Overview
- Headquarters
- Seattle, WA
- Total Firm Assets
- $7.3 billion
- Average High-Net-Worth Client Portfolio Size
- $6.7 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 113
Barron's 2025:
96
Barron's 2024:
85
Fee Disclosure
Source: BADGLEY PHELPS WEALTH MANAGERS, LLC PART 2A BROCHURE 03/29/2025 (2025-03-28)
· View brochure text
Latest filing: BADGLEY PHELPS WEALTH MANAGERS, LLC ADV PART 2A BROCHURE 03/31/2026 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 0.90% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $45,000 | 0.90% |
| $10 million | $80,000 | 0.80% |
| $50 million | $280,000 | 0.56% |
| $100 million | $530,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 94.29%
- Number of High-Net-Worth Clients
- 1,023
- Total Client Accounts
- 3,486
- Discretionary Accounts
- 3,362
- Non-Discretionary Accounts
- 124
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 315440
- BADGLEY PHELPS WEALTH MANAGERS, LLC ADV PART 2A BROCHURE 03/31/2026 (2026-03-31) · View brochure text
- BADGLEY PHELPS WEALTH MANAGERS, LLC PART 2A BROCHURE 03/29/2025 (2025-03-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗