Auxano Advisors

Auxano Advisors (CRD# 145179) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,269,622,086 in 1,887 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,270
    MILLION
  • Total Number of Accounts
    1,887
    ACCOUNTS
  • Average Account Value
    $672,826
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, IL, LA, MI, NY, OH, OR, TX, WA, WI

Financial Advisors at Auxano Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Peter W. Cline
CRD#: 1690570
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Peter Cline (CRD# 1690570) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 36 years of experience in the finance industry.

2
Alexander K. Lee
CRD#: 2220618
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Alexander Lee (CRD# 2220618) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 31 years of experience in the finance industry.

3
Dwight S. Whiting
CRD#: 4904938
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Dwight Whiting (CRD# 4904938) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 19 years of experience in the finance industry.

4
Daniel A. Anderson
CRD#: 7716034
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Daniel Anderson (CRD# 7716034) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

5
Jared L. Davis
CRD#: 2817466
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Jared Davis (CRD# 2817466) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has over 27 years of experience in the finance industry.

6
Andrew S. Matzen
CRD#: 7831482
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Andrew Matzen (CRD# 7831482) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

7
Grayson E. Unger
CRD#: 7716074
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Grayson Unger (CRD# 7716074) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

8
Davis M. Walker
CRD#: 7191805
10900 Ne 4th Street, Suite 1950, Bellevue, WA 98004

Davis Walker (CRD# 7191805) is an Investment Advisor Representative working at Auxano Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

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