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For asset managers
AdvisorIQ

Ranking, Washington

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Washington

As of October 2, 2026, LNW ranked #1 in Washington in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $4.5 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

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 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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane $129.1 million
56 Pacific Sage Partners, LLC Edmonds $128.5 million
57 Northern Lights Advisors, Inc. Seattle $127.1 million
58 Aviso Wealth Management Bellevue $126.3 million
59 The Retirement Solution LLC Redmond $126.2 million
60 Tradewinds Capital Management, LLC Bellingham $124.5 million
61 West Invest Bellingham $110.9 million
62 Cloud Capital Management Seattle $110.3 million
63 Alethea Capital Management, LLC Mercer Island $106.6 million
64 Weinand Financial, Inc. Lacey $105.9 million
65 Pacific Asset Management, LLC Gig Harbor $105.3 million
66 MKT and Associates LLC Tacoma $103.2 million
67 Fellowship Financial Planning Spokane $103.0 million
68 Fulcrum Capital, LLC Seattle $99.3 million
69 Consilio Wealth Advisors, LLC Bellevue $97.7 million
70 Rainier Family Wealth, Inc. Tacoma $93.8 million
71 Sage Advisors, LLC Edmonds $92.7 million
72 Wealthcollab Bellevue $86.7 million
73 Robinswood Financial Kirkland $86.6 million
74 Financial Insights Wealth Management Tacoma $84.0 million
75 Oliver Capital Management Seattle $83.2 million
76 Demars Financial Group LLC Spokane Valley $82.7 million
77 Wise Planning, Inc. Seattle $80.9 million
78 Griffiths, Dreher & Evans, P.S., CPAS Spokane $79.2 million
79 Leeward Financial Partners, LLC Bellevue $77.7 million
80 Kutscher Benner Barsness & Stevens, Inc. Seattle $77.0 million
81 Millennial Wealth Fall City $75.0 million
82 Aletheian Wealth Advisors LLC Bellevue $74.2 million
83 First Washington Corporation Seattle $73.7 million
84 Alliant Securities, Inc. Turner, Nord, Kienbaum Broker-dealer affiliated Liberty Lake $73.5 million
85 SPG Advisors LLC Kirkland $72.6 million
86 MB Gen Wealth Spokane $70.6 million
87 Hidden Cove Wealth Management Bainbridge Island $68.3 million
88 Fulcrum Wealth Advisors, LLC Bellevue $67.9 million
89 Cascade Wealth Advisors, Inc Wenatchee $65.6 million
90 Chaney Capital Management Inc. Lynnwood $65.5 million
91 Bear Mountain Capital Inc. Seattle $65.3 million
92 The Fauser Group, LLC Mercer Island $64.5 million
93 Continental Investors Services, Inc. Broker-dealer affiliated Longview $62.0 million
94 Agate Pass Investment, LLC Bainbridge Island $57.3 million
95 Parker Financial LLC Silverdale $55.0 million
96 Momentous Wealth Management, Inc. Vancouver $53.9 million
97 Truenorth Wealth Advisors Seattle $53.1 million
98 Opal Advisors Bellevue $52.5 million
99 Stolz & Associates, PS Tacoma $52.1 million
100 Schmidt Financial Management Kirkland $52.0 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.