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AdvisorIQ

Ranking, Washington

Fastest-growing wealth firms over one year, including broker-dealer firms in Washington

As of October 2, 2026, Capstone Investment Group ranked #1 in Washington in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 124.9%, from a base of $152.4 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Capstone Investment Group Olympia 124.9% $152.4 million
2 Smartharvest Portfolios Seattle 104.8% $170.0 million
3 Advisor Share Wealth Management, LLC Vancouver 103.6% $185.2 million
4 Northern Capital Management, Inc. Spokane 98.7% $462.2 million
5 Helm Capital Management Seattle 97.3% $203.1 million
6 Northern Lights Advisors, Inc. Seattle 96.5% $131.7 million
7 Private Advisory Redmond 62.9% $1.3 billion
8 Fortis Capital Management LLC Bellevue 59.9% $726.3 million
9 LNW Seattle 59.1% $7.7 billion
10 Cloud Capital Management Seattle 58.1% $189.9 million
11 West Invest Bellingham 57.3% $193.6 million
12 Alethea Capital Management, LLC Mercer Island 54.4% $196.1 million
13 Mainsail Financial Group Bellevue 50.6% $268.2 million
14 Fulcrum Wealth Advisors, LLC Bellevue 48.4% $140.1 million
15 Opal Advisors Bellevue 43.2% $121.5 million
16 Talbot Financial, LLC Bellevue 43.0% $937.5 million
17 Cascade Wealth Advisors, Inc Wenatchee 40.4% $162.5 million
18 DLK Investment Advisors, LLC Mercer Island 39.8% $100.7 million
19 Rainier Family Wealth, Inc. Tacoma 39.5% $237.7 million
20 Wealthcollab Bellevue 37.8% $229.5 million
21 Evergreen Capital Management LLC Bellevue 37.7% $5.2 billion
22 Pacific Asset Management, LLC Gig Harbor 37.7% $279.4 million
23 MKT and Associates LLC Tacoma 37.5% $275.5 million
24 Millennial Wealth Fall City 36.8% $203.7 million
25 Madrona Financial & CPAS Everett 36.8% $505.7 million
26 Continental Investors Services, Inc. Broker-dealer affiliated Longview 36.5% $169.9 million
27 Vickerman Investment Advisors, Inc. Spokane 35.5% $466.6 million
28 Tolsma Investments, LLC Bellevue 34.5% $410.9 million
29 Griffiths, Dreher & Evans, P.S., CPAS Spokane 34.1% $232.2 million
30 Alliant Securities, Inc. Turner, Nord, Kienbaum Broker-dealer affiliated Liberty Lake 32.5% $226.5 million
31 Sunrise Financial Services LLC Burien 32.2% $114.4 million
32 Financial Freedom for Dentists LLC Snoqualmie 32.0% $138.0 million
33 Waystone Advisors LLC Redmond 31.7% $136.1 million
34 Lesa Sroufe & Company, Inc. Seattle 30.8% $158.6 million
35 Financial Plan, Inc. Bellingham 30.4% $1.2 billion
36 EQ Wealth Management Bellevue 30.3% $723.0 million
37 Blair Hall Advisors, LLC Seattle 29.9% $106.9 million
38 McIlrath & Eck, LLC Arlington 28.8% $1.1 billion
39 Integrity Wealth Management, Inc. Spokane 28.7% $126.7 million
40 917 Advisory Services LLC Spokane 28.7% $130.2 million
41 180 Wealth Advisors, LLC Federal Way 28.7% $1.1 billion
42 Fellowship Financial Planning Spokane 28.4% $362.4 million
43 Demars Financial Group LLC Spokane Valley 28.4% $291.3 million
44 Mangan Wealth Management Seattle 28.3% $173.0 million
45 Eastsound Capital Advisors, LLC Eastsound 27.9% $167.7 million
46 Fort Vancouver Investment Management, LLC Vancouver 27.6% $185.9 million
47 First Pacific Financial, Inc. Vancouver 27.4% $1.5 billion
48 Freestone Capital Management, LLC Seattle 26.5% $11.5 billion
49 Broadview Wealth Management, LLC Kirkland 26.5% $122.5 million
50 Hohimer Wealth Management, LLC Seattle 26.4% $993.7 million
51 Clear Creek Financial Management, LLC Silverdale 26.1% $1.5 billion
52 Brighton Jones LLC Seattle 26.0% $15.0 billion
53 The Fauser Group, LLC Mercer Island 25.8% $250.0 million
54 Empirical Wealth Management Seattle 25.8% $6.7 billion
55 Fors Financial Port Angeles 25.7% $107.3 million
56 Aviso Wealth Management Bellevue 25.5% $494.9 million
57 Parker Financial LLC Silverdale 25.4% $217.0 million
58 Evans Capital Management Associates Bellevue 25.2% $545.0 million
59 Richards Merrill Wealth Management Broker-dealer affiliated Spokane 25.1% $514.5 million
60 Sound Financial, LLC Lake Stevens 24.1% $169.8 million
61 Columbia River Financial Group Vancouver 24.1% $157.0 million
62 Leeward Financial Partners, LLC Bellevue 24.0% $323.8 million
63 Robinswood Financial Kirkland 23.6% $366.6 million
64 Synergy Asset Management, LLC Vancouver 23.5% $1.1 billion
65 Petersen Hastings Wealth Advisors, Inc. Kennewick 23.4% $1.3 billion
66 Badgley Phelps Wealth Managers Seattle 23.3% $5.9 billion
67 Barker Wealth Management, LLC Camas 23.2% $195.3 million
68 Avier Wealth Advisors Bellevue 23.1% $964.4 million
69 Foresee Wealth Advisors Bellevue 23.0% $118.7 million
70 Quantum Financial Planning Services, Inc. Spokane 22.9% $591.6 million
71 Marsjewett Financial Group Bellevue 22.7% $734.7 million
72 Stolz & Associates, PS Tacoma 22.7% $230.1 million
73 Aspire Capital Advisors LLC Seattle 22.5% $1.0 billion
74 Capital Advisors Wealth Management Yakima 22.4% $908.3 million
75 Auxano Advisors Bellevue 22.4% $1.5 billion
76 Basecamp Wealth Advisors, LLC Bellevue 22.0% $882.3 million
77 The Retirement Solution LLC Redmond 22.0% $573.3 million
78 Aletheian Wealth Advisors LLC Bellevue 21.9% $338.3 million
79 Truewealth Financial Partners Bellevue 21.8% $224.7 million
80 Prevail Wealth Management Kirkland 21.5% $214.6 million
81 Threadline Wealth Bellevue 21.4% $4.8 billion
82 Consilio Wealth Advisors, LLC Bellevue 21.3% $458.0 million
83 Capstone RIA Bellingham 21.2% $198.9 million
84 MB Gen Wealth Spokane 21.2% $333.8 million
85 Bear Mountain Capital Inc. Seattle 21.1% $309.7 million
86 Weinand Financial, Inc. Lacey 21.0% $504.5 million
87 Breakwater Investment Management Seattle 20.7% $250.8 million
88 Tradewinds Capital Management, LLC Bellingham 20.7% $602.8 million
89 Agate Pass Investment, LLC Bainbridge Island 20.6% $278.7 million
90 Hidden Cove Wealth Management Bainbridge Island 20.4% $335.2 million
91 Baker Ellis Asset Management LLC Vancouver 19.8% $874.2 million
92 Truenorth Wealth Advisors Seattle 19.8% $268.6 million
93 Oliver Capital Management Seattle 19.7% $422.3 million
94 Paul R. Ried Financial Group, LLC Bellevue 19.5% $1.1 billion
95 Middleton & Company Vancouver 19.4% $110.0 million
96 TFS Advisors, LLC Edmonds 19.4% $135.1 million
97 Sage Advisors, LLC Edmonds 19.2% $482.4 million
98 NGP Financial Planning, LLC Sammamish 19.2% $104.6 million
99 Greene Wealth Management, LLC Seattle 19.1% $1.2 billion
100 Columbia Advisory Partners, LLC Spokane 19.0% $262.8 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing 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.