Investment advisers in Kirkland, WA
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Elite Wealth Management, Inc. | $861.3 million | 5 | 1 |
| Spg Advisors LLC | $535.4 million | 9 | 3 |
| Schmidt Financial Management | $497.5 million | 7 | 0 |
| Robinswood Financial | $453.2 million | 6 | 0 |
| Taiyo Pacific Partners L.P. | $395.3 million | 14 | 0 |
| Kaizen Financial Advisors, LLC | $283.7 million | 4 | 0 |
| Prevail Wealth Management | $260.8 million | 5 | 0 |
| Hot Creek Capital, L.L.C. | $135.7 million | 2 | 0 |
| Greystone Financial & Estate Services, Inc. | $117.1 million | 1 | 0 |
| Private Asset Management Inc | $109.5 million | 4 | 0 |
| Calpa Advisors LLC | $0 | 1 | 0 |