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For asset managers
AdvisorIQ

Ranking, Washington

Largest wealth firms by assets under management, including broker-dealer firms in Washington

As of October 2, 2026, Brighton Jones LLC ranked #1 in Washington in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $18.9 billion.

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

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.

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 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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane $643.6 million
54 Vickerman Investment Advisors, Inc. Spokane $632.3 million
55 Kutscher Benner Barsness & Stevens, Inc. Seattle $627.8 million
56 Aviso Wealth Management Bellevue $621.3 million
57 Capital Planning, LLC Bellevue $617.7 million
58 Weinand Financial, Inc. Lacey $610.4 million
59 Wise Planning, Inc. Seattle $610.3 million
60 Sage Advisors, LLC Edmonds $575.1 million
61 Consilio Wealth Advisors, LLC Bellevue $555.8 million
62 Tolsma Investments, LLC Bellevue $552.7 million
63 Snider Financial Group Bellevue $549.7 million
64 SPG Advisors LLC Kirkland $535.4 million
65 Boone Wealth Advisors, LLC Bellevue $506.8 million
66 Oliver Capital Management Seattle $505.5 million
67 First Washington Corporation Seattle $501.2 million
68 Schmidt Financial Management Kirkland $497.5 million
69 Fortitude Advisory Group L.L.C. Gig Harbor $467.5 million
70 Fellowship Financial Planning Spokane $465.3 million
71 Chaney Capital Management Inc. Lynnwood $455.5 million
72 Robinswood Financial Kirkland $453.2 million
73 James R. Martin Consulting, Inc Vancouver $442.7 million
74 Harlow Wealth Management, Inc. Vancouver $419.4 million
75 Aletheian Wealth Advisors LLC Bellevue $412.5 million
76 Lakeside Advisors Inc Seattle $412.2 million
77 Momentous Wealth Management, Inc. Vancouver $409.9 million
78 MB Gen Wealth Spokane $404.4 million
79 Mainsail Financial Group Bellevue $403.9 million
80 Hidden Cove Wealth Management Bainbridge Island $403.5 million
81 Leeward Financial Partners, LLC Bellevue $401.5 million
82 Helm Capital Management Seattle $400.8 million
83 Bellevue Asset Management, LLC Bellevue $393.7 million
84 Soundview Advisors Olympia $387.2 million
85 Cairn Wealth Management Vancouver $385.0 million
86 Pacific Asset Management, LLC Gig Harbor $384.8 million
87 Harbour Investment Management L.L.C. Edmonds $381.6 million
88 MKT and Associates LLC Tacoma $378.7 million
89 Advisor Share Wealth Management, LLC Vancouver $376.9 million
90 Olde Wealth Management, LLC Sammamish $376.9 million
91 Bear Mountain Capital Inc. Seattle $375.0 million
92 Demars Financial Group LLC Spokane Valley $374.0 million
93 Kunath Karren Rinne & Atkin LLC Seattle $373.0 million
94 My Personal CFO, LLC Vancouver $365.1 million
95 Sonata Capital Group Inc Seattle $360.7 million
96 Wayfinding Financial, LLC Lynnwood $353.5 million
97 Smartharvest Portfolios Seattle $348.1 million
98 Wafd Wealth, Inc Broker-dealer affiliated Seattle $348.1 million
99 Lodestone Wealth Management LLC Spokane $346.5 million
100 Capstone Investment Group Olympia $342.7 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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Largest 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.