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Find Retirement Advisors for Retirement Planning in Washington, Ellensburg

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Top 15 Retirement Planning firms in Ellensburg, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$475,093,919,406163121877
A percentage of AUM, Fixed fees, Performance Based
2

1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$82,657,150,657146653
A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
3

1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$52,480,583,05670944653
A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT)
4

1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$24,747,000,0001795
A percentage of AUM, Performance Based
5

1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$23,026,995,11177656
A percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
6

2001 Sixth Ave., Suite 2310
Seattle, WA, 98121
$17,544,201,456746255
A percentage of AUM, Fixed fees
7

1301 2nd Ave, Suite 2100
Seattle, WA, 98101
$14,985,604,000219
Performance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
8

2030 1st Avenue, 3rd Floor
Seattle, WA, 98121
$12,488,348,5042978241
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
9

800 Fifth Avenue, Suite 3900
Seattle, WA, 98104
$11,021,211,15610688
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
10

520 Pike Street, Suite 2900
Seattle, WA, 98101
$10,786,208,5216425
A percentage of AUM
11

One - 100th Avenue Ne, Suite 102
Bellevue, WA, 98004
$10,666,708,6734213164
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
12

1110 112th Avenue Ne, Suite 202
Bellevue, WA, 98004
$10,483,204,3744370
A percentage of AUM, Performance Based
13

701 5th Avenue, 74th Floor
Seattle, WA, 98104
$9,527,801,5465656107
A percentage of AUM, Fixed fees, Commission Based, Performance Based
14

1301 Fifth Avenue, 40th Floor,
Seattle, WA, 98101-2603
$8,469,872,3272043
A percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
15

1300 N State St.,
Bellingham, WA, 98225-4730
$8,394,714,76711180
A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Ellensburg, Washington

QualificationsFirm CRD# 114310

Assets Under Management $475,093,919,406

No. Of Clients163121

Clients Per Financial Advisor186

PARAMETRIC PORTFOLIO ASSOCIATES is a financial advisory firm situated in Seattle, Washington. With a nearly $475B assets under management, the firm specializes in crafting personalized retirement planning solutions for 163121 clients. The team consists of 877 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 329

Assets Under Management $82,657,150,657

No. Of Clients146

Clients Per Financial Advisor0

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $83B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 653 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Performance Based
  • Other (% OF REVENUE/INTRACOMPANY AGRMTS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (EXECUTION SERVICES)
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QualificationsFirm CRD# 105734

Assets Under Management $52,480,583,056

No. Of Clients70944

Clients Per Financial Advisor109

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $52B assets under management, the firm specializes in crafting personalized retirement planning solutions for 70944 clients. The team consists of 653 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (% OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 111470

Assets Under Management $24,747,000,000

No. Of Clients17

Clients Per Financial Advisor0

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP is a financial advisory firm situated in Seattle, Washington. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 95 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ALL SERVICES PROVIDED ARE REAL ESTATE RELATED INVESTMENT ADVISORY SERVICES)
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QualificationsFirm CRD# 37550

Assets Under Management $23,026,995,111

No. Of Clients77

Clients Per Financial Advisor0

RUSSELL INVESTMENTS is a financial advisory firm situated in Seattle, Washington. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 656 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (% OF REVENUE/INTRACOMPANY AGRMTS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 154461

Assets Under Management $17,544,201,456

No. Of Clients7462

Clients Per Financial Advisor136

INVESCO MANAGED ACCOUNTS, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7462 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 157594

Assets Under Management $14,985,604,000

No. Of Clients2

Clients Per Financial Advisor0

HIMALAYA CAPITAL is a financial advisory firm situated in Seattle, Washington. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (REIMBURSEMENT FOR ACTUAL EXPENSES
  • SUBJECT TO A CAP)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 108601

Assets Under Management $12,488,348,504

No. Of Clients2978

Clients Per Financial Advisor12

BRIGHTON JONES LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2978 clients. The team consists of 241 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 110565

Assets Under Management $11,021,211,156

No. Of Clients106

Clients Per Financial Advisor1

VERUS ADVISORY, INC. is a financial advisory firm situated in Seattle, Washington. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 clients. The team consists of 88 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 111765

Assets Under Management $10,786,208,521

No. Of Clients64

Clients Per Financial Advisor3

PUGH CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Seattle, Washington. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 108805

Assets Under Management $10,666,708,673

No. Of Clients4213

Clients Per Financial Advisor26

COLDSTREAM WEALTH MANAGEMENT is a financial advisory firm situated in Bellevue, Washington. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4213 clients. The team consists of 164 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based
  • Other (PROJECT BY PROJECT BASIS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 315897

Assets Under Management $10,483,204,374

No. Of Clients43

Clients Per Financial Advisor1

CERCANO MANAGEMENT LLC is a financial advisory firm situated in Bellevue, Washington. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 145711

Assets Under Management $9,527,801,546

No. Of Clients5656

Clients Per Financial Advisor53

FREESTONE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5656 clients. The team consists of 107 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 156667

Assets Under Management $8,469,872,327

No. Of Clients20

Clients Per Financial Advisor0

SILVER CREEK ADVISORY PARTNERS LLC is a financial advisory firm situated in Seattle, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 25586

Assets Under Management $8,394,714,767

No. Of Clients111

Clients Per Financial Advisor1

SATURNA CAPITAL CORPORATION is a financial advisory firm situated in Bellingham, Washington. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
View Full Profile

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