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AdvisorIQ

Ranking, Washington

Fastest-growing wealth firms over three years, including broker-dealer firms in Washington

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

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

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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane 30.4% $290.0 million
16 Leeward Financial Partners, LLC Bellevue 29.9% $183.1 million
17 Aspire Capital Advisors LLC Seattle 29.7% $565.2 million
18 Alliant Securities, Inc. Turner, Nord, Kienbaum Broker-dealer affiliated Liberty Lake 28.3% $142.0 million
19 McIlrath & Eck, LLC Arlington 28.1% $649.4 million
20 Consilio Wealth Advisors, LLC Bellevue 27.9% $265.3 million
21 Parker Financial LLC Silverdale 27.8% $130.3 million
22 Clear Creek Financial Management, LLC Silverdale 27.3% $901.2 million
23 EQ Wealth Management Bellevue 27.2% $458.1 million
24 Cloud Capital Management Seattle 27.0% $146.5 million
25 Snider Financial Group Bellevue 27.0% $268.6 million
26 Cascade Wealth Advisors, Inc Wenatchee 26.5% $112.5 million
27 Empirical Wealth Management Seattle 26.3% $4.2 billion
28 Truewealth Financial Partners Bellevue 25.9% $137.0 million
29 Coldstream Wealth Management Bellevue 25.9% $7.0 billion
30 Brighton Jones LLC Seattle 25.9% $9.5 billion
31 Viewpoint Capital Management Seattle 25.4% $135.7 million
32 Hidden Cove Wealth Management Bainbridge Island 25.3% $205.0 million
33 180 Wealth Advisors, LLC Federal Way 24.8% $700.0 million
34 SCS Bellevue 24.5% $1.0 billion
35 Synergy Asset Management, LLC Vancouver 24.2% $678.2 million
36 Emerald Advisors, LLC Bellevue 24.2% $491.9 million
37 Vickerman Investment Advisors, Inc. Spokane 24.1% $330.8 million
38 Baring Financial LLC Bellingham 24.0% $110.3 million
39 SPG Advisors LLC Kirkland 24.0% $281.1 million
40 Financial Plan, Inc. Bellingham 23.8% $845.1 million
41 Garde Capital, Inc. Seattle 23.7% $1.4 billion
42 First Washington Corporation Seattle 23.3% $267.1 million
43 LNW Seattle 23.1% $6.5 billion
44 My Personal CFO, LLC Vancouver 23.0% $196.2 million
45 Evergreen Capital Management LLC Bellevue 23.0% $3.9 billion
46 Lighthouse Wealth Strategies, LLC Gig Harbor 22.8% $455.4 million
47 Avier Wealth Advisors Bellevue 22.8% $641.3 million
48 Barker Wealth Management, LLC Camas 22.8% $130.0 million
49 Smart Portfolios, LLC Lake Forest Park 22.4% $114.6 million
50 Hohimer Wealth Management, LLC Seattle 22.3% $686.2 million
51 Sound Financial, LLC Lake Stevens 22.1% $115.7 million
52 Martin Nelson & Co., Inc. Broker-dealer affiliated Seattle 21.8% $159.1 million
53 Stolz & Associates, PS Tacoma 21.7% $156.4 million
54 Tschetter Group Bellevue 21.4% $1.3 billion
55 Investors Portfolio Services LLC Puyallup 21.0% $134.7 million
56 Freestone Capital Management, LLC Seattle 20.9% $8.2 billion
57 The Retirement Solution LLC Redmond 20.8% $397.0 million
58 Quantum Financial Planning Services, Inc. Spokane 20.6% $414.1 million
59 First Pacific Financial, Inc. Vancouver 20.5% $1.1 billion
60 Oliver Capital Management Seattle 20.5% $289.2 million
61 Tolsma Investments, LLC Bellevue 20.2% $318.1 million
62 Mangan Wealth Management Seattle 20.1% $128.0 million
63 Auxano Advisors Bellevue 20.1% $1.0 billion
64 Threadline Wealth Bellevue 20.1% $3.3 billion
65 Badgley Phelps Wealth Managers Seattle 20.1% $4.2 billion
66 Kiley Juergens Wealth Management, LLC Olympia 19.9% $1.3 billion
67 Petersen Hastings Wealth Advisors, Inc. Kennewick 19.4% $927.1 million
68 Marsjewett Financial Group Bellevue 19.3% $530.7 million
69 Parcion Private Wealth LLC Bellevue 19.1% $1.7 billion
70 Fortitude Financial LLC Spokane 18.8% $168.1 million
71 Ervin Investment Management Seattle 18.6% $161.6 million
72 Agate Pass Investment, LLC Bainbridge Island 18.6% $201.4 million
73 Olde Wealth Management, LLC Sammamish 18.5% $226.4 million
74 Financial Freedom for Dentists LLC Snoqualmie 18.3% $109.9 million
75 Wise Planning, Inc. Seattle 18.3% $368.5 million
76 Waycross Investment Management Co Bellingham 18.3% $152.5 million
77 Prevail Wealth Management Kirkland 18.3% $157.7 million
78 Finsym Partners, LLC Seattle 18.2% $113.9 million
79 Harlow Wealth Management, Inc. Vancouver 18.2% $254.2 million
80 Truenorth Wealth Advisors Seattle 18.1% $195.1 million
81 Capital Advisors Wealth Management Yakima 18.0% $677.0 million
82 Demars Financial Group LLC Spokane Valley 17.9% $228.3 million
83 Pacific Asset Management, LLC Gig Harbor 17.7% $236.2 million
84 Martel Wealth Advisors, LLC Successor Vancouver 17.6% $897.2 million
85 Columbia River Financial Group Vancouver 17.6% $119.8 million
86 Hara Capital LLC Bellevue 17.5% $116.5 million
87 Fort Vancouver Investment Management, LLC Vancouver 16.7% $149.2 million
88 Para Wealth Advisors, Inc. Camas 16.5% $139.7 million
89 Johnson Bixby Vancouver 16.5% $590.7 million
90 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 16.1% $611.8 million
91 Momentous Wealth Management, Inc. Vancouver 16.1% $261.8 million
92 Lodestone Wealth Management LLC Spokane 16.1% $221.6 million
93 Kaizen Financial Advisors, LLC Kirkland 15.9% $182.0 million
94 Optimist Retirement Group, LLC Bellevue 15.7% $158.4 million
95 Chaney Capital Management Inc. Lynnwood 15.5% $295.3 million
96 Continental Investors Services, Inc. Broker-dealer affiliated Longview 15.1% $152.1 million
97 Wealth Asset Managers Broker-dealer affiliated Spokane 14.7% $213.1 million
98 Financial Forum, Inc. Spokane 14.5% $190.3 million
99 Sage Advisors, LLC Edmonds 14.5% $383.3 million
100 BBJS Financial Advisors, LLC Seattle 14.4% $221.4 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.