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Ranking, Washington

Largest independent RIAs by assets under management in Washington

As of October 2, 2026, Brighton Jones LLC ranked #1 in Washington in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $18.9 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.

Largest independent RIAs by assets under management in Washington
Rank Firm City RAUM
1 Brighton Jones LLC Seattle $18.9 billion
2 Freestone Capital Management, LLC Seattle $14.5 billion
3 Coldstream Wealth Management Bellevue $13.9 billion
4 LNW Seattle $12.2 billion
5 Empirical Wealth Management Seattle $8.4 billion
6 Badgley Phelps Wealth Managers Seattle $7.3 billion
7 Evergreen Capital Management LLC Bellevue $7.2 billion
8 Threadline Wealth Bellevue $5.8 billion
9 Northwest Asset Management Mercer Island $4.1 billion
10 Parcion Private Wealth LLC Bellevue $3.0 billion
11 Garde Capital, Inc. Seattle $2.7 billion
12 Aerie Advisory Group LLC Gig Harbor $2.5 billion
13 Tschetter Group Bellevue $2.4 billion
14 Kiley Juergens Wealth Management, LLC Olympia $2.2 billion
15 Private Advisory Redmond $2.1 billion
16 SCS Bellevue $1.9 billion
17 First Pacific Financial, Inc. Vancouver $1.9 billion
18 Clear Creek Financial Management, LLC Silverdale $1.9 billion
19 Auxano Advisors Bellevue $1.8 billion
20 Financial Plan, Inc. Bellingham $1.6 billion
21 Petersen Hastings Wealth Advisors, Inc. Kennewick $1.6 billion
22 Martel Wealth Advisors, LLC 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. Vancouver $1.5 billion
23 Greene Wealth Management, LLC Seattle $1.4 billion
24 McIlrath & Eck, LLC Arlington $1.4 billion
25 180 Wealth Advisors, LLC Federal Way $1.4 billion
26 Talbot Financial, LLC Bellevue $1.3 billion
27 Synergy Asset Management, LLC Vancouver $1.3 billion
28 Paul R. Ried Financial Group, LLC Bellevue $1.3 billion
29 Hohimer Wealth Management, LLC Seattle $1.3 billion
30 Aspire Capital Advisors LLC Seattle $1.2 billion
31 Avier Wealth Advisors Bellevue $1.2 billion
32 Fortis Capital Management LLC Bellevue $1.2 billion
33 Capital Advisors Wealth Management Yakima $1.1 billion
34 Basecamp Wealth Advisors, LLC Bellevue $1.1 billion
35 Fulcrum Capital, LLC Seattle $1.1 billion
36 Baker Ellis Asset Management LLC Vancouver $1.0 billion
37 Pacific Sage Partners, LLC Edmonds $986.3 million
38 Asset One Wealth Management, LLC Bellevue $982.5 million
39 Leonard Rickey Investment Advisors, P.L.L.C. Yakima $958.1 million
40 EQ Wealth Management Bellevue $941.7 million
41 Emerald Advisors, LLC Bellevue $941.4 million
42 Johnson Bixby Vancouver $933.7 million
43 Northern Capital Management, Inc. Spokane $918.2 million
44 Marsjewett Financial Group Bellevue $901.4 million
45 Elite Wealth Management, Inc. Kirkland $861.3 million
46 Lighthouse Wealth Strategies, LLC Gig Harbor $844.4 million
47 Financial Insights Wealth Management Tacoma $746.7 million
48 Tradewinds Capital Management, LLC Bellingham $727.3 million
49 Quantum Financial Planning Services, Inc. Spokane $727.2 million
50 The Retirement Solution LLC Redmond $699.4 million
51 Madrona Financial & CPAS Everett $691.8 million
52 Evans Capital Management Associates Bellevue $682.6 million
53 Vickerman Investment Advisors, Inc. Spokane $632.3 million
54 Kutscher Benner Barsness & Stevens, Inc. Seattle $627.8 million
55 Aviso Wealth Management Bellevue $621.3 million
56 Capital Planning, LLC Bellevue $617.7 million
57 Weinand Financial, Inc. Lacey $610.4 million
58 Wise Planning, Inc. Seattle $610.3 million
59 Sage Advisors, LLC Edmonds $575.1 million
60 Consilio Wealth Advisors, LLC Bellevue $555.8 million
61 Tolsma Investments, LLC Bellevue $552.7 million
62 Snider Financial Group Bellevue $549.7 million
63 SPG Advisors LLC Kirkland $535.4 million
64 Boone Wealth Advisors, LLC Bellevue $506.8 million
65 Oliver Capital Management Seattle $505.5 million
66 First Washington Corporation Seattle $501.2 million
67 Schmidt Financial Management Kirkland $497.5 million
68 Fortitude Advisory Group L.L.C. Gig Harbor $467.5 million
69 Fellowship Financial Planning Spokane $465.3 million
70 Chaney Capital Management Inc. Lynnwood $455.5 million
71 Robinswood Financial Kirkland $453.2 million
72 James R. Martin Consulting, Inc Vancouver $442.7 million
73 Harlow Wealth Management, Inc. Vancouver $419.4 million
74 Aletheian Wealth Advisors LLC Bellevue $412.5 million
75 Lakeside Advisors Inc Seattle $412.2 million
76 Momentous Wealth Management, Inc. Vancouver $409.9 million
77 MB Gen Wealth Spokane $404.4 million
78 Mainsail Financial Group Bellevue $403.9 million
79 Hidden Cove Wealth Management Bainbridge Island $403.5 million
80 Leeward Financial Partners, LLC Bellevue $401.5 million
81 Helm Capital Management Seattle $400.8 million
82 Bellevue Asset Management, LLC Bellevue $393.7 million
83 Soundview Advisors Olympia $387.2 million
84 Cairn Wealth Management Vancouver $385.0 million
85 Pacific Asset Management, LLC Gig Harbor $384.8 million
86 Harbour Investment Management L.L.C. Edmonds $381.6 million
87 MKT and Associates LLC Tacoma $378.7 million
88 Advisor Share Wealth Management, LLC Vancouver $376.9 million
89 Olde Wealth Management, LLC Sammamish $376.9 million
90 Bear Mountain Capital Inc. Seattle $375.0 million
91 Demars Financial Group LLC Spokane Valley $374.0 million
92 Kunath Karren Rinne & Atkin LLC Seattle $373.0 million
93 My Personal CFO, LLC Vancouver $365.1 million
94 Sonata Capital Group Inc Seattle $360.7 million
95 Wayfinding Financial, LLC Lynnwood $353.5 million
96 Smartharvest Portfolios Seattle $348.1 million
97 Lodestone Wealth Management LLC Spokane $346.5 million
98 Capstone Investment Group Olympia $342.7 million
99 Comprehensive Wealth Management Lynnwood $338.4 million
100 Agate Pass Investment, LLC Bainbridge Island $336.0 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.

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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.