Ranking, Washington

Independent RIAs with the biggest asset gains over one year in Washington

As of October 2, 2026, LNW ranked #1 in Washington in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $4.5 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Washington
Rank	Firm	City	Increase
1	LNW	Seattle	$4.5 billion
2	Brighton Jones LLC	Seattle	$3.9 billion
3	Freestone Capital Management, LLC	Seattle	$3.0 billion
4	Aerie Advisory Group LLC	Gig Harbor	$2.0 billion
5	Evergreen Capital Management LLC	Bellevue	$2.0 billion
6	Empirical Wealth Management	Seattle	$1.7 billion
7	Coldstream Wealth Management	Bellevue	$1.5 billion
8	Badgley Phelps Wealth Managers	Seattle	$1.4 billion
9	Threadline Wealth	Bellevue	$1.0 billion
10	Asset One Wealth Management, LLC	Bellevue	$982.5 million
11	Private Advisory	Redmond	$828.2 million
12	Northwest Asset Management	Mercer Island	$523.4 million
13	Northern Capital Management, Inc.	Spokane	$456.0 million
14	Fortis Capital Management LLC	Bellevue	$435.3 million
15	Parcion Private Wealth LLC	Bellevue	$423.2 million
16	First Pacific Financial, Inc.	Vancouver	$413.7 million
17	Talbot Financial, LLC	Bellevue	$403.1 million
18	Garde Capital, Inc.	Seattle	$397.5 million
19	Clear Creek Financial Management, LLC	Silverdale	$384.9 million
20	Financial Plan, Inc.	Bellingham	$374.2 million
21	Kiley Juergens Wealth Management, LLC	Olympia	$327.9 million
22	Auxano Advisors	Bellevue	$325.6 million
23	McIlrath & Eck, LLC	Arlington	$305.1 million
24	SCS	Bellevue	$303.9 million
25	180 Wealth Advisors, LLC	Federal Way	$303.0 million
26	Petersen Hastings Wealth Advisors, Inc.	Kennewick	$298.7 million
27	Hohimer Wealth Management, LLC	Seattle	$262.2 million
28	Tschetter Group	Bellevue	$252.5 million
29	Synergy Asset Management, LLC	Vancouver	$247.0 million
30	Aspire Capital Advisors LLC	Seattle	$226.9 million
31	Greene Wealth Management, LLC	Seattle	$225.7 million
32	Avier Wealth Advisors	Bellevue	$222.9 million
33	EQ Wealth Management	Bellevue	$218.8 million
34	Martel Wealth Advisors, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.	Vancouver	$214.1 million
35	Paul R. Ried Financial Group, LLC	Bellevue	$206.7 million
36	Capital Advisors Wealth Management	Yakima	$203.8 million
37	Helm Capital Management	Seattle	$197.7 million
38	Basecamp Wealth Advisors, LLC	Bellevue	$194.2 million
39	Advisor Share Wealth Management, LLC	Vancouver	$191.8 million
40	Capstone Investment Group	Olympia	$190.3 million
41	Madrona Financial & CPAS	Everett	$186.1 million
42	Smartharvest Portfolios	Seattle	$178.1 million
43	Baker Ellis Asset Management LLC	Vancouver	$173.0 million
44	Marsjewett Financial Group	Bellevue	$166.7 million
45	Strong Retirement Solutions	Bremerton	$166.1 million
46	Vickerman Investment Advisors, Inc.	Spokane	$165.7 million
47	Johnson Bixby	Vancouver	$144.2 million
48	Freedom Asset Management	Spokane	$142.0 million
49	Tolsma Investments, LLC	Bellevue	$141.8 million
50	Evans Capital Management Associates	Bellevue	$137.6 million
51	Mainsail Financial Group	Bellevue	$135.7 million
52	Quantum Financial Planning Services, Inc.	Spokane	$135.6 million
53	Leonard Rickey Investment Advisors, P.L.L.C.	Yakima	$134.4 million
54	Lighthouse Wealth Strategies, LLC	Gig Harbor	$130.9 million
55	Pacific Sage Partners, LLC	Edmonds	$128.5 million
56	Northern Lights Advisors, Inc.	Seattle	$127.1 million
57	Aviso Wealth Management	Bellevue	$126.3 million
58	The Retirement Solution LLC	Redmond	$126.2 million
59	Tradewinds Capital Management, LLC	Bellingham	$124.5 million
60	West Invest	Bellingham	$110.9 million
61	Cloud Capital Management	Seattle	$110.3 million
62	Alethea Capital Management, LLC	Mercer Island	$106.6 million
63	Weinand Financial, Inc.	Lacey	$105.9 million
64	Pacific Asset Management, LLC	Gig Harbor	$105.3 million
65	MKT and Associates LLC	Tacoma	$103.2 million
66	Fellowship Financial Planning	Spokane	$103.0 million
67	Fulcrum Capital, LLC	Seattle	$99.3 million
68	Consilio Wealth Advisors, LLC	Bellevue	$97.7 million
69	Rainier Family Wealth, Inc.	Tacoma	$93.8 million
70	Sage Advisors, LLC	Edmonds	$92.7 million
71	Wealthcollab	Bellevue	$86.7 million
72	Robinswood Financial	Kirkland	$86.6 million
73	Financial Insights Wealth Management	Tacoma	$84.0 million
74	Oliver Capital Management	Seattle	$83.2 million
75	Demars Financial Group LLC	Spokane Valley	$82.7 million
76	Wise Planning, Inc.	Seattle	$80.9 million
77	Griffiths, Dreher & Evans, P.S., CPAS	Spokane	$79.2 million
78	Leeward Financial Partners, LLC	Bellevue	$77.7 million
79	Kutscher Benner Barsness & Stevens, Inc.	Seattle	$77.0 million
80	Millennial Wealth	Fall City	$75.0 million
81	Aletheian Wealth Advisors LLC	Bellevue	$74.2 million
82	First Washington Corporation	Seattle	$73.7 million
83	SPG Advisors LLC	Kirkland	$72.6 million
84	MB Gen Wealth	Spokane	$70.6 million
85	Hidden Cove Wealth Management	Bainbridge Island	$68.3 million
86	Fulcrum Wealth Advisors, LLC	Bellevue	$67.9 million
87	Cascade Wealth Advisors, Inc	Wenatchee	$65.6 million
88	Chaney Capital Management Inc.	Lynnwood	$65.5 million
89	Bear Mountain Capital Inc.	Seattle	$65.3 million
90	The Fauser Group, LLC	Mercer Island	$64.5 million
91	Agate Pass Investment, LLC	Bainbridge Island	$57.3 million
92	Parker Financial LLC	Silverdale	$55.0 million
93	Momentous Wealth Management, Inc.	Vancouver	$53.9 million
94	Truenorth Wealth Advisors	Seattle	$53.1 million
95	Opal Advisors	Bellevue	$52.5 million
96	Stolz & Associates, PS	Tacoma	$52.1 million
97	Schmidt Financial Management	Kirkland	$52.0 million
98	Breakwater Investment Management	Seattle	$51.9 million
99	Fort Vancouver Investment Management, LLC	Vancouver	$51.2 million
100	Fortitude Advisory Group L.L.C.	Gig Harbor	$50.6 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.