Vault-13

Managers in Lakewood, WA

United States · 20 asset managers within 25 km (1 in Lakewood itself) · 38 wealth managers, banks and others

LakewoodBellevueRedmondSeattleSammamishLynnwoodBainbridge IslandIssaquahTacomaGig 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: Tacoma, WA 10 · Gig Harbor, WA 6 · Olympia, WA 5 · Mercer Island, WA 4 · Puyallup, WA 1 · Sumner, WA 1 · Auburn, WA 1

Asset managers in and around Lakewood

#Manager People here Assets Visa salary
1 EDELMAN FINANCIAL ENGINES Auburn $326.3bn 7 $326.3bn
2 DecisionPoint Financial, LLC institutions · Gig Harbor $1.2bn 5 $1.2bn
3 GQG PRIVATE CAPITAL SOLUTIONS LLC private equity, futures · Tacoma $266.8m about 5main office $266.8m
4 Alera Investment Advisors, LLC institutions · Tacoma $5.3bn 3 $5.3bn
5 SB ADVISORY, LLC institutions · Sumner $1.1bn 2 $1.1bn
6 MIRI CAPITAL MANAGEMENT LLC hedge funds · Tacoma $929.7m 2 $929.7m
7 BENCHMARK PLUS MANAGEMENT hedge funds, futures · Gig Harbor $767.4m about 2main office $767.4m
8 RFG Advisory, LLC mutual funds · Tacoma $8.0bn 1 $8.0bn
9 CLEARWATER MANAGEMENT CO., INC. hedge funds, private equity, mutual funds · Tacoma $4.7bn 1 $4.7bn
10 Advisory Alpha, LLC Gig Harbor $4.4bn 1 $4.4bn
11 Simplicity Wealth,LLC Gig Harbor $4.3bn 1 $4.3bn
12 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Tacoma Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
13 CNO Financial Group, Inc. structured credit, institutions, wealth · Tacoma BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
14 KEYCORP wealth · Lakewood KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn office $30.4bn
15 ALLSTATE CORP structured credit, wealth · Puyallup ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
16 Financial Insights, Inc. Tacoma $379.9m based here $379.9m
17 Pacific Asset Management, LLC Gig Harbor $203.8m based here $203.8m
18 RAINIER FAMILY WEALTH INC Tacoma $175.7m based here $175.7m
19 Seneschal Advisors, LLC Tacoma $146.0m based here $146.0m
20 P3 ASSET MANAGEMENT Gig Harbor $40.3m office $40.3m

20 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.