{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most clients in Washington","lead":"As of October 2, 2026, Coldstream Wealth Management ranked #1 in Washington in AdvisorIQ's ranking of independent RIAs with the most clients, with 4,386.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked \"fewer than 5 clients\" without a number adds nothing. 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":100,"rows":[{"rank":1,"crd":108805,"firm":"Coldstream Wealth Management","city":"Bellevue","state":"WA","value":4386,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108805/"},{"rank":2,"crd":170602,"firm":"Clear Creek Financial Management, LLC","city":"Silverdale","state":"WA","value":4013,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170602/"},{"rank":3,"crd":108601,"firm":"Brighton Jones LLC","city":"Seattle","state":"WA","value":4011,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108601/"},{"rank":4,"crd":151088,"firm":"Kiley Juergens Wealth Management, LLC","city":"Olympia","state":"WA","value":3070,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151088/"},{"rank":5,"crd":145711,"firm":"Freestone Capital Management, LLC","city":"Seattle","state":"WA","value":2994,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145711/"},{"rank":6,"crd":147923,"firm":"Northwest Asset Management","city":"Mercer Island","state":"WA","value":2793,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147923/"},{"rank":7,"crd":307997,"firm":"Advisor Share Wealth Management, LLC","city":"Vancouver","state":"WA","value":2521,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307997/"},{"rank":8,"crd":310849,"firm":"SCS","city":"Bellevue","state":"WA","value":2493,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310849/"},{"rank":9,"crd":152622,"firm":"Empirical Wealth Management","city":"Seattle","state":"WA","value":2400,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152622/"},{"rank":10,"crd":336350,"firm":"Asset One Wealth Management, LLC","city":"Bellevue","state":"WA","value":2346,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336350/"},{"rank":11,"crd":145934,"firm":"Tradewinds Capital Management, LLC","city":"Bellingham","state":"WA","value":2238,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145934/"},{"rank":12,"crd":298366,"firm":"Aspire Capital Advisors LLC","city":"Seattle","state":"WA","value":2156,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298366/"},{"rank":13,"crd":299334,"firm":"Lighthouse Wealth Strategies, LLC","city":"Gig Harbor","state":"WA","value":1474,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299334/"},{"rank":14,"crd":312760,"firm":"JMK & Associates, LLC","city":"Spokane","state":"WA","value":1453,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312760/"},{"rank":15,"crd":145252,"firm":"McIlrath & Eck, LLC","city":"Arlington","state":"WA","value":1412,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145252/"},{"rank":16,"crd":315440,"firm":"Badgley Phelps Wealth Managers","city":"Seattle","state":"WA","value":1381,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315440/"},{"rank":17,"crd":284921,"firm":"180 Wealth Advisors, LLC","city":"Federal Way","state":"WA","value":1350,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284921/"},{"rank":18,"crd":284736,"firm":"First Pacific Financial, Inc.","city":"Vancouver","state":"WA","value":1322,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284736/"},{"rank":19,"crd":110952,"firm":"Petersen Hastings Wealth Advisors, Inc.","city":"Kennewick","state":"WA","value":1309,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110952/"},{"rank":20,"crd":108917,"firm":"Threadline Wealth","city":"Bellevue","state":"WA","value":1287,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108917/"},{"rank":21,"crd":117201,"firm":"Synergy Asset Management, LLC","city":"Vancouver","state":"WA","value":1198,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117201/"},{"rank":22,"crd":104931,"firm":"Evergreen Capital Management LLC","city":"Bellevue","state":"WA","value":1157,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104931/"},{"rank":23,"crd":107341,"firm":"LNW","city":"Seattle","state":"WA","value":1149,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107341/"},{"rank":24,"crd":330347,"firm":"Fellowship Financial Planning","city":"Spokane","state":"WA","value":1130,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330347/"},{"rank":25,"crd":116891,"firm":"Leonard Rickey Investment Advisors, P.L.L.C.","city":"Yakima","state":"WA","value":1107,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116891/"},{"rank":26,"crd":297284,"firm":"Paul R. Ried Financial Group, LLC","city":"Bellevue","state":"WA","value":1060,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297284/"},{"rank":27,"crd":309387,"firm":"Capital Advisors Wealth Management","city":"Yakima","state":"WA","value":1056,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309387/"},{"rank":28,"crd":296896,"firm":"Martel Wealth Advisors, LLC","city":"Vancouver","state":"WA","value":1033,"base_value":null,"succeeded_to_another_advisers_business":true,"url":"https://advisoriq.com/ria/firms/296896/"},{"rank":29,"crd":116073,"firm":"Financial Plan, Inc.","city":"Bellingham","state":"WA","value":950,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116073/"},{"rank":30,"crd":148106,"firm":"The Retirement Solution LLC","city":"Redmond","state":"WA","value":932,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148106/"},{"rank":31,"crd":108146,"firm":"Aviso Wealth Management","city":"Bellevue","state":"WA","value":929,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108146/"},{"rank":31,"crd":170043,"firm":"Private Advisory","city":"Redmond","state":"WA","value":929,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170043/"},{"rank":33,"crd":142448,"firm":"Griffiths, Dreher & Evans, P.S., CPAS","city":"Spokane","state":"WA","value":915,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142448/"},{"rank":34,"crd":113902,"firm":"Stock Management LLC","city":"Puyallup","state":"WA","value":892,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113902/"},{"rank":35,"crd":315663,"firm":"Pacific Sage Partners, LLC","city":"Edmonds","state":"WA","value":830,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315663/"},{"rank":36,"crd":284357,"firm":"Creative Money LLC","city":"Mountlake Terrace","state":"WA","value":826,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284357/"},{"rank":37,"crd":159918,"firm":"Capstone Investment Group","city":"Olympia","state":"WA","value":819,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159918/"},{"rank":38,"crd":310839,"firm":"Johnson Bixby","city":"Vancouver","state":"WA","value":802,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310839/"},{"rank":39,"crd":115877,"firm":"Quantum Financial Planning Services, Inc.","city":"Spokane","state":"WA","value":790,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115877/"},{"rank":40,"crd":108797,"firm":"Financial Insights Wealth Management","city":"Tacoma","state":"WA","value":774,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108797/"},{"rank":41,"crd":115753,"firm":"Madrona Financial & CPAS","city":"Everett","state":"WA","value":769,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115753/"},{"rank":42,"crd":111379,"firm":"Northern Capital Management, Inc.","city":"Spokane","state":"WA","value":747,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111379/"},{"rank":43,"crd":145179,"firm":"Auxano Advisors","city":"Bellevue","state":"WA","value":724,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145179/"},{"rank":44,"crd":297388,"firm":"Marsjewett Financial Group","city":"Bellevue","state":"WA","value":719,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297388/"},{"rank":45,"crd":284496,"firm":"SPG Advisors LLC","city":"Kirkland","state":"WA","value":692,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284496/"},{"rank":46,"crd":327641,"firm":"West Invest","city":"Bellingham","state":"WA","value":691,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327641/"},{"rank":47,"crd":172198,"firm":"Fortis Capital Management LLC","city":"Bellevue","state":"WA","value":690,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172198/"},{"rank":47,"crd":301328,"firm":"Sage Advisors, LLC","city":"Edmonds","state":"WA","value":690,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301328/"},{"rank":49,"crd":306315,"firm":"Intirety, LLC","city":"Bellevue","state":"WA","value":657,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306315/"},{"rank":50,"crd":148315,"firm":"Harlow Wealth Management, Inc.","city":"Vancouver","state":"WA","value":656,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148315/"},{"rank":51,"crd":171616,"firm":"Columbia Advisory Partners, LLC","city":"Spokane","state":"WA","value":631,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171616/"},{"rank":52,"crd":116083,"firm":"Fortitude Advisory Group L.L.C.","city":"Gig Harbor","state":"WA","value":625,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116083/"},{"rank":53,"crd":159312,"firm":"Blackburn Financial","city":"Cashmere","state":"WA","value":596,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159312/"},{"rank":54,"crd":161077,"firm":"Avier Wealth Advisors","city":"Bellevue","state":"WA","value":583,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161077/"},{"rank":55,"crd":300140,"firm":"Hohimer Wealth Management, LLC","city":"Seattle","state":"WA","value":579,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300140/"},{"rank":56,"crd":307740,"firm":"Financial Forum, Inc.","city":"Spokane","state":"WA","value":572,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307740/"},{"rank":57,"crd":47548,"firm":"Vorpahl Wing Advisors, Inc.","city":"Spokane","state":"WA","value":557,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/47548/"},{"rank":58,"crd":291033,"firm":"EQ Wealth Management","city":"Bellevue","state":"WA","value":544,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291033/"},{"rank":59,"crd":116556,"firm":"Christensen, King & Associates Investment Services, Inc.","city":"Richland","state":"WA","value":540,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116556/"},{"rank":59,"crd":125767,"firm":"Sound Financial Center LLC","city":"Sequim","state":"WA","value":540,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125767/"},{"rank":61,"crd":301548,"firm":"Tschetter Group","city":"Bellevue","state":"WA","value":517,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301548/"},{"rank":62,"crd":117392,"firm":"Snider Financial Group","city":"Bellevue","state":"WA","value":515,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117392/"},{"rank":63,"crd":151043,"firm":"Garde Capital, Inc.","city":"Seattle","state":"WA","value":512,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151043/"},{"rank":64,"crd":116257,"firm":"Demars Financial Group LLC","city":"Spokane Valley","state":"WA","value":502,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116257/"},{"rank":64,"crd":127606,"firm":"Oliver Capital Management","city":"Seattle","state":"WA","value":502,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127606/"},{"rank":66,"crd":288429,"firm":"Momentous Wealth Management, Inc.","city":"Vancouver","state":"WA","value":492,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288429/"},{"rank":67,"crd":143417,"firm":"Robinswood Financial","city":"Kirkland","state":"WA","value":488,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143417/"},{"rank":68,"crd":173761,"firm":"Baring Financial LLC","city":"Bellingham","state":"WA","value":483,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173761/"},{"rank":69,"crd":110699,"firm":"Evans Capital Management Associates","city":"Bellevue","state":"WA","value":481,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110699/"},{"rank":70,"crd":304598,"firm":"Moulton Wealth Management, Inc","city":"Spokane Valley","state":"WA","value":477,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304598/"},{"rank":71,"crd":132122,"firm":"Elite Wealth Management, Inc.","city":"Kirkland","state":"WA","value":469,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132122/"},{"rank":72,"crd":328590,"firm":"Weinand Financial, Inc.","city":"Lacey","state":"WA","value":438,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328590/"},{"rank":73,"crd":313240,"firm":"Vickerman Investment Advisors, Inc.","city":"Spokane","state":"WA","value":431,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313240/"},{"rank":74,"crd":317970,"firm":"Mainsail Financial Group","city":"Bellevue","state":"WA","value":429,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317970/"},{"rank":75,"crd":148225,"firm":"A.T. Lloyd's, Inc","city":"Seattle","state":"WA","value":420,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148225/"},{"rank":75,"crd":335660,"firm":"Freedom Asset Management","city":"Spokane","state":"WA","value":420,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335660/"},{"rank":77,"crd":313235,"firm":"Fortitude Financial LLC","city":"Spokane","state":"WA","value":411,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313235/"},{"rank":78,"crd":283082,"firm":"Csla Financial Inc","city":"Camas","state":"WA","value":408,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283082/"},{"rank":79,"crd":335968,"firm":"Strong Retirement Solutions","city":"Bremerton","state":"WA","value":402,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335968/"},{"rank":80,"crd":137810,"firm":"Greene Wealth Management, LLC","city":"Seattle","state":"WA","value":398,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137810/"},{"rank":81,"crd":172780,"firm":"Madison Park Capital Advisors, LLC","city":"Seattle","state":"WA","value":393,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172780/"},{"rank":82,"crd":116958,"firm":"Comprehensive Wealth Management","city":"Lynnwood","state":"WA","value":389,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116958/"},{"rank":83,"crd":116511,"firm":"Chaney Capital Management Inc.","city":"Lynnwood","state":"WA","value":388,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116511/"},{"rank":84,"crd":284561,"firm":"North Financial Inc","city":"University Place","state":"WA","value":381,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284561/"},{"rank":85,"crd":115157,"firm":"Pacific Asset Management, LLC","city":"Gig Harbor","state":"WA","value":377,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115157/"},{"rank":86,"crd":167976,"firm":"Arrivity Financial Planning","city":"Seattle","state":"WA","value":366,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167976/"},{"rank":87,"crd":169857,"firm":"Monson Wealth Management, Inc.","city":"Kennewick","state":"WA","value":364,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169857/"},{"rank":87,"crd":306208,"firm":"Wayfinding Financial, LLC","city":"Lynnwood","state":"WA","value":364,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306208/"},{"rank":89,"crd":299085,"firm":"Abraham & Co., Inc.","city":"Gig Harbor","state":"WA","value":355,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299085/"},{"rank":90,"crd":143863,"firm":"Mangan Wealth Management","city":"Seattle","state":"WA","value":346,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143863/"},{"rank":91,"crd":121802,"firm":"Baker Ellis Asset Management LLC","city":"Vancouver","state":"WA","value":343,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121802/"},{"rank":92,"crd":128086,"firm":"Twenty Twenty Investment Advisors, LLC","city":"Spokane","state":"WA","value":341,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128086/"},{"rank":93,"crd":145322,"firm":"Fulcrum Capital, LLC","city":"Seattle","state":"WA","value":329,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145322/"},{"rank":94,"crd":318677,"firm":"Hidden Cove Wealth Management","city":"Bainbridge Island","state":"WA","value":322,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318677/"},{"rank":95,"crd":133626,"firm":"Quantum Financial Planning LLC","city":"Langley","state":"WA","value":320,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133626/"},{"rank":96,"crd":143601,"firm":"Cairn Wealth Management","city":"Vancouver","state":"WA","value":316,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143601/"},{"rank":97,"crd":308991,"firm":"Olde Wealth Management, LLC","city":"Sammamish","state":"WA","value":315,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308991/"},{"rank":98,"crd":306187,"firm":"Hallett Advisors","city":"Port Angeles","state":"WA","value":312,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306187/"},{"rank":99,"crd":116682,"firm":"Boone Wealth Advisors, LLC","city":"Bellevue","state":"WA","value":311,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116682/"},{"rank":100,"crd":115326,"firm":"White & Company Financial Planning, Inc.","city":"Sunnyside","state":"WA","value":310,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115326/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"title":"RIA market data for Washington","url":"https://advisoriq.com/ria/states/washington/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-clients/washington/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/washington/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}