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AdvisorIQ

Ranking, Washington

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

As of October 2, 2026, Aspire Capital Advisors LLC ranked #1 in Washington in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 49.5%, from a base of $165.1 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 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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane 22.8% $230.1 million
12 Synergy Asset Management, LLC Vancouver 22.7% $467.7 million
13 Empirical Wealth Management Seattle 22.6% $3.0 billion
14 Alliant Securities, Inc. Turner, Nord, Kienbaum Broker-dealer affiliated Liberty Lake 22.4% $109.0 million
15 Madrona Financial & CPAS Everett 22.2% $253.6 million
16 McIlrath & Eck, LLC Arlington 22.2% $501.0 million
17 Griffiths, Dreher & Evans, P.S., CPAS Spokane 22.1% $114.6 million
18 Northern Capital Management, Inc. Spokane 21.9% $341.6 million
19 The Retirement Solution LLC Redmond 21.6% $262.7 million
20 Helm Capital Management Seattle 21.0% $154.2 million
21 My Personal CFO, LLC Vancouver 20.9% $141.4 million
22 EQ Wealth Management Bellevue 20.6% $368.9 million
23 Evans Capital Management Associates Bellevue 20.4% $269.3 million
24 Parker Financial LLC Silverdale 20.2% $108.2 million
25 Emerald Advisors, LLC Bellevue 19.9% $380.5 million
26 Consilio Wealth Advisors, LLC Bellevue 19.7% $225.7 million
27 Fortitude Advisory Group L.L.C. Gig Harbor 19.6% $191.1 million
28 Coldstream Wealth Management Bellevue 19.4% $5.7 billion
29 Evergreen Capital Management LLC Bellevue 19.2% $3.0 billion
30 The Fauser Group, LLC Mercer Island 18.8% $132.9 million
31 Snider Financial Group Bellevue 18.5% $235.5 million
32 Capital Advisors Wealth Management Yakima 18.3% $480.7 million
33 SPG Advisors LLC Kirkland 18.1% $233.5 million
34 First Pacific Financial, Inc. Vancouver 18.0% $841.1 million
35 180 Wealth Advisors, LLC Federal Way 17.8% $600.0 million
36 Financial Plan, Inc. Bellingham 17.6% $713.0 million
37 Brighton Jones LLC Seattle 17.5% $8.4 billion
38 Boone Wealth Advisors, LLC Bellevue 17.4% $226.9 million
39 Avier Wealth Advisors Bellevue 17.4% $531.9 million
40 Mangan Wealth Management Seattle 17.3% $100.0 million
41 Barker Wealth Management, LLC Camas 16.9% $110.4 million
42 Tschetter Group Bellevue 16.7% $1.1 billion
43 Clear Creek Financial Management, LLC Silverdale 16.7% $858.9 million
44 Kiley Juergens Wealth Management, LLC Olympia 16.5% $1.0 billion
45 Viewpoint Capital Management Seattle 16.4% $125.3 million
46 Stolz & Associates, PS Tacoma 16.1% $133.9 million
47 Sage Advisors, LLC Edmonds 16.1% $273.0 million
48 Threadline Wealth Bellevue 15.7% $2.8 billion
49 Johnson Bixby Vancouver 15.6% $452.6 million
50 Truenorth Wealth Advisors Seattle 15.4% $157.2 million
51 Olde Wealth Management, LLC Sammamish 15.1% $186.3 million
52 Freestone Capital Management, LLC Seattle 15.0% $7.2 billion
53 Tolsma Investments, LLC Bellevue 15.0% $275.2 million
54 Uta LLC Vancouver 14.9% $107.2 million
55 Investors Portfolio Services LLC Puyallup 14.9% $119.4 million
56 Wise Planning, Inc. Seattle 14.7% $307.2 million
57 Auxano Advisors Bellevue 14.4% $907.9 million
58 Columbia Advisory Partners, LLC Spokane 14.3% $160.0 million
59 Momentous Wealth Management, Inc. Vancouver 14.3% $210.2 million
60 Vickerman Investment Advisors, Inc. Spokane 14.2% $325.3 million
61 Parcion Private Wealth LLC Bellevue 14.2% $1.5 billion
62 Pacific Asset Management, LLC Gig Harbor 13.9% $200.8 million
63 Petersen Hastings Wealth Advisors, Inc. Kennewick 13.5% $838.0 million
64 Quantum Financial Planning Services, Inc. Spokane 13.5% $386.5 million
65 Ervin Investment Management Seattle 13.4% $143.7 million
66 Waycross Investment Management Co Bellingham 13.4% $134.8 million
67 Oliver Capital Management Seattle 13.3% $270.2 million
68 Agate Pass Investment, LLC Bainbridge Island 13.3% $180.3 million
69 LNW Seattle 13.1% $6.6 billion
70 Hohimer Wealth Management, LLC Seattle 13.0% $682.3 million
71 Baker Ellis Asset Management LLC Vancouver 12.9% $571.7 million
72 Optimist Retirement Group, LLC Bellevue 12.8% $134.1 million
73 Marsjewett Financial Group Bellevue 12.6% $497.9 million
74 Martel Wealth Advisors, LLC Successor Vancouver 12.3% $816.1 million
75 Cairn Wealth Management Vancouver 12.1% $217.6 million
76 Columbia River Financial Group Vancouver 11.9% $110.9 million
77 Garde Capital, Inc. Seattle 11.9% $1.5 billion
78 BBJS Financial Advisors, LLC Seattle 11.4% $193.5 million
79 Harlow Wealth Management, Inc. Vancouver 11.3% $245.4 million
80 Northwest Asset Management Mercer Island 11.1% $2.4 billion
81 Fort Vancouver Investment Management, LLC Vancouver 11.1% $140.3 million
82 Bear Mountain Capital Inc. Seattle 10.9% $223.7 million
83 Badgley Phelps Wealth Managers Seattle 10.7% $4.4 billion
84 Lodestone Wealth Management LLC Spokane 10.6% $209.6 million
85 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 10.5% $580.3 million
86 Demars Financial Group LLC Spokane Valley 10.5% $227.0 million
87 First Washington Corporation Seattle 10.2% $308.9 million
88 Financial Insights Wealth Management Tacoma 10.1% $461.8 million
89 Chaney Capital Management Inc. Lynnwood 10.0% $283.3 million
90 Allen Capital Management, LLC Vancouver 9.9% $124.7 million
91 Seneschal Family Office Tacoma 9.5% $191.7 million
92 Financial Forum, Inc. Spokane 9.4% $182.5 million
93 TFS Advisors, LLC Edmonds 9.4% $103.1 million
94 Fulcrum Capital, LLC Seattle 9.1% $694.8 million
95 Wayfinding Financial, LLC Lynnwood 8.8% $231.6 million
96 Paul R. Ried Financial Group, LLC Bellevue 8.8% $831.1 million
97 Christensen, King & Associates Investment Services, Inc. Richland 8.6% $194.4 million
98 Wealth Asset Managers Broker-dealer affiliated Spokane 8.4% $215.1 million
99 Eagle Harbor Asset Management, Inc. Bainbridge Is 7.8% $110.6 million
100 Elite Wealth Management, Inc. Kirkland 7.7% $595.3 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.