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
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 11 years of experience in the finance industry.

2
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 15 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.

3
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 19 years of experience in the finance industry.

4
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 12 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
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 15 years of experience in the finance industry.

7
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 6 years of experience in the finance industry.

8
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.

9
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.

10
Jeff K. Parker
CRD#: 6460907
999 3rd Ave, Suite 600, Seattle, WA 98104
90
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 put clients' interests first and comply with the Financial Planning Practice Standards.

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