Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers (CRD# 108392) is a financial advisory firm headquartered in Seattle, WA. They manage $2,011,384,171 in 1,499 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,011
    MILLION
  • Total Number of Accounts
    1,499
    ACCOUNTS
  • Average Account Value
    $1,341,817
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, HI, ID, MN, MT, NC, NJ, NM, NV, OR, PA, TX, WA

Financial Advisors at Badgley Phelps Wealth Managers
Showing 1 - 10 of 19 top financial advisors.
1
Julie L. Parisio Roy
CRD#: 2945708
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
96
Wealthminder
score

Julie Parisio Roy (CRD# 2945708) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 19 years of experience in the finance industry. Julie Parisio Roy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven C. Phelps
CRD#: 1632457
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
96
Wealthminder
score

Steven Phelps (CRD# 1632457) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 29 years of experience in the finance industry.

3
Calvin M. Spranger
CRD#: 2864054
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
96
Wealthminder
score

Calvin Spranger (CRD# 2864054) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 19 years of experience in the finance industry.

4
Timothy J. Thomas
CRD#: 2542160
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
96
Wealthminder
score

Timothy Thomas (CRD# 2542160) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.

5
Jeffrey M. Walters
CRD#: 3264870
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
96
Wealthminder
score

Jeffrey Walters (CRD# 3264870) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 16 years of experience in the finance industry. Jeffrey Walters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jose F. Barbosa
CRD#: 4851839
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
93
Wealthminder
score

Jose Barbosa (CRD# 4851839) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 12 years of experience in the finance industry.

7
James K. Callaghan
CRD#: 2767423
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
93
Wealthminder
score

James Callaghan (CRD# 2767423) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 20 years of experience in the finance industry.

8
Mitzi W. Carletti
CRD#: 1025799
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
93
Wealthminder
score

Mitzi Carletti (CRD# 1025799) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 34 years of experience in the finance industry.

9
Michael R. Gerke
CRD#: 4557286
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
93
Wealthminder
score

Michael Gerke (CRD# 4557286) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 15 years of experience in the finance industry.

10
Curtis L. Pepin
CRD#: 2551288
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
93
Wealthminder
score

Curtis Pepin (CRD# 2551288) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.