# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-advisory-staff/washington/

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Washington
- firms_listed: 124
- rows: rank: 1, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, state: WA, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108805/; rank: 2, crd: 108601, firm: Brighton Jones LLC, city: Seattle, state: WA, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108601/; rank: 3, crd: 107341, firm: LNW, city: Seattle, state: WA, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107341/; rank: 4, crd: 152622, firm: Empirical Wealth Management, city: Seattle, state: WA, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152622/; rank: 5, crd: 170602, firm: Clear Creek Financial Management, LLC, city: Silverdale, state: WA, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170602/; rank: 6, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, state: WA, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145711/; rank: 7, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, state: WA, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147923/; rank: 8, crd: 307997, firm: Advisor Share Wealth Management, LLC, city: Vancouver, state: WA, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307997/; rank: 9, crd: 310849, firm: SCS, city: Bellevue, state: WA, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310849/; rank: 10, crd: 108917, firm: Threadline Wealth, city: Bellevue, state: WA, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108917/; rank: 11, crd: 104931, firm: Evergreen Capital Management LLC, city: Bellevue, state: WA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104931/; rank: 11, crd: 315440, firm: Badgley Phelps Wealth Managers, city: Seattle, state: WA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315440/; rank: 13, crd: 284736, firm: First Pacific Financial, Inc., city: Vancouver, state: WA, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284736/; rank: 14, crd: 172198, firm: Fortis Capital Management LLC, city: Bellevue, state: WA, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172198/; rank: 15, crd: 110952, firm: Petersen Hastings Wealth Advisors, Inc., city: Kennewick, state: WA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110952/; rank: 15, crd: 161077, firm: Avier Wealth Advisors, city: Bellevue, state: WA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161077/; rank: 17, crd: 116083, firm: Fortitude Advisory Group L.L.C., city: Gig Harbor, state: WA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116083/; rank: 17, crd: 148106, firm: The Retirement Solution LLC, city: Redmond, state: WA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148106/; rank: 17, crd: 301548, firm: Tschetter Group, city: Bellevue, state: WA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301548/; rank: 20, crd: 305115, firm: Parcion Private Wealth LLC, city: Bellevue, state: WA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305115/; rank: 21, crd: 115877, firm: Quantum Financial Planning Services, Inc., city: Spokane, state: WA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115877/; rank: 21, crd: 299334, firm: Lighthouse Wealth Strategies, LLC, city: Gig Harbor, state: WA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299334/; rank: 23, crd: 115753, firm: Madrona Financial & CPAS, city: Everett, state: WA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115753/; rank: 23, crd: 170043, firm: Private Advisory, city: Redmond, state: WA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170043/; rank: 23, crd: 296896, firm: Martel Wealth Advisors, LLC, city: Vancouver, state: WA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/296896/; rank: 23, crd: 298366, firm: Aspire Capital Advisors LLC, city: Seattle, state: WA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298366/; rank: 27, crd: 116073, firm: Financial Plan, Inc., city: Bellingham, state: WA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116073/; rank: 27, crd: 171616, firm: Columbia Advisory Partners, LLC, city: Spokane, state: WA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171616/; rank: 29, crd: 117201, firm: Synergy Asset Management, LLC, city: Vancouver, state: WA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117201/; rank: 29, crd: 142448, firm: Griffiths, Dreher & Evans, P.S., CPAS, city: Spokane, state: WA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142448/; rank: 29, crd: 300140, firm: Hohimer Wealth Management, LLC, city: Seattle, state: WA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300140/; rank: 32, crd: 108146, firm: Aviso Wealth Management, city: Bellevue, state: WA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108146/; rank: 32, crd: 116556, firm: Christensen, King & Associates Investment Services, Inc., city: Richland, state: WA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116556/; rank: 32, crd: 116891, firm: Leonard Rickey Investment Advisors, P.L.L.C., city: Yakima, state: WA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116891/; rank: 32, crd: 336350, firm: Asset One Wealth Management, LLC, city: Bellevue, state: WA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336350/; rank: 36, crd: 111379, firm: Northern Capital Management, Inc., city: Spokane, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111379/; rank: 36, crd: 117392, firm: Snider Financial Group, city: Bellevue, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117392/; rank: 36, crd: 145179, firm: Auxano Advisors, city: Bellevue, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145179/; rank: 36, crd: 145252, firm: McIlrath & Eck, LLC, city: Arlington, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145252/; rank: 36, crd: 145322, firm: Fulcrum Capital, LLC, city: Seattle, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145322/; rank: 36, crd: 151043, firm: Garde Capital, Inc., city: Seattle, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151043/; rank: 36, crd: 159918, firm: Capstone Investment Group, city: Olympia, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159918/; rank: 36, crd: 284496, firm: SPG Advisors LLC, city: Kirkland, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284496/; rank: 36, crd: 291033, firm: EQ Wealth Management, city: Bellevue, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291033/; rank: 36, crd: 297284, firm: Paul R. Ried Financial Group, LLC, city: Bellevue, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297284/; rank: 36, crd: 327641, firm: West Invest, city: Bellingham, state: WA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327641/; rank: 47, crd: 145934, firm: Tradewinds Capital Management, LLC, city: Bellingham, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145934/; rank: 47, crd: 169470, firm: Capital Planning, LLC, city: Bellevue, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169470/; rank: 47, crd: 288429, firm: Momentous Wealth Management, Inc., city: Vancouver, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288429/; rank: 47, crd: 289966, firm: Prospero Wealth, LLC, city: Seattle, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289966/; rank: 47, crd: 292271, firm: Sound Financial, LLC, city: Lake Stevens, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292271/; rank: 47, crd: 297388, firm: Marsjewett Financial Group, city: Bellevue, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297388/; rank: 47, crd: 314466, firm: Consilio Wealth Advisors, LLC, city: Bellevue, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314466/; rank: 47, crd: 330347, firm: Fellowship Financial Planning, city: Spokane, state: WA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330347/; rank: 55, crd: 107475, firm: Kutscher Benner Barsness & Stevens, Inc., city: Seattle, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107475/; rank: 55, crd: 108797, firm: Financial Insights Wealth Management, city: Tacoma, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108797/; rank: 55, crd: 114437, firm: Soundview Advisors, city: Olympia, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114437/; rank: 55, crd: 116511, firm: Chaney Capital Management Inc., city: Lynnwood, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116511/; rank: 55, crd: 123821, firm: Wise Planning, Inc., city: Seattle, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123821/; rank: 55, crd: 143417, firm: Robinswood Financial, city: Kirkland, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143417/; rank: 55, crd: 148315, firm: Harlow Wealth Management, Inc., city: Vancouver, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148315/; rank: 55, crd: 151088, firm: Kiley Juergens Wealth Management, LLC, city: Olympia, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151088/; rank: 55, crd: 160180, firm: Eastsound Capital Advisors, LLC, city: Eastsound, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160180/; rank: 55, crd: 167976, firm: Arrivity Financial Planning, city: Seattle, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167976/; rank: 55, crd: 284921, firm: 180 Wealth Advisors, LLC, city: Federal Way, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284921/; rank: 55, crd: 309387, firm: Capital Advisors Wealth Management, city: Yakima, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309387/; rank: 55, crd: 310839, firm: Johnson Bixby, city: Vancouver, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310839/; rank: 55, crd: 318677, firm: Hidden Cove Wealth Management, city: Bainbridge Island, state: WA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318677/; rank: 69, crd: 110117, firm: American Northwest Advisory Services L.L.C., city: Federal Way, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110117/; rank: 69, crd: 111166, firm: Harbour Investment Management L.L.C., city: Edmonds, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111166/; rank: 69, crd: 111277, firm: Sonata Capital Group Inc, city: Seattle, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111277/; rank: 69, crd: 115157, firm: Pacific Asset Management, LLC, city: Gig Harbor, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115157/; rank: 69, crd: 118273, firm: Truenorth Wealth Advisors, city: Seattle, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118273/; rank: 69, crd: 146933, firm: JRS Investments and Wealth Preservation, LLC, city: Union, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146933/; rank: 69, crd: 151151, firm: Bear Mountain Capital Inc., city: Seattle, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151151/; rank: 69, crd: 154160, firm: Pacific Financial Advisors, city: Bellevue, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154160/; rank: 69, crd: 164014, firm: Opal Advisors, city: Bellevue, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164014/; rank: 69, crd: 281828, firm: Guide Advisors, Inc., city: Bothell, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281828/; rank: 69, crd: 284357, firm: Creative Money LLC, city: Mountlake Terrace, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284357/; rank: 69, crd: 289191, firm: Colmina, LLC, city: Seattle, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289191/; rank: 69, crd: 299085, firm: Abraham & Co., Inc., city: Gig Harbor, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299085/; rank: 69, crd: 304623, firm: Aletheian Wealth Advisors LLC, city: Bellevue, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304623/; rank: 69, crd: 306187, firm: Hallett Advisors, city: Port Angeles, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306187/; rank: 69, crd: 311661, firm: Illumine Investment Management, LLC, city: Poulsbo, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311661/; rank: 69, crd: 313240, firm: Vickerman Investment Advisors, Inc., city: Spokane, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313240/; rank: 69, crd: 316446, firm: HFG Advisors, Inc., city: Kennewick, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316446/; rank: 69, crd: 317325, firm: Cloud Capital Management, city: Seattle, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317325/; rank: 69, crd: 317970, firm: Mainsail Financial Group, city: Bellevue, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317970/; rank: 69, crd: 333610, firm: Aerie Advisory Group LLC, city: Gig Harbor, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333610/; rank: 69, crd: 335968, firm: Strong Retirement Solutions, city: Bremerton, state: WA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335968/; rank: 91, crd: 47548, firm: Vorpahl Wing Advisors, Inc., city: Spokane, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/47548/; rank: 91, crd: 104540, firm: Lakeside Advisors Inc, city: Seattle, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104540/; rank: 91, crd: 108815, firm: Private Asset Management Inc, city: Kirkland, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108815/; rank: 91, crd: 115326, firm: White & Company Financial Planning, Inc., city: Sunnyside, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115326/; rank: 91, crd: 116682, firm: Boone Wealth Advisors, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116682/; rank: 91, crd: 116958, firm: Comprehensive Wealth Management, city: Lynnwood, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116958/; rank: 91, crd: 128086, firm: Twenty Twenty Investment Advisors, LLC, city: Spokane, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128086/; rank: 91, crd: 131342, firm: Smart Portfolios, LLC, city: Lake Forest Park, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131342/; rank: 91, crd: 137810, firm: Greene Wealth Management, LLC, city: Seattle, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137810/; rank: 91, crd: 142084, firm: Firewall Capital Management, city: Enumclaw, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142084/; rank: 91, crd: 151684, firm: Bellingham Capital, city: Bellingham, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151684/; rank: 91, crd: 153678, firm: Goldbloom Wealth Management LLC, city: Mercer Island, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153678/; rank: 91, crd: 155049, firm: Agate Pass Investment, LLC, city: Bainbridge Island, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155049/; rank: 91, crd: 157019, firm: Fort Vancouver Investment Management, LLC, city: Vancouver, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157019/; rank: 91, crd: 171313, firm: Summit Family Office Services, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171313/; rank: 91, crd: 172780, firm: Madison Park Capital Advisors, LLC, city: Seattle, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172780/; rank: 91, crd: 282356, firm: Helium Advisors LLC, city: Vancouver, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282356/; rank: 91, crd: 285853, firm: Meridian Wealth Management, city: Gig Harbor, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285853/; rank: 91, crd: 286565, firm: Prentice Financial Planning, LLC, city: Olympia, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286565/; rank: 91, crd: 288539, firm: Columbia River Financial Group, city: Vancouver, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288539/; rank: 91, crd: 288599, firm: Leverage Planners Wealth Management, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288599/; rank: 91, crd: 289970, firm: Millennial Wealth, city: Fall City, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289970/; rank: 91, crd: 300142, firm: Equilus Group Inc, city: Wenatchee, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300142/; rank: 91, crd: 301328, firm: Sage Advisors, LLC, city: Edmonds, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301328/; rank: 91, crd: 305125, firm: Emerald Advisors, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305125/; rank: 91, crd: 305952, firm: Long Bridge Capital Management, city: Spokane, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305952/; rank: 91, crd: 306315, firm: Intirety, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306315/; rank: 91, crd: 307740, firm: Financial Forum, Inc., city: Spokane, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307740/; rank: 91, crd: 310081, firm: Anchor Financial, city: Tacoma, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310081/; rank: 91, crd: 315590, firm: Soundpath Retirement Strategies, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315590/; rank: 91, crd: 315663, firm: Pacific Sage Partners, LLC, city: Edmonds, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315663/; rank: 91, crd: 328565, firm: Waystone Advisors LLC, city: Redmond, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328565/; rank: 91, crd: 330611, firm: Stewardship Concepts Financial Services LLC, city: Spokane, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330611/; rank: 91, crd: 334018, firm: Basecamp Wealth Advisors, LLC, city: Bellevue, state: WA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334018/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [RIA market data for Washington](https://advisoriq.com/ria/states/washington/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/washington/

License: https://advisoriq.com/license/