Adviser Record

Investment advisers in Gig Harbor, WA

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in WA

FirmAssetsEmployeesDisclosures
Aerie Advisory Group LLC$2.52 billion160
Lighthouse Wealth Strategies, LLC$844.4 million137
Benchmark Plus Management$767.4 million50
Fortitude Advisory Group L.L.C.$467.5 million150
Pacific Asset Management, LLC$384.8 million70
Harborview Asset Management LLC$124.7 million20
P3 Asset Management$40.3 million30