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For asset managers
AdvisorIQ

Ranking, Washington

Fastest-growing independent RIAs over five years in Washington

As of October 2, 2026, Aspire Capital Advisors LLC ranked #1 in Washington in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 49.5%, from a base of $165.1 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Aspire Capital Advisors LLC Seattle 49.5% $165.1 million
2 Fortis Capital Management LLC Bellevue 49.5% $155.7 million
3 Private Advisory Redmond 35.1% $476.7 million
4 SCS Bellevue 33.1% $464.7 million
5 Aletheian Wealth Advisors LLC Bellevue 32.8% $100.0 million
6 Aviso Wealth Management Bellevue 29.6% $169.7 million
7 Lighthouse Wealth Strategies, LLC Gig Harbor 28.0% $245.8 million
8 Talbot Financial, LLC Bellevue 27.3% $401.4 million
9 Capstone Investment Group Olympia 25.7% $109.3 million
10 Leeward Financial Partners, LLC Bellevue 23.1% $142.0 million
11 Synergy Asset Management, LLC Vancouver 22.7% $467.7 million
12 Empirical Wealth Management Seattle 22.6% $3.0 billion
13 Madrona Financial & CPAS Everett 22.2% $253.6 million
14 McIlrath & Eck, LLC Arlington 22.2% $501.0 million
15 Griffiths, Dreher & Evans, P.S., CPAS Spokane 22.1% $114.6 million
16 Northern Capital Management, Inc. Spokane 21.9% $341.6 million
17 The Retirement Solution LLC Redmond 21.6% $262.7 million
18 Helm Capital Management Seattle 21.0% $154.2 million
19 My Personal CFO, LLC Vancouver 20.9% $141.4 million
20 EQ Wealth Management Bellevue 20.6% $368.9 million
21 Evans Capital Management Associates Bellevue 20.4% $269.3 million
22 Parker Financial LLC Silverdale 20.2% $108.2 million
23 Emerald Advisors, LLC Bellevue 19.9% $380.5 million
24 Consilio Wealth Advisors, LLC Bellevue 19.7% $225.7 million
25 Fortitude Advisory Group L.L.C. Gig Harbor 19.6% $191.1 million
26 Coldstream Wealth Management Bellevue 19.4% $5.7 billion
27 Evergreen Capital Management LLC Bellevue 19.2% $3.0 billion
28 The Fauser Group, LLC Mercer Island 18.8% $132.9 million
29 Snider Financial Group Bellevue 18.5% $235.5 million
30 Capital Advisors Wealth Management Yakima 18.3% $480.7 million
31 SPG Advisors LLC Kirkland 18.1% $233.5 million
32 First Pacific Financial, Inc. Vancouver 18.0% $841.1 million
33 180 Wealth Advisors, LLC Federal Way 17.8% $600.0 million
34 Financial Plan, Inc. Bellingham 17.6% $713.0 million
35 Brighton Jones LLC Seattle 17.5% $8.4 billion
36 Boone Wealth Advisors, LLC Bellevue 17.4% $226.9 million
37 Avier Wealth Advisors Bellevue 17.4% $531.9 million
38 Mangan Wealth Management Seattle 17.3% $100.0 million
39 Barker Wealth Management, LLC Camas 16.9% $110.4 million
40 Tschetter Group Bellevue 16.7% $1.1 billion
41 Clear Creek Financial Management, LLC Silverdale 16.7% $858.9 million
42 Kiley Juergens Wealth Management, LLC Olympia 16.5% $1.0 billion
43 Viewpoint Capital Management Seattle 16.4% $125.3 million
44 Stolz & Associates, PS Tacoma 16.1% $133.9 million
45 Sage Advisors, LLC Edmonds 16.1% $273.0 million
46 Threadline Wealth Bellevue 15.7% $2.8 billion
47 Johnson Bixby Vancouver 15.6% $452.6 million
48 Truenorth Wealth Advisors Seattle 15.4% $157.2 million
49 Olde Wealth Management, LLC Sammamish 15.1% $186.3 million
50 Freestone Capital Management, LLC Seattle 15.0% $7.2 billion
51 Tolsma Investments, LLC Bellevue 15.0% $275.2 million
52 Uta LLC Vancouver 14.9% $107.2 million
53 Investors Portfolio Services LLC Puyallup 14.9% $119.4 million
54 Wise Planning, Inc. Seattle 14.7% $307.2 million
55 Auxano Advisors Bellevue 14.4% $907.9 million
56 Columbia Advisory Partners, LLC Spokane 14.3% $160.0 million
57 Momentous Wealth Management, Inc. Vancouver 14.3% $210.2 million
58 Vickerman Investment Advisors, Inc. Spokane 14.2% $325.3 million
59 Parcion Private Wealth LLC Bellevue 14.2% $1.5 billion
60 Pacific Asset Management, LLC Gig Harbor 13.9% $200.8 million
61 Petersen Hastings Wealth Advisors, Inc. Kennewick 13.5% $838.0 million
62 Quantum Financial Planning Services, Inc. Spokane 13.5% $386.5 million
63 Ervin Investment Management Seattle 13.4% $143.7 million
64 Waycross Investment Management Co Bellingham 13.4% $134.8 million
65 Oliver Capital Management Seattle 13.3% $270.2 million
66 Agate Pass Investment, LLC Bainbridge Island 13.3% $180.3 million
67 LNW Seattle 13.1% $6.6 billion
68 Hohimer Wealth Management, LLC Seattle 13.0% $682.3 million
69 Baker Ellis Asset Management LLC Vancouver 12.9% $571.7 million
70 Optimist Retirement Group, LLC Bellevue 12.8% $134.1 million
71 Marsjewett Financial Group Bellevue 12.6% $497.9 million
72 Martel Wealth Advisors, LLC Successor Vancouver 12.3% $816.1 million
73 Cairn Wealth Management Vancouver 12.1% $217.6 million
74 Columbia River Financial Group Vancouver 11.9% $110.9 million
75 Garde Capital, Inc. Seattle 11.9% $1.5 billion
76 BBJS Financial Advisors, LLC Seattle 11.4% $193.5 million
77 Harlow Wealth Management, Inc. Vancouver 11.3% $245.4 million
78 Northwest Asset Management Mercer Island 11.1% $2.4 billion
79 Fort Vancouver Investment Management, LLC Vancouver 11.1% $140.3 million
80 Bear Mountain Capital Inc. Seattle 10.9% $223.7 million
81 Badgley Phelps Wealth Managers Seattle 10.7% $4.4 billion
82 Lodestone Wealth Management LLC Spokane 10.6% $209.6 million
83 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 10.5% $580.3 million
84 Demars Financial Group LLC Spokane Valley 10.5% $227.0 million
85 First Washington Corporation Seattle 10.2% $308.9 million
86 Financial Insights Wealth Management Tacoma 10.1% $461.8 million
87 Chaney Capital Management Inc. Lynnwood 10.0% $283.3 million
88 Allen Capital Management, LLC Vancouver 9.9% $124.7 million
89 Seneschal Family Office Tacoma 9.5% $191.7 million
90 Financial Forum, Inc. Spokane 9.4% $182.5 million
91 TFS Advisors, LLC Edmonds 9.4% $103.1 million
92 Fulcrum Capital, LLC Seattle 9.1% $694.8 million
93 Wayfinding Financial, LLC Lynnwood 8.8% $231.6 million
94 Paul R. Ried Financial Group, LLC Bellevue 8.8% $831.1 million
95 Christensen, King & Associates Investment Services, Inc. Richland 8.6% $194.4 million
96 Eagle Harbor Asset Management, Inc. Bainbridge Is 7.8% $110.6 million
97 Elite Wealth Management, Inc. Kirkland 7.7% $595.3 million
98 Monson Wealth Management, Inc. Kennewick 7.6% $103.6 million
99 Illumine Investment Management, LLC Poulsbo 7.5% $150.1 million
100 Fortitude Financial LLC Spokane 7.3% $197.9 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, 5 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.