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AdvisorIQ

Ranking, Washington

Independent RIAs with the most advisory staff in Washington

As of October 2, 2026, Coldstream Wealth Management ranked #1 in Washington in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 166.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most advisory staff
1 Coldstream Wealth Management Bellevue 166
2 Brighton Jones LLC Seattle 156
3 LNW Seattle 96
4 Empirical Wealth Management Seattle 57
5 Clear Creek Financial Management, LLC Silverdale 48
6 Freestone Capital Management, LLC Seattle 46
7 Northwest Asset Management Mercer Island 44
8 Advisor Share Wealth Management, LLC Vancouver 41
9 SCS Bellevue 32
10 Threadline Wealth Bellevue 30
11 Evergreen Capital Management LLC Bellevue 26
11 Badgley Phelps Wealth Managers Seattle 26
13 First Pacific Financial, Inc. Vancouver 19
14 Fortis Capital Management LLC Bellevue 18
15 Petersen Hastings Wealth Advisors, Inc. Kennewick 16
15 Avier Wealth Advisors Bellevue 16
17 Fortitude Advisory Group L.L.C. Gig Harbor 15
17 The Retirement Solution LLC Redmond 15
17 Tschetter Group Bellevue 15
20 Parcion Private Wealth LLC Bellevue 14
21 Quantum Financial Planning Services, Inc. Spokane 13
21 Lighthouse Wealth Strategies, LLC Gig Harbor 13
23 Madrona Financial & CPAS Everett 12
23 Private Advisory Redmond 12
23 Martel Wealth Advisors, LLC Successor Vancouver 12
23 Aspire Capital Advisors LLC Seattle 12
27 Financial Plan, Inc. Bellingham 11
27 Columbia Advisory Partners, LLC Spokane 11
29 Synergy Asset Management, LLC Vancouver 10
29 Griffiths, Dreher & Evans, P.S., CPAS Spokane 10
29 Hohimer Wealth Management, LLC Seattle 10
32 Aviso Wealth Management Bellevue 9
32 Christensen, King & Associates Investment Services, Inc. Richland 9
32 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 9
32 Asset One Wealth Management, LLC Bellevue 9
36 Northern Capital Management, Inc. Spokane 8
36 Snider Financial Group Bellevue 8
36 Auxano Advisors Bellevue 8
36 McIlrath & Eck, LLC Arlington 8
36 Fulcrum Capital, LLC Seattle 8
36 Garde Capital, Inc. Seattle 8
36 Capstone Investment Group Olympia 8
36 SPG Advisors LLC Kirkland 8
36 EQ Wealth Management Bellevue 8
36 Paul R. Ried Financial Group, LLC Bellevue 8
36 West Invest Bellingham 8
47 Tradewinds Capital Management, LLC Bellingham 7
47 Capital Planning, LLC Bellevue 7
47 Momentous Wealth Management, Inc. Vancouver 7
47 Prospero Wealth, LLC Seattle 7
47 Sound Financial, LLC Lake Stevens 7
47 Marsjewett Financial Group Bellevue 7
47 Consilio Wealth Advisors, LLC Bellevue 7
47 Fellowship Financial Planning Spokane 7
55 Kutscher Benner Barsness & Stevens, Inc. Seattle 6
55 Financial Insights Wealth Management Tacoma 6
55 Soundview Advisors Olympia 6
55 Chaney Capital Management Inc. Lynnwood 6
55 Wise Planning, Inc. Seattle 6
55 Robinswood Financial Kirkland 6
55 Harlow Wealth Management, Inc. Vancouver 6
55 Kiley Juergens Wealth Management, LLC Olympia 6
55 Eastsound Capital Advisors, LLC Eastsound 6
55 Arrivity Financial Planning Seattle 6
55 180 Wealth Advisors, LLC Federal Way 6
55 Capital Advisors Wealth Management Yakima 6
55 Johnson Bixby Vancouver 6
55 Hidden Cove Wealth Management Bainbridge Island 6
69 American Northwest Advisory Services L.L.C. Federal Way 5
69 Harbour Investment Management L.L.C. Edmonds 5
69 Sonata Capital Group Inc Seattle 5
69 Pacific Asset Management, LLC Gig Harbor 5
69 Truenorth Wealth Advisors Seattle 5
69 JRS Investments and Wealth Preservation, LLC Union 5
69 Bear Mountain Capital Inc. Seattle 5
69 Pacific Financial Advisors Bellevue 5
69 Opal Advisors Bellevue 5
69 Guide Advisors, Inc. Bothell 5
69 Creative Money LLC Mountlake Terrace 5
69 Colmina, LLC Seattle 5
69 Abraham & Co., Inc. Gig Harbor 5
69 Aletheian Wealth Advisors LLC Bellevue 5
69 Hallett Advisors Port Angeles 5
69 Illumine Investment Management, LLC Poulsbo 5
69 Vickerman Investment Advisors, Inc. Spokane 5
69 HFG Advisors, Inc. Kennewick 5
69 Cloud Capital Management Seattle 5
69 Mainsail Financial Group Bellevue 5
69 Aerie Advisory Group LLC Gig Harbor 5
69 Strong Retirement Solutions Bremerton 5
91 Vorpahl Wing Advisors, Inc. Spokane 4
91 Lakeside Advisors Inc Seattle 4
91 Private Asset Management Inc Kirkland 4
91 White & Company Financial Planning, Inc. Sunnyside 4
91 Boone Wealth Advisors, LLC Bellevue 4
91 Comprehensive Wealth Management Lynnwood 4
91 Twenty Twenty Investment Advisors, LLC Spokane 4
91 Smart Portfolios, LLC Lake Forest Park 4
91 Greene Wealth Management, LLC Seattle 4
91 Firewall Capital Management Enumclaw 4
91 Bellingham Capital Bellingham 4
91 Goldbloom Wealth Management LLC Mercer Island 4
91 Agate Pass Investment, LLC Bainbridge Island 4
91 Fort Vancouver Investment Management, LLC Vancouver 4
91 Summit Family Office Services, LLC Bellevue 4
91 Madison Park Capital Advisors, LLC Seattle 4
91 Helium Advisors LLC Vancouver 4
91 Meridian Wealth Management Gig Harbor 4
91 Prentice Financial Planning, LLC Olympia 4
91 Columbia River Financial Group Vancouver 4
91 Leverage Planners Wealth Management, LLC Bellevue 4
91 Millennial Wealth Fall City 4
91 Equilus Group Inc Wenatchee 4
91 Sage Advisors, LLC Edmonds 4
91 Emerald Advisors, LLC Bellevue 4
91 Long Bridge Capital Management Spokane 4
91 Intirety, LLC Bellevue 4
91 Financial Forum, Inc. Spokane 4
91 Anchor Financial Tacoma 4
91 Soundpath Retirement Strategies, LLC Bellevue 4
91 Pacific Sage Partners, LLC Edmonds 4
91 Waystone Advisors LLC Redmond 4
91 Stewardship Concepts Financial Services LLC Spokane 4
91 Basecamp Wealth Advisors, LLC Bellevue 4

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

Most advisory staff 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.