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For asset managers
AdvisorIQ

Ranking, Washington

Fastest-growing independent RIAs over three years in Washington

As of October 2, 2026, Mainsail Financial Group ranked #1 in Washington in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 52.6%, from a base of $113.6 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Mainsail Financial Group Bellevue 52.6% $113.6 million
2 Private Advisory Redmond 49.5% $642.2 million
3 Capstone Investment Group Olympia 46.6% $108.9 million
4 Aviso Wealth Management Bellevue 40.6% $223.4 million
5 Northern Capital Management, Inc. Spokane 39.2% $340.2 million
6 Fortis Capital Management LLC Bellevue 38.6% $436.0 million
7 Talbot Financial, LLC Bellevue 37.1% $520.6 million
8 Madrona Financial & CPAS Everett 37.0% $268.8 million
9 Helm Capital Management Seattle 35.9% $159.9 million
10 Wealthcollab Bellevue 34.4% $130.2 million
11 Boone Wealth Advisors, LLC Bellevue 34.4% $208.8 million
12 Evans Capital Management Associates Bellevue 33.8% $284.8 million
13 The Fauser Group, LLC Mercer Island 31.5% $138.2 million
14 Griffiths, Dreher & Evans, P.S., CPAS Spokane 30.8% $139.3 million
15 Leeward Financial Partners, LLC Bellevue 29.9% $183.1 million
16 Aspire Capital Advisors LLC Seattle 29.7% $565.2 million
17 McIlrath & Eck, LLC Arlington 28.1% $649.4 million
18 Consilio Wealth Advisors, LLC Bellevue 27.9% $265.3 million
19 Parker Financial LLC Silverdale 27.8% $130.3 million
20 Clear Creek Financial Management, LLC Silverdale 27.3% $901.2 million
21 EQ Wealth Management Bellevue 27.2% $458.1 million
22 Cloud Capital Management Seattle 27.0% $146.5 million
23 Snider Financial Group Bellevue 27.0% $268.6 million
24 Cascade Wealth Advisors, Inc Wenatchee 26.5% $112.5 million
25 Empirical Wealth Management Seattle 26.3% $4.2 billion
26 Truewealth Financial Partners Bellevue 25.9% $137.0 million
27 Coldstream Wealth Management Bellevue 25.9% $7.0 billion
28 Brighton Jones LLC Seattle 25.9% $9.5 billion
29 Viewpoint Capital Management Seattle 25.4% $135.7 million
30 Hidden Cove Wealth Management Bainbridge Island 25.3% $205.0 million
31 180 Wealth Advisors, LLC Federal Way 24.8% $700.0 million
32 SCS Bellevue 24.5% $1.0 billion
33 Synergy Asset Management, LLC Vancouver 24.2% $678.2 million
34 Emerald Advisors, LLC Bellevue 24.2% $491.9 million
35 Vickerman Investment Advisors, Inc. Spokane 24.1% $330.8 million
36 Baring Financial LLC Bellingham 24.0% $110.3 million
37 SPG Advisors LLC Kirkland 24.0% $281.1 million
38 Financial Plan, Inc. Bellingham 23.8% $845.1 million
39 Garde Capital, Inc. Seattle 23.7% $1.4 billion
40 First Washington Corporation Seattle 23.3% $267.1 million
41 LNW Seattle 23.1% $6.5 billion
42 My Personal CFO, LLC Vancouver 23.0% $196.2 million
43 Evergreen Capital Management LLC Bellevue 23.0% $3.9 billion
44 Lighthouse Wealth Strategies, LLC Gig Harbor 22.8% $455.4 million
45 Avier Wealth Advisors Bellevue 22.8% $641.3 million
46 Barker Wealth Management, LLC Camas 22.8% $130.0 million
47 Smart Portfolios, LLC Lake Forest Park 22.4% $114.6 million
48 Hohimer Wealth Management, LLC Seattle 22.3% $686.2 million
49 Sound Financial, LLC Lake Stevens 22.1% $115.7 million
50 Stolz & Associates, PS Tacoma 21.7% $156.4 million
51 Tschetter Group Bellevue 21.4% $1.3 billion
52 Investors Portfolio Services LLC Puyallup 21.0% $134.7 million
53 Freestone Capital Management, LLC Seattle 20.9% $8.2 billion
54 The Retirement Solution LLC Redmond 20.8% $397.0 million
55 Quantum Financial Planning Services, Inc. Spokane 20.6% $414.1 million
56 First Pacific Financial, Inc. Vancouver 20.5% $1.1 billion
57 Oliver Capital Management Seattle 20.5% $289.2 million
58 Tolsma Investments, LLC Bellevue 20.2% $318.1 million
59 Mangan Wealth Management Seattle 20.1% $128.0 million
60 Auxano Advisors Bellevue 20.1% $1.0 billion
61 Threadline Wealth Bellevue 20.1% $3.3 billion
62 Badgley Phelps Wealth Managers Seattle 20.1% $4.2 billion
63 Kiley Juergens Wealth Management, LLC Olympia 19.9% $1.3 billion
64 Petersen Hastings Wealth Advisors, Inc. Kennewick 19.4% $927.1 million
65 Marsjewett Financial Group Bellevue 19.3% $530.7 million
66 Parcion Private Wealth LLC Bellevue 19.1% $1.7 billion
67 Fortitude Financial LLC Spokane 18.8% $168.1 million
68 Ervin Investment Management Seattle 18.6% $161.6 million
69 Agate Pass Investment, LLC Bainbridge Island 18.6% $201.4 million
70 Olde Wealth Management, LLC Sammamish 18.5% $226.4 million
71 Financial Freedom for Dentists LLC Snoqualmie 18.3% $109.9 million
72 Wise Planning, Inc. Seattle 18.3% $368.5 million
73 Waycross Investment Management Co Bellingham 18.3% $152.5 million
74 Prevail Wealth Management Kirkland 18.3% $157.7 million
75 Finsym Partners, LLC Seattle 18.2% $113.9 million
76 Harlow Wealth Management, Inc. Vancouver 18.2% $254.2 million
77 Truenorth Wealth Advisors Seattle 18.1% $195.1 million
78 Capital Advisors Wealth Management Yakima 18.0% $677.0 million
79 Demars Financial Group LLC Spokane Valley 17.9% $228.3 million
80 Pacific Asset Management, LLC Gig Harbor 17.7% $236.2 million
81 Martel Wealth Advisors, LLC Successor Vancouver 17.6% $897.2 million
82 Columbia River Financial Group Vancouver 17.6% $119.8 million
83 Hara Capital LLC Bellevue 17.5% $116.5 million
84 Fort Vancouver Investment Management, LLC Vancouver 16.7% $149.2 million
85 Para Wealth Advisors, Inc. Camas 16.5% $139.7 million
86 Johnson Bixby Vancouver 16.5% $590.7 million
87 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 16.1% $611.8 million
88 Momentous Wealth Management, Inc. Vancouver 16.1% $261.8 million
89 Lodestone Wealth Management LLC Spokane 16.1% $221.6 million
90 Kaizen Financial Advisors, LLC Kirkland 15.9% $182.0 million
91 Optimist Retirement Group, LLC Bellevue 15.7% $158.4 million
92 Chaney Capital Management Inc. Lynnwood 15.5% $295.3 million
93 Financial Forum, Inc. Spokane 14.5% $190.3 million
94 Sage Advisors, LLC Edmonds 14.5% $383.3 million
95 BBJS Financial Advisors, LLC Seattle 14.4% $221.4 million
96 Alethea Capital Management, LLC Mercer Island 14.3% $202.5 million
97 Integrity Wealth Management, Inc. Spokane 14.0% $110.0 million
98 Robinswood Financial Kirkland 14.0% $305.7 million
99 Wilhelm Financial Services, PLLC Olympia 13.8% $116.1 million
100 Breakwater Investment Management Seattle 13.6% $206.4 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

Fastest growing, 3 years 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.