# Newest independent RIAs in Washington

As of October 2, 2026, Gevers Wealth Management ranked #1 in Washington in AdvisorIQ's ranking of newest independent RIAs, with $223.7 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/newest/washington/

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Washington
- firms_listed: 45
- rows: rank: 1, crd: 340092, firm: Gevers Wealth Management, city: Issaquah, state: WA, value: 223697704, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340092/; rank: 2, crd: 315590, firm: Soundpath Retirement Strategies, LLC, city: Bellevue, state: WA, value: 158522563, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315590/; rank: 3, crd: 105634, firm: Peterson Investment Management Inc, city: Spokane, state: WA, value: 146121289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105634/; rank: 4, crd: 135478, firm: Brackenwood Capital Management, LLC, city: Bainbridge Island, state: WA, value: 126631575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135478/; rank: 5, crd: 314575, firm: Integrated Wealth Advisors, LLC, city: Bellevue, state: WA, value: 122360346, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314575/; rank: 6, crd: 154056, firm: Commencement Financial Planning LLC, city: Lakewood, state: WA, value: 121700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154056/; rank: 7, crd: 299603, firm: Singer Wealth Management, city: Seattle, state: WA, value: 118997543, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299603/; rank: 8, crd: 285853, firm: Meridian Wealth Management, city: Gig Harbor, state: WA, value: 117790070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285853/; rank: 9, crd: 165063, firm: Trail Financial Planning LLC, city: Bellingham, state: WA, value: 117334223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165063/; rank: 10, crd: 299085, firm: Abraham & Co., Inc., city: Gig Harbor, state: WA, value: 117000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299085/; rank: 11, crd: 116987, firm: Wealth-Builders, Inc., city: Bellevue, state: WA, value: 113228117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116987/; rank: 12, crd: 150471, firm: DW Investment Solutions, Inc., city: Spokane Valley, state: WA, value: 111409050, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150471/; rank: 13, crd: 329520, firm: Better Financial Services, LLC, city: Federal Way, state: WA, value: 110750000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329520/; rank: 14, crd: 289966, firm: Prospero Wealth, LLC, city: Seattle, state: WA, value: 110555693, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289966/; rank: 15, crd: 306171, firm: Armour Wealth Advisors, LLC, city: Tumwater, state: WA, value: 110366065, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306171/; rank: 16, crd: 154160, firm: Pacific Financial Advisors, city: Bellevue, state: WA, value: 110181436, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154160/; rank: 17, crd: 150342, firm: Kairos Capital Management, LLC, city: Bellevue, state: WA, value: 105940110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150342/; rank: 18, crd: 136020, firm: Lifefocus Financial Advisors, LLC, city: Walla Walla, state: WA, value: 103509339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136020/; rank: 19, crd: 283318, firm: Crafted Finance, LLC, city: Seattle, state: WA, value: 102917708, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283318/; rank: 20, crd: 306332, firm: Sound Legacy Wealth Advisors, LLC, city: Kirkland, state: WA, value: 102000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306332/; rank: 21, crd: 339242, firm: Parkside Family Office LLC, city: Edmonds, state: WA, value: 52381775, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339242/; rank: 22, crd: 340872, firm: Gensphere Private Wealth, LLC, city: Gig Harbor, state: WA, value: 50469967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340872/; rank: 23, crd: 336097, firm: Freedom Wealth Management LLC, city: Spokane, state: WA, value: 47369394, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336097/; rank: 24, crd: 338421, firm: Lakemont Wealth, city: Bellevue, state: WA, value: 1683000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338421/; rank: 25, crd: 339989, firm: Evergreen Investment Management LLC, city: Clyde Hill, state: WA, value: 1428395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339989/; rank: 26, crd: 340142, firm: Mont AI, city: Seattle, state: WA, value: 32498, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340142/; rank: 27, crd: 281828, firm: Guide Advisors, Inc., city: Bothell, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281828/; rank: 27, crd: 317768, firm: A&M Advisory LLC, city: Puyallup, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317768/; rank: 27, crd: 337261, firm: Fairway Planning, city: Seattle, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337261/; rank: 27, crd: 339081, firm: Everleap Financial Planning, city: Newcastle, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339081/; rank: 27, crd: 339230, firm: Scalar Field, city: not stated, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339230/; rank: 27, crd: 339645, firm: Dixie's Tax & Financial Services, L.L.C., city: Des Moines, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339645/; rank: 27, crd: 339711, firm: Vignec Financial LLC, city: Seattle, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339711/; rank: 27, crd: 340148, firm: Reinhardt Consulting, city: Newport, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340148/; rank: 27, crd: 340257, firm: Advisia Financial Planning, city: Bellevue, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340257/; rank: 27, crd: 340282, firm: Hull Wealth Management LLC, city: Liberty Lake, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340282/; rank: 27, crd: 340874, firm: Steelhead Capital Management LLC, city: Issaquah, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340874/; rank: 27, crd: 340983, firm: Helix Advisors LLC, city: Sammamish, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340983/; rank: 27, crd: 342168, firm: Serenity Advising, city: Spokane, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342168/; rank: 27, crd: 342624, firm: Averton Wealth, city: Mead, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342624/; rank: 27, crd: 342628, firm: North Pine Strategic Wealth, city: Kirkland, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342628/; rank: 27, crd: 343008, firm: Strong Tower Financial Group, city: Spokane Valley, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343008/; rank: 27, crd: 343278, firm: Coinage App, city: not stated, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343278/; rank: 27, crd: 343469, firm: CXL Capital Management LLC, city: not stated, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343469/; rank: 27, crd: 343585, firm: Wealthrise, city: Newcastle, state: WA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343585/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [RIA market data for Washington](https://advisoriq.com/ria/states/washington/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/washington/

License: https://advisoriq.com/license/