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AdvisorIQ

Ranking, Washington

Wealth firms with the most CFP professionals, including broker-dealer firms in Washington

As of October 2, 2026, Brighton Jones LLC ranked #1 in Washington in AdvisorIQ's ranking of wealth firms with the most CFP professionals, including broker-dealer firms, with 97.

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

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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane 2
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
58 Wafd Wealth, Inc Broker-dealer affiliated Seattle 2

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.