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Find Top Financial Advisors in Washington

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Auburn, Alabama, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Washington

Washington has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Washington have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Washington mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Washington.

Qualified Financial Advisors in Washington

VETTED
Financial Advisor
Matt EbelingCFP®Fort Vancouver Investment Management, LLC1601 Officers RowVancouver, WA 98661
Experience22 Years
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Washington

Matt Ebeling
VETTED
Matt EbelingCFP®
Fort Vancouver Investment Management, LLC
About Matt Ebeling
Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S.

Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor.

On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.
About Fort Vancouver Investment Management, LLC
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours.

Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Qualifications
CRD# 5382212Firm CRD# 157019Series 65
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1601 Officers Row,Vancouver,WA 98661
Phone Number
360-823-0477

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FINRA/SEC Registered Advisors

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Firm Name
PARAMETRIC PORTFOLIO ASSOCIATESSeattle, WA
No. of Advisors877
AUM$475,093,919,406
No. of Clients163121
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
RUSSELL INVESTMENTSSeattle, WA
No. of Advisors653
AUM$82,657,150,657
No. of Clients146
Fee StructureA percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
Firm Name
RUSSELL INVESTMENTSSeattle, WA
No. of Advisors653
AUM$52,480,583,056
No. of Clients70944
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT)
Firm Name
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIPSeattle, WA
No. of Advisors95
AUM$24,747,000,000
No. of Clients17
Fee StructureA percentage of AUM, Performance Based
Firm Name
RUSSELL INVESTMENTSSeattle, WA
No. of Advisors656
AUM$23,026,995,111
No. of Clients77
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (% OF REVENUE/INTRACOMPANY AGRMTS)
Firm Name
INVESCO MANAGED ACCOUNTS, LLCSeattle, WA
No. of Advisors55
AUM$17,544,201,456
No. of Clients7462
Fee StructureA percentage of AUM, Fixed fees
Firm Name
HIMALAYA CAPITALSeattle, WA
No. of Advisors19
AUM$14,985,604,000
No. of Clients2
Fee StructurePerformance Based, Other (REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP)
Firm Name
BRIGHTON JONES LLCSeattle, WA
No. of Advisors241
AUM$12,488,348,504
No. of Clients2978
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
VERUS ADVISORY, INC.Seattle, WA
No. of Advisors88
AUM$11,021,211,156
No. of Clients106
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW)
Firm Name
PUGH CAPITAL MANAGEMENT, INC.Seattle, WA
No. of Advisors25
AUM$10,786,208,521
No. of Clients64
Fee StructureA percentage of AUM
Firm Name
COLDSTREAM WEALTH MANAGEMENTBellevue, WA
No. of Advisors164
AUM$10,666,708,673
No. of Clients4213
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASIS)
Firm Name
CERCANO MANAGEMENT LLCBellevue, WA
No. of Advisors70
AUM$10,483,204,374
No. of Clients43
Fee StructureA percentage of AUM, Performance Based
Firm Name
FREESTONE CAPITAL MANAGEMENT, LLCSeattle, WA
No. of Advisors107
AUM$9,527,801,546
No. of Clients5656
Fee StructureA percentage of AUM, Fixed fees, Commission Based, Performance Based
Firm Name
SILVER CREEK ADVISORY PARTNERS LLCSeattle, WA
No. of Advisors43
AUM$8,469,872,327
No. of Clients20
Fee StructureA percentage of AUM, Performance Based, Other (PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS)
Firm Name
SATURNA CAPITAL CORPORATIONBellingham, WA
No. of Advisors80
AUM$8,394,714,767
No. of Clients111
Fee StructureA percentage of AUM, Fixed fees, Performance Based

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