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AdvisorIQ

Ranking, Washington

Independent RIAs with the most CFP professionals in Washington

As of October 2, 2026, Brighton Jones LLC ranked #1 in Washington in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 97.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Brighton Jones LLC Seattle 97
2 Coldstream Wealth Management Bellevue 39
3 Empirical Wealth Management Seattle 33
4 LNW Seattle 31
5 Freestone Capital Management, LLC Seattle 20
6 Northwest Asset Management Mercer Island 19
7 Threadline Wealth Bellevue 13
8 Avier Wealth Advisors Bellevue 12
9 First Pacific Financial, Inc. Vancouver 11
10 Clear Creek Financial Management, LLC Silverdale 10
11 Evergreen Capital Management LLC Bellevue 9
12 Quantum Financial Planning Services, Inc. Spokane 8
12 Financial Plan, Inc. Bellingham 8
14 Johnson Bixby Vancouver 7
14 Asset One Wealth Management, LLC Bellevue 7
16 Northern Capital Management, Inc. Spokane 6
16 EQ Wealth Management Bellevue 6
16 Advisor Share Wealth Management, LLC Vancouver 6
16 Badgley Phelps Wealth Managers Seattle 6
20 Financial Insights Wealth Management Tacoma 5
20 Soundview Advisors Olympia 5
20 Auxano Advisors Bellevue 5
20 McIlrath & Eck, LLC Arlington 5
20 Arrivity Financial Planning Seattle 5
20 Private Advisory Redmond 5
20 Parcion Private Wealth LLC Bellevue 5
27 Kutscher Benner Barsness & Stevens, Inc. Seattle 4
27 Truenorth Wealth Advisors Seattle 4
27 Wise Planning, Inc. Seattle 4
27 Fulcrum Capital, LLC Seattle 4
27 The Retirement Solution LLC Redmond 4
27 Fortis Capital Management LLC Bellevue 4
27 Millennial Wealth Fall City 4
27 Paul R. Ried Financial Group, LLC Bellevue 4
27 Marsjewett Financial Group Bellevue 4
27 Consilio Wealth Advisors, LLC Bellevue 4
27 HFG Advisors, Inc. Kennewick 4
27 Stewardship Concepts Financial Services LLC Spokane 4
39 Evans Capital Management Associates Bellevue 3
39 Fap,llc Bellevue 3
39 Pacific Asset Management, LLC Gig Harbor 3
39 Demars Financial Group LLC Spokane Valley 3
39 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 3
39 Seneschal Family Office Tacoma 3
39 Greene Wealth Management, LLC Seattle 3
39 Harlow Wealth Management, Inc. Vancouver 3
39 Breakwater Investment Management Seattle 3
39 Garde Capital, Inc. Seattle 3
39 Fort Vancouver Investment Management, LLC Vancouver 3
39 Creative Money LLC Mountlake Terrace 3
39 SPG Advisors LLC Kirkland 3
39 Columbia River Financial Group Vancouver 3
39 Firebrand Wealth Management, LLC Redmond 3
39 B3 Wealth Strategies Bellevue 3
39 Tschetter Group Bellevue 3
39 Aletheian Wealth Advisors LLC Bellevue 3
39 Westlake Wealth Management LLC Seattle 3
58 Aviso Wealth Management Bellevue 2
58 Investor Resources Inc Bothell 2
58 Madrona Financial & CPAS Everett 2
58 Stapp Wealth Management, PLLC Olympia 2
58 Boone Wealth Advisors, LLC Bellevue 2
58 Stolz & Associates, PS Tacoma 2
58 Investors Portfolio Services LLC Puyallup 2
58 Optimist Retirement Group, LLC Bellevue 2
58 Baker Ellis Asset Management LLC Vancouver 2
58 Cairn Wealth Management Vancouver 2
58 Tradewinds Capital Management, LLC Bellingham 2
58 Kiley Juergens Wealth Management, LLC Olympia 2
58 Bear Mountain Capital Inc. Seattle 2
58 Kaizen Financial Advisors, LLC Kirkland 2
58 Pacific Crest Financial Advisors, LLC Everett 2
58 Cascade Wealth Advisors, Inc Wenatchee 2
58 Northern Lights Advisors, Inc. Seattle 2
58 Capital Planning, LLC Bellevue 2
58 Directional Financial Services Seattle 2
58 Madison Park Capital Advisors, LLC Seattle 2
58 Barker Wealth Management, LLC Camas 2
58 180 Wealth Advisors, LLC Federal Way 2
58 Middleton & Company Vancouver 2
58 Sustain Financial Inc. Olympia 2
58 Prospero Wealth, LLC Seattle 2
58 Martel Wealth Advisors, LLC Successor Vancouver 2
58 Two Firs Financial Seattle 2
58 Aspire Capital Advisors LLC Seattle 2
58 Upleft Asset Management Port Angeles 2
58 Hohimer Wealth Management, LLC Seattle 2
58 Sage Advisors, LLC Edmonds 2
58 Conestoga Wealth Partners Gig Harbor 2
58 Financial Freedom for Dentists LLC Snoqualmie 2
58 Moulton Wealth Management, Inc Spokane Valley 2
58 Olde Wealth Management, LLC Sammamish 2
58 Capital Advisors Wealth Management Yakima 2
58 SCS Bellevue 2
58 Mainsail Financial Group Bellevue 2
58 Compton Financial Group, LLC Kennewick 2
58 West Invest Bellingham 2
58 917 Advisory Services LLC Spokane 2
58 Aerie Advisory Group LLC Gig Harbor 2
100 Lakeside Advisors Inc Seattle 1
100 Sequoia Planning & Investments LLC La Conner 1
100 James R. Martin Consulting, Inc Vancouver 1
100 American Northwest Advisory Services L.L.C. Federal Way 1
100 Petersen Hastings Wealth Advisors, Inc. Kennewick 1
100 Harbour Investment Management L.L.C. Edmonds 1
100 The Planner's Edge LLC Mercer Island 1
100 White & Company Financial Planning, Inc. Sunnyside 1
100 Satori Financial LLC Seattle 1
100 Coast Capital Management Bainbridge Is 1
100 BBJS Financial Advisors, LLC Seattle 1
100 Advitica Financial Planning LLC Tenino 1
100 Fortitude Advisory Group L.L.C. Gig Harbor 1
100 Hamrick Investment Counsel, LLC Seattle 1
100 Paysse Jennison Financial Advisors, Paysse Jennison Mercer Island 1
100 Comprehensive Wealth Management Lynnwood 1
100 Wealth-Builders, Inc. Bellevue 1
100 Talley Financial Manson 1
100 Alegria Asset Management Yakima 1
100 John N. Carmody D.D.S. CFP, Inc. Seattle 1
100 Synergy Asset Management, LLC Vancouver 1
100 Senior Financial Advisors, Inc. Bellevue 1
100 Wilhelm Financial Services, PLLC Olympia 1
100 Pacific Horizon Investment Management LLC Seattle 1
100 Capital Investment Services, LLC Lynnwood 1
100 Skaggs Financial Planning, LLC Burien 1
100 Fiscalis Advisory, Inc. Anacortes 1
100 Twenty Twenty Investment Advisors, LLC Spokane 1
100 Kyarsip Financial Advisors LLC Seattle 1
100 Bellevue Asset Management, LLC Bellevue 1
100 Smart Portfolios, LLC Lake Forest Park 1
100 Beacon Rock Wealth Advisors Camas 1
100 Bradfordcrane Company LLC Port Orchard 1
100 Quantum Financial Planning LLC Langley 1
100 Hawkins Investment Counsel, LLC Port Orchard 1
100 Brackenwood Capital Management, LLC Bainbridge Island 1
100 Jaffe Financial Services, LLC Seattle 1
100 McHenry Capital, L.L.C. Leavenworth 1
100 Penn Cove Financial, LLC Oak Harbor 1
100 Long View Financial Services, Inc Spokane 1
100 Fearless Wealth Kirkland 1
100 Firewall Capital Management Enumclaw 1
100 MCM Advisory, LLC Richland 1
100 Robinswood Financial Kirkland 1
100 Scott Value Investing Bellingham 1
100 Ellen J Webber, CFP Seattle 1
100 NWT Advisors, LLC Duvall 1
100 Waterrock Global Asset Management Bellevue 1
100 Viceroy Investment Advisors LLC Everett 1
100 2020 Financial Planning LLC Seattle 1
100 Commencement Financial Planning LLC Lakewood 1
100 Pacific Financial Advisors Bellevue 1
100 Adb Capital Management, LLC White Salmon 1
100 Twight Financial Education, LLC Edmonds 1
100 Fioh Global Asset Management and Strategies, LLC University Place 1
100 Timepiece Financial Planning, Inc. Battle Ground 1
100 Cadence Wealth Management, LLC Seattle 1
100 Blackburn Financial Cashmere 1
100 Capstone Investment Group Olympia 1
100 Byrne & Company Wealth Management, LLC Olympia 1
100 Rainier Wealth Management LLC Everett 1
100 Wright Wealth Management, LLC Issaquah 1
100 Opal Advisors Bellevue 1
100 Trail Financial Planning LLC Bellingham 1
100 Howe Financial Advisory, LLC Seattle 1
100 Private Wealth Management Solutions, LLC Bellevue 1
100 TFS Advisors, LLC Edmonds 1
100 Prism Financial Planning, LLC Issaquah 1
100 Clarity Northwest Wealth Management, LLC Seattle 1
100 Westface Financial Advisory Camas 1
100 MG Financial, Inc. Seattle 1
100 Monson Wealth Management, Inc. Kennewick 1
100 Tenere Financial Sammamish 1
100 Arrowstone Wealth, LLC Malaga 1
100 WLFB Inc Bellevue 1
100 Nomad Capital Group, LLC Kirkland 1
100 Fit Financial Consulting LLC Morton 1
100 Selkirk Wealth Advisors, LLC Spokane 1
100 Williams 360 Financial Advisory, LLC Bellevue 1
100 Unleashed Financial LLC Kirkland 1
100 Signal Financial Planning, LLC Issaquah 1
100 Krammer Financial Redmond 1
100 Wealthcollab Bellevue 1
100 Guide Advisors, Inc. Bothell 1
100 Flow Financial Planning, L.L.C. Bellingham 1
100 Helium Advisors LLC Vancouver 1
100 Crafted Finance, LLC Seattle 1
100 Financial Trex, LLC Spokane 1
100 Adair Wealth Management Bellevue 1
100 Meridian Wealth Management Gig Harbor 1
100 SFM Financial Advisors LLC Vancouver 1
100 Prentice Financial Planning, LLC Olympia 1
100 Fidalgo Financial Planning Anacortes 1
100 Julie A. Wurst, CFP, LLC Tacoma 1
100 Momentous Wealth Management, Inc. Vancouver 1
100 Avea Financial Planning, LLC Pasco 1
100 Zion Financial Planning, LLC Bellevue 1
100 Colmina, LLC Seattle 1
100 Clear Wealth Management Lynnwood 1
100 Provident Living Advisors LLC Silverdale 1
100 Sound Financial, LLC Lake Stevens 1
100 Cruz Wealth Management, LLC Olympia 1
100 One Day Wealth Seattle 1
100 Sila Financial, LLC Snohomish 1
100 My Personal CFO, LLC Vancouver 1
100 Mitz Wealth Management, LLC Pasco 1
100 Synergos Advisory Seattle 1
100 Serene Wealth Planning, LLC Everett 1
100 Whole Family Financial Services, Inc. Bothell 1
100 Emerald Advisors, LLC Bellevue 1
100 Heritage Road Advisors Seattle 1
100 Women's Wealth Tacoma 1
100 Armour Wealth Advisors, LLC Tumwater 1
100 Hallett Advisors Port Angeles 1
100 Spencer Financial Planning, LLC Cheney 1
100 JWC Advisors Bellevue 1
100 Promenade Wealth North Bend 1
100 Columbia Strategic Wealth Advisors, LLC Seattle 1
100 Financial Forum, Inc. Spokane 1
100 Marathon Wealth Management, LLC Medina 1
100 Wyatt Wealth Management Arlington 1
100 Evolve Financial Seattle 1
100 Briarwood Financial Gig Harbor 1
100 Apex Tax & Financial Planning Kent 1
100 Wipple Creek, LLC Vancouver 1
100 The Capeloto & Hedrick Co Seattle 1
100 Surience Private Wealth LLC Yakima 1
100 Fortitude Financial LLC Spokane 1
100 Retirement Strategies Longview 1
100 Vision Casting Financial Planning, LLC Spokane 1
100 Abacus Financial Planning Kirkland 1
100 Maura Madden Financial Planning Seattle 1
100 Inland Financial Planning Spokane 1
100 Soundpath Retirement Strategies, LLC Bellevue 1
100 Pacific Sage Partners, LLC Edmonds 1
100 Truewealth Financial Partners Bellevue 1
100 Bormann Wealth Management, LLC Spokane 1
100 Kanso Capital Bothell 1
100 Greystone Financial & Estate Services, Inc. Kirkland 1
100 Ceg Life Financial Services Monroe 1
100 Five Cedars Kirkland 1
100 Ruby Pebble Financial Planning LLC Seattle 1
100 High Note Financial LLC La Center 1
100 Schreiner Financial Solutions Aberdeen 1
100 Para Wealth Advisors, Inc. Camas 1
100 Faire Capital Group Gig Harbor 1
100 Emboldenfp Seattle 1
100 Victor Jones CPA, PC Seattle 1
100 Humanize Wealth Seattle 1
100 Alta Via Financial Planning Seattle 1
100 Zetlmaier Wealth Management LLC Seattle 1
100 Telos Wealth Wenatchee 1
100 MB Gen Wealth Spokane 1
100 Schmidt Financial Management Kirkland 1
100 Waystone Advisors LLC Redmond 1
100 Weinand Financial, Inc. Lacey 1
100 Rain Dog Financial Bellevue 1
100 Equal Path Investments Tacoma 1
100 Better Financial Services, LLC Federal Way 1
100 Onward Financial Advising LLC Sammamish 1
100 Fellowship Financial Planning Spokane 1
100 Brown Pcfo Bellingham 1
100 Cultivate Wealth LLC Leavenworth 1
100 Rainier Family Wealth, Inc. Tacoma 1
100 Martos Wealth Management Bellevue 1
100 Valiant Financial Planning, LLC Kirkland 1
100 Narrative Financial Group Washougal 1
100 Deleon Wealth LLC Kennewick 1
100 A5 Financial LLC Bothell 1
100 Wonderland Financial Planning Seattle 1
100 Walla Walla Wealth Advisors Walla Walla 1
100 Ridge Falls Financial Planning Bellingham 1
100 Streamline Advisory Bellingham 1
100 Freedom Wealth Management LLC Spokane 1
100 Everleap Financial Planning Newcastle 1
100 Advisia Financial Planning Bellevue 1
100 Gensphere Private Wealth, LLC Gig Harbor 1
100 Averton Wealth Mead 1
100 North Pine Strategic Wealth Kirkland 1

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 CFP professionals 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.