FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Kirkland, WA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

1 financial advisors10 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

10 advisory firmsCompare public facts. Verify experience directly.
1 financial advisors10 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

CALPA ADVISORS LLCCRD 318008

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ELITE WEALTH MANAGEMENT, INC.CRD 132122

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.CRD 318092

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansOther: AD-HOC FINANCIAL CONSULTING ADVICE
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
HOT CREEK CAPITAL, L.L.C.CRD 162371

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
KAIZEN FINANCIAL ADVISORS, LLCCRD 155353

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PREVAIL WEALTH MANAGEMENTCRD 164532

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PRIVATE ASSET MANAGEMENT INCCRD 108815

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
SCHMIDT FINANCIAL MANAGEMENTCRD 328247

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
SPG ADVISORS LLCCRD 284496

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
TAIYO PACIFIC PARTNERS L.P.CRD 160930

Advisory firm

Filed advisory firm office: Kirkland, WA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in WA

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides