Bristlecone Advisors, based in Bellevue, Washington, is ranked No. 39 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.1 billion
Accounts Under Management: 1,263
Years in Business: 26
- Physical offices in Washington
- $2 million asset threshold with exceptions
Leadership and Contact Information:
Kevin Berry, relationship manager and managing partner
Adam Guenther, director of investments and partner
Kevin McCandlish, relationship manager and partner
bristleconeadvisors.com
10900 Northeast 4th St., Suite 1920, Bellevue, WA 98004
(206) 664-2500





































































































