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Financial & Investment Planning Services
Ranked by South Sound total assets under management. Figures as of December 2016.
Rank
2015 RankCompany Name
Address
Phone | Fax
Website
Email
Year Est
# EmpsAssets Mngd# Cert PlnrsType of Clients
Type of Planning
Top Exec(s)
1
1
Financial Advocates
1601 Cooper Point Rd NW
Olympia, WA 98502
(360) 866-2345 | (360) 866-6920
FinancialAdvocates.com
info@financialadvocates.com
1996
28
$4B
96
Retirees, business owners, non-profits, institutions, qualified plan trustees
182 advisers, fee only, managed/commission, fin advocates advisory svcs, plan fiduciaries securities sold through LPL financial, member FiNRA/SIPC
Gary Campbell, CEO, Chairman; Angela Vlach, Pres, COO
2
2
UBS Financial Services
1145 Broadway Ste 1400
Tacoma, WA 98402
(253) 272-3371 | (253) 272-9649
Ubs.com
quang.bui@ubs.com
1895
32
$2B
7
High net worth, business owners, professionals, foundations
CFP, CIMA, CIMC, Fee Planners
Quang N Bui, Senior Vice Pres

 

 

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