Empirical Wealth Management

Empirical Wealth Management (CRD# 152622) is a financial advisory firm headquartered in Seattle, WA. They manage $4,166,875,809 in 5,560 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,167
    MILLION
  • Total Number of Accounts
    5,560
    ACCOUNTS
  • Average Account Value
    $749,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

Financial Advisors at Empirical Wealth Management
Showing 1 - 10 of 30 top financial advisors.
1
Shannon J. Bene
CRD#: 2691744
805 Sw Broadway Suite 2400, Portland, Or 97205, Suite 2400, Portland, OR 97205

Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 26 years of experience in the finance industry. Shannon Bene 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
Richard T. Boyer
CRD#: 2291798
49 Kearny Street, 6th Floor, San Francisco, CA 94108

Richard Boyer (CRD# 2291798) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has over 29 years of experience in the finance industry. Richard Boyer 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
Ethan A. Broga
CRD#: 4272080
1420 5th Ave, Suite 3150, Seattle, WA 98101

Ethan Broga (CRD# 4272080) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 21 years of experience in the finance industry. Ethan Broga 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
Justin W. Buller
CRD#: 2075899
1420 5th Ave, Suite 3150, Seattle, WA 98101

Justin Buller (CRD# 2075899) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 17 years of experience in the finance industry.

5
Cristina M. Campbell
CRD#: 5508046
1420 5th Ave, Suite 3150, Seattle, WA 98101

Cristina Campbell (CRD# 5508046) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 12 years of experience in the finance industry. Cristina Campbell 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
Chun Kau C. Cheung
CRD#: 3171114
333 Bush Street, Suite 1410, San Francisco, CA 94104

Chun Kau Cheung (CRD# 3171114) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has over 22 years of experience in the finance industry.

7
Christopher J. Edwards
CRD#: 5275738
11100 Ne 8th Street, Suite 820, Bellevue, WA 98004

Christopher Edwards (CRD# 5275738) is an Investment Advisor Representative working at Empirical Wealth Management in Bellevue, WA and has over 14 years of experience in the finance industry. Christopher Edwards 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.

8
Lorne D. Enquist
CRD#: 5270619
1420 5th Ave, Suite 3150, Seattle, WA 98101

Lorne Enquist (CRD# 5270619) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 21 years of experience in the finance industry.

9
Lindsay M. Farnsworth
CRD#: 6521513
1420 5th Ave, Suite 3150, Seattle, WA 98101

Lindsay Farnsworth (CRD# 6521513) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 6 years of experience in the finance industry.

10
Jaime L. Fry
CRD#: 5678691
1420 5th Ave, Suite 3150, Seattle, WA 98101

Jaime Fry (CRD# 5678691) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 3 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.