State market data

Wealth management firms in Washington

As of October 2, 2026, 601 wealth management firms, including broker-dealer firms, based in Washington reported $206.8 billion in regulatory assets under management; the largest by assets was Brighton Jones LLC, with $18.9 billion.

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

Wealth management firms: 601
SEC-registered: 244
State-registered: 357
Regulatory assets under management: $206.8 billion
Client accounts: 297,917
Median firm size: $71.0 million
Of which broker-dealer affiliated: 11, with $2.2 billion

Washington has not adopted IAR continuing education. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Washington.

Top firms in Washington

Largest wealth firms by assets under management, including broker-dealer firms

Largest wealth firms by assets under management, including broker-dealer firms in Washington, top 10
Rank	Firm	City	RAUM
1	Brighton Jones LLC	Seattle	$18.9 billion
2	Freestone Capital Management, LLC	Seattle	$14.5 billion
3	Coldstream Wealth Management	Bellevue	$13.9 billion
4	LNW	Seattle	$12.2 billion
5	Empirical Wealth Management	Seattle	$8.4 billion
6	Badgley Phelps Wealth Managers	Seattle	$7.3 billion
7	Evergreen Capital Management LLC	Bellevue	$7.2 billion
8	Threadline Wealth	Bellevue	$5.8 billion
9	Northwest Asset Management	Mercer Island	$4.1 billion
10	Parcion Private Wealth LLC	Bellevue	$3.0 billion

Top 100 in Washington

Fastest-growing wealth firms over one year, including broker-dealer firms

Fastest-growing wealth firms over one year, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Growth	Starting value
1	Capstone Investment Group	Olympia	124.9%	$152.4 million
2	Smartharvest Portfolios	Seattle	104.8%	$170.0 million
3	Advisor Share Wealth Management, LLC	Vancouver	103.6%	$185.2 million
4	Northern Capital Management, Inc.	Spokane	98.7%	$462.2 million
5	Helm Capital Management	Seattle	97.3%	$203.1 million
6	Northern Lights Advisors, Inc.	Seattle	96.5%	$131.7 million
7	Private Advisory	Redmond	62.9%	$1.3 billion
8	Fortis Capital Management LLC	Bellevue	59.9%	$726.3 million
9	LNW	Seattle	59.1%	$7.7 billion
10	Cloud Capital Management	Seattle	58.1%	$189.9 million

Top 100 in Washington

Fastest-growing wealth firms over three years, including broker-dealer firms

Fastest-growing wealth firms over three years, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Growth	Starting value
1	Mainsail Financial Group	Bellevue	52.6%	$113.6 million
2	Private Advisory	Redmond	49.5%	$642.2 million
3	Capstone Investment Group	Olympia	46.6%	$108.9 million
4	Aviso Wealth Management	Bellevue	40.6%	$223.4 million
5	Northern Capital Management, Inc.	Spokane	39.2%	$340.2 million
6	Fortis Capital Management LLC	Bellevue	38.6%	$436.0 million
7	Talbot Financial, LLC	Bellevue	37.1%	$520.6 million
8	Madrona Financial & CPAS	Everett	37.0%	$268.8 million
9	Helm Capital Management	Seattle	35.9%	$159.9 million
10	Wealthcollab	Bellevue	34.4%	$130.2 million

Top 100 in Washington

Fastest-growing wealth firms over five years, including broker-dealer firms

Fastest-growing wealth firms over five years, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Growth	Starting value
1	Aspire Capital Advisors LLC	Seattle	49.5%	$165.1 million
2	Fortis Capital Management LLC	Bellevue	49.5%	$155.7 million
3	Private Advisory	Redmond	35.1%	$476.7 million
4	SCS	Bellevue	33.1%	$464.7 million
5	Aletheian Wealth Advisors LLC	Bellevue	32.8%	$100.0 million
6	Aviso Wealth Management	Bellevue	29.6%	$169.7 million
7	Lighthouse Wealth Strategies, LLC	Gig Harbor	28.0%	$245.8 million
8	Talbot Financial, LLC	Bellevue	27.3%	$401.4 million
9	Capstone Investment Group	Olympia	25.7%	$109.3 million
10	Leeward Financial Partners, LLC	Bellevue	23.1%	$142.0 million

Top 100 in Washington

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Increase
1	LNW	Seattle	$4.5 billion
2	Brighton Jones LLC	Seattle	$3.9 billion
3	Freestone Capital Management, LLC	Seattle	$3.0 billion
4	Aerie Advisory Group LLC	Gig Harbor	$2.0 billion
5	Evergreen Capital Management LLC	Bellevue	$2.0 billion
6	Empirical Wealth Management	Seattle	$1.7 billion
7	Coldstream Wealth Management	Bellevue	$1.5 billion
8	Badgley Phelps Wealth Managers	Seattle	$1.4 billion
9	Threadline Wealth	Bellevue	$1.0 billion
10	Asset One Wealth Management, LLC	Bellevue	$982.5 million

Top 100 in Washington

Wealth firms with the most clients, including broker-dealer firms

Wealth firms with the most clients, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Most clients
1	Coldstream Wealth Management	Bellevue	4,386
2	Clear Creek Financial Management, LLC	Silverdale	4,013
3	Brighton Jones LLC	Seattle	4,011
4	Kiley Juergens Wealth Management, LLC	Olympia	3,070
5	Freestone Capital Management, LLC	Seattle	2,994
6	Northwest Asset Management	Mercer Island	2,793
7	Advisor Share Wealth Management, LLC	Vancouver	2,521
8	SCS	Bellevue	2,493
9	Empirical Wealth Management	Seattle	2,400
10	Asset One Wealth Management, LLC	Bellevue	2,346

Top 100 in Washington

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Growth	Starting value
1	Richards Merrill Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Spokane	255.7%	359
2	Advisor Share Wealth Management, LLC	Vancouver	161.8%	963
3	Fortis Capital Management LLC	Bellevue	96.0%	352
4	LNW	Seattle	95.4%	588
5	Capstone Investment Group	Olympia	66.1%	493
6	Tradewinds Capital Management, LLC	Bellingham	57.7%	1,419
7	Tolsma Investments, LLC	Bellevue	55.7%	149
8	Private Advisory	Redmond	54.6%	601
9	Moulton Wealth Management, Inc	Spokane Valley	52.9%	312
10	JMK & Associates, LLC	Spokane	48.3%	980

Top 100 in Washington

Wealth firms with the most accounts, including broker-dealer firms

Wealth firms with the most accounts, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Most accounts
1	Clear Creek Financial Management, LLC	Silverdale	9,428
2	Northwest Asset Management	Mercer Island	9,090
3	Empirical Wealth Management	Seattle	8,690
4	Kiley Juergens Wealth Management, LLC	Olympia	6,799
5	LNW	Seattle	6,041
6	Aspire Capital Advisors LLC	Seattle	5,393
7	Synergy Asset Management, LLC	Vancouver	5,353
8	Threadline Wealth	Bellevue	4,790
9	Freestone Capital Management, LLC	Seattle	4,494
10	First Pacific Financial, Inc.	Vancouver	4,448

Top 100 in Washington

Wealth firms with the most advisory staff, including broker-dealer firms

Wealth firms with the most advisory staff, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Most advisory staff
1	Coldstream Wealth Management	Bellevue	166
2	Brighton Jones LLC	Seattle	156
3	LNW	Seattle	96
4	Empirical Wealth Management	Seattle	57
5	Clear Creek Financial Management, LLC	Silverdale	48
6	Freestone Capital Management, LLC	Seattle	46
7	Northwest Asset Management	Mercer Island	44
8	Advisor Share Wealth Management, LLC	Vancouver	41
9	SCS	Bellevue	32
10	Threadline Wealth	Bellevue	30

Top 100 in Washington

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

Wealth firms with the most high net worth clients, including broker-dealer firms in Washington, top 10
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

Top 100 in Washington

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

Wealth firms with the most CFP professionals, including broker-dealer firms in Washington, top 10
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

Top 100 in Washington

Newest wealth firms, including broker-dealer firms

Newest wealth firms, including broker-dealer firms in Washington, top 10
Rank	Firm	City	Amount
1	Gevers Wealth Management	Issaquah	$223.7 million
2	Soundpath Retirement Strategies, LLC	Bellevue	$158.5 million
3	Peterson Investment Management Inc	Spokane	$146.1 million
4	Brackenwood Capital Management, LLC	Bainbridge Island	$126.6 million
5	Integrated Wealth Advisors, LLC	Bellevue	$122.4 million
6	Commencement Financial Planning LLC	Lakewood	$121.7 million
7	Singer Wealth Management	Seattle	$119.0 million
8	Meridian Wealth Management	Gig Harbor	$117.8 million
9	Trail Financial Planning LLC	Bellingham	$117.3 million
10	Abraham & Co., Inc.	Gig Harbor	$117.0 million

Top 100 in Washington

Over time

From the SEC's yearly files: SEC-registered wealth firms based in Washington, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	146
October 1, 2019	164
October 1, 2020	169
October 4, 2021	181
October 3, 2022	202
October 5, 2023	198
October 1, 2024	197
September 2, 2025	202
October 2, 2026	244

Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$185.2 billion
October 1, 2019	$188.0 billion
October 1, 2020	$231.0 billion
October 4, 2021	$278.8 billion
October 3, 2022	$353.2 billion
October 5, 2023	$122.8 billion
October 1, 2024	$147.1 billion
September 2, 2025	$164.2 billion
October 2, 2026	$197.5 billion

Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	223,995
October 1, 2019	276,965
October 1, 2020	304,046
October 4, 2021	387,888
October 3, 2022	462,997
October 5, 2023	251,249
October 1, 2024	264,509
September 2, 2025	257,749
October 2, 2026	269,275

Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$283.7 million
October 1, 2019	$269.7 million
October 1, 2020	$278.1 million
October 4, 2021	$269.3 million
October 3, 2022	$275.0 million
October 5, 2023	$248.5 million
October 1, 2024	$290.4 million
September 2, 2025	$285.3 million
October 2, 2026	$294.3 million

The market in Washington now

Headline figures

Headline figures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms	601	244	357
Regulatory assets under management	$206.8 billion	$197.5 billion	$9.3 billion
Accounts	297,917	269,275	28,642
Clients	138,198	117,816	20,382
Employees	3,468	2,882	586
Advisory employees	2,274	1,782	492
Investment adviser representatives	2,343	1,839	504
Median RAUM	$71.0 million	$294.3 million	$22.0 million
Average RAUM	$385.8 million	$833.4 million	$31.0 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms under $100 million	293	6	287
RAUM of firms under $100 million	$8.2 billion	$222.5 million	$8.0 billion
Firms $100 million to $250 million	110	98	12
RAUM of firms $100 million to $250 million	$17.0 billion	$15.7 billion	$1.3 billion
Firms $250 million to $500 million	66	66	0
RAUM of firms $250 million to $500 million	$22.9 billion	$22.9 billion	$0
Firms $500 million to $1 billion	31	31	0
RAUM of firms $500 million to $1 billion	$22.2 billion	$22.2 billion	$0
Firms $1 billion to $5 billion	28	28	0
RAUM of firms $1 billion to $5 billion	$48.3 billion	$48.3 billion	$0
Firms $5 billion to $10 billion	4	4	0
RAUM of firms $5 billion to $10 billion	$28.7 billion	$28.7 billion	$0
Firms $10 billion and up	4	4	0
RAUM of firms $10 billion and up	$59.5 billion	$59.5 billion	$0

Concentration

How much of the market the largest advisers hold.

Concentration: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		46.1%
Top 100 share of RAUM		83.1%

Concentration, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Top 10 share of RAUM	46.1%	48.2%	11.8%
Top 100 share of RAUM	83.1%	87.0%	71.5%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		90.3%
Charge hourly fees		58.6%
Charge subscription fees		0.8%
Charge fixed fees		50.4%
Receive commissions		1.7%
Charge performance-based fees		7.8%
Other compensation		5.2%

How advisers are paid, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Charge a percentage of assets	90.3%	97.5%	85.4%
Charge hourly fees	58.6%	52.5%	62.7%
Charge subscription fees	0.8%	0.4%	1.1%
Charge fixed fees	50.4%	55.7%	46.8%
Receive commissions	1.7%	1.6%	1.7%
Charge performance-based fees	7.8%	7.8%	7.8%
Other compensation	5.2%	6.1%	4.5%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

Custody, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Have custody	25.5%	50.8%	8.1%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Broker-dealer affiliated	2.3%	3.7%	1.4%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

New firms and successions, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
New registrations	46	26	20
Successions	No data	1	No data

Other measures

Other measures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms reporting RAUM	536	237	299
Discretionary RAUM	$186.5 billion	$178.5 billion	$8.0 billion
CFP professionals	755	603	152
25th percentile RAUM	$17.9 million	$160.0 million	$6.5 million
75th percentile RAUM	$242.1 million	$575.1 million	$49.1 million
90th percentile RAUM	$630.0 million	$1.4 billion	$74.3 million
Average account size	$694,134	$733,535	$323,709
Offer financial planning	77.9%	82.8%	74.5%
RAUM growth, one year	No data	20.3%	No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Seattle 112 independent RIAs, $80.4 billion
Bellevue 72 independent RIAs, $54.7 billion
Vancouver 25 independent RIAs, $10.6 billion
Spokane 35 independent RIAs, $6.7 billion
Mercer Island 10 independent RIAs, $5.5 billion
Gig Harbor 13 independent RIAs, $4.9 billion
Bellingham 21 independent RIAs, $4.0 billion
Olympia 16 independent RIAs, $3.7 billion
Kirkland 26 independent RIAs, $3.7 billion
Redmond 8 independent RIAs, $3.3 billion
Tacoma 16 independent RIAs, $2.6 billion
Edmonds 9 independent RIAs, $2.2 billion
Kennewick 8 independent RIAs, $1.9 billion
Federal Way 6 independent RIAs, $1.5 billion
Lynnwood 8 independent RIAs, $1.4 billion
Bainbridge Island 8 independent RIAs, $1.0 billion
Everett 6 independent RIAs, $919.7 million
Camas 11 independent RIAs, $687.1 million
Spokane Valley 6 independent RIAs, $666.5 million
Sammamish 8 independent RIAs, $616.4 million
Puyallup 6 independent RIAs, $415.2 million
Issaquah 11 independent RIAs, $398.8 million
Woodinville 6 independent RIAs, $347.4 million
Bothell 10 independent RIAs, $241.4 million

Cities with at least five independent RIAs.

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.