Bristlecone Advisors LLC

Bristlecone Advisors LLC (CRD# 109227) is a financial advisory firm headquartered in Seattle, WA. They manage $993,953,189 in 234 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    994
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $4,247,663
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, TX, WA

Financial Advisors at Bristlecone Advisors LLC
Showing 1 - 10 of 10 top financial advisors.
1
Jeff K. Parker
CRD#: 6460907
999 3rd Ave, Suite 600, Seattle, WA 98104
101
Wealthminder
score
Jeff Parker (CRD# 6460907) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has 1 year of experience in the finance industry. Jeff Parker 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Adam C. Guenther
CRD#: 4894540
999 3rd Ave, Suite 600, Seattle, WA 98104
96
Wealthminder
score

Adam Guenther (CRD# 4894540) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has over 12 years of experience in the finance industry.

3
Joseph B. Winkler
CRD#: 4355146
999 3rd Ave, Suite 600, Seattle, WA 98104
96
Wealthminder
score

Joseph Winkler (CRD# 4355146) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has over 16 years of experience in the finance industry. Joseph Winkler 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.

4
Kevin S. Berry
CRD#: 2894776
10900 Ne 4th Street, Suite 2260, Bellevue, WA 98004
93
Wealthminder
score

Kevin Berry (CRD# 2894776) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 20 years of experience in the finance industry.

5
Piper D. Hanson
CRD#: 3148579
10900 Ne 4th Street, Suite 2260, Bellevue, WA 98004
93
Wealthminder
score

Piper Hanson (CRD# 3148579) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 13 years of experience in the finance industry.

6
Kevin G. McCandlish
CRD#: 2377585
999 3rd Ave, Suite 600, Seattle, WA 98104
93
Wealthminder
score

Kevin McCandlish (CRD# 2377585) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has over 24 years of experience in the finance industry.

7
Christopher J. Taylor
CRD#: 4367955
10900 Ne 4th Street, Suite 2260, Bellevue, WA 98004
93
Wealthminder
score

Christopher Taylor (CRD# 4367955) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 16 years of experience in the finance industry.

8
Anthony D. Waltier
CRD#: 5785495
10900 Ne 4th Street, Suite 2260, Bellevue, WA 98004
93
Wealthminder
score

Anthony Waltier (CRD# 5785495) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 7 years of experience in the finance industry.

9
Larry D. Kinner
CRD#: 6463253
999 3rd Ave, Suite 600, Seattle, WA 98104
90
Wealthminder
score

Larry Kinner (CRD# 6463253) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has 1 year of experience in the finance industry.

10
Scott A. Oswald
CRD#: 4344161
999 3rd Ave, Suite 600, Seattle, WA 98104
90
Wealthminder
score

Scott Oswald (CRD# 4344161) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.