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RIA directory Rankings Largest Washington
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 .
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