Vault-13

Managers in Everett, WA

United States · 7 asset managers within 25 km (1 in Everett itself) · 28 wealth managers, banks and others

EverettBellevueRedmondSeattleEdmondsSammamishBothellBainbridge IslandIssaquahTacoma
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 · Bothell, WA 2 · Lynnwood, WA 2 · Edmonds, WA 2 · Redmond, WA 2 · Stanwood, WA 2 · Poulsbo, WA 2 · Silverdale, WA 2 · Camano Island, WA 1

Asset managers in and around Everett

#Manager People here Assets Visa salary
1 EDELMAN FINANCIAL ENGINES Lynnwood $326.3bn 10 $326.3bn
2 ZEVENBERGEN CAPITAL INVESTMENTS LLC mutual funds · Edmonds $4.6bn about 10main office $4.6bn
3 GUIDE ADVISORS, INC. Bothell about 5main office
4 Wayfinding Financial, LLC Lynnwood $264.0m based here $264.0m
5 HARBOUR INVESTMENT MANAGEMENT LLC Edmonds $193.6m based here $193.6m
6 DISCIPULUS MANAGEMENT LLC venture · Bothell office
7 SBI US GATEWAY FUND MANAGEMENT venture · Everett office

7 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.