Business List: Wealth Management in Seattle, WA

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Edward Jones - Financial Advisor: Harald Kohl, AAMS™|CRPC™ 339 NE Thornton Pl, Seattle, WA 98125
20652xxxx5 a.j*********@e**********.com 5 1 87479 100000
Private Wealth Management | U.S. Bank 1420 5th Ave #2100, Seattle, WA 98101
20634xxxx9 aar************@u*****.com 345435 5414 348000
trueNorth Wealth Advisors 1200 5th Ave #1810, Seattle, WA 98101
20665xxxx4 bal***@t**********.com
Northwestern Mutual 601 Union St #2500, Seattle, WA 98101
20662xxxx1 a.-***********@n*****************.com 3.9 8 107346 16225 108000
Murray Wealth Management 1301 2nd Ave 2650, Seattle, WA 98101
20625xxxx2
Oliver Capital Management 601 Union St UNIT 3010, Seattle, WA 98101
20665xxxx0 cwm@o************.com 5 1
U.S. Bancorp Investments - Financial Advisors: Levi Thomas 504 Bell St, Seattle, WA 98121
20649xxxx4 aar************@u*****.com 341267 3976 343832
Creative Money LLC 1201 3rd Ave #2200, Seattle, WA 98101
54160xxxx8 doe*****@c************.biz 5 11 2744 2600
Tod Asmussen - UBS Financial Services Inc. 925 4th Ave 31 & 32 Floor, Seattle, WA 98104
36071xxxx7 alb************@u**.com
Mike A. Geri - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx3 rbc*********@r**.com 14777 16000
Sound Wealth Management 925 4th Ave Ste 2000, Seattle, WA
abc*******@u**.com
Kevin Hansen - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx6 bre***********@u**.com
Edward Jones - Financial Advisor: Ryan B Clay, CFP®|CEPA® 5600 Kirkwood Pl N STE B, Seattle, WA 98103
20663xxxx4 a.j*********@e**********.com 5 3
THE AISTEAR WEALTH MANAGEMENT GROUP - Morgan Stanley 601 Union St Suite 5200, Seattle, WA 98101
20634xxxx4 acm***********@m************.com
Mangan Wealth Management, Inc. 10740 Meridian Ave N # 209, Seattle, WA 98133 20644xxxx0 5 2
RBC Wealth Management Branch - Pacific Northwest 1918 8th Ave Suite 3600, Seattle, WA 98101 20662xxxx0 wms**********@r**.com 14777 16000
Edelman Financial Engines 10900 NE 8th St UNIT 1414, Bellevue, WA 98004 83375xxxx3 aar**@e**********************.com 18790 20 20000
Badgley Phelps Wealth Managers U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101
20662xxxx2 and****@b******.com 3.7 3 240 5 253
Foster Point Wealth Management 6000 NE Windermere Rd, Seattle, WA 98105
20665xxxx5 4.33
Salmon Bay Wealth Management 5708 26th Ave NW, Seattle, WA 98107
20635xxxx9 inf*@s************************.com 5 1
Greenfield Financial Advising 701 5th Ave, Seattle, WA 98104
20638xxxx6 dgr********@d****.com
Paul Fahey Jr - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx9 pau*******@r**.com
2020 Financial Planning LLC Premier Business Center, 1700 7th Ave #2100, Seattle, WA 98101
sta**@2***********************.com 5 5 77 78
U.S. Bank – Wealth Management Banker: James Phan 504 Bell St, Seattle, WA 98121
20644xxxx3 aar************@u*****.com 345437 5414 348000
Laurie Reynolds - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101 20662xxxx1
COLLIER Sustainable Wealth Management 1833 N 105th St, Seattle, WA 98133
20680xxxx0 joh*@c*********.com 5 1
SoundView Advisors 1000 2nd Ave #3550, Seattle, WA 98104
20668xxxx3 all************@s****************.com
Parallax Wealth Management 601 Union St #2500, Seattle, WA 98101
Churchill Management Group - Seattle 1455 Leary Wy NW Suite 400, Seattle, WA 98107
50330xxxx6 ach*@c******************.com 221
The University Group - Morgan Stanley 601 Union St Suite 5200, Seattle, WA 98101
20662xxxx1 acm***********@m************.com
Satori Financial LLC 1001 4th Ave #3200, Seattle, WA 98154
20632xxxx3 inf*@s********.com 41
Douglas Adams - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx9 bre***********@u**.com
Kevin Young - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx1 bre***********@u**.com
Humanize Wealth 2800 1st Ave Suite 329, Seattle, WA 98121
20658xxxx0 inf*@h*************.com
Matthews Wilwerding Investment Consulting - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx6 ade********@u**.com
The Boyle Group Wealth Management 1420 5th Ave, Seattle, WA 98101
20622xxxx0 and*@b*********.com
RBC Wealth Management Branch - Seattle 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com 3.4 5 12448 13016
Seattle, WA Private Wealth Management - UBS Financial Services Inc. 925 4th Ave 20th Floor, Seattle, WA 98104
80042xxxx1 bre***********@u**.com
Merrill Lynch Financial Advisor John Fratangelo 401 Union St, Seattle, WA 98101
20646xxxx9 ale*********@m*.com
Raymond James & Associates 1201 3rd Ave Ste 5350, Seattle, WA 98101
20660xxxx5 aar************@r***********.com 5 1 17479 3578 18000
BBJS Financial Advisors, LLC 1501 4th Ave #2880, Seattle, WA 98101
20668xxxx0 cos*****@b******.com 5 1
Merrill Lynch Financial Advisor Heather K Steiner 401 Union St, Seattle, WA 98101
20646xxxx0 ale*********@m*.com
Ed Haywood - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 wms**********@r**.com 12443 12093
Owen Covey Wealth Management - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20668xxxx1 bre***********@u**.com
Bank of America Private Client Advisor Thomas (Tom) M Witte 401 Union St, Seattle, WA 98101
20635xxxx6 ban**********@e****.bankofamerica
Wealthspire Advisors 1700 Westlake Ave N #325, Seattle, WA 98109
20672xxxx0 abb******@w**********.com 100 124
Seattle, WA Private Wealth Management - UBS Financial Services Inc. 925 Fourth Ave 20th Floor, Seattle, WA 98104
80042xxxx1 abc*******@u**.com
The Rainier Consulting Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx0 ade********@u**.com
Retirement Plan Advisors 401 Union St Suite 3600, Seattle, WA 98101
86641xxxx6 joh*******@c*.rbcwealthmanagement
LPL Financial, Brian Wright 701 5th Ave #4200, Seattle, WA 98104 20652xxxx7
John S. Adams, CFP, CIMA - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 bre***********@u**.com
Washington Financial Partners 701 5th Ave #1100, Seattle, WA 98104 20634xxxx6
Hohimer Wealth Management 600 University St Ste 2401, Seattle, WA 98101
20670xxxx0 ape****@h**********************.com
Jerome D. Bosch - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 rbc*********@r**.com
Wealth Management Associate - U.S. Bancorp Investments: Nate Engstrom 4200 SW Edmunds St, Seattle, WA 98116
20692xxxx1 aar************@u*****.com 345614 5351 348000
McMahan Asset Management 14205 SE 36th St Suite 100, Bellevue, WA 98006 20644xxxx0
Peaks Financial 1201 3rd Ave #2200, Seattle, WA 98101
42568xxxx5 chr***************@p*************.com
UBS Financial Services Inc. 925 4th Avenue 31st and 32nd Floors, Seattle, WA 98104
20662xxxx1 ade********@u**.com 3.7 3
Marne Head, CFA - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx7 abc*******@u**.com
Sound Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 bre***********@u**.com
Northwest Capital Management 601 Union St #2600, Seattle, WA 98101
20670xxxx9 ant*****@n***.com 7
Blakely Harbor Advisors 800 5th Ave #4100, Seattle, WA 98104
20692xxxx5 inf*@b********************.com
Ben McLaughlin - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 14777 16000
Charles Schwab 508 Union St, Seattle, WA 98101
20628xxxx6 chr**********@s*****.com 4 17
Steven A. Burns - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx6 rbc*********@r**.com 14777 16000
Becker Capital Management, Inc. 1201 3rd Ave Suite 5030, Seattle, WA 98101
50322xxxx0 amu****@b********.com
Joseph Marsh - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 bre***********@u**.com
Special Needs Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx3 alb************@u**.com
Michelle Sternick - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90970 524 91000
The Ventoza McMillan Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx1 ben*******************@u**.com
Collier Sustainable Wealth Management 1833 N 105th St Ste 101, Seattle, WA 98133
20680xxxx0 joh*@c*********.com
Cadence Wealth Management, Llc 1420 5th Ave Ste 2200, Seattle, WA 98101
20622xxxx6 joh******@c*********.com
Jeffrey Meston - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20668xxxx4 bre***********@u**.com
Allworth Financial 9706 4th Ave NE Suite 315, Seattle, WA 98115
20643xxxx7 bil***********@a****************.com 5.01 5223 48 5330
Singer Wealth Management, LLC 1406 Harvard Ave, Seattle, WA 98122
20630xxxx4 bxx********@s*********************.com 5 9 161
Three Points Group at RBC Wealth Management 1918 8th Ave Ste 3600, Seattle, WA 98101
20662xxxx3 mik******@r**.com 2
Public Financial Management IBM Building, 1200 5th Ave, Seattle, WA 98101
20626xxxx0 ali*@p**.com
Shawn Macfarlan, CFP, CIMA - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20668xxxx5 bre***********@u**.com
Sitka Pacific Capital Management, LLC 701 5th Ave, Seattle, WA 98104
42596xxxx3 bri*********@s***********.com
Emerald Wealth Management 601 Union St #2500, Seattle, WA 98101
ade********@n*.com 69 75
Scott Rethke - Financial Advisor, Ameriprise Financial Services, LLC 520 Pike St Ste 2725, Seattle, WA 98101
20692xxxx1 ann******@a***.com
John Russell, CFP - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20668xxxx5 bre***********@u**.com
Tompkins Wealth Management 2200 6th Ave, Seattle, WA 98121
20678xxxx0 adm**@t*************.com 9 11
Michael Scott Frantz, CFP - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx7 abc*******@u**.com
The Retirement Solution 18300 Redmond Way #250, Redmond, WA 98052 42555xxxx0 age***@t********************.com 178 230
Wells Fargo Advisors 999 3rd Ave #4000, Seattle, WA 98104
20658xxxx5 abe*********@w*****************.com 5 1 188275 189000
Embolden Financial Planning LLC 7001 Seaview Ave NW Suite 160-617, Seattle, WA 98117
tim******@e*********.com
Wil F Daniels - Financial Advisor, Ameriprise Financial Services, LLC 1200 Westlake Ave N # 603, Seattle, WA 98109
20692xxxx7 dns*****@a***.com 37 46
Mark O'Neil - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx9 rbc*********@r**.com
Fahey Wealth Management Group 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx9 rbc*********@r**.com 14777 16000
JG Wealth Management 800 5th Ave, Seattle, WA 98104
80042xxxx3 ann@j****.com 1119 1100
Taunya Sell - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20668xxxx7 rbc*********@r**.com
Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx3 bre***********@u**.com
Timothy Headings - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 90984 517 91000
Bailey, Burns & Redford Wealth Group 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx8 rbc*********@r**.com
Colin Simon, CRPS - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx0 abc*******@u**.com
Merrill Lynch Wealth Management 401 Union St, Seattle, WA 98101
20646xxxx0 ale*********@m*.com 5 2
The Schmiel Wealth Management Group 3760 Carillon Pt, Kirkland, WA 98033
42573xxxx4 rbc*********@r**.com
Stuart Sierer - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx0 abc*******@u**.com
Columbia Pacific Advisors 1910 Fairview Ave E Suite 200, Seattle, WA 98102
20672xxxx3 ada**@c**************.com 3.3 7
Integrated Wealth Management 2001 6th Ave #2801, Seattle, WA 98121 20685xxxx6
Geoff White - Financial Advisor, Ameriprise Financial Services, LLC 520 Pike St Ste 2725, Seattle, WA 98101
20692xxxx1 deb*********@a***.com
Merrill Lynch Private Wealth Advisor Michael Hatch 401 Union St, Seattle, WA 98101
20646xxxx2 ale*********@m*.com
Ignite Financial Planning, LLC 500 Yale Ave N, Seattle, WA 98109
20648xxxx0 inf*@i**********************.com 5 1 51
Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP™|AAMS™ 5101 25th Ave NE Suite 7, Seattle, WA 98105
20652xxxx0 a.j*********@e**********.com 5 4 83525
Empirical Wealth Management 1420 5th Ave #3150, Seattle, WA 98101
20692xxxx4 aba****@e********.net 3 2 2572 2500
The Pacific Wealth Management Group - Morgan Stanley 4000 Carillon Point Ste 600, Kirkland, WA 98033 42520xxxx3
Ronin Wealth Management 2101 4th Ave SUITE 1820, Seattle, WA 98121
20683xxxx0 mar************@r******.com 4 1
Fulcrum Capital LLC 800 5th Ave Suite 3800, Seattle, WA 98104
20622xxxx0 dar**@f************.com
Elliott Cove Capital Management 1000 2nd Ave #1440, Seattle, WA 98104
20626xxxx3 abe**@e**********.com
Merrill Lynch Financial Advisor Andrew D Beason 401 Union St, Seattle, WA 98101
20646xxxx4 ale*********@m*.com
Merrill Lynch Financial Advisor Robert Campbell 401 Union St, Seattle, WA 98101
20646xxxx0 ale*********@m*.com
TIAA Financial Services 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 5 1 90969 524 91000
Freestone Capital Management 701 5th Ave #7400, Seattle, WA 98104
20670xxxx0 aar**@f***************.com 66 8
Capitol Hill Wealth Management - Ameriprise Financial Services, LLC 723 Broadway E Ste A, Seattle, WA 98102
20632xxxx7 dns*****@a***.com
Chris Rogers - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx5 rbc*********@r**.com 14777 16000
Jesse Bunich - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx8 joh*******@c*.rbcwealthmanagement
Geoff White - Ameriprise Financial Services, LLC 520 Pike St Ste 2725, Seattle, WA 98101
20692xxxx1 deb*********@a***.com
U.S. Bancorp Investments - Financial Advisors: Thomas Edwards 1420 5th Ave, Seattle, WA 98101
20634xxxx9 aar************@u*****.com 341266 3976 343831
Paragon Wealth Advisors - Ameriprise Financial Services, LLC 101 Elliott Ave W #510, Seattle, WA 98119
20621xxxx4 ana************@a***.com 109 112
Heather Reed - RBC Wealth Management Branch Director 401 Union St Suite 3600, Seattle, WA 98101
54168xxxx1 rbc*********@r**.com 14777 16000
PNW Financial 701 5th Ave Suite 4200, Seattle, WA 98104
20668xxxx0 bus@p***********.net 191
Jessica Morgan - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 wms**********@r**.com 14777 16000
The Arbor Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 ben*******************@u**.com
Edge Asset Management Two Union Square, 601 Union St #2200, Seattle, WA 98101
20691xxxx0 ave******@e***********.com
Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice 723 Broadway E, Seattle, WA 98102
20632xxxx7 5 1
Morgan Stanley Financial Advisors 601 Union St Suite 5200, Seattle, WA 98101
20662xxxx0 acm***********@m************.com 5 3
Goldman Sachs & Co 719 2nd Ave #1300, Seattle, WA 98104
20661xxxx0 aar***********@g***********.com 3 2 264197 306000
ASI Wealth Management 1700 7th Ave #2100 Suite 2100, Seattle, WA 98101
20640xxxx0 amy@a******************.com 46 45
The Boyle Group Wealth Management U.S. Bank Centre, 1420 5th Ave Suite No. 2200, Seattle, WA 98101 20622xxxx0
U.S. Bank - Private Wealth Advisor: Weldon Mac Dougall 1420 5th Ave #2100, Seattle, WA 98101
20634xxxx6 aar************@u*****.com 345683 5087 348000
Jim ONeil - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx5 rbc*********@r**.com
Seattle Wealth Management, LLC 8301 5th Ave NE, Seattle, WA 98115
20695xxxx5 eri*@s********.com
Murray Wealth Management 1301 2nd Ave, Seattle, WA 98101
20625xxxx2 abc*****@h****************.com
National Securities 600 University St #2900, Seattle, WA 98101 20662xxxx0
Senior Finance Advisor 107 Spring St, Seattle, WA 98104
84420xxxx1 bf3*******@s*******************.com
Sound Wealth Management Group - UBS Financial Services Inc. 925 Fourth Avenue, 31st and 32nd Floors, Seattle, WA 98104
20662xxxx4 abc*******@u**.com
Neale Foody - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com
The Northwest Group - UBS Financial Services Inc. 925 Fourth Avenue 31st and 32nd Floors, Seattle, WA 98104
20662xxxx1 alb************@u**.com
West Coast Wealth Management - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx5 bre***********@u**.com
Chris Rasmussen - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx6 wms**********@r**.com 14777 16000
Michael Foody - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0
Sean Smith - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 rbc*********@r**.com
Garrett Schussler - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 rbc*********@r**.com 14777 16000
Wealth Management Associate - U.S. Bancorp Investments: Sean Lambrecht 815 NE Northgate Way, Seattle, WA 98125
42563xxxx6 aar************@u*****.com 345436 5414 348000
Stephen Takemura - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx9 rbc*********@r**.com 14777 16000
Eagle Harbor Asset Management 701 5th Ave #4200, Seattle, WA 98104
20622xxxx1 inc*@e******.com 587044 759000
Integrated Wealth Management 2001 6th Ave Ste 2801, Seattle, WA
Housing Finance Commission 1000 2nd Ave #2700, Seattle, WA 98104
20646xxxx9 ale*****@w****.org 4.3 6 2259 482 2300
Mainspring Wealth Advisors 2236 32nd Ave W suite a, Seattle, WA 98199
20655xxxx3 ali***@m***********.com 5.02 296 42
Scott Ventoza, CIMA - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx1 abc*******@u**.com
Bernstein Private Wealth Management 601 Union St # 4650, Seattle, WA 98101
20634xxxx0 aak********@b********.com 3.5 2
Jason Hamlin, CIMA, CRPC - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx5 abc*******@u**.com
SOUNDVIEW WEALTH MANAGEMENT 701 5th Ave, Seattle, WA 98104
20638xxxx0 dpj******@d****.com
South Lake Union Investment Group 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com
U.S. Bancorp Investments - Financial Advisors: Jeff Hawkins 1420 5th Ave, Seattle, WA 98101
20634xxxx3 aar************@u*****.com 345614 5351 348000
MassMutual Northwest 701 5th Ave Columbia Center, #1100, Seattle, WA 98104
20662xxxx0 agi**@f*************.com 1 1 5 13 300 42 307
Badgley Phelps Wealth Managers 1420 5th Ave Ste 3200, Seattle, WA 98101
20662xxxx2 and****@b******.com 3.7 3 240 5 253
Brian Silkworth - Financial Advisor, Ameriprise Financial Services, LLC 1080 W Ewing Pl Ste 200, Seattle, WA 98119
20628xxxx9 bri**************@a***.com
Ashley Baerwaldt - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 rbc*********@r**.com
Merriman Wealth Management 920 5th Ave Suite 2720, Seattle, WA 98104
20628xxxx7 aar**@m*******.com 4.2 9 470 33 523
Merrill Lynch Financial Advisor Laura M Robert 401 Union St, Seattle, WA 98101
20646xxxx1 ale*********@m*.com
Three Points Group at RBC Wealth Management 401 Union St, Seattle, WA 98101
20662xxxx9 mik******@r**.com 2 3
Comprehensive Wealth Management 3500 188th St SW Ste 102, Lynnwood, WA 98037
42577xxxx0 aly****@c****.com 11 261 79 264
Baird Private Wealth Management 925 4th Ave Suite 3600, Seattle, WA 98104
88856xxxx7 aha******@r******.com 4.5 4 8165 958 8700
Pike Place Partners - Morgan Stanley 601 Union St Suite 5200, Seattle, WA 98101
20662xxxx5 acm***********@m************.com 5 1
Rainier Investment Management, LLC 600 University St suite 2412, Seattle, WA 98101 80053xxxx0 5.01
Rogowski Wealth Management 2000 Alaskan Wy, Seattle, WA 98121
20661xxxx1 and***@r*************.com
Prevail Wealth Management, LLC 520 Kirkland Way Ste 201, Kirkland, WA 98033
42544xxxx8 inf*@p************.com 5 3
The Simon Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx0 bre***********@u**.com
Chaim Rosenbaum - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com
Arrivity Financial Planning 1200 Westlake Ave N #508, Seattle, WA 98109
20621xxxx3 arr*********@d*****************.com
Empirical Wealth Management 11100 NE 8th St Ste 820, Bellevue, WA 98004
42536xxxx0 aba****@e********.net 2600
Principal Financial Group 520 Pike St Suite 1400, Seattle, WA 98101
20668xxxx7 aar*********@p********.com 1 2 939 60 926
D.A. Davidson & Co. 701 5th Ave Suite 4050, Seattle, WA 98104
20638xxxx0 a.a@d*********.com 920 1200
Peridot Capital Management LLC 10417 35th Ave SW, Seattle, WA 98146
42529xxxx2 cha*@p*************.com 5 2
Andy Tadesse - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 acc******************@t***.org 90970 524 91000
Family Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20628xxxx5 ale*******@u**.com
Pacific Northwest Region - D.A. Davidson & Co. Columbia Center, 701 5th Ave Suite 4050, Seattle, WA 98104
20638xxxx0 afi****@d****.com 911 1200
Wendy Thomas - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 14777 16000
Rebecca Stephens - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20645xxxx6 rbc*********@r**.com
Scott Merriman - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx1 rbc*********@r**.com 14777 16000
Sapling Wealth Management, LLC
20628xxxx5 sap**************@c*************.com
Emerald City Fiduciary Group 200 W Mercer St Suite 102, Seattle, WA 98119
20644xxxx7 eme**********@v*********.com
DPA Wealth Partners 200 1st Ave W Suite 310, Seattle, WA 98119
20678xxxx9 5 2
Breakwater Investment Management Safeco Plaza, 1001 4th Ave #4050, Seattle, WA 98154 20662xxxx0
Vinoble Group 1215 4th Ave #935, Seattle, WA 98101
20631xxxx2 axx*****@v***********.com 4 8
Madison Park Capital Advisors, LLC 701 5th Ave #4200, Seattle, WA 98104
20662xxxx2 and***@m************.com 49
Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP™|AAMS™ 155 NE 100th St Bldg B Ste 300, Seattle, WA 98125
20652xxxx0 a.j*********@e**********.com 5 4 87314 99000
Family Wealth Management Group - UBS Financial Services Inc. 925 Fourth Avenue, 31st and 32nd Floors, Seattle, WA 98104
20628xxxx5 abc*******@u**.com
Elite Wealth Management 1014 Market St, Kirkland, WA 98033
42582xxxx0 ang*******@e******.com 5 7
Stone 8 Wealth Management 12011 Bel-Red Rd suite 200, Bellevue, WA 98005
20686xxxx8 adm******@l**.com 5 7 76 78
Coldstream Wealth Management 1200 Westlake Ave N # 900, Seattle, WA 98109
20628xxxx0 aad**@c*********.com 2.3 3 210 37 242
Wedbush Securities 601 Union St #5050, Seattle, WA 98101
20662xxxx0 a.c**@w******.com 3.7 3 4507 289 4500
Rogowski Wealth Management 2000 Alaskan Way Ste 457, Seattle, Wa 98121
20661xxxx1 and***@r*************.com
Coldstream Wealth Management 1 100th Ave NE Ste 102, Bellevue, WA 98004
42528xxxx0 aar**@c*********.com 3.7 3 210 37 242
Merrill Lynch Wealth Management Advisor Leonard T Weber 401 Union St, Seattle, Wa 98101 20646xxxx7
Vertical Ascent Wealth Management 600 Stewart St Ste 400, Seattle, WA 98101
20692xxxx6 inf*@v*********.com 5 6
RBC Wealth Management Branch - Edmonds 303 5th Ave. South, Suite 100, Edmonds, WA 98020
42571xxxx0 4.5 2
Westerly Financial Partners - Ameriprise Financial Services, LLC 1200 Westlake Ave N Ste 501, Seattle, WA 98109
20628xxxx3 ari******@a***.com
Soundmark Wealth Management, LLC 11400 98th Ave NE # 301, Kirkland, WA 98033
42582xxxx9 bh@s**************.com 5 2 18775 20 20000
Radicle Wealth Management 701 Fifth Ave Ste 4200, Seattle, WA 98104
20692xxxx6 inf*@r************.com
E. Brooke Hawley - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com
One Oak Wealth Management 1200 Westlake Ave N # 1000, Seattle, WA 98109
20658xxxx0 cha***********@l**.com 134 135
Pioneer Square Advisors LLC 2101 4th Ave Suite 860, Seattle, WA 98121
20683xxxx0 aha******@p********************.com
Laird Norton Wetherby 801 2nd Ave Suite 1600, Seattle, WA 98104
20646xxxx0 fro******@l**********.com 4.8 4
Jennifer Theissing - Private Wealth Advisor, Ameriprise Financial Services, LLC 520 Pike St Ste 2725, Seattle, WA 98101
20692xxxx0 dns*****@a***.com 5 1
The Owen Meucci Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20628xxxx2 bre***********@u**.com
Private Wealth Management | U.S. Bank 132 Kirkland Ave, Kirkland, WA 98033
42558xxxx8 aar************@u*****.com 345683 5087 348000
Avier Wealth Advisors 10655 NE 4th St Unit 500, Bellevue, WA 98004
42546xxxx1 a@a************.com 5 4 48 2 49
Salmon Bay Capital Advisors of Raymond James 1201 3rd Ave Ste 5350, Seattle, WA 98101
20657xxxx0 aar************@r***********.com 17474 18000
Radicle Wealth Management 701 5th Ave Suite 4200, Seattle, WA 98104
20692xxxx6 inf*@r************.com
Sasha Whyte - TIAA Wealth Management Advisor 617 Eastlake Ave E Suite 100, Seattle, WA 98109
86692xxxx1 abc*****@t***.org 90970 524 91000
Mitchell Smith - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx5 rbc*********@r**.com
Alison Mandi - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx6 bre***********@u**.com
Stephanie Moreno - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
42573xxxx3 har********@r**.com 6 9
West Coast Wealth Management - UBS Financial Services Inc. 925 Fourth Avenue, 31st and 32nd Floors, Seattle, WA 98104
20644xxxx5 abc*******@u**.com
Beacon Pointe Advisors 5001 25th Ave NE Suite 201E, Seattle, WA 98105
20641xxxx0 aba*****@b***********.com 220 36
Brighton Jones 2030 1st Ave 3rd floor, Seattle, WA 98121
20625xxxx0 aar********@b************.com 5 10 618 702
Bessemer Trust Private Wealth Management Seattle WA 601 Union St Suite 4500, Seattle, WA 98101
20692xxxx0 glo*****@b*******.com
Sean Collins - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx7 rbc*********@r**.com
EP Wealth Advisors 1301 5th Ave #1350, Seattle, WA 98101
20658xxxx0 ab@e*******.com 1123 33
Merrill Lynch Financial Advisor Leonard Radziwanowicz 401 Union St, Seattle, WA 98101
20646xxxx5 ale*********@m*.com
Merrill Lynch Financial Advisor Suzanne J Friedel 401 Union St, Seattle, WA 98101
20646xxxx1 ale*********@m*.com
Mark Rippeteau - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 11578 12906
UBS Institutional Consulting Group - Northwest - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx1 ade********@u**.com
Merrill Lynch Wealth Management 10400 NE 4th St, Bellevue, WA 98004
42546xxxx0 ban********************@m*.com 3 2
Nancy Young - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx9 ben*******************@u**.com
Soundview Wealth Management 701 5th Ave Suite 4050, Seattle, WA 98104
20638xxxx0 dpj******@d****.com
U.S. Bank - Private Wealth Advisor: Taylor Jones 1420 5th Ave #2100, Seattle, WA 98101
20634xxxx1 aar************@u*****.com 345683 5087 348000
Merrill Lynch Financial Advisor Alexander L. Ainsley 401 Union St, Seattle, WA 98101
20646xxxx5 ale*********@m*.com
Pillar Financial Group - Northwestern Mutual 601 Union St #2500, Seattle, WA 98101
20677xxxx8 adm*******@c*****.com 5 8
Kyarisp Financial Advisors LLC 1700 7th Ave, Seattle, WA 98101
20668xxxx6 gel**@f**********************.com
Silver Creek 1301 5th Ave #4000, Seattle, WA 98101
20677xxxx0 ale*@s*****************.com 2.3 3
Merrill Lynch Financial Advisor Eric W Anderson 401 Union St, Seattle, WA 98101
20646xxxx1 ban********************@m*.com 1 1
Jann Crosta - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx2 rbc*********@r**.com 11578 12906
Nic Crosta - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx6 rbc*********@r**.com 12448 12909
Servitium Wealth Management - Ameriprise Financial Services, LLC 101 Elliott Ave W, Ste 510, Seattle, WA 98119
20621xxxx5 ang******@a***.com 215 215
Fidelity Investments 1518 6th Ave, Seattle, WA 98101
80054xxxx2 a61****@f*******.com 2.7 25 297421 311014
Zetlmaier Wealth Management 1420 5th Ave, Suite 2200, Seattle, WA 98101
20667xxxx1
Millennial Wealth, LLC 3518 Fremont Ave N #443, Seattle, WA 98103
20620xxxx6 cas******@m******************.com 4.7 12 281 298
Seattle First Asset Management LLC 1200 5th Ave #1920, Seattle, WA 98101
20646xxxx1 lor****@s*********.com
Matt Gouras - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 rbc*********@r**.com
Tallus Capital Management 2101 4th Ave #710, Seattle, WA 98121 20680xxxx1 5 1
Passage Wealth Advisors 1700 7th Ave #2100, Seattle, WA 98101
20646xxxx0 2cc*************************************@w*****************.com 19
Simon Mandi Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx0 abc*******@u**.com
Patrick Galbraith, CFP - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx9 bre***********@u**.com
Bradley Blind - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 bra**********@r**.com 14777 16000
Seattle Wealth Management, LLC! 8301 5th Ave NE, Seattle, WA 98115
20695xxxx5 eri*@s********.com
Merrill Lynch Financial Advisor Jeffrey Kirk (he/him) 401 Union St, Seattle, WA 98101
20646xxxx5 ale*********@m*.com
Kip McKenzie - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 wms**********@r**.com 14777 16000
U.S. Bancorp Investments - Financial Advisors: Seattle 1420 5th Ave, Seattle, WA 98101
20634xxxx2 aar************@u*****.com 345437 5414 348000
Sheri Redford - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx8 rbc*********@r**.com
Erickson Wealth & Tax Management 200 1st Ave W #401, Seattle, WA 98119
20628xxxx0 cur*@c******.com 4.2 5
Evergreen Wealth Management, LLC 1700 7th Ave #2100, Seattle, WA 98101
20635xxxx8 ala*@e************.com 132 137
Mary Ann Heeren - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx0 rbc*********@r**.com 14777 16000
Mark Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC 520 Pike St Ste 2725, Seattle, WA 98101
20692xxxx4 dns*****@a***.com
Creative Planning 500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004
86627xxxx8 a.j******@c***************.com 4.9 9 6358 127 7300
ASI Wealth Management 1700 7th Ave #2100, Seattle, WA 98101
20640xxxx0 amy@a******************.com 46 45
BNY Mellon Wealth Management Seattle WA 1201 3rd Ave Ste 5010, Seattle, WA 98101
20674xxxx7 atu*******@b********.com 1 2
James Woosley - Associate Financial Advisor, Ameriprise Financial Services, LLC 723 Broadway E Ste A, Seattle, WA 98102
20632xxxx7 car*******@a***.com
Russell Investments 1301 2nd Ave #18, Seattle, WA 98101
20650xxxx7 aak*******@r*****************.com 4.4 85
Shane Flock - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 rbc*********@r**.com
Brad Weiner, CFP - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx4 bre***********@u**.com
Dale Young, CFP - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20662xxxx7 ben*******************@u**.com
Greene Wealth Management LLC 1301 5th Ave, Seattle, WA 98101
20662xxxx0 chr***@g***************.com
Northern Trust 1301 2nd Ave Suite 2600, Seattle, WA 98101
20626xxxx0 dns**********@n***.com 8825
Neil A. McDevitt - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx4 joh*******@c*.rbcwealthmanagement 14777 16000
Shoba Sriaiyer - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx2 ben*******************@u**.com
Bernstein Global Wealth Management 601 Union St Ste 4650, Seattle, WA 98101
20634xxxx0 aak********@b********.com 3.5 2
Hammar-Clendenin Wealth Management Group - UBS Financial Services Inc. 31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104
20644xxxx8 bre***********@u**.com
Merrill Lynch Financial Advisor Corina L Davis 401 Union St, Seattle, WA 98101
20646xxxx5 ale*********@m*.com 5 1
Knight Wealth Management 1101 N Northlake Way Ste 104, Seattle, WA 98103 20644xxxx4
Laird Norton Tyee 801 2nd Ave Ste 1600, Seattle, WA 98104
20646xxxx0 e@l**********.com
Ken Carter - RBC Wealth Management Financial Advisor 401 Union St Suite 3600, Seattle, WA 98101
20662xxxx9 rbc*********@r**.com
Blue Water Wealth 701 N 36th St #310, Seattle, WA 98103
20629xxxx3 cai***********@b**************.com
Washington Capital Management, Inc. Park Place Building, 1200 6th Ave #700, Seattle, WA 98101 20638xxxx5 5 1
Pacific Portfolio Consulting, LLC 701 5th Ave Suite 6850, Seattle, WA 98104
20662xxxx1 bhu****@p****************.com
Pugh Capital Management Inc 520 Pike St, Seattle, WA 98101 20632xxxx5
David Moskovitz - RBC Wealth Management Branch Director 401 Union St Suite 3600, Seattle, WA 98101
42580xxxx7 joh*******@c*.rbcwealthmanagement
The Simon Wealth Management Group - Ubs Financial Services Inc. 925 Fourth Avenue 31st And 32nd Floors, Seattle, Wa 98104 20662xxxx0
Bond Financial, PLLC 155 NE 100th St #301, Seattle, WA 98125
20683xxxx0 jay@b************.biz 5 2