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AdvisorIQ

Ranking, Washington

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Washington

As of October 2, 2026, Richards Merrill Wealth Management ranked #1 in Washington in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 255.7%, from a base of 359.

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

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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane 255.7% 359
2 Advisor Share Wealth Management, LLC Vancouver 161.8% 963
3 Fortis Capital Management LLC Bellevue 96.0% 352
4 LNW Seattle 95.4% 588
5 Capstone Investment Group Olympia 66.1% 493
6 Tradewinds Capital Management, LLC Bellingham 57.7% 1,419
7 Tolsma Investments, LLC Bellevue 55.7% 149
8 Private Advisory Redmond 54.6% 601
9 Moulton Wealth Management, Inc Spokane Valley 52.9% 312
10 JMK & Associates, LLC Spokane 48.3% 980
11 Smartharvest Portfolios Seattle 48.3% 172
12 Twenty Twenty Investment Advisors, LLC Spokane 40.9% 242
13 Leeward Financial Partners, LLC Bellevue 34.6% 179
14 Hohimer Wealth Management, LLC Seattle 31.6% 440
15 Wealthmark, LLC Bellingham 31.3% 147
16 Fulcrum Capital, LLC Seattle 31.1% 251
17 Alliant Securities, Inc. Turner, Nord, Kienbaum Broker-dealer affiliated Liberty Lake 29.5% 549
18 Kiley Juergens Wealth Management, LLC Olympia 29.4% 2,372
19 Fors Financial Port Angeles 27.0% 189
20 Waystone Advisors LLC Redmond 24.4% 246
21 Badgley Phelps Wealth Managers Seattle 22.6% 1,126
22 Fellowship Financial Planning Spokane 20.5% 938
23 Continental Investors Services, Inc. Broker-dealer affiliated Longview 20.2% 1,374
24 Investors Portfolio Services LLC Puyallup 17.6% 255
25 McIlrath & Eck, LLC Arlington 17.5% 1,202
26 Aviso Wealth Management Bellevue 17.4% 791
27 Petersen Hastings Wealth Advisors, Inc. Kennewick 16.1% 1,127
28 Griffiths, Dreher & Evans, P.S., CPAS Spokane 15.5% 792
29 EQ Wealth Management Bellevue 15.3% 472
30 SCS Bellevue 15.0% 2,167
31 Emerald Advisors, LLC Bellevue 14.9% 188
32 Tschetter Group Bellevue 14.6% 451
33 Auxano Advisors Bellevue 14.6% 632
34 Chaney Capital Management Inc. Lynnwood 13.5% 342
35 Empirical Wealth Management Seattle 12.6% 2,132
36 Brighton Jones LLC Seattle 11.8% 3,587
37 Quantum Financial Planning Services, Inc. Spokane 11.6% 708
38 Columbia River Financial Group Vancouver 10.3% 252
39 Opportunus Wealth Management, LLC Gig Harbor 10.2% 176
40 Aspire Capital Advisors LLC Seattle 10.2% 1,956
41 SPG Advisors LLC Kirkland 10.2% 628
42 Prevail Wealth Management Kirkland 10.0% 240
43 Sound Financial, LLC Lake Stevens 9.8% 235
44 Capital Advisors Wealth Management Yakima 9.4% 965
45 Bear Mountain Capital Inc. Seattle 8.8% 215
46 Financial Plan, Inc. Bellingham 8.8% 873
47 Vickerman Investment Advisors, Inc. Spokane 8.6% 397
48 Momentous Wealth Management, Inc. Vancouver 8.1% 455
49 The Planner's Edge LLC Mercer Island 8.1% 198
50 Eagle Harbor Asset Management, Inc. Bainbridge Is 8.0% 188
51 Demars Financial Group LLC Spokane Valley 8.0% 465
52 Soundview Advisors Olympia 8.0% 176
53 180 Wealth Advisors, LLC Federal Way 7.8% 1,252
54 Martin Nelson & Co., Inc. Broker-dealer affiliated Seattle 7.7% 392
55 First Pacific Financial, Inc. Vancouver 7.4% 1,231
56 Optimist Retirement Group, LLC Bellevue 7.2% 111
57 Kaizen Financial Advisors, LLC Kirkland 7.1% 140
58 Columbia Advisory Partners, LLC Spokane 7.1% 589
59 American Northwest Advisory Services L.L.C. Federal Way 6.9% 204
60 Viewpoint Capital Management Seattle 6.8% 117
61 Marsjewett Financial Group Bellevue 6.8% 673
62 Hallett Advisors Port Angeles 6.5% 293
63 Stock Management LLC Puyallup 6.4% 838
64 Millennial Wealth Fall City 6.0% 217
65 Madison Park Capital Advisors, LLC Seattle 5.9% 371
66 Lodestone Wealth Management LLC Spokane 5.8% 275
67 Clear Creek Financial Management, LLC Silverdale 5.7% 3,795
68 Fort Vancouver Investment Management, LLC Vancouver 5.4% 184
69 Truewealth Financial Partners Bellevue 5.4% 148
69 Mainsail Financial Group Bellevue 5.4% 407
71 Monson Wealth Management, Inc. Kennewick 5.2% 346
72 MB Gen Wealth Spokane 5.1% 117
73 Greystone Financial & Estate Services, Inc. Kirkland 5.1% 198
74 Wise Planning, Inc. Seattle 5.0% 202
75 Evergreen Capital Management LLC Bellevue 4.6% 1,106
76 Garde Capital, Inc. Seattle 4.5% 490
77 Synergy Asset Management, LLC Vancouver 4.4% 1,148
78 Freestone Capital Management, LLC Seattle 4.2% 2,874
79 Bellingham Capital Bellingham 4.1% 242
80 Stolz & Associates, PS Tacoma 3.8% 186
81 Sonata Capital Group Inc Seattle 3.7% 190
82 Surience Private Wealth LLC Yakima 3.5% 143
83 Johnson Bixby Vancouver 3.5% 775
84 Threadline Wealth Bellevue 3.4% 1,245
85 Northern Capital Management, Inc. Spokane 3.2% 724
86 S. R. Schill & Associates, Inc. Mercer Island 3.2% 189
87 Wayfinding Financial, LLC Lynnwood 2.8% 354
88 White & Company Financial Planning, Inc. Sunnyside 2.6% 302
89 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 2.6% 1,079
90 Waycross Investment Management Co Bellingham 2.6% 156
90 Foresee Wealth Advisors Bellevue 2.6% 156
92 Agate Pass Investment, LLC Bainbridge Island 2.5% 121
93 Pacific Asset Management, LLC Gig Harbor 2.4% 368
94 Integrity Wealth Management, Inc. Spokane 2.4% 165
95 Sage Advisors, LLC Edmonds 2.4% 674
96 Baring Financial LLC Bellingham 2.3% 472
97 Talbot Financial, LLC Bellevue 2.3% 263
98 Kutscher Benner Barsness & Stevens, Inc. Seattle 2.2% 181
99 Paul R. Ried Financial Group, LLC Bellevue 2.1% 1,038
100 917 Advisory Services LLC Spokane 2.1% 191

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.