Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC (CRD# 108917) is a financial advisory firm headquartered in Seattle, WA. They manage $3,333,840,032 in 4,118 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,334
    MILLION
  • Total Number of Accounts
    4,118
    ACCOUNTS
  • Average Account Value
    $809,577
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, HI, ID, IL, MI, MT, NM, NV, NY, OR, TN, TX, UT, WA

Financial Advisors at Moss Adams Wealth Advisors LLC
Showing 11 - 20 of 23 top financial advisors.
11
Lars I. Landrie
CRD#: 1967590
2707 Colby Ave Ste 801, Everett, WA 98201

Lars Landrie (CRD# 1967590) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Everett, WA and has over 34 years of experience in the finance industry.

12
Aaron B. McFarland
CRD#: 5043231
999 Third Ave Ste 2800, Seattle, WA 98104

Aaron McFarland (CRD# 5043231) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 17 years of experience in the finance industry.

13
Jason R. Romano
CRD#: 2448726
11766 Wilshire Boulevard, Suite 900, Los Angeles, CA 90025

Jason Romano (CRD# 2448726) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.

14
Benjamin S. Shively
CRD#: 5804341
999 Third Ave Ste 2800, Seattle, WA 98104

Benjamin Shively (CRD# 5804341) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 12 years of experience in the finance industry.

15
Charles J. Stermetz
CRD#: 6630240
635 Campbell Technology Parkway, Campbell, CA 95008

Charles Stermetz (CRD# 6630240) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Campbell, CA and has over 5 years of experience in the finance industry.

16
Lindsay M. Stuart
CRD#: 6240748
805 Sw Broadway, Suite 1200, Portland, OR 97205

Lindsay Stuart (CRD# 6240748) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Portland, OR and has over 10 years of experience in the finance industry.

17
George L. Taylor
CRD#: 1134299
999 Third Ave Ste 2800, Seattle, WA 98104

George Taylor (CRD# 1134299) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 40 years of experience in the finance industry.

18
Marie M. Taylor
CRD#: 722896
999 Third Ave Ste 2800, Seattle, WA 98104

Marie Taylor (CRD# 722896) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 37 years of experience in the finance industry.

19
Christopher J. Waetzig
CRD#: 6282199
999 Third Ave Ste 2800, Seattle, WA 98104

Christopher Waetzig (CRD# 6282199) 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.

20
Brandon C. Zilles
CRD#: 6749486
999 Third Ave Ste 2800, Seattle, WA 98104

Brandon Zilles (CRD# 6749486) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 5 years of experience in the finance industry.

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