Three local wealth advisors recently were named to the Forbes/Shook 2022 Best-In-State-Wealth Advisors list.
Michael Matthews of UBS Private Wealth Management in Bellevue ranked first on the list, with $1.9 billion managed, followed by Terry Cook of Parcion Private Wealth of Bellevue ($1.8 billion) and Jason Therrell of UBS Wealth Management in Everett ($1.7 billion).
More data is available on the Forbes website, including each advisor’s minimum account size, typical net worth of relationships, and typical size of household accounts.
Advisors are selected based on an algorithm that includes in-person interviews, experience, compliance records, revenue produced, and assets under management. The entire Forbes list includes more than 6,500 advisors that manage a collective $10 trillion.