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AdvisorIQ

Ranking, Washington

Independent RIAs with the most high net worth clients in Washington

As of October 2, 2026, Brighton Jones LLC ranked #1 in Washington in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 3,024.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Brighton Jones LLC Seattle 3,024
2 Coldstream Wealth Management Bellevue 2,393
3 Empirical Wealth Management Seattle 1,839
4 Freestone Capital Management, LLC Seattle 1,337
5 SCS Bellevue 1,110
6 Badgley Phelps Wealth Managers Seattle 1,023
7 Threadline Wealth Bellevue 1,002
8 LNW Seattle 850
9 Northwest Asset Management Mercer Island 832
10 Evergreen Capital Management LLC Bellevue 754
11 Kiley Juergens Wealth Management, LLC Olympia 618
12 First Pacific Financial, Inc. Vancouver 565
13 180 Wealth Advisors, LLC Federal Way 540
14 Clear Creek Financial Management, LLC Silverdale 481
15 McIlrath & Eck, LLC Arlington 417
16 Paul R. Ried Financial Group, LLC Bellevue 401
17 Martel Wealth Advisors, LLC Successor Vancouver 382
18 Petersen Hastings Wealth Advisors, Inc. Kennewick 374
19 Marsjewett Financial Group Bellevue 371
20 EQ Wealth Management Bellevue 369
21 Garde Capital, Inc. Seattle 342
22 JMK & Associates, LLC Spokane 334
23 The Retirement Solution LLC Redmond 324
24 Private Advisory Redmond 319
25 Financial Plan, Inc. Bellingham 309
26 Johnson Bixby Vancouver 305
27 Fulcrum Capital, LLC Seattle 296
28 Capital Advisors Wealth Management Yakima 284
29 Asset One Wealth Management, LLC Bellevue 282
30 Madrona Financial & CPAS Everett 281
30 Avier Wealth Advisors Bellevue 281
32 Leonard Rickey Investment Advisors, P.L.L.C. Yakima 268
32 Auxano Advisors Bellevue 268
34 Fortis Capital Management LLC Bellevue 267
35 Aspire Capital Advisors LLC Seattle 264
36 Smartharvest Portfolios Seattle 255
37 Quantum Financial Planning Services, Inc. Spokane 253
38 Talbot Financial, LLC Bellevue 250
39 Financial Insights Wealth Management Tacoma 235
40 Pacific Sage Partners, LLC Edmonds 222
41 Lesa Sroufe & Company, Inc. Seattle 221
42 Lighthouse Wealth Strategies, LLC Gig Harbor 220
43 Synergy Asset Management, LLC Vancouver 209
44 Greene Wealth Management, LLC Seattle 199
44 Consilio Wealth Advisors, LLC Bellevue 199
46 Evans Capital Management Associates Bellevue 198
47 Tradewinds Capital Management, LLC Bellingham 196
48 Leeward Financial Partners, LLC Bellevue 187
49 Columbia Advisory Partners, LLC Spokane 185
50 Hohimer Wealth Management, LLC Seattle 179
51 Boone Wealth Advisors, LLC Bellevue 178
52 Elite Wealth Management, Inc. Kirkland 174
53 Capital Planning, LLC Bellevue 171
53 Tschetter Group Bellevue 171
55 Weinand Financial, Inc. Lacey 167
56 Demars Financial Group LLC Spokane Valley 165
57 Snider Financial Group Bellevue 159
57 SPG Advisors LLC Kirkland 159
59 Aviso Wealth Management Bellevue 158
60 Momentous Wealth Management, Inc. Vancouver 154
61 Eagle Harbor Asset Management, Inc. Bainbridge Is 153
62 Emerald Advisors, LLC Bellevue 151
63 Sage Advisors, LLC Edmonds 150
63 Vickerman Investment Advisors, Inc. Spokane 150
65 Northern Capital Management, Inc. Spokane 148
66 Wise Planning, Inc. Seattle 145
67 Chaney Capital Management Inc. Lynnwood 138
67 Baker Ellis Asset Management LLC Vancouver 138
69 West Invest Bellingham 136
70 Mainsail Financial Group Bellevue 132
71 Kutscher Benner Barsness & Stevens, Inc. Seattle 129
72 Robinswood Financial Kirkland 128
73 Fellowship Financial Planning Spokane 125
74 Pacific Asset Management, LLC Gig Harbor 122
74 Colmina, LLC Seattle 122
76 Cairn Wealth Management Vancouver 120
76 Tolsma Investments, LLC Bellevue 120
78 Sonata Capital Group Inc Seattle 119
79 Soundview Advisors Olympia 112
80 Fulcrum Wealth Advisors, LLC Bellevue 111
81 Oliver Capital Management Seattle 110
82 Comprehensive Wealth Management Lynnwood 108
82 Madison Park Capital Advisors, LLC Seattle 108
84 Parcion Private Wealth LLC Bellevue 106
85 Millennial Wealth Fall City 102
86 Lodestone Wealth Management LLC Spokane 99
87 Christensen, King & Associates Investment Services, Inc. Richland 97
87 Truenorth Wealth Advisors Seattle 97
87 Schmidt Financial Management Kirkland 97
90 Harlow Wealth Management, Inc. Vancouver 96
91 Lakeside Advisors Inc Seattle 95
91 Wayfinding Financial, LLC Lynnwood 95
93 Bellevue Asset Management, LLC Bellevue 91
93 Bear Mountain Capital Inc. Seattle 91
95 Agate Pass Investment, LLC Bainbridge Island 90
95 Capstone Investment Group Olympia 90
97 Seneschal Family Office Tacoma 89
98 Olde Wealth Management, LLC Sammamish 88
99 James R. Martin Consulting, Inc Vancouver 87
99 Capstone RIA Bellingham 87

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 high net worth clients 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.