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The Advisor Source, Inc. (Bothell)


The Advisor Source, Inc. is an adviser based in Bothell. It manages $73 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Washington.

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The Advisor Source provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Advisor Source: assets under management

The assets under management (AUM) of The Advisor Source, Inc. is $73 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts and $48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.25 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Advisor Source, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bothell

The principal office where The Advisor Source, Inc. performs its advisory services is located at 19635 110 Th Pl Ne, Bothell, WA 98011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-398-9399 or by fax 425-827-7154. The normal business hours are 7am to 5pm on Monday - Friday. You can find more information about the New York firm at theadvisersource.com.


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