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AdvisorIQ

Ranking, Washington

Independent RIAs with the fastest client growth over one year in Washington

As of October 2, 2026, Advisor Share Wealth Management, LLC ranked #1 in Washington in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 161.8%, from a base of 963.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Advisor Share Wealth Management, LLC Vancouver 161.8% 963
2 Fortis Capital Management LLC Bellevue 96.0% 352
3 LNW Seattle 95.4% 588
4 Capstone Investment Group Olympia 66.1% 493
5 Tradewinds Capital Management, LLC Bellingham 57.7% 1,419
6 Tolsma Investments, LLC Bellevue 55.7% 149
7 Private Advisory Redmond 54.6% 601
8 Moulton Wealth Management, Inc Spokane Valley 52.9% 312
9 JMK & Associates, LLC Spokane 48.3% 980
10 Smartharvest Portfolios Seattle 48.3% 172
11 Twenty Twenty Investment Advisors, LLC Spokane 40.9% 242
12 Leeward Financial Partners, LLC Bellevue 34.6% 179
13 Hohimer Wealth Management, LLC Seattle 31.6% 440
14 Wealthmark, LLC Bellingham 31.3% 147
15 Fulcrum Capital, LLC Seattle 31.1% 251
16 Kiley Juergens Wealth Management, LLC Olympia 29.4% 2,372
17 Fors Financial Port Angeles 27.0% 189
18 Waystone Advisors LLC Redmond 24.4% 246
19 Badgley Phelps Wealth Managers Seattle 22.6% 1,126
20 Fellowship Financial Planning Spokane 20.5% 938
21 Investors Portfolio Services LLC Puyallup 17.6% 255
22 McIlrath & Eck, LLC Arlington 17.5% 1,202
23 Aviso Wealth Management Bellevue 17.4% 791
24 Petersen Hastings Wealth Advisors, Inc. Kennewick 16.1% 1,127
25 Griffiths, Dreher & Evans, P.S., CPAS Spokane 15.5% 792
26 EQ Wealth Management Bellevue 15.3% 472
27 SCS Bellevue 15.0% 2,167
28 Emerald Advisors, LLC Bellevue 14.9% 188
29 Tschetter Group Bellevue 14.6% 451
30 Auxano Advisors Bellevue 14.6% 632
31 Chaney Capital Management Inc. Lynnwood 13.5% 342
32 Empirical Wealth Management Seattle 12.6% 2,132
33 Brighton Jones LLC Seattle 11.8% 3,587
34 Quantum Financial Planning Services, Inc. Spokane 11.6% 708
35 Columbia River Financial Group Vancouver 10.3% 252
36 Opportunus Wealth Management, LLC Gig Harbor 10.2% 176
37 Aspire Capital Advisors LLC Seattle 10.2% 1,956
38 SPG Advisors LLC Kirkland 10.2% 628
39 Prevail Wealth Management Kirkland 10.0% 240
40 Sound Financial, LLC Lake Stevens 9.8% 235
41 Capital Advisors Wealth Management Yakima 9.4% 965
42 Bear Mountain Capital Inc. Seattle 8.8% 215
43 Financial Plan, Inc. Bellingham 8.8% 873
44 Vickerman Investment Advisors, Inc. Spokane 8.6% 397
45 Momentous Wealth Management, Inc. Vancouver 8.1% 455
46 The Planner's Edge LLC Mercer Island 8.1% 198
47 Eagle Harbor Asset Management, Inc. Bainbridge Is 8.0% 188
48 Demars Financial Group LLC Spokane Valley 8.0% 465
49 Soundview Advisors Olympia 8.0% 176
50 180 Wealth Advisors, LLC Federal Way 7.8% 1,252
51 First Pacific Financial, Inc. Vancouver 7.4% 1,231
52 Optimist Retirement Group, LLC Bellevue 7.2% 111
53 Kaizen Financial Advisors, LLC Kirkland 7.1% 140
54 Columbia Advisory Partners, LLC Spokane 7.1% 589
55 American Northwest Advisory Services L.L.C. Federal Way 6.9% 204
56 Viewpoint Capital Management Seattle 6.8% 117
57 Marsjewett Financial Group Bellevue 6.8% 673
58 Hallett Advisors Port Angeles 6.5% 293
59 Stock Management LLC Puyallup 6.4% 838
60 Millennial Wealth Fall City 6.0% 217
61 Madison Park Capital Advisors, LLC Seattle 5.9% 371
62 Lodestone Wealth Management LLC Spokane 5.8% 275
63 Clear Creek Financial Management, LLC Silverdale 5.7% 3,795
64 Fort Vancouver Investment Management, LLC Vancouver 5.4% 184
65 Truewealth Financial Partners Bellevue 5.4% 148
65 Mainsail Financial Group Bellevue 5.4% 407
67 Monson Wealth Management, Inc. Kennewick 5.2% 346
68 MB Gen Wealth Spokane 5.1% 117
69 Greystone Financial & Estate Services, Inc. Kirkland 5.1% 198
70 Wise Planning, Inc. Seattle 5.0% 202
71 Evergreen Capital Management LLC Bellevue 4.6% 1,106
72 Garde Capital, Inc. Seattle 4.5% 490
73 Synergy Asset Management, LLC Vancouver 4.4% 1,148
74 Freestone Capital Management, LLC Seattle 4.2% 2,874
75 Bellingham Capital Bellingham 4.1% 242
76 Stolz & Associates, PS Tacoma 3.8% 186
77 Sonata Capital Group Inc Seattle 3.7% 190
78 Surience Private Wealth LLC Yakima 3.5% 143
79 Johnson Bixby Vancouver 3.5% 775
80 Threadline Wealth Bellevue 3.4% 1,245
81 Northern Capital Management, Inc. Spokane 3.2% 724
82 S. R. Schill & Associates, Inc. Mercer Island 3.2% 189
83 Wayfinding Financial, LLC Lynnwood 2.8% 354
84 White & Company Financial Planning, Inc. Sunnyside 2.6% 302
85 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 2.6% 1,079
86 Waycross Investment Management Co Bellingham 2.6% 156
86 Foresee Wealth Advisors Bellevue 2.6% 156
88 Agate Pass Investment, LLC Bainbridge Island 2.5% 121
89 Pacific Asset Management, LLC Gig Harbor 2.4% 368
90 Integrity Wealth Management, Inc. Spokane 2.4% 165
91 Sage Advisors, LLC Edmonds 2.4% 674
92 Baring Financial LLC Bellingham 2.3% 472
93 Talbot Financial, LLC Bellevue 2.3% 263
94 Kutscher Benner Barsness & Stevens, Inc. Seattle 2.2% 181
95 Paul R. Ried Financial Group, LLC Bellevue 2.1% 1,038
96 917 Advisory Services LLC Spokane 2.1% 191
97 Olde Wealth Management, LLC Sammamish 1.9% 309
98 Mangan Wealth Management Seattle 1.8% 340
99 Truenorth Wealth Advisors Seattle 1.7% 176
100 Lesa Sroufe & Company, Inc. Seattle 1.7% 235

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

More rankings

Client growth 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.