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Best financial advisors in Leavenworth, WA

Registered advisers within 25 miles of Leavenworth, WA.

Offices
5
Firms
5
Combined AUM
$483M
Firm-wide filings, not assets booked only here
Clients
37
37 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

MOUNTAINEER CAPITAL LLC
MCHENRY CAPITAL, L.L.C.
CORNERSTONE PORTFOLIO RESEARCH
CULTIVATE WEALTH LLC
ICICLE CREEK INVESTMENTS

Investors

Jamie Lynn Schumacher
STEVEN JOSEPH OLDS
KELLY TODD KORTMAN

Within 25 miles of Leavenworth, WA, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $483M in combined regulatory AUM across 37 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Leavenworth

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CORNERSTONE PORTFOLIO RESEARCH 9 clients · 5 advisers $444M AUM 2 MCHENRY CAPITAL, L.L.C. 1 advisers $30.5M AUM 3 ICICLE CREEK INVESTMENTS 25 clients · 1 advisers $4.80M AUM 4 CULTIVATE WEALTH LLC 3 clients · 1 advisers $3.11M AUM