Paracle Advisors LLC

Paracle Advisors LLC (CRD# 130726) is a financial advisory firm headquartered in Mercer Island, WA. They manage $1,234,081,077 in 1,622 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,234
    MILLION
  • Total Number of Accounts
    1,622
    ACCOUNTS
  • Average Account Value
    $760,839
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
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.

CA, ID, TX, WA

Financial Advisors at Paracle Advisors LLC
Showing 1 - 10 of 13 top financial advisors.
1
David B. Bigelow
CRD#: 6926689
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 2 years of experience in the finance industry.

2
Elliott J. Brink
CRD#: 2327301
7900 Se 28th St, Suite 204, Mercer Island, WA 98040

Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 20 years of experience in the finance industry. Elliott Brink 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
Claudina E. Campbell
CRD#: 5618426
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Claudina Campbell (CRD# 5618426) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 14 years of experience in the finance industry. Claudina 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.

4
Duane M. Duim
CRD#: 3144110
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Duane Duim (CRD# 3144110) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 21 years of experience in the finance industry. Duane Duim 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
Joshua E. Harris
CRD#: 4555347
7900 Se 28th St, Suite 204, Mercer Island, WA 98040

Joshua Harris (CRD# 4555347) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 19 years of experience in the finance industry.

6
Heather L. Hutson
CRD#: 4907766
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Heather Hutson (CRD# 4907766) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has 1 year of experience in the finance industry. Heather Hutson 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
Kyle B. Larson
CRD#: 6489504
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Kyle Larson (CRD# 6489504) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has 1 year of experience in the finance industry. Kyle Larson 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
David K. McIntosh
CRD#: 6230478
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

David McIntosh (CRD# 6230478) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 7 years of experience in the finance industry.

9
Leslie B. Rosenberg
CRD#: 5173650
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Leslie Rosenberg (CRD# 5173650) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 11 years of experience in the finance industry. Leslie Rosenberg 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.

10
Eric M. Schuehle
CRD#: 2533870
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Eric Schuehle (CRD# 2533870) is an Investment Advisor Representative working at Paracle Advisors LLC in Mercer Island, WA and has over 26 years of experience in the finance industry.

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