Important Disclosures

The Puget Sound Business Journal (PSBJ) compiles the list from private companies globally headquartered in Washington State and is based solely on data provided by those companies’ representatives and websites. Only those that responded to PSBJ inquiries or had reliable information elsewhere were listed. Firms are ranked by assets managed for local clients. PSBJ defines “local” as King, Kitsap, Pierce, and Snohomish counties in Washington state. Inclusion on the list is not related to investment advisory services or to client experiences with the companies listed. Inclusion in these lists is not related to investment advisory services or to client experiences within the companies and is not indicative of past or future investment performance or the experience of our clients. No compensation was received or given to participate. The complete list is available here