City
Wealth management firms in Bellevue, Washington
As of October 2, 2026, 72 wealth management firms, including broker-dealer firms, with their main office in Bellevue, Washington reported $54.7 billion in regulatory assets under management; the largest by assets was Coldstream Wealth Management, with $13.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 72
- Regulatory assets under management
- $54.7 billion
- Average per firm
- $760.2 million
- SEC-registered, of those listed
- 42 of 72 (58.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coldstream Wealth Management | SEC | $13.9 billion | 4,386 |
| 2 | Evergreen Capital Management LLC | SEC | $7.2 billion | 3,404 |
| 3 | Threadline Wealth | SEC | $5.8 billion | 4,790 |
| 4 | Parcion Private Wealth LLC | SEC | $3.0 billion | 1,871 |
| 5 | Tschetter Group | SEC | $2.4 billion | 1,558 |
| 6 | SCS | SEC | $1.9 billion | 4,107 |
| 7 | Auxano Advisors | SEC | $1.8 billion | 2,286 |
| 8 | Talbot Financial, LLC | SEC | $1.3 billion | 530 |
| 9 | Paul R. Ried Financial Group, LLC | SEC | $1.3 billion | 2,516 |
| 10 | Avier Wealth Advisors | SEC | $1.2 billion | 2,608 |
| 11 | Fortis Capital Management LLC | SEC | $1.2 billion | 688 |
| 12 | Basecamp Wealth Advisors, LLC | SEC | $1.1 billion | 271 |
| 13 | Asset One Wealth Management, LLC | SEC | $982.5 million | 3,056 |
| 14 | EQ Wealth Management | SEC | $941.7 million | 2,476 |
| 15 | Emerald Advisors, LLC | SEC | $941.4 million | 983 |
| 16 | Marsjewett Financial Group | SEC | $901.4 million | 2,115 |
| 17 | Evans Capital Management Associates | SEC | $682.6 million | 989 |
| 18 | Aviso Wealth Management | SEC | $621.3 million | 2,195 |
| 19 | Capital Planning, LLC | SEC | $617.7 million | 1,169 |
| 20 | Consilio Wealth Advisors, LLC | SEC | $555.8 million | 1,259 |
| 21 | Tolsma Investments, LLC | SEC | $552.7 million | 1,186 |
| 22 | Snider Financial Group | SEC | $549.7 million | 1,543 |
| 23 | Boone Wealth Advisors, LLC | SEC | $506.8 million | 554 |
| 24 | Aletheian Wealth Advisors LLC | SEC | $412.5 million | 546 |
| 25 | Mainsail Financial Group | SEC | $403.9 million | 1,448 |
| 26 | Leeward Financial Partners, LLC | SEC | $401.5 million | 607 |
| 27 | Bellevue Asset Management, LLC | SEC | $393.7 million | 593 |
| 28 | Wealthcollab | SEC | $316.2 million | 414 |
| 29 | Truewealth Financial Partners | SEC | $273.7 million | 477 |
| 30 | Optimist Retirement Group, LLC | SEC | $245.3 million | 226 |
| 31 | Fulcrum Wealth Advisors, LLC | SEC | $208.0 million | 296 |
| 32 | Hara Capital LLC | SEC | $189.1 million | 110 |
| 33 | Rare Wolf Capital LLC | SEC | $179.6 million | 33 |
| 34 | Opal Advisors | SEC | $174.0 million | 381 |
| 35 | Soundpath Retirement Strategies, LLC | SEC | $158.5 million | 776 |
| 36 | Foresee Wealth Advisors | SEC | $146.0 million | 393 |
| 37 | Johnson & Shute Investment Advisors, Inc. | SEC | $137.3 million | 74 |
| 38 | Integrated Wealth Advisors, LLC | SEC | $122.4 million | 288 |
| 39 | Wealth-Builders, Inc. | SEC | $113.2 million | 275 |
| 40 | Pacific Financial Advisors | SEC | $110.2 million | 184 |
| 41 | Kairos Capital Management, LLC | SEC | $105.9 million | 195 |
| 42 | Maclachlan Wealth Management | State | $101.7 million | 246 |
| 43 | Intirety, LLC | State | $100.0 million | 1,120 |
| 44 | Waterrock Global Asset Management | State | $73.1 million | 391 |
| 45 | Steward Capital LLC. | State | $60.7 million | 121 |
| 46 | Thome Financial | State | $53.7 million | 104 |
| 47 | Asymmetric Advantage Capital Management, LLC | State | $51.4 million | 141 |
| 48 | Adair Wealth Management | State | $51.3 million | 276 |
| 49 | Kanno Capital | State | $44.2 million | 328 |
| 50 | Private Wealth Management Solutions, LLC | State | $43.7 million | 147 |
| 51 | Next Steps Advisors, Inc. | State | $43.0 million | 92 |
| 52 | Williams 360 Financial Advisory, LLC | State | $40.3 million | 43 |
| 53 | B3 Wealth Strategies | SEC | $35.8 million | 82 |
| 54 | Mellor & Associates LLC | State | $22.0 million | 138 |
| 55 | Leverage Planners Wealth Management, LLC | State | $21.1 million | 135 |
| 56 | Rain Dog Financial | State | $18.8 million | 43 |
| 57 | Martos Wealth Management | State | $11.6 million | 47 |
| 58 | Kamada Investment Management | State | $10.3 million | 16 |
| 59 | Zion Financial Planning, LLC | State | $8.7 million | 76 |
| 60 | Summit Family Office Services, LLC | State | $6.5 million | 15 |
| 61 | Noah Investment Management, LLC | State | $4.3 million | 4 |
| 62 | JWC Advisors | State | $2.6 million | 10 |
| 63 | Get Rich Slowly LLC | State | $2.5 million | 1 |
| 64 | Triangulum Wealth Management | State | $2.3 million | 5 |
| 65 | Lakemont Wealth | State | $1.7 million | 5 |
| 66 | Adele Brady Bolson CPA PS | State | $0 | 0 |
| 67 | Advisia Financial Planning | State | $0 | 0 |
| 68 | An Irrational Mind, LLC | State | $0 | 0 |
| 69 | Fap,llc | State | $0 | 0 |
| 70 | Objective Advisors LLC | State | $0 | 0 |
| 71 | Senior Financial Advisors, Inc. | State | $0 | 0 |
| 72 | WLFB Inc | State | $0 | 0 |
Wealth management firms in Washington, including every city.
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.