Finding a Top Financial Advisor Firm in Kirkland, Washington
With a range of options to choose from, finding the right financial advisor can be difficult. To help you narrow down your advisor search in Kirkland, we’ve created a list of the top firms who serve the area by comparing each firm’s advisory services, assets under management (AUM), fee structure, investment strategies and more. You can also connect with fiduciary advisors who serve the local area by using SmartAsset’s free financial advisor matching tool.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Robinswood Financial, LLC  Find an Advisor | $366,580,000 | $250,000 |
| Minimum Assets$250,000Financial Services
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| 2 | Schmidt Financial Group, Inc.  Find an Advisor | $445,492,467 | $5,000,000 |
| Minimum Assets$5,000,000Financial Services
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| 3 | Prevail Wealth Management, LLC  Find an Advisor | $214,644,813 | $3,000 minimum annual fee |
| Minimum Assets$3,000 minimum annual feeFinancial Services
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| 4 | Kaizen Financial Advisors, LLC  Find an Advisor | $244,208,652 | $5,000 minimum annual fee |
| Minimum Assets$5,000 minimum annual feeFinancial Services
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| 5 | Private Asset Management, Inc.  Find an Advisor | $105,171,786 | $10,000 minimum annual fee |
| Minimum Assets$10,000 minimum annual feeFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Kirkland, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Robinswood Financial
Robinswood Financial is the No. 1 firm on our list of the top financial advisors in Kirkland. This fee-only practice exclusively works with individual clients, both above and below the high-net-worth threshold. Robinswood imposes an account minimum requirement of $250,000 and charges a minimum annual fee of $1,875.
The firm’s team of advisors have an array of qualifications, including the certified fund specialist (CFS), chartered life underwriter (CLU), chartered financial consultant (ChFC), Certified Financial Planner™ (CFP®), accredited asset management specialist (AAMS) and chartered retirement planning counselor (CRPC) designations.
Founded in 2007 by Ed Ward, Robinswood offers investment management and related advisory services designed to help individuals plan for long-term financial goals. To that end, the firm develops customized portfolios, manages accounts on a discretionary basis and offers guidance on areas such as retirement planning, estate considerations and tax planning. Ward remains the principal owner of the firm.
Robinswood operates as a fee-only advisory firm and does not receive commissions, referral fees or other compensation from product sales. Fees are charged as a percentage of assets under management, with tiered rates that decline as account size increases.
The firm’s investment philosophy emphasizes globally diversified, long-term portfolios built with institutional index and asset-class mutual funds, along with selected exchange-traded funds (ETFs). Portfolios commonly include U.S. and international equities across multiple size categories, fixed income holdings such as bond funds and government-backed securities, as well as real estate exposure. Strategies aim to balance growth, cost efficiency, diversification and risk management while adapting to changes in client needs and market conditions.
Schmidt Financial Group
Schmidt Financial Management was founded in 2003 but did not enter the advisory business until 2023. At $5 million, it has the largest account minimum of any firm on this list. Its services span investment management, financial planning and consulting tailored to client goals, tax considerations and risk tolerance.
The firm works with individuals, high-net-worth individuals and certain business entities, including sole proprietorships. The firm markets itself to executives and technology professionals who need help managing concentrated equity positions.
The firm's principal Evan Schmidt holds the Certified Financial Planner™ (CFP®) designation. His team offers discretionary portfolio management, often using unaffiliated third-party managers and sub-advisors, and provides a wide range of financial planning services such as risk assessment, asset allocation, tax planning, estate planning, education funding strategies and insurance evaluation. Clients also receive guidance on real estate transactions, philanthropic goals and coordination with other professionals like attorneys, accountants and private bankers.
A quarterly minimum advisory fee of $2,000 applies, covering both investment management and financial planning services.
Schmidt Financial Management follows a fee-only structure and does not accept commissions or compensation from the sale of securities or other investment products. Its investment philosophy relies on both fundamental and technical analysis. Portfolios may include mutual funds, ETFs, equities, corporate and municipal bonds, and, in some cases, private securities. Portfolios are customized to client objectives rather than built on rigid models, and strategies are reviewed regularly to reflect changing financial circumstances, risks and market conditions.
Prevail Wealth Management
Prevail Wealth Management is a fee-only advisory firm that was founded in 2012. It provides financial planning, wealth management and investment advisory services to a client base of individuals and high-net-worth individuals. Clients do not face an account minimum, but there is a $3,000 annual minimum fee for ongoing investment management and financial planning.
Services include personalized financial planning in areas such as budgeting, cash flow analysis, investment reviews, charitable giving, risk management and retirement planning.
Prevail follows a long-term, goals-based approach to investing, emphasizing diversification, asset allocation and tax efficiency. Portfolios may include mutual funds, ETFs, equities, bonds, fixed income, REITs, government securities and select alternative assets.
Prevail's investment process is informed by fundamental and quantitative research, modern portfolio theory and academic financial studies. The firm manages portfolios with attention to volatility, risk and after-tax purchasing power while tailoring strategies to each client’s circumstances. Prevail's model portfolios are globally diversified, with equity exposure ranging from conservative to growth-oriented allocations.
Kaizen Financial Advisors
Kaizen Financial Advisors is a fee-only firm that provides portfolio management, financial planning, tax planning and financial coaching services. The firm's client base is primarily made up of individuals and high-net-worth individuals, as well as several retirement plans and charitable organizations.
Kaizen does not require a minimum account size but does impose a $5,000 minimum annual fee, billed quarterly. It operates as a fee-only practice, meaning it charges fees for advice and management but does not receive commissions or other compensation from selling securities or insurance.
The team at Kaizen includes Certified Financial Planner™ (CFP®) and financial paraplanner qualified professionals (FPQPs). One of the advisors also holds the chartered financial consultant (ChFC) designation.
Kaizen follows a long-term, diversified investment philosophy grounded in modern portfolio theory and academic research. Portfolios typically include a mix of equities, fixed income, real assets and cash, often using ETFs for cost efficiency and diversification, with mutual funds used in specific situations.
The firm builds model portfolios tailored to client risk profiles, rebalances them as conditions change and incorporates client-specific needs, such as concentrated stock positions. Its approach emphasizes discipline, global diversification and ongoing monitoring rather than frequent trading.
Private Asset Management
Our list of the top financial advisors in Kirkland concludes with Private Asset Management, a fee-only practice that charges a minimum annual fee of $10,000. Founded in 1996, Private Asset Management is the oldest firm on this list.
Individuals who are above and below the high-net-worth threshold make up 100% of the firm's client base, although Private Asset Management notes that it also offers services to charitable foundations.
As for services, the firm helps clients with financial planning and investment management, often coordinating with accountants, attorneys and other professionals. Those services include developing financial objectives, designing portfolio strategies, conducting ongoing investment reviews, retirement planning, saving for education needs, real estate financing discussions and gifting strategies.
As a fee-only advisor, Private Asset Management earns compensation solely from the fees clients pay rather than through commissions for selling securities or insurance.
Its investment approach emphasizes building diversified portfolios tailored to the client's risk tolerance, tax situation, diversification and liquidity needs. Portfolios are constructed using mutual funds and ETFs across major asset classes, including cash, fixed income, U.S. and international equities and real estate. The firm monitors investments and reviews funds annually while also considering tax efficiency and client-specific restrictions.
