We are honored to have been recognized as one of America's Top 1200 U.S. Financial Advisors for 2022, our 14th consecutive year on this ranking. In the state-by-state breakdown, we are #11 in Washington State. This could not happen without the continued support of our clients. We extend our heartfelt thanks to all our clients for their trust and continuing to refer their friends and family to us. We look forward to serving you in all the years ahead!
Disclosures: Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.