sternick
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
David Thomas Chenoweth
Registered Affiliation(s):EURO-AMERICAN EQUITIES, INC.
Susan M Barnett
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jeffrey Paul Johnson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mandisa Lynnette Trader
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Janet Maria Welcher
Registered Affiliation(s):FULCRUM CAPITAL, LLC
Brian Patrick Cooper
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Jo-ann M.a. Loo
Registered Affiliation(s):MORGAN STANLEY
Dorian Gayle Mccartt
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Brendan Dillon
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Jennifer R Weaver
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Stephanie Bruno
Registered Affiliation(s):MISSION WEALTH MANAGEMENT, LP
Ann Allison Boberg
Registered Affiliation(s):MORGAN STANLEY
Thomas J Grava
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shane Michael Flock
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Shu-hui Hou
Registered Affiliation(s):MORGAN STANLEY
Mark Thomas Defeo
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dave M Stanfield
Registered Affiliation(s):REGAL INVESTMENT ADVISORS LLC
Floribelle C Furuc
Registered Affiliation(s):MORGAN STANLEY
Michael Gerard Russell
Registered Affiliation(s):WASHINGTON CAPITAL MANAGEMENT INC
Paul Stephen Izzo
Registered Affiliation(s):RUSSELL INVESTMENTS
Tokusan Svenson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher James Reedy
Registered Affiliation(s):PERSONAL INVESTMENT MANAGEMENT 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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