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:
SPG ADVISORS LLC
CRD#: 284496
Address: 11411 Ne 124th St Suite 255, Kirkland, WA 98034
Clients: 486
Average Clients per Advisor: 69
AUM: $ 463M
SCHMIDT FINANCIAL MANAGEMENT
CRD#: 328247
Address: 3435 Carillon Point, Kirkland, WA 98033
Clients: 46
Average Clients per Advisor: 23
AUM: $ 445M
ROBINSWOOD FINANCIAL
CRD#: 143417
Address: 3425 Carillon Point Building 3000 4th Floor, Kirkland, WA, 98033
Clients: 390
Average Clients per Advisor: 78
AUM: $ 367M
KAIZEN FINANCIAL ADVISORS, LLC
CRD#: 155353
Address: 4030 Lake Washington Blvd Suite 308, Kirkland, WA 98033
Clients: 61
Average Clients per Advisor: 30
AUM: $ 244M
PREVAIL WEALTH MANAGEMENT
CRD#: 164532
Address: 520 Kirkland Way Ste 201, Kirkland, WA 98033
Clients: 161
Average Clients per Advisor: 161
AUM: $ 215M
BROADVIEW WEALTH MANAGEMENT, LLC
CRD#: 174429
Address: Kirkland, WA
Clients: 43
Average Clients per Advisor: 43
AUM: $ 122M
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
Kate Elizabeth Becherer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brody A Kunz
Registered Affiliation(s):EDWARD JONES
Andrew Robert Thibeault
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Brian Patrick Sullivan
Registered Affiliation(s):MORGAN STANLEY
Grant Estep Hartvigson
Registered Affiliation(s):BEACON POINTE ADVISORS, LLC
Deanna Kit Wong
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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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