Vault-13

Managers in Seattle, WA

United States · 204 asset managers within 25 km (137 in Seattle itself) · 233 wealth managers, banks and others

SeattleBellevueRedmondEdmondsSammamishBothellBainbridge 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: Bellevue, WA 52 · Kirkland, WA 12 · Tacoma, WA 10 · Gig Harbor, WA 6 · Mercer Island, WA 4 · Redmond, WA 2 · Edmonds, WA 2 · Lynnwood, WA 2 · Bothell, WA 2 · Poulsbo, WA 2 · Issaquah, WA 2 · Silverdale, WA 2

Asset managers in and around Seattle

#Manager People here Assets Visa salary
101 Buck Wealth Strategies, LLC institutions · Bellevue $1.6bn 1 $1.6bn
102 Ironvine Capital Partners, LLC institutions · Kirkland $1.1bn 1 $1.1bn
103 ARCH Venture Management, LLC venture · Mercer Island $1.1bn 1 $1.1bn
104 Shannon River Fund Management LLC hedge funds · Kirkland $904.7m 1 $904.7m
105 FSA INVESTMENT GROUP, LLC private equity · Seattle $761.8m 1 $761.8m
106 HIGHBURY PACIFIC CAPITAL CORP. institutions · Bellevue $333.3m about 1main office $333.3m
107 HOT CREEK CAPITAL, L.L.C. hedge funds · Kirkland $135.7m about 1main office $135.7m
108 Euclidean Technologies Management, LLC mutual funds · Seattle $131.6m about 1main office $131.6m
109 NORTHWEST ADMINISTRATORS INC Seattle $114.8m about 1main office $114.8m
110 CALPA ADVISORS LLC Kirkland about 1main office
111 CLARA PARTNERS MANAGEMENT LLC private equity · Mercer Island 1
112 GRAYHAWK CAPITAL, LLC venture · Seattle 1
113 PACK VENTURES venture · Seattle 1main office
114 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Seattle ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
115 Pinegrove Venture Partners, LLC private equity, venture, futures · Seattle $13.7bn office $13.7bn
116 BEACON CAPITAL PARTNERS, LLC real estate · Seattle $1.3bn office $1.3bn
117 FAIRVIEW ASSET MANAGEMENT LLC hedge funds, real estate · Seattle $256.0m office $256.0m
118 Catalys Pacific, LLC venture · Seattle $229.5m office $229.5m
119 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
120 WELLS FARGO & COMPANY/MN wealth · Seattle, Bellevue WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
121 Fisher Asset Management, LLC wealth · Bellevue FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
122 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
123 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Bellevue STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
124 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
125 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Bellevue Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
126 General Catalyst Group Management, LLC venture, wealth · Bellevue GC Wealth Management RIA, LLC · 2 related pages $45.5bn office $45.5bn
127 MILLIMAN ADVISORS, LLC mutual funds, institutions, futures · Seattle MILLIMAN ADVISORS, LLC · 2 related pages $40.3bn office $40.3bn
128 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
129 GATES FOUNDATION TRUST asset owner · Kirkland $34.4bn based here $34.4bn
130 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
131 Barwick & Partners, Inc. institutions · Seattle $2.8bn based here $2.8bn
132 Merriman Wealth Management, LLC Seattle $2.4bn based here $2.4bn
133 Garde Capital, Inc. Seattle $2.2bn based here $2.2bn
134 Clarius Group, LLC Seattle $1.8bn based here $1.8bn
135 RDST Capital LLC Seattle $1.2bn based here $1.2bn
136 Bristlecone Advisors, LLC Bellevue $1.2bn based here $1.2bn
137 Compound Global Advisors, LLC hedge funds, institutions · Mercer Island $1.2bn based here $1.2bn
138 CPWM, LLC Seattle $1.1bn based here $1.1bn
139 FRG Family Wealth Advisors LLC Bellevue $610.2m based here $610.2m
140 Aspire Capital Advisors LLC Seattle $513.5m based here $513.5m
141 EXECUTIVE WEALTH GROUP LLC Kirkland $480.4m based here $480.4m
142 McCutchen Group LLC Seattle $464.3m based here $464.3m
143 Snider Financial Group Bellevue $392.8m based here $392.8m
144 Olde Wealth Management, LLC Sammamish $352.9m based here $352.9m
145 ELLIOTT COVE CAPITAL MANAGEMENT institutions · Seattle $348.2m office $348.2m
146 Cloud Capital Management, LLC Seattle $274.1m based here $274.1m
147 Wayfinding Financial, LLC Lynnwood $264.0m based here $264.0m
148 TrueWealth Financial Partners Bellevue $242.0m based here $242.0m
149 Moser Wealth Advisors, LLC Bellevue $208.3m based here $208.3m
150 HARBOUR INVESTMENT MANAGEMENT LLC Edmonds $193.6m based here $193.6m

204 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.