Vault-13

Managers in Bellevue, WA

United States · 206 asset managers within 25 km (52 in Bellevue itself) · 236 wealth managers, banks and others

BellevueRedmondSeattleEdmondsSammamishBothellBainbridge IslandIssaquahTacomaLakewood
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Seattle, WA 137 · Kirkland, WA 12 · Tacoma, WA 10 · Gig Harbor, WA 6 · Mercer Island, WA 4 · Redmond, WA 2 · Issaquah, WA 2 · Bothell, WA 2 · Lynnwood, WA 2 · Edmonds, WA 2 · Snoqualmie, WA 2 · Poulsbo, WA 2

Asset managers in and around Bellevue

#Manager People here Assets Visa salary
101 GRAYCLIFF PARTNERS LP private equity · Seattle $2.0bn 1 $2.0bn
102 Buck Wealth Strategies, LLC institutions · Bellevue $1.6bn 1 $1.6bn
103 Ironvine Capital Partners, LLC institutions · Kirkland $1.1bn 1 $1.1bn
104 ARCH Venture Management, LLC venture · Mercer Island $1.1bn 1 $1.1bn
105 Shannon River Fund Management LLC hedge funds · Kirkland $904.7m 1 $904.7m
106 FSA INVESTMENT GROUP, LLC private equity · Seattle $761.8m 1 $761.8m
107 HIGHBURY PACIFIC CAPITAL CORP. institutions · Bellevue $333.3m about 1main office $333.3m
108 HOT CREEK CAPITAL, L.L.C. hedge funds · Kirkland $135.7m about 1main office $135.7m
109 Euclidean Technologies Management, LLC mutual funds · Seattle $131.6m about 1main office $131.6m
110 NORTHWEST ADMINISTRATORS INC Seattle $114.8m about 1main office $114.8m
111 CALPA ADVISORS LLC Kirkland about 1main office
112 CLARA PARTNERS MANAGEMENT LLC private equity · Mercer Island 1
113 GRAYHAWK CAPITAL, LLC venture · Seattle 1
114 PACK VENTURES venture · Seattle 1main office
115 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Seattle ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
116 Pinegrove Venture Partners, LLC private equity, venture, futures · Seattle $13.7bn office $13.7bn
117 BEACON CAPITAL PARTNERS, LLC real estate · Seattle $1.3bn office $1.3bn
118 FAIRVIEW ASSET MANAGEMENT LLC hedge funds, real estate · Seattle $256.0m office $256.0m
119 Catalys Pacific, LLC venture · Seattle $229.5m office $229.5m
120 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Bellevue, Seattle MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn 2 offices $1.8tn
121 WELLS FARGO & COMPANY/MN wealth · Seattle, Bellevue WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
122 Fisher Asset Management, LLC wealth · Bellevue FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
123 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Bellevue HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
124 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Bellevue STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
125 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Seattle, Bellevue COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 2 offices $181.9bn
126 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Bellevue Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
127 General Catalyst Group Management, LLC venture, wealth · Bellevue GC Wealth Management RIA, LLC · 2 related pages $45.5bn office $45.5bn
128 MILLIMAN ADVISORS, LLC mutual funds, institutions, futures · Seattle MILLIMAN ADVISORS, LLC · 2 related pages $40.3bn office $40.3bn
129 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Seattle, Bellevue OPPENHEIMER & CO. INC. · 5 related pages $36.7bn 2 offices $36.7bn
130 GATES FOUNDATION TRUST asset owner · Kirkland $34.4bn based here $34.4bn
131 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · Seattle TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
132 KEYCORP wealth · Issaquah KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn office $30.4bn
133 Barwick & Partners, Inc. institutions · Seattle $2.8bn based here $2.8bn
134 Merriman Wealth Management, LLC Seattle $2.4bn based here $2.4bn
135 Garde Capital, Inc. Seattle $2.2bn based here $2.2bn
136 Clarius Group, LLC Seattle $1.8bn based here $1.8bn
137 RDST Capital LLC Seattle $1.2bn based here $1.2bn
138 Bristlecone Advisors, LLC Bellevue $1.2bn based here $1.2bn
139 Compound Global Advisors, LLC hedge funds, institutions · Mercer Island $1.2bn based here $1.2bn
140 CPWM, LLC Seattle $1.1bn based here $1.1bn
141 FRG Family Wealth Advisors LLC Bellevue $610.2m based here $610.2m
142 Aspire Capital Advisors LLC Seattle $513.5m based here $513.5m
143 EXECUTIVE WEALTH GROUP LLC Kirkland $480.4m based here $480.4m
144 McCutchen Group LLC Seattle $464.3m based here $464.3m
145 Snider Financial Group Bellevue $392.8m based here $392.8m
146 Olde Wealth Management, LLC Sammamish $352.9m based here $352.9m
147 ELLIOTT COVE CAPITAL MANAGEMENT institutions · Seattle $348.2m office $348.2m
148 Cloud Capital Management, LLC Seattle $274.1m based here $274.1m
149 Wayfinding Financial, LLC Lynnwood $264.0m based here $264.0m
150 TrueWealth Financial Partners Bellevue $242.0m based here $242.0m

206 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.