Financial advisers in Kirkland, WA

11 registered investment adviser firms in Kirkland managing $3.6B in assets, based on public SEC Form ADV filings.

Elite Wealth Management, INC.

Kirkland, WA · Est. 2004

Local

Fee-only

AUM: $861M
Per adviser: $287M
Advisers: 3

Spg Advisors LLC

Kirkland, WA · Est. 2020

Local

Fee-based

AUM: $535M
Per adviser: $67M
Advisers: 8

Schmidt Financial Management

Kirkland, WA · Est. 2023

Local

Fee-only

AUM: $498M
Per adviser: $249M
Advisers: 2

No reported disclosures

Robinswood Financial

Kirkland, WA · Est. 2007

Local

Fee-based

AUM: $433M
Per adviser: $72M
Advisers: 6

No reported disclosures

Taiyo Pacific Partners L.P.

Kirkland, WA · Est. 2012

LocalInternational

Fee-only

AUM: $395M
Per adviser: $49M
Advisers: 8

No reported disclosures

Kaizen Financial Advisors, LLC

Kirkland, WA · Est. 2019

Local

Fee-based

AUM: $284M
Per adviser: $142M
Advisers: 2

No reported disclosures

Prevail Wealth Management

Kirkland, WA · Est. 2021

Local

Fee-based

AUM: $261M
Per adviser: $261M
Advisers: 1

No reported disclosures

Hot Creek Capital, L.L.C.

Kirkland, WA · Est. 2022

LocalInternational

Fee-only

AUM: $136M
Per adviser: $136M
Advisers: 1

No reported disclosures

Greystone Financial & Estate Services, INC.

Kirkland, WA · Est. 2025

Local

Fee-only

AUM: $117M
Per adviser: $117M
Advisers: 1

No reported disclosures

Private Asset Management INC

Kirkland, WA · Est. 1996

Local

Fee-based

AUM: $109M
Per adviser: $27M
Advisers: 4

No reported disclosures

Calpa Advisors LLC

Kirkland, WA · Est. 2024

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures