Stickney Research

What Stickney Research does

Stickney Research is a Bellevue, Washington-based financial advisory firm founded in 1996 by Warren Stickney, with Jeannine Resteiner Citoli as co-founder. The firm serves high-net-worth individuals, families, business owners, and tech-sector professionals in the greater Seattle metropolitan area, organizing its services around three core pillars: Wealth Preservation (tax reduction and capital preservation), Growth Strategies (tax loss redirection and yield enhancement), and Wealth Disbursement (estate tax elimination, intergenerational wealth transfer, and philanthropic magnification). Securities and investment advisory services are offered through Integrity Alliance, LLC (Member SIPC), and the firm operates as an Owner-Firm of Integrity Wealth, an invitation-only network of independent advisors.

The firm is highly selective in client acquisition and emphasizes coordination across planning, investments, taxes, and long-term goals rather than single-product optimization. Its technology stack is limited to the third-party eMoney Advisor client portal for financial planning and account access; there is no proprietary technology platform. Distribution occurs exclusively through direct advisory consultations, with lead generation supported by an extensive content library including two published books, multiple white papers, downloadable guides gated by email opt-in, online calculators, and an active blog.

The revenue model is professional services-based fee revenue on assets under advisement and planning engagements, though specific fee schedules are not publicly disclosed. The firm employs six team members across advisory, client services, marketing, operations, and administration. Growth is organic and referral-driven, anchored by founder brand strength, community board service (Pike Place Market Foundation, Anderson Ranch Foundation), GSBA membership, and nearly three decades of operating history in the Puget Sound region.

Name

Stickney Research

Legal name

Stickney Research

Website

https://stickneyresearch.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Stickney Research is a Bellevue, Washington-based independent financial advisory firm founded in 1996, serving high-net-worth individuals, families, and tech-sector professionals with integrated wealth preservation, growth, and disbursement planning through its Owner-Firm affiliation with Integrity Wealth.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial advisory services
• Investment advisory services
• Estate planning services
• Tax planning services

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Securities and Investment Advisory Services: Securities and investment advisory services are offered through Integrity Alliance, LLC (Member SIPC). The firm is described as providing comprehensive wealth management including financial planning, investment management, tax strategy, estate planning, and charitable planning. Fee structures are not publicly disclosed on the website.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Stickney Research is a financial advisory firm that delivers comprehensive wealth management through three service pillars: Wealth Preservation (tax reduction and capital preservation), Growth Strategies (tax loss redirection and yield enhancement), and Wealth Disbursement (estate tax elimination, intergenerational wealth transfer, and philanthropic magnification). The firm coordinates financial planning, investment management, tax strategy, estate planning, charitable planning, and equity-compensation planning for high-net-worth individuals, families, tech-sector professionals, and business owners, and provides clients with the eMoney Advisor portal, white papers, calculators, and educational resources to support those decisions.

Product overview

Stickney Research is a Bellevue, WA-based financial advisory firm offering comprehensive wealth management services through three core service pillars: Wealth Preservation (tax reduction strategies and capital preservation), Growth Strategies (tax loss redirection and yield enhancement), and Wealth Disbursement (estate tax elimination, intergenerational wealth transfer, and philanthropic magnification). The firm supports clients with a suite of digital resources including downloadable guides (Family Preparedness Packet, 2026 Tax Guide, Tax Strategy Resources, Financial Complexity Resources, and Tech-Sector Layoff Resources), white papers, online calculators, and educational videos. They have also authored two published books: 'Increase Your Worth' on charitable giving strategies and 'At Your Own Risk' on captive insurance. The firm is an Owner-Firm of Integrity Wealth and provides services through the eMoney Advisor client portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Preservation Comprehensive wealth preservation services for high-net-worth individuals and families, including tax reduction strategies and capital preservation, designed to protect client assets from market volatility and tax erosion.
• Growth Strategies Strategic investment growth services focused on tax loss redirection and yield enhancement to optimize portfolio returns while managing tax implications for high-net-worth clients.
• Wealth Disbursement End-of-life and estate planning services including estate tax elimination, intergenerational wealth transfer, and philanthropic magnification strategies for high-net-worth clients and families.
• Increase Your Worth (book) Published book by Warren Stickney — a #1 international bestseller in four investing and finance categories — covering charitable giving strategies and methods for directing wealth to create lasting impact on causes and communities.
• At Your Own Risk (book) Published book by Warren Stickney positioning the work as America's leading resource on captive insurance and risk strategy, explaining how small and mid-sized businesses can form and operate captive insurance companies.

Quantifiable outcome

• Over $32,500 in charitable planning services donated to nonprofits and community fundraising events annually
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Integrity Wealth / Integrity Alliance, LLCcoreStrategic or Co-development PartnerStickney Research is an Owner-Firm of Integrity Wealth, an exclusive national financial services company owned by fiercely independent financial advisors. Ownership in Integrity Wealth is by invitation only. Securities and investment advisory services are offered through Integrity Alliance, LLC (Member SIPC). Owner-Firms leverage a state-of-the-art platform with favored access to financial institutions and their products combined with sophisticated resources needed to design advanced solutions for complex planning requirements.
• Pike Place Market FoundationcoreOthersWarren Stickney has served on the Board of Directors of the Pike Place Market Foundation for over 11 years, including a leadership role as head of the finance committee in 2005 and 2006. The foundation operates programs supporting low-income residents of the Pike Place Market area, including a food bank, free medical clinic, senior center, and day-care center.
• GSBA (Greater Seattle Business Association)minorOthersStickney Research is a proud member of the GSBA, Washington's LGBTQ+ and allied chamber of commerce and the largest of its kind in North America. The GSBA represents more than 1,300 small business, corporate, and nonprofit members committed to equality and diversity in the workplace.
• Anderson Ranch FoundationminorOthersWarren Stickney has served for over 10 years on the Board of Directors of the Anderson Ranch Foundation. Anderson Ranch is a year-round arts community and educational institution.
• AssetMarkminorOthersAssetMark recognized Warren Stickney with the 2018 Community Inspiration Award for his work with the Pike Place Market Foundation. AssetMark also donated $10,000 to the Pike Place Market Foundation in Warren's honor.
• eMoney AdvisorcoreTechnology or IntegrationStickney Research provides its clients with access to the eMoney Advisor client portal for accessing financial planning resources, account information, and wealth management tools. Clients can log in at the firm's website to access their accounts and financial data.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Large national RIA providing investment advisory, financial planning, and tax services to a broad HNW client base. Overlapping service offering and target segment, though Edelman serves mass-affluent through HNW at significantly greater scale with a hybrid digital-plus-advisor delivery model.
• Captrust: National investment advisory firm providing investment management, financial planning, and tax services to HNW individuals, families, and institutions. Comparable comprehensive HNW service offering, though Captrust has a much larger institutional footprint alongside its private wealth practice.
• Mercer Advisors: Large national RIA providing comprehensive wealth management, tax planning, estate planning, and investment management to HNW individuals and families across the U.S. Comparable service breadth (preservation, growth, distribution) and HNW target segment, though at significantly greater scale and with a digital-first delivery model.
• Fisher Investments: Large independent investment management firm primarily serving HNW private clients with portfolio management and financial planning services. Comparable HNW client focus and independence positioning, though Fisher operates at substantially greater scale with a heavily portfolio-management-centric model.
• Carson Group: National network of independent wealth management firms serving HNW individuals and families, offering coaching, technology, and back-office support to partner firms. Conceptually comparable to Integrity Wealth's affiliation model for Stickney, though Carson is a larger, more mature ecosystem with a broader technology stack.
• Mariner Wealth Advisors: National RIA providing wealth advisory, investment management, tax, estate, and retirement plan services to HNW individuals, families, and institutions. Comparable comprehensive wealth management offering and HNW segment focus, with significantly broader geographic reach and larger advisor headcount.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management including tax, estate, investment, and charitable planning to HNW clients. Comparable service pillars and HNW focus, but operates at a national scale with significantly more resources and proprietary technology.

Emerging players

• Focus Financial Partners: Partnership platform for independent RIAs serving HNW clients, providing capital, technology, and operational support while preserving firm autonomy. Comparable to Stickney's affiliation with Integrity Wealth in concept, though at much greater scale and with a public-company capital structure.

Direct peers

• Regent Atlantic: Private wealth management firm providing comprehensive financial planning, investment management, and estate planning to HNW individuals and families. Closely comparable in service pillars, target segment, boutique scale, and relationship-driven delivery model — a strong boutique-RIA peer for Stickney's positioning.

Regional players

• Coldstream Wealth Management: Bellvue/Kirkland, WA-based independent RIA serving HNW individuals and families in the Pacific NW. Directly comparable to Stickney in geography, target market (HNW tech professionals and executives), and service model — both emphasize independence, comprehensive wealth planning, and Puget Sound community embeddedness.

Market position

Strengths5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/stickney-research
• Facebookfacebook.com/Stickneyresearch

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stickney Research