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AdvisorIQ

Ranking, Washington

Wealth firms with the most high net worth clients, 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 high net worth clients, including broker-dealer firms, with 3,024.

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

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 Richards Merrill Wealth Management Broker-dealer affiliated Spokane 176
53 Elite Wealth Management, Inc. Kirkland 174
53 Wafd Wealth, Inc Broker-dealer affiliated Seattle 174
55 Capital Planning, LLC Bellevue 171
55 Tschetter Group Bellevue 171
57 Weinand Financial, Inc. Lacey 167
58 Demars Financial Group LLC Spokane Valley 165
59 Snider Financial Group Bellevue 159
59 SPG Advisors LLC Kirkland 159
61 Aviso Wealth Management Bellevue 158
62 Momentous Wealth Management, Inc. Vancouver 154
63 Eagle Harbor Asset Management, Inc. Bainbridge Is 153
64 Emerald Advisors, LLC Bellevue 151
65 Sage Advisors, LLC Edmonds 150
65 Vickerman Investment Advisors, Inc. Spokane 150
67 Northern Capital Management, Inc. Spokane 148
68 Wise Planning, Inc. Seattle 145
69 Chaney Capital Management Inc. Lynnwood 138
69 Baker Ellis Asset Management LLC Vancouver 138
71 West Invest Bellingham 136
72 Mainsail Financial Group Bellevue 132
73 Kutscher Benner Barsness & Stevens, Inc. Seattle 129
74 Robinswood Financial Kirkland 128
75 Fellowship Financial Planning Spokane 125
76 Pacific Asset Management, LLC Gig Harbor 122
76 Colmina, LLC Seattle 122
78 Cairn Wealth Management Vancouver 120
78 Tolsma Investments, LLC Bellevue 120
80 Sonata Capital Group Inc Seattle 119
81 Soundview Advisors Olympia 112
82 Fulcrum Wealth Advisors, LLC Bellevue 111
83 Oliver Capital Management Seattle 110
84 Comprehensive Wealth Management Lynnwood 108
84 Madison Park Capital Advisors, LLC Seattle 108
86 Parcion Private Wealth LLC Bellevue 106
87 Millennial Wealth Fall City 102
88 Lodestone Wealth Management LLC Spokane 99
89 Christensen, King & Associates Investment Services, Inc. Richland 97
89 Truenorth Wealth Advisors Seattle 97
89 Schmidt Financial Management Kirkland 97
92 Harlow Wealth Management, Inc. Vancouver 96
93 Lakeside Advisors Inc Seattle 95
93 Wayfinding Financial, LLC Lynnwood 95
95 Bellevue Asset Management, LLC Bellevue 91
95 Bear Mountain Capital Inc. Seattle 91
97 Agate Pass Investment, LLC Bainbridge Island 90
97 Capstone Investment Group Olympia 90
99 Seneschal Family Office Tacoma 89
100 Olde Wealth Management, LLC Sammamish 88

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.