Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC (CRD# 108917) is a financial advisory firm headquartered in Seattle, WA. They manage $2,015,507,737 in 3,435 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,016
    MILLION
  • Total Number of Accounts
    3,435
    ACCOUNTS
  • Average Account Value
    $586,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, CO, FL, ID, IL, MI, MT, NV, NY, OR, TX, WA

Financial Advisors at Moss Adams Wealth Advisors LLC
Showing 1 - 10 of 27 top financial advisors.
1
Erica L. Coogan
CRD#: 3130160
999 Third Ave Ste 2800, Seattle, WA 98104
96
Wealthminder
score

Erica Coogan (CRD# 3130160) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 18 years of experience in the finance industry. Erica Coogan 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
Ryan L. Franklin
CRD#: 5283929
402 E Yakima Ave Ste 110, Yakima, WA 98907
96
Wealthminder
score

Ryan Franklin (CRD# 5283929) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Yakima, WA and has over 10 years of experience in the finance industry. Ryan Franklin 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
Kathryn H. Garrison
CRD#: 5435433
999 Third Ave Ste 2800, Seattle, WA 98104
96
Wealthminder
score

Kathryn Garrison (CRD# 5435433) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 9 years of experience in the finance industry. Kathryn Garrison 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
Mark G. Huffman
CRD#: 4912158
3100 Zinfandel Drive, 5th Floor, Rancho Cordova, CA 95670
96
Wealthminder
score

Mark Huffman (CRD# 4912158) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Rancho Cordova, CA and has over 10 years of experience in the finance industry. Mark Huffman 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.

5
Lars I. Landrie
CRD#: 1967590
2707 Colby Ave Ste 801, Everett, WA 98201
96
Wealthminder
score

Lars Landrie (CRD# 1967590) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Everett, WA and has over 27 years of experience in the finance industry. Lars Landrie 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
Aaron B. McFarland
CRD#: 5043231
999 Third Ave Ste 2800, Seattle, WA 98104
96
Wealthminder
score

Aaron McFarland (CRD# 5043231) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 10 years of experience in the finance industry. Aaron McFarland 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.

7
John E. Whiting
CRD#: 2978133
438 1st Street, Suite 320, Santa Rosa, CA 95401
96
Wealthminder
score

John Whiting (CRD# 2978133) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Santa Rosa, CA and has over 18 years of experience in the finance industry. John Whiting 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
Kelsen W. Edwins
CRD#: 5433517
999 Third Ave Ste 2800, Seattle, WA 98104
93
Wealthminder
score

Kelsen Edwins (CRD# 5433517) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 7 years of experience in the finance industry.

9
Justin A. Fisher
CRD#: 5481452
1301 A Street Ste 600, Tacoma, WA 98402
93
Wealthminder
score

Justin Fisher (CRD# 5481452) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Tacoma, WA and has over 8 years of experience in the finance industry.

10
Jennifer R. Furness
CRD#: 2657358
999 Third Ave Ste 2800, Seattle, WA 98104
93
Wealthminder
score

Jennifer Furness (CRD# 2657358) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 19 years of experience in the finance industry.

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