Firms by city
Registered investment advisers in Kirkland, WA
10 SEC-registered advisers headquartered in Kirkland, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Elite Wealth Management | Kirkland, WA | $861M |
| SPG Advisors | Kirkland, WA | $535M |
| Schmidt Financial Management | Kirkland, WA | $498M |
| Robinswood Financial | Kirkland, WA | $453M |
| Taiyo Pacific Partners | Kirkland, WA | $395M |
| Kaizen Financial Advisors | Kirkland, WA | $284M |
| Prevail Wealth Management | Kirkland, WA | $261M |
| Hot Creek Capital | Kirkland, WA | $136M |
| Greystone Financial & Estate Services | Kirkland, WA | $117M |
| Private Asset Management | Kirkland, WA | $109M |
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $861M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $535M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $498M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $453M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $395M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $284M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $261M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $136M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $117M
- Headquarters
- Kirkland, WA
- Regulatory AUM
- $109M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Kirkland on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.