Financial advisors in Gig Harbor, WA

147 advisors · page 5 of 5

Peter Bortel
Financial advisor at Bortel Investment Management, LLC
Bortel Investment Management, LLC · $63M AUM
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Peter Sayah
Financial advisor at Pacific Asset Management, LLC
Pacific Asset Management, LLC · $384.8M AUM
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Peter Stefanic
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Rachel Geringer
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Richard North
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Rick Larson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Robert Eiford
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Roman Brent
Financial advisor at Aerie Advisory Group LLC
Aerie Advisory Group LLC · $2.52B AUM
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Ronald Barton
Financial advisor at Lighthouse Wealth Strategies, LLC
Lighthouse Wealth Strategies, LLC · $844.4M AUM
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Ryan Finnigan
Financial advisor at Fortitude Advisory Group L.l.c.
Fortitude Advisory Group L.l.c. · $467.5M AUM
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Ryan Grimmer
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Sari Keim
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Sharon Cooper
Financial advisor at Aerie Advisory Group LLC
Aerie Advisory Group LLC · $2.52B AUM
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Stacy Shields
Financial advisor at Fortitude Advisory Group L.l.c.
Fortitude Advisory Group L.l.c. · $467.5M AUM
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Susan Grosshans
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Tanner Stepp
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Tara Voorhies
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Taylor Monson
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
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Theresa King
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Thomas Fletcher
Financial advisor at Gensphere Private Wealth, LLC
Gensphere Private Wealth, LLC · $50.5M AUM
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Timothy Batanian
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Timothy Cashman
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Timothy Lewis
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Timothy Polen
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Todd Schock-Rosenbach
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Victor Belfiore
Financial advisor at Mariner
Mariner · $125.41B AUM
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Zachary Paul
Financial advisor at Sowell Management
Sowell Management · $4.81B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Gig Harbor, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Gig Harbor, WA.

How this list works

Before you hire an advisor in Gig Harbor, WA