RIA Intel›Advisers›Washington›PACIFIC CREST FINANCIAL ADVISORS, LLC

PACIFIC CREST FINANCIAL ADVISORS, LLC

Advisory

EVERETT, WA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in WA

#423

of 505 advisers by AUM

Average account

$505K

across 158 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$80M

Discretionary AUM$80M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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HS & CO INVESTMENTS INC

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