Emerald Advisors

Emerald Advisors

Emerald Advisors was founded in 2019 and is headquartered in Bellevue, Washington. The registered investment advisor provides portfolio management and financial planning services to individuals, trusts, estates, foundations, corporations, and other business entities. The firm structures its engagements on both a discretionary and non-discretionary basis, allowing clients to retain varying levels of control over asset allocation decisions. The firm's investment approach centers on traditional wealth management rather than direct private-market dealmaking. Asset allocation likely spans public equities, fixed income, and cash management, with the potential for third-party alternative fund access typical of RIAs serving high-net-worth families in the Seattle metro area. The firm has not publicly disclosed specific portfolio holdings, sector concentrations, or a distinct proprietary investment strategy. No direct co-investments, SPVs, or club-deal structures are advertised. Team size and total assets under management are not publicly reported. The Bellevue location positions the firm within a dense ecosystem of technology executives, many of whom require tailored tax, estate, and post-liquidity planning — services Emerald Advisors explicitly includes in its offering alongside core portfolio management. Emerald Advisors operates as a standard fiduciary RIA, a structural posture that legally obligates it to prioritize client interests over product sales. This regulatory architecture — combined with a presence in a high-net-worth suburban market — differentiates it from broker-dealer wealth managers and from the multi-family offices that compete for the same client base with in-house private investment capabilities.