Registered investment advisers in Washington
270 firms in Washington representing $1.2T in assets under management, sourced from public SEC Form ADV filings.
Cities
Parametric Portfolio Associates
Seattle, WA · Est. 2001
- AUM
- $684.8B
- Per adviser
- $3.2B
- Advisers
- 213
No reported disclosures
Russell Investments
Seattle, WA · Est. 2001
- AUM
- $81.1B
- Per adviser
- $705M
- Advisers
- 115
No reported disclosures
Russell Investments
Seattle, WA · Est. 1982
- AUM
- $68.6B
- Per adviser
- $597M
- Advisers
- 115
Russell Investments
Seattle, WA · Est. 1999
- AUM
- $35.0B
- Per adviser
- $278M
- Advisers
- 126
No reported disclosures
Invesco Managed Accounts, LLC
Seattle, WA · Est. 2003
- AUM
- $31.3B
- Per adviser
- $1.1B
- Advisers
- 29
Bentallgreenoak (U.S.) Limited Partnership
Seattle, WA · Est. 1985
- AUM
- $24.1B
- Per adviser
- $1.5B
- Advisers
- 16
No reported disclosures
Himalaya Capital
Seattle, WA · Est. 2011
- AUM
- $21.4B
- Per adviser
- $1.4B
- Advisers
- 15
No reported disclosures
Brighton Jones LLC
Seattle, WA · Est. 2000
- AUM
- $18.9B
- Per adviser
- $121M
- Advisers
- 156
No reported disclosures
Freestone Capital Management, LLC
Seattle, WA · Est. 2008
- AUM
- $14.5B
- Per adviser
- $316M
- Advisers
- 46
No reported disclosures
Coldstream Wealth Management
Bellevue, WA · Est. 1991
- AUM
- $13.9B
- Per adviser
- $84M
- Advisers
- 166
No reported disclosures
Pugh Capital Management, INC.
Seattle, WA · Est. 1991
- AUM
- $12.8B
- Per adviser
- $583M
- Advisers
- 22
No reported disclosures
Lnw
Seattle, WA · Est. 1990
- AUM
- $12.2B
- Per adviser
- $127M
- Advisers
- 96
No reported disclosures
Silver Creek Advisory Partners LLC
Seattle, WA · Est. 2012
- AUM
- $10.2B
- Per adviser
- $567M
- Advisers
- 18
No reported disclosures
Saturna Capital Corporation
Bellingham, WA · Est. 1989
- AUM
- $8.6B
- Per adviser
- $663M
- Advisers
- 13
No reported disclosures
Empirical Wealth Management
Seattle, WA · Est. 2011
- AUM
- $8.4B
- Per adviser
- $148M
- Advisers
- 57
No reported disclosures
Frazier Healthcare Partners
Seattle, WA · Est. 2015
- AUM
- $7.7B
- Per adviser
- $102M
- Advisers
- 76
No reported disclosures
Washington Capital Management INC
Seattle, WA · Est. 1978
- AUM
- $7.4B
- Per adviser
- $161M
- Advisers
- 46
No reported disclosures
Cercano Management LLC
Bellevue, WA · Est. 2021
- AUM
- $7.3B
- Per adviser
- $291M
- Advisers
- 25
No reported disclosures
Badgley Phelps Wealth Managers
Seattle, WA · Est. 2021
- AUM
- $7.3B
- Per adviser
- $280M
- Advisers
- 26
No reported disclosures
Evergreen Capital Management LLC
Bellevue, WA · Est. 1983
- AUM
- $7.2B
- Per adviser
- $276M
- Advisers
- 26
No reported disclosures
Threadline Wealth
Bellevue, WA · Est. 2000
- AUM
- $5.8B
- Per adviser
- $192M
- Advisers
- 30
No reported disclosures
Zevenbergen Capital Investments LLC
Edmonds, WA · Est. 2003
- AUM
- $4.6B
- Per adviser
- $457M
- Advisers
- 10
No reported disclosures
Northwest Asset Management
Mercer Island, WA · Est. 2008
- AUM
- $4.1B
- Per adviser
- $94M
- Advisers
- 44
No reported disclosures
Strategic Income Management, LLC
Seattle, WA · Est. 2010
- AUM
- $3.1B
- Per adviser
- $1.0B
- Advisers
- 3
No reported disclosures
Parcion Private Wealth LLC
Bellevue, WA · Est. 2019
- AUM
- $3.0B
- Per adviser
- $211M
- Advisers
- 14
No reported disclosures
Inatai Investment Management Co. LLC
Seattle, WA · Est. 2024
- AUM
- $2.7B
- Per adviser
- $673M
- Advisers
- 4
No reported disclosures
Garde Capital, INC.
Seattle, WA · Est. 2009
- AUM
- $2.7B
- Per adviser
- $332M
- Advisers
- 8
No reported disclosures
Steelhead Partners, LLC
Seattle, WA · Est. 2006
- AUM
- $2.5B
- Per adviser
- $418M
- Advisers
- 6
No reported disclosures
Tschetter Group
Bellevue, WA · Est. 2019
- AUM
- $2.4B
- Per adviser
- $159M
- Advisers
- 15
No reported disclosures
Milliman Advisors, LLC
Seattle, WA · Est. 1988
- AUM
- $2.3B
- Per adviser
- $2.3B
- Advisers
- 1
No reported disclosures
Kosmos Management LLC
Seattle, WA · Est. 2012
- AUM
- $2.2B
- Per adviser
- $315M
- Advisers
- 7
No reported disclosures
Kiley Juergens Wealth Management, LLC
Olympia, WA · Est. 2009
- AUM
- $2.2B
- Per adviser
- $367M
- Advisers
- 6
No reported disclosures
Private Advisory
Redmond, WA · Est. 2014
- AUM
- $2.1B
- Per adviser
- $179M
- Advisers
- 12
No reported disclosures
Goldfinch Partners
Bellevue, WA · Est. 2019
- AUM
- $2.1B
- Per adviser
- $298M
- Advisers
- 7
No reported disclosures
Scs
Bellevue, WA · Est. 2020
- AUM
- $1.9B
- Per adviser
- $61M
- Advisers
- 32
No reported disclosures
First Pacific Financial, INC.
Vancouver, WA · Est. 2016
- AUM
- $1.9B
- Per adviser
- $101M
- Advisers
- 19
No reported disclosures
D'Annunzio Consulting Group, LLC
Tacoma, WA · Est. 2007
- AUM
- $1.9B
- Per adviser
- $950M
- Advisers
- 2
No reported disclosures
Clear Creek Financial Management, LLC
Silverdale, WA · Est. 2017
- AUM
- $1.9B
- Per adviser
- $39M
- Advisers
- 48
No reported disclosures
Sloy, Dahl & Holst, LLC
Vancouver, WA · Est. 1988
- AUM
- $1.8B
- Per adviser
- $301M
- Advisers
- 6
No reported disclosures
Auxano Advisors
Bellevue, WA · Est. 2007
- AUM
- $1.8B
- Per adviser
- $222M
- Advisers
- 8
No reported disclosures
Financial Plan, INC.
Bellingham, WA · Est. 2012
- AUM
- $1.6B
- Per adviser
- $146M
- Advisers
- 11
No reported disclosures
Petersen Hastings Wealth Advisors, INC.
Kennewick, WA · Est. 1983
- AUM
- $1.6B
- Per adviser
- $99M
- Advisers
- 16
No reported disclosures
Altravue Capital, LLC
Bellevue, WA · Est. 2018
- AUM
- $1.5B
- Per adviser
- $513M
- Advisers
- 3
No reported disclosures
Acuitas Investments, LLC
Seattle, WA · Est. 2014
- AUM
- $1.5B
- Per adviser
- $370M
- Advisers
- 4
No reported disclosures
Columbia Pacific Advisors, LLC
Seattle, WA · Est. 2007
- AUM
- $1.5B
- Per adviser
- $61M
- Advisers
- 24
No reported disclosures
Martel Wealth Advisors, LLC
Vancouver, WA · Est. 2018
- AUM
- $1.5B
- Per adviser
- $122M
- Advisers
- 12
No reported disclosures
Leader Capital Corp.
Vancouver, WA · Est. 1999
- AUM
- $1.4B
- Per adviser
- $705M
- Advisers
- 2
Greene Wealth Management, LLC
Seattle, WA · Est. 2005
- AUM
- $1.4B
- Per adviser
- $352M
- Advisers
- 4
No reported disclosures
Mcilrath & Eck, LLC
Arlington, WA · Est. 2009
- AUM
- $1.4B
- Per adviser
- $171M
- Advisers
- 8
No reported disclosures
180 Wealth Advisors, LLC
Federal Way, WA · Est. 2017
- AUM
- $1.4B
- Per adviser
- $227M
- Advisers
- 6
No reported disclosures
Talbot Financial, LLC
Bellevue, WA · Est. 2010
- AUM
- $1.3B
- Per adviser
- $670M
- Advisers
- 2
No reported disclosures
Synergy Asset Management, LLC
Vancouver, WA · Est. 2005
- AUM
- $1.3B
- Per adviser
- $130M
- Advisers
- 10
No reported disclosures
Rdst Capital LLC
Seattle, WA · Est. 2022
- AUM
- $1.3B
- Per adviser
- $213M
- Advisers
- 6
No reported disclosures
Paul R. Ried Financial Group, LLC
Bellevue, WA · Est. 2018
- AUM
- $1.3B
- Per adviser
- $159M
- Advisers
- 8
No reported disclosures
Hohimer Wealth Management, LLC
Seattle, WA · Est. 2019
- AUM
- $1.3B
- Per adviser
- $126M
- Advisers
- 10
No reported disclosures
Aspire Capital Advisors LLC
Seattle, WA · Est. 2020
- AUM
- $1.2B
- Per adviser
- $103M
- Advisers
- 12
No reported disclosures
Avier Wealth Advisors
Bellevue, WA · Est. 2012
- AUM
- $1.2B
- Per adviser
- $74M
- Advisers
- 16
No reported disclosures
Fortis Capital Management LLC
Bellevue, WA · Est. 2018
- AUM
- $1.2B
- Per adviser
- $65M
- Advisers
- 18
No reported disclosures
Lucid Advisors, INC.
Seattle, WA · Est. 2007
- AUM
- $1.1B
- Per adviser
- $574M
- Advisers
- 2
No reported disclosures
Capital Advisors Wealth Management
Yakima, WA · Est. 2020
- AUM
- $1.1B
- Per adviser
- $185M
- Advisers
- 6
No reported disclosures
Basecamp Wealth Advisors, LLC
Bellevue, WA · Est. 2025
- AUM
- $1.1B
- Per adviser
- $269M
- Advisers
- 4
No reported disclosures
Bridge33 Investment Management LLC
Seattle, WA · Est. 2020
- AUM
- $1.1B
- Per adviser
- $60M
- Advisers
- 18
No reported disclosures
Fulcrum Capital, LLC
Seattle, WA · Est. 2007
- AUM
- $1.1B
- Per adviser
- $134M
- Advisers
- 8
No reported disclosures
Baker Ellis Asset Management LLC
Vancouver, WA · Est. 2002
- AUM
- $1.0B
- Per adviser
- $349M
- Advisers
- 3
No reported disclosures
Pacific Sage Partners, LLC
Edmonds, WA · Est. 2021
- AUM
- $986M
- Per adviser
- $247M
- Advisers
- 4
No reported disclosures
Asset One Wealth Management, LLC
Bellevue, WA · Est. 2025
- AUM
- $983M
- Per adviser
- $109M
- Advisers
- 9
No reported disclosures
Leonard Rickey Investment Advisors, P.L.L.C.
Yakima, WA · Est. 2013
- AUM
- $958M
- Per adviser
- $106M
- Advisers
- 9
No reported disclosures
Emerald Advisors, LLC
Bellevue, WA · Est. 2019
- AUM
- $941M
- Per adviser
- $188M
- Advisers
- 5
No reported disclosures
Johnson Bixby
Vancouver, WA · Est. 2020
- AUM
- $934M
- Per adviser
- $156M
- Advisers
- 6
No reported disclosures
Marsjewett Financial Group
Bellevue, WA · Est. 2018
- AUM
- $901M
- Per adviser
- $129M
- Advisers
- 7
No reported disclosures
Elite Wealth Management, INC.
Kirkland, WA · Est. 2004
- AUM
- $861M
- Per adviser
- $287M
- Advisers
- 3
Integrated Quantitative Investments LLC
Bellevue, WA · Est. 2023
- AUM
- $845M
- Per adviser
- $169M
- Advisers
- 5
No reported disclosures
Lighthouse Wealth Strategies, LLC
Gig Harbor, WA · Est. 2018
- AUM
- $844M
- Per adviser
- $65M
- Advisers
- 13
Benchmark Plus Management
Gig Harbor, WA · Est. 2003
- AUM
- $767M
- Per adviser
- $384M
- Advisers
- 2
No reported disclosures
Financial Insights Wealth Management
Tacoma, WA · Est. 1984
- AUM
- $747M
- Per adviser
- $124M
- Advisers
- 6
No reported disclosures
Pike Street Capital
Seattle, WA · Est. 2021
- AUM
- $727M
- Per adviser
- $104M
- Advisers
- 7
No reported disclosures
Tradewinds Capital Management, LLC
Bellingham, WA · Est. 2008
- AUM
- $727M
- Per adviser
- $104M
- Advisers
- 7
No reported disclosures
Quantum Financial Planning Services, INC.
Spokane, WA · Est. 2017
- AUM
- $727M
- Per adviser
- $56M
- Advisers
- 13
No reported disclosures
The Retirement Solution LLC
Redmond, WA · Est. 2018
- AUM
- $699M
- Per adviser
- $47M
- Advisers
- 15
No reported disclosures
Madrona Financial & Cpas
Everett, WA · Est. 2005
- AUM
- $692M
- Per adviser
- $58M
- Advisers
- 12
No reported disclosures
Arable Capital Partners, LLC
Bellevue, WA · Est. 2017
- AUM
- $671M
- Per adviser
- $96M
- Advisers
- 7
No reported disclosures
Richards Merrill Wealth Management
Spokane, WA · Est. 2018
- AUM
- $644M
- Per adviser
- $64M
- Advisers
- 10
Vickerman Investment Advisors, INC.
Spokane, WA · Est. 2021
- AUM
- $632M
- Per adviser
- $126M
- Advisers
- 5
No reported disclosures
Kutscher Benner Barsness & Stevens, INC.
Seattle, WA · Est. 1995
- AUM
- $628M
- Per adviser
- $105M
- Advisers
- 6
No reported disclosures
Aviso Wealth Management
Bellevue, WA · Est. 1999
- AUM
- $621M
- Per adviser
- $69M
- Advisers
- 9
No reported disclosures
Aerie Advisory Group LLC
Gig Harbor, WA · Est. 2024
- AUM
- $618M
- Per adviser
- $206M
- Advisers
- 3
No reported disclosures
Capital Planning, LLC
Bellevue, WA · Est. 2014
- AUM
- $618M
- Per adviser
- $88M
- Advisers
- 7
No reported disclosures
Weinand Financial, INC.
Lacey, WA · Est. 2023
- AUM
- $610M
- Per adviser
- $610M
- Advisers
- 1
No reported disclosures
Rainier Investment Management LLC
Seattle, WA · Est. 1989
- AUM
- $581M
- Per adviser
- $194M
- Advisers
- 3
No reported disclosures
Sage Advisors, LLC
Edmonds, WA · Est. 2019
- AUM
- $575M
- Per adviser
- $144M
- Advisers
- 4
No reported disclosures
Consilio Wealth Advisors, LLC
Bellevue, WA · Est. 2021
- AUM
- $556M
- Per adviser
- $79M
- Advisers
- 7
No reported disclosures
Snider Financial Group
Bellevue, WA · Est. 2008
- AUM
- $550M
- Per adviser
- $69M
- Advisers
- 8
No reported disclosures
Evans Capital Management Associates
Bellevue, WA · Est. 2017
- AUM
- $545M
- Per adviser
- $182M
- Advisers
- 3
No reported disclosures
Spg Advisors LLC
Kirkland, WA · Est. 2020
- AUM
- $535M
- Per adviser
- $67M
- Advisers
- 8
Northern Capital Management, INC.
Spokane, WA · Est. 1993
- AUM
- $527M
- Per adviser
- $66M
- Advisers
- 8
No reported disclosures
Boone Wealth Advisors, LLC
Bellevue, WA · Est. 2015
- AUM
- $507M
- Per adviser
- $127M
- Advisers
- 4
No reported disclosures
Oliver Capital Management
Seattle, WA · Est. 2006
- AUM
- $506M
- Per adviser
- $506M
- Advisers
- 1
No reported disclosures
First Washington Corporation
Seattle, WA · Est. 2006
- AUM
- $501M
- Per adviser
- $167M
- Advisers
- 3
No reported disclosures
Schmidt Financial Management
Kirkland, WA · Est. 2023
- AUM
- $498M
- Per adviser
- $249M
- Advisers
- 2
No reported disclosures
Mountain Pacific Advisors, LLC
Bellevue, WA · Est. 2009
- AUM
- $484M
- Per adviser
- $81M
- Advisers
- 6
No reported disclosures
Fortitude Advisory Group L.L.C.
Gig Harbor, WA · Est. 2002
- AUM
- $468M
- Per adviser
- $31M
- Advisers
- 15
No reported disclosures
Fellowship Financial Planning
Spokane, WA · Est. 2024
- AUM
- $465M
- Per adviser
- $66M
- Advisers
- 7
No reported disclosures
Chaney Capital Management INC.
Lynnwood, WA · Est. 2007
- AUM
- $456M
- Per adviser
- $76M
- Advisers
- 6
No reported disclosures
Westriver Management, LLC
Seattle, WA · Est. 2012
- AUM
- $444M
- Per adviser
- $49M
- Advisers
- 9
No reported disclosures
James R. Martin Consulting, INC
Vancouver, WA · Est. 2000
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Robinswood Financial
Kirkland, WA · Est. 2007
- AUM
- $433M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Harlow Wealth Management, INC.
Vancouver, WA · Est. 2018
- AUM
- $419M
- Per adviser
- $70M
- Advisers
- 6
Aletheian Wealth Advisors LLC
Bellevue, WA · Est. 2021
- AUM
- $413M
- Per adviser
- $83M
- Advisers
- 5
No reported disclosures
Lakeside Advisors INC
Seattle, WA · Est. 1984
- AUM
- $412M
- Per adviser
- $103M
- Advisers
- 4
No reported disclosures
Momentous Wealth Management, INC.
Vancouver, WA · Est. 2017
- AUM
- $410M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Palouse Capital Management, INC.
Spokane, WA · Est. 1994
- AUM
- $409M
- Per adviser
- $204M
- Advisers
- 2
No reported disclosures
Mb Gen Wealth
Spokane, WA · Est. 2023
- AUM
- $404M
- Per adviser
- $135M
- Advisers
- 3
No reported disclosures
Mainsail Financial Group
Bellevue, WA · Est. 2022
- AUM
- $404M
- Per adviser
- $67M
- Advisers
- 6
No reported disclosures
Hidden Cove Wealth Management
Bainbridge Island, WA · Est. 2022
- AUM
- $404M
- Per adviser
- $67M
- Advisers
- 6
No reported disclosures
Helm Capital Management
Seattle, WA · Est. 2015
- AUM
- $401M
- Per adviser
- $401M
- Advisers
- 1
No reported disclosures
Taiyo Pacific Partners L.P.
Kirkland, WA · Est. 2012
- AUM
- $395M
- Per adviser
- $49M
- Advisers
- 8
No reported disclosures
Bellevue Asset Management, LLC
Bellevue, WA · Est. 2004
- AUM
- $394M
- Per adviser
- $197M
- Advisers
- 2
No reported disclosures
Soundview Advisors
Olympia, WA · Est. 2008
- AUM
- $387M
- Per adviser
- $65M
- Advisers
- 6
No reported disclosures
Skyline Advisors, INC.
Bellingham, WA · Est. 2015
- AUM
- $386M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Cairn Investment Group
Vancouver, WA · Est. 2007
- AUM
- $385M
- Per adviser
- $128M
- Advisers
- 3
No reported disclosures
Pacific Asset Management, LLC
Gig Harbor, WA · Est. 2002
- AUM
- $385M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Harbour Investment Management L.L.C.
Edmonds, WA · Est. 1991
- AUM
- $382M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
Rainier Capital Partners LP
Seattle, WA · Est. 2023
- AUM
- $379M
- Per adviser
- $29M
- Advisers
- 13
No reported disclosures
Mkt And Associates LLC
Tacoma, WA · Est. 2024
- AUM
- $379M
- Per adviser
- $126M
- Advisers
- 3
No reported disclosures
Advisor Share Wealth Management, LLC
Vancouver, WA · Est. 2023
- AUM
- $377M
- Per adviser
- $9M
- Advisers
- 41
No reported disclosures
Bear Mountain Capital INC.
Seattle, WA · Est. 2018
- AUM
- $375M
- Per adviser
- $75M
- Advisers
- 5
No reported disclosures
Westward Partners LLC
Seattle, WA · Est. 2023
- AUM
- $374M
- Per adviser
- $75M
- Advisers
- 5
No reported disclosures
Demars Financial Group LLC
Spokane Valley, WA · Est. 2018
- AUM
- $374M
- Per adviser
- $125M
- Advisers
- 3
Kunath Karren Rinne & Atkin LLC
Seattle, WA · Est. 1983
- AUM
- $373M
- Per adviser
- $187M
- Advisers
- 2
No reported disclosures
My Personal Cfo, LLC
Vancouver, WA · Est. 2021
- AUM
- $365M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Sonata Capital Group INC
Seattle, WA · Est. 2000
- AUM
- $361M
- Per adviser
- $72M
- Advisers
- 5
No reported disclosures
Wayfinding Financial, LLC
Lynnwood, WA · Est. 2020
- AUM
- $353M
- Per adviser
- $177M
- Advisers
- 2
No reported disclosures
Elliott Cove Capital Management
Seattle, WA · Est. 2004
- AUM
- $348M
- Per adviser
- $87M
- Advisers
- 4
No reported disclosures
Wafd Wealth, INC
Seattle, WA · Est. 2025
- AUM
- $348M
- Per adviser
- $50M
- Advisers
- 7
No reported disclosures
Lodestone Wealth Management LLC
Spokane, WA · Est. 2021
- AUM
- $346M
- Per adviser
- $115M
- Advisers
- 3
No reported disclosures
Angellist Asset Management, LLC
Seattle, WA · Est. 2024
- AUM
- $346M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Comprehensive Wealth Management
Lynnwood, WA · Est. 2008
- AUM
- $338M
- Per adviser
- $85M
- Advisers
- 4
No reported disclosures
Agate Pass Investment, LLC
Bainbridge Island, WA · Est. 2019
- AUM
- $336M
- Per adviser
- $84M
- Advisers
- 4
No reported disclosures
Highbury Pacific Capital Corp.
Bellevue, WA · Est. 2012
- AUM
- $333M
- Per adviser
- $333M
- Advisers
- 1
No reported disclosures
Bbjs Financial Advisors, LLC
Seattle, WA · Est. 2021
- AUM
- $332M
- Per adviser
- $166M
- Advisers
- 2
No reported disclosures
Rainier Family Wealth, INC.
Tacoma, WA · Est. 2024
- AUM
- $331M
- Per adviser
- $110M
- Advisers
- 3
No reported disclosures
Truenorth Wealth Advisors
Seattle, WA · Est. 2019
- AUM
- $322M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Tsp Advisors, LLC
Mercer Island, WA · Est. 2022
- AUM
- $317M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
Wealthcollab
Bellevue, WA · Est. 2021
- AUM
- $316M
- Per adviser
- $316M
- Advisers
- 1
No reported disclosures
The Fauser Group, LLC
Mercer Island, WA · Est. 2020
- AUM
- $314M
- Per adviser
- $314M
- Advisers
- 1
No reported disclosures
Tieton Capital Management
Yakima, WA · Est. 2006
- AUM
- $314M
- Per adviser
- $157M
- Advisers
- 2
No reported disclosures
Columbia Advisory Partners, LLC
Spokane, WA · Est. 2019
- AUM
- $313M
- Per adviser
- $28M
- Advisers
- 11
No reported disclosures
Griffiths, Dreher & Evans, P.S., Cpas
Spokane, WA · Est. 2021
- AUM
- $311M
- Per adviser
- $31M
- Advisers
- 10
No reported disclosures
West Invest
Bellingham, WA · Est. 2023
- AUM
- $304M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Northern Capital Retirement Services, INC.
Spokane, WA · Est. 2013
- AUM
- $304M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Breakwater Investment Management
Seattle, WA · Est. 2014
- AUM
- $303M
- Per adviser
- $151M
- Advisers
- 2
No reported disclosures
Seneschal Family Office
Tacoma, WA · Est. 2015
- AUM
- $301M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Bac Capital Advisors LLC
Seattle, WA · Est. 2002
- AUM
- $301M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Cloud Capital Management
Seattle, WA · Est. 2023
- AUM
- $300M
- Per adviser
- $60M
- Advisers
- 5
No reported disclosures
Alliant Securities, INC. Turner, Nord, Kienbaum
Liberty Lake, WA · Est. 2021
- AUM
- $300M
- Per adviser
- $50M
- Advisers
- 6
No reported disclosures
Hamrick Investment Counsel, LLC
Seattle, WA · Est. 2014
- AUM
- $299M
- Per adviser
- $150M
- Advisers
- 2
No reported disclosures
22nw, LP
Seattle, WA · Est. 2017
- AUM
- $296M
- Per adviser
- $49M
- Advisers
- 6
No reported disclosures
Madison Park Capital Advisors, LLC
Seattle, WA · Est. 2014
- AUM
- $295M
- Per adviser
- $74M
- Advisers
- 4
No reported disclosures
Christensen, King & Associates Investment Services, INC.
Richland, WA · Est. 2017
- AUM
- $294M
- Per adviser
- $33M
- Advisers
- 9
No reported disclosures
Martin Nelson & Co., INC.
Seattle, WA · Est. 2022
- AUM
- $287M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
Financial Forum, INC.
Spokane, WA · Est. 2020
- AUM
- $286M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Kaizen Financial Advisors, LLC
Kirkland, WA · Est. 2019
- AUM
- $284M
- Per adviser
- $142M
- Advisers
- 2
No reported disclosures
Stolz & Associates, Ps
Tacoma, WA · Est. 2019
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Fortitude Financial LLC
Spokane, WA · Est. 2021
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Avatar Capital Management LLC
Seattle, WA · Est. 2024
- AUM
- $280M
- Per adviser
- $93M
- Advisers
- 3
No reported disclosures
Truewealth Financial Partners
Bellevue, WA · Est. 2021
- AUM
- $274M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Parker Financial LLC
Silverdale, WA · Est. 2021
- AUM
- $272M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Wealth Asset Managers
Spokane, WA · Est. 1992
- AUM
- $272M
- Per adviser
- $30M
- Advisers
- 9
No reported disclosures
Jmk & Associates, LLC
Spokane, WA · Est. 2021
- AUM
- $268M
- Per adviser
- $268M
- Advisers
- 1
No reported disclosures
Viewpoint Capital Management
Seattle, WA · Est. 2019
- AUM
- $268M
- Per adviser
- $268M
- Advisers
- 1
No reported disclosures
Gqg Private Capital Solutions LLC
Tacoma, WA · Est. 2024
- AUM
- $267M
- Per adviser
- $38M
- Advisers
- 7
No reported disclosures
Pinnacle Partner Management LLC
Seattle, WA · Est. 2023
- AUM
- $265M
- Per adviser
- $88M
- Advisers
- 3
No reported disclosures
Prevail Wealth Management
Kirkland, WA · Est. 2021
- AUM
- $261M
- Per adviser
- $261M
- Advisers
- 1
No reported disclosures
Northern Lights Advisors, INC.
Seattle, WA · Est. 2025
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Fairview Partners Investment Management LLC
Seattle, WA · Est. 2021
- AUM
- $256M
- Per adviser
- $85M
- Advisers
- 3
No reported disclosures
Waycross Investment Management Co
Bellingham, WA · Est. 2020
- AUM
- $252M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Optimist Retirement Group, LLC
Bellevue, WA · Est. 2018
- AUM
- $245M
- Per adviser
- $123M
- Advisers
- 2
No reported disclosures
Capstone Ria
Bellingham, WA · Est. 2025
- AUM
- $241M
- Per adviser
- $241M
- Advisers
- 1
No reported disclosures
Barker Wealth Management, LLC
Camas, WA · Est. 2021
- AUM
- $241M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Investors Portfolio Services LLC
Puyallup, WA · Est. 2021
- AUM
- $239M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Fort Vancouver Investment Management, LLC
Vancouver, WA · Est. 2018
- AUM
- $237M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
Helium Advisors LLC
Vancouver, WA · Est. 2022
- AUM
- $234M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Cascade Wealth Advisors, INC
Wenatchee, WA · Est. 2021
- AUM
- $228M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
Gevers Wealth Management
Issaquah, WA · Est. 2026
- AUM
- $224M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Mangan Wealth Management
Seattle, WA · Est. 2022
- AUM
- $222M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Global Partnerships
Seattle, WA · Est. 2019
- AUM
- $221M
- Per adviser
- $9M
- Advisers
- 25
No reported disclosures
Para Wealth Advisors, INC.
Camas, WA · Est. 2022
- AUM
- $221M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Illumine Investment Management, LLC
Poulsbo, WA · Est. 2021
- AUM
- $215M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Archon Capital Management LLC
Seattle, WA · Est. 2007
- AUM
- $215M
- Per adviser
- $54M
- Advisers
- 4
No reported disclosures
Uta LLC
Vancouver, WA · Est. 2021
- AUM
- $215M
- Per adviser
- $107M
- Advisers
- 2
No reported disclosures
Baring Financial LLC
Bellingham, WA · Est. 2021
- AUM
- $210M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Smart Portfolios, LLC
Lake Forest Park, WA · Est. 2007
- AUM
- $210M
- Per adviser
- $53M
- Advisers
- 4
No reported disclosures
Sander Capital Advisors, INC.
Seattle, WA · Est. 2018
- AUM
- $210M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Runde & Co. LLC
Seattle, WA · Est. 2013
- AUM
- $209M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Fulcrum Wealth Advisors, LLC
Bellevue, WA · Est. 2024
- AUM
- $208M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
Lesa Sroufe & Company, INC.
Seattle, WA · Est. 2005
- AUM
- $207M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
Allen Capital Management, LLC
Vancouver, WA · Est. 2006
- AUM
- $200M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Continental Investors Services, INC.
Longview, WA · Est. 2021
- AUM
- $197M
- Per adviser
- $25M
- Advisers
- 8
Columbia River Financial Group
Vancouver, WA · Est. 2020
- AUM
- $195M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Columbia River Advisors
Tacoma, WA · Est. 2010
- AUM
- $191M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Helmsman Financial Group, LLC
Woodinville, WA · Est. 2018
- AUM
- $187M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Sloy Dahl & Holst Holdings, INC
Vancouver, WA · Est. 2026
- AUM
- $187M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Selkirk Wealth Advisors, LLC
Spokane, WA · Est. 2022
- AUM
- $184M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Financial Freedom For Dentists LLC
Snoqualmie, WA · Est. 2021
- AUM
- $182M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Rare Wolf Capital LLC
Bellevue, WA · Est. 2025
- AUM
- $180M
- Per adviser
- $180M
- Advisers
- 1
No reported disclosures
The Planner'S Edge LLC
Mercer Island, WA · Est. 2021
- AUM
- $179M
- Per adviser
- $60M
- Advisers
- 3
No reported disclosures
Capstone Investment Group
Olympia, WA · Est. 2021
- AUM
- $176M
- Per adviser
- $20M
- Advisers
- 9
No reported disclosures
Gould Capital, LLC
Tacoma, WA · Est. 2019
- AUM
- $175M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Stewardship Concepts Financial Services LLC
Spokane, WA · Est. 2025
- AUM
- $175M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Opal Advisors
Bellevue, WA · Est. 2025
- AUM
- $174M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Pathmont Investment Management
Seattle, WA · Est. 2022
- AUM
- $170M
- Per adviser
- $170M
- Advisers
- 1
No reported disclosures
917 Advisory Services LLC
Spokane, WA · Est. 2024
- AUM
- $168M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Integrity Wealth Management, INC.
Spokane, WA · Est. 2023
- AUM
- $163M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Tfs Advisors, LLC
Edmonds, WA · Est. 2021
- AUM
- $161M
- Per adviser
- $81M
- Advisers
- 2
No reported disclosures
Newground Social Investment
Seattle, WA · Est. 2022
- AUM
- $161M
- Per adviser
- $161M
- Advisers
- 1
No reported disclosures
Capria Ventures LLC
Seattle, WA · Est. 2024
- AUM
- $161M
- Per adviser
- $16M
- Advisers
- 10
No reported disclosures
Moulton Wealth Management, INC
Spokane Valley, WA · Est. 2019
- AUM
- $160M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Hallett Advisors
Port Angeles, WA · Est. 2019
- AUM
- $158M
- Per adviser
- $32M
- Advisers
- 5
No reported disclosures
Sunrise Financial Services LLC
Burien, WA · Est. 2025
- AUM
- $151M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
White & Company Financial Planning, INC.
Sunnyside, WA · Est. 2024
- AUM
- $150M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Monson Wealth Management, INC.
Kennewick, WA · Est. 2021
- AUM
- $149M
- Per adviser
- $149M
- Advisers
- 1
No reported disclosures
Bellingham Capital
Bellingham, WA · Est. 2022
- AUM
- $149M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Foresee Wealth Advisors
Bellevue, WA · Est. 2025
- AUM
- $146M
- Per adviser
- $73M
- Advisers
- 2
No reported disclosures
Stapp Wealth Management, Pllc
Olympia, WA · Est. 2022
- AUM
- $145M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
S. R. Schill & Associates, INC.
Mercer Island, WA · Est. 1987
- AUM
- $143M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Byrne & Company Wealth Management, LLC
Olympia, WA · Est. 2022
- AUM
- $143M
- Per adviser
- $143M
- Advisers
- 1
No reported disclosures
Freedom Asset Management
Spokane, WA · Est. 2025
- AUM
- $142M
- Per adviser
- $142M
- Advisers
- 1
No reported disclosures
Dlk Investment Advisors, LLC
Mercer Island, WA · Est. 2024
- AUM
- $141M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Johnson & Shute Investment Advisors, INC.
Bothell, WA · Est. 2022
- AUM
- $137M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Hot Creek Capital, L.L.C.
Kirkland, WA · Est. 2022
- AUM
- $136M
- Per adviser
- $136M
- Advisers
- 1
No reported disclosures
Fors Financial
Port Angeles, WA · Est. 2025
- AUM
- $135M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Soundpath Retirement Strategies, LLC
Bellevue, WA · Est. 2025
- AUM
- $134M
- Per adviser
- $34M
- Advisers
- 4
No reported disclosures
Wealthmark, LLC
Bellingham, WA · Est. 2021
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Euclidean Technologies Management, LLC
Seattle, WA · Est. 2011
- AUM
- $132M
- Per adviser
- $132M
- Advisers
- 1
No reported disclosures
Middleton & Company
Vancouver, WA · Est. 2024
- AUM
- $131M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Seattle Wealth Management LLC
Seattle, WA · Est. 2017
- AUM
- $131M
- Per adviser
- $131M
- Advisers
- 1
No reported disclosures
Brackenwood Capital Management, LLC
Bainbridge Island, WA · Est. 2026
- AUM
- $127M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Harborview Asset Management LLC
Gig Harbor, WA · Est. 2024
- AUM
- $125M
- Per adviser
- $62M
- Advisers
- 2
No reported disclosures
Vorpahl Wing Advisors, INC.
Spokane, WA · Est. 2025
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
Surience Private Wealth LLC
Yakima, WA · Est. 2021
- AUM
- $124M
- Per adviser
- $62M
- Advisers
- 2
No reported disclosures
Silver Creek Capital Management LLC
Seattle, WA · Est. 2004
- AUM
- $123M
- Per adviser
- $7M
- Advisers
- 18
No reported disclosures
Integrated Wealth Advisors, LLC
Bellevue, WA · Est. 2026
- AUM
- $122M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Avantia Investment Services, LLC
Seattle, WA · Est. 2025
- AUM
- $119M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Trail Financial Planning LLC
Bellingham, WA · Est. 2026
- AUM
- $117M
- Per adviser
- $39M
- Advisers
- 3
No reported disclosures
Greystone Financial & Estate Services, INC.
Kirkland, WA · Est. 2025
- AUM
- $117M
- Per adviser
- $117M
- Advisers
- 1
No reported disclosures
Northwest Administrators INC
Seattle, WA · Est. 1975
- AUM
- $115M
- Per adviser
- $115M
- Advisers
- 1
No reported disclosures
Hfg Advisors, INC.
Kennewick, WA · Est. 2022
- AUM
- $113M
- Per adviser
- $23M
- Advisers
- 5
No reported disclosures
Armour Wealth Advisors, LLC
Tumwater, WA · Est. 2026
- AUM
- $110M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Pacific Financial Advisors
Bellevue, WA · Est. 2026
- AUM
- $110M
- Per adviser
- $22M
- Advisers
- 5
No reported disclosures
Private Asset Management INC
Kirkland, WA · Est. 1996
- AUM
- $109M
- Per adviser
- $27M
- Advisers
- 4
No reported disclosures
Signia Capital Management
Spokane, WA · Est. 2025
- AUM
- $109M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Kairos Capital Management, LLC
Bellevue, WA · Est. 2026
- AUM
- $106M
- Per adviser
- $106M
- Advisers
- 1
No reported disclosures
Petrie Capital Management LLC.
Seattle, WA · Est. 2025
- AUM
- $105M
- Per adviser
- $105M
- Advisers
- 1
No reported disclosures
Vita Planning Group LLC
Camas, WA · Est. 2021
- AUM
- $84M
- Per adviser
- $28M
- Advisers
- 3
No reported disclosures
Portfolio Strategies INC
Tacoma, WA · Est. 1983
- AUM
- $50M
- Per adviser
- $17M
- Advisers
- 3
No reported disclosures
American Northwest Advisory Services L.L.C.
Federal Way, WA · Est. 2000
- AUM
- $41M
- Per adviser
- $8M
- Advisers
- 5
No reported disclosures
P3 Asset Management
Gig Harbor, WA · Est. 2023
- AUM
- $40M
- Per adviser
- $20M
- Advisers
- 2
No reported disclosures
B3 Wealth Strategies
Bellevue, WA · Est. 2019
- AUM
- $36M
- Per adviser
- $12M
- Advisers
- 3
No reported disclosures
Directional Financial Services
Seattle, WA · Est. 2014
- AUM
- $11M
- Per adviser
- $4M
- Advisers
- 3
No reported disclosures
Concreit Fund Management LLC
Seattle, WA · Est. 2022
- AUM
- $9M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Quantca Financial
Edmonds, WA · Est. 2024
- AUM
- $10,390
- Per adviser
- $10,390
- Advisers
- 1
No reported disclosures
Third Stage Investment Group, LLC
Bellevue, WA · Est. 2006
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Strategic Asset Alliance
Bellevue, WA · Est. 2008
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Optimal Tax Asset Management
Bellevue, WA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Guide Advisors, INC.
Bothell, WA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Highland Capital Advisors, LLC
Issaquah, WA · Est. 2006
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Calpa Advisors LLC
Kirkland, WA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Sharebuilder 401k
Seattle, WA · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Russell Investments
Seattle, WA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 115
Russell Investments
Seattle, WA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 115