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Find Top Financial Advisors in Kirkland, Washington

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Kirkland, Washington
Last Updated - 23-Mar-2023

Kirkland has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 76 non-vetted advisors in your local area. These financial advisors in Kirkland, Washington have an average of 21 years of experience.

NOTE: The list of financial advisors in Kirkland, Washington mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Kirkland, Washington.

Qualified Financial Advisors in Kirkland, Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
Glenn Rossman
TRUEWEALTH FINANCIAL PARTNERS
915 118th Ave SE Ste 140,
Bellevue, WA 98005
11 Not Specified $750,000 Fee-Based
Fulcrum Wealth Advisors, LLC
Accredited Investment Fiduciary┬« (AIF), CFP®, AIF®
FULCRUM WEALTH ADVISORS, LLC
10940 NE 33rd Place,
Suite #210,
Bellevue, WA 98004
28 NTK $250,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed $10,000,000,000 Not Specified Fee-Based
John Easley
TALLUS CAPITAL
2101 4th Avenue Suite 710,
Seattle, WA 98121
26 Not Specified $250K+ Fee-Based

Information on Qualified Financial Advisors in Kirkland

Qualifications CRD# 5936809
Firm CRD# 316079
Series 7, 66

Compensation/Fee Fee-Based


Office Location 915 118th Ave SE Ste 140,
Bellevue,
WA
98005
Phone Number 253-973-4277

Glenn Rossman is a Financial Planner who focuses his entire practice on working with clients who are retiring soon, or work for Boeing, Microsoft, or Amazon.

About TrueWealth Financial Partners

Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that serves clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to focus our practice on working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 2536341
Firm CRD# 13572
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 10940 NE 33rd Place,
Suite #210,
Bellevue,
WA
98004
Phone Number 425-250-6280

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number 888-242-6766

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2552915
Firm CRD# 151298
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 2101 4th Avenue Suite 710,
Seattle,
WA
98121
Phone Number 425-260-8022

John has worked for a number of firms, most recently Merrill Lynch, where he was the sales manager for the Seattle Complex and in charge of the new advisor training program. These firms all had one thing in common, they were not as client-focused as John felt they should be. Along with two other partners, John decided it was time to start a firm that was going to put his clients first and allow him to work with clients the way he wanted to work with them. So, he started Tallus. John began his career in 1994 and has focused building his experience on risk management strategies which involve a combination of hedging, income generating, fixed income, and option strategies. With a solid background in investments and a place to implement his ideas, John continually strived to add to the quality of his relationships with his clients. Having realized the impact the economy and stock market has had on investors over the last several years, John continually analyzes the current welfare of the markets and where we are as investors. This allows him to make the necessary and well informed decisions for his clients. John grew up in Great Falls, Montana and graduated from Gonzaga University in 1994, becoming registered later that year. John currently holds series 7, 8, 9, and 63 registrations with LPL Financial, 65 registration with Financial Advocates Investment Management, as well as insurance licenses. He lives in Seattle with his wife and son and is an avid tennis competitor.

About Tallus Capital

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. We understand today's financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Top Financial Advisor Firms in Kirkland, Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
TAIYO PACIFIC PARTNERS L.P.
5300 Carillon Point,
Kirkland, WA 98033
$2,852,052,000 6 A percentage of AUM
Performance Based
ELITE WEALTH MANAGEMENT, INC.
1014 Market Street , Suite 100,
Kirkland, WA 98033
$841,869,654 1330 A percentage of AUM
LATTICE CAPITAL MANAGEMENT LLC
1014 Market Street , Suite 100,
Kirkland, WA 98033
$555,833,925 4 A percentage of AUM
Performance Based
SCHMIDT FINANCIAL GROUP, INC.
620 Kirkland Way , Suite 205,
Kirkland, WA 98033
$481,658,930 1065 A percentage of AUM
Hourly charges
Fixed fees
EXECUTIVE WEALTH GROUP, LLC
3435 Carillon Point,
Kirkland, WA 98033
$420,337,336 222 A percentage of AUM
ROBINSWOOD FINANCIAL
3425 Carillon Point , Building 3000, 4th Floor,
Kirkland, WA 98033
$412,610,088 984 A percentage of AUM
Hourly charges
Fixed fees
SOUNDMARK WEALTH MANAGEMENT, LLC
11400 98th Avenue Ne , Suite 301,
Kirkland, WA 98033
$411,939,374 854 A percentage of AUM
Fixed fees
SPG ADVISORS LLC
11411 Ne 124th St , Suite 255,
Kirkland, WA 98034
$268,672,098 1544 A percentage of AUM
Hourly charges
Fixed fees
Other (PROVIDER FEES)
KAIZEN FINANCIAL ADVISORS, LLC
4030 Lake Washington Blvd , Suite 308,
Kirkland, WA 98033
$228,342,000 518 A percentage of AUM
Hourly charges
Fixed fees
PRIVATE ASSET MANAGEMENT INC
3740 Carillon Point,
Kirkland, WA 98033
$168,562,817 99 A percentage of AUM
Hourly charges
Fixed fees
PREVAIL WEALTH MANAGEMENT
520 Kirkland Way , Ste 201,
Kirkland, WA 98033
$128,241,413 514 A percentage of AUM
Fixed fees
HOT CREEK CAPITAL, L.L.C.
135 Lake Street South , Suite 272,
Kirkland, WA 98033
$120,368,537 1 A percentage of AUM
Performance Based

    List of Additional Advisors in Kirkland, Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian P Sullivan
    Inquire with Brian
    4000 Carillon Point, Ste 600, Kirkland, WA  98033 425-455-8061
    Adrienne Platou
    Inquire with Adrienne
    4000 Carillon Point, Ste 600, Kirkland, WA  98033 425-202-0628
    Balcom Investments
    Inquire with Balcom
    2270 Carillon Point, Kirkland, WA  98033 425-284-6800
    Aaron Wartes
    Inquire with Aaron
    4000 Carillon Point, Ste 600, Kirkland, WA  98033 425-202-1115
    Bill Brooking, MBA
    Inquire with Bill
    4000 Carillon Point, Ste 600, Kirkland, WA  98033 425-202-1116
    Peter Hamilton
    Inquire with Peter
    4055 Lake Washington Blvd NE, Ste 200, Kirkland, WA  98033 425-869-7100
    Christopher D Stacey
    Inquire with Christopher
    4055 Lake Washington Blvd NE, Ste 200, Kirkland, WA  98033 425-869-7100
    Crosby Wealth Advisors
    Inquire with Crosby
    4055 Lake Washington Blvd NE, Ste 200, Kirkland, WA  98033 425-869-7100
    Chris Wille
    Inquire with Chris
    4055 Lake Washington Blvd NE, Ste 200, Kirkland, WA  98033 425-869-7100
    Jeffrey Michael Crosby
    Inquire with Jeffrey
    4055 Lake Washington Blvd NE, Ste 200, Kirkland, WA  98033 425-869-7100
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