City
Wealth management firms in Everett, Washington
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Everett, Washington reported $919.7 million in regulatory assets under management; the largest by assets was Madrona Financial & CPAS, with $691.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $919.7 million
- Average per firm
- $153.3 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Madrona Financial & CPAS | SEC | $691.8 million | 1,813 |
| 2 | Pacific Crest Financial Advisors, LLC | State | $79.8 million | 158 |
| 3 | Rainier Wealth Management LLC | State | $73.5 million | 192 |
| 4 | Viceroy Investment Advisors LLC | State | $34.8 million | 85 |
| 5 | Elderrock Financial LLC | State | $32.6 million | 70 |
| 6 | Serene Wealth Planning, LLC | State | $7.3 million | 21 |
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.