Forbes Custom: Market Research

Sponsored by

Selection Criteria

The companies selected
exceed the criteria below:

Fee-Only, Fee-Based or RIA

No Unresolved Lawsuits or Grievances

Advanced Certifications Held

Comprehensive Range of Wealth Management and Financial Planning Services Offered

20+ Years of Industry Experience

Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.

2009 Leading Providers
Wealth Managers of the Northwest United States and Hawaii
Based upon proprietary research conducted by Goldline Research, there are more than 675 Securities and Exchange Commission (SEC)-registered investment advisors in the Pacific Northwest and Hawaii. Goldline Research undertook an in-depth, multi-month research process to identify leading firms in the region.

Multop Financial***
333 Calluna Court, Suite 205
Bellingham, WA 98226
877.671.7890 | www.multop.com

Securities offered through Pacific West Securities, Inc. member FINRA/SIPC. Financial Advisory services through Pacific West Financial Consultants, Inc., a registered investment advisor.

Lee Financial Group
2756 Woodlawn Drive, Suite 6-201
Honolulu, HI 96822
808.988.8088 | www.leehawaii.com

Sweetwater Investments, Inc.
16398 NE 85th Street, Suite 201
Redmond, WA 98052
877.861.0112
www.sweetwaterinv.com

Summit Asset Strategies, LLC
10655 NE 4th Street, Suite 500
Bellevue, WA 98004
425.646.7101
www.summitassetstrategies.com

Investor Resources, Inc.***
Bellevue, WA
Port Orchard, WA
800.317.9119
www.InvestorResourcesInc.com

Comprehensive Wealth Management**
4100 194th Street SW, Suite 205
Lynnwood, WA 98036
425.778.6160
www.ComprehensiveWealth.com

Bellevue Financial
10811 Main Street
Bellevue, WA 98004
800.401.4534
www.bellevuefinancial.com

*** Third Year Selected
** Second Year Selected

To download a pdf of the printed list that ran in the May 11, 2009 issue of Forbes, please click here.

To download a pdf of the entire list of all qualifying companies, please click here.

To download a market overview for this region and category, please click here.