Vault-13

Managers in Edmonds, WA

United States · 202 asset managers within 25 km (2 in Edmonds itself) · 219 wealth managers, banks and others

EdmondsBellevueSeattleSammamishBothellBainbridge IslandIssaquahTacomaLakewoodGig Harbor
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 · Bellevue, WA 52 · Kirkland, WA 12 · Mercer Island, WA 4 · Lynnwood, WA 2 · Bothell, WA 2 · Poulsbo, WA 2 · Redmond, WA 2 · Silverdale, WA 2 · Issaquah, WA 2 · Stanwood, WA 2 · Everett, WA 1

Asset managers in and around Edmonds

#Manager People here Assets Visa salary
101 Ironvine Capital Partners, LLC institutions · Kirkland $1.1bn 1 $1.1bn
102 Shannon River Fund Management LLC hedge funds · Kirkland $904.7m 1 $904.7m
103 FSA INVESTMENT GROUP, LLC private equity · Seattle $761.8m 1 $761.8m
104 WEST RIDGE ADVISORS institutions · Poulsbo $396.0m 1 $396.0m
105 HIGHBURY PACIFIC CAPITAL CORP. institutions · Bellevue $333.3m about 1main office $333.3m
106 HOT CREEK CAPITAL, L.L.C. hedge funds · Kirkland $135.7m about 1main office $135.7m
107 Euclidean Technologies Management, LLC mutual funds · Seattle $131.6m about 1main office $131.6m
108 NORTHWEST ADMINISTRATORS INC Seattle $114.8m about 1main office $114.8m
109 CALPA ADVISORS LLC Kirkland about 1main office
110 GRAYHAWK CAPITAL, LLC venture · Seattle 1
111 PACK VENTURES venture · Seattle 1main office
112 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Seattle ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
113 Pinegrove Venture Partners, LLC private equity, venture, futures · Seattle $13.7bn office $13.7bn
114 BEACON CAPITAL PARTNERS, LLC real estate · Seattle $1.3bn office $1.3bn
115 FAIRVIEW ASSET MANAGEMENT LLC hedge funds, real estate · Seattle $256.0m office $256.0m
116 Catalys Pacific, LLC venture · Seattle $229.5m office $229.5m
117 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
118 WELLS FARGO & COMPANY/MN wealth · Seattle, Bellevue WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
119 Fisher Asset Management, LLC wealth · Bellevue FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
120 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
121 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Bellevue STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
122 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
123 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Bellevue Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
124 General Catalyst Group Management, LLC venture, wealth · Bellevue GC Wealth Management RIA, LLC · 2 related pages $45.5bn office $45.5bn
125 MILLIMAN ADVISORS, LLC mutual funds, institutions, futures · Seattle MILLIMAN ADVISORS, LLC · 2 related pages $40.3bn office $40.3bn
126 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
127 GATES FOUNDATION TRUST asset owner · Kirkland $34.4bn based here $34.4bn
128 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
129 Barwick & Partners, Inc. institutions · Seattle $2.8bn based here $2.8bn
130 Merriman Wealth Management, LLC Seattle $2.4bn based here $2.4bn
131 Garde Capital, Inc. Seattle $2.2bn based here $2.2bn
132 Clarius Group, LLC Seattle $1.8bn based here $1.8bn
133 RDST Capital LLC Seattle $1.2bn based here $1.2bn
134 Bristlecone Advisors, LLC Bellevue $1.2bn based here $1.2bn
135 CPWM, LLC Seattle $1.1bn based here $1.1bn
136 FRG Family Wealth Advisors LLC Bellevue $610.2m based here $610.2m
137 Aspire Capital Advisors LLC Seattle $513.5m based here $513.5m
138 EXECUTIVE WEALTH GROUP LLC Kirkland $480.4m based here $480.4m
139 McCutchen Group LLC Seattle $464.3m based here $464.3m
140 Snider Financial Group Bellevue $392.8m based here $392.8m
141 ELLIOTT COVE CAPITAL MANAGEMENT institutions · Seattle $348.2m office $348.2m
142 Cloud Capital Management, LLC Seattle $274.1m based here $274.1m
143 Wayfinding Financial, LLC Lynnwood $264.0m based here $264.0m
144 TrueWealth Financial Partners Bellevue $242.0m based here $242.0m
145 Moser Wealth Advisors, LLC Bellevue $208.3m based here $208.3m
146 HARBOUR INVESTMENT MANAGEMENT LLC Edmonds $193.6m based here $193.6m
147 Hara Capital LLC Bellevue $189.6m based here $189.6m
148 SANDER CAPITAL ADVISORS INC Seattle $189.0m based here $189.0m
149 Hidden Cove Wealth Management, LLC Bainbridge Island $181.6m based here $181.6m
150 HBC Financial Services, PLLC Seattle $163.2m based here $163.2m

202 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.