AdvisorGrade

Financial advisers in Gig Harbor, WA

7 registered investment adviser firms in Gig Harbor managing $3.2B in assets, based on public SEC Form ADV filings.

Lighthouse Wealth Strategies, LLC

Gig Harbor, WA · Est. 2018

Local
Fee-based
AUM
$844M
Per adviser
$65M
Advisers
13

Benchmark Plus Management

Gig Harbor, WA · Est. 2003

LocalInternational
Fee-only
AUM
$767M
Per adviser
$384M
Advisers
2

No reported disclosures

Aerie Advisory Group LLC

Gig Harbor, WA · Est. 2024

Local
Fee-only
AUM
$618M
Per adviser
$206M
Advisers
3

No reported disclosures

Fortitude Advisory Group L.L.C.

Gig Harbor, WA · Est. 2002

Regional
Fee-based
AUM
$468M
Per adviser
$31M
Advisers
15

No reported disclosures

Pacific Asset Management, LLC

Gig Harbor, WA · Est. 2002

Local
Fee-only
AUM
$385M
Per adviser
$77M
Advisers
5

No reported disclosures

Harborview Asset Management LLC

Gig Harbor, WA · Est. 2024

Local
Fee-only
AUM
$125M
Per adviser
$62M
Advisers
2

No reported disclosures

P3 Asset Management

Gig Harbor, WA · Est. 2023

Local
Fee-only
AUM
$40M
Per adviser
$20M
Advisers
2

No reported disclosures