City
Wealth management firms in Gig Harbor, Washington
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Gig Harbor, Washington reported $4.9 billion in regulatory assets under management; the largest by assets was Aerie Advisory Group LLC, with $2.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $4.9 billion
- Average per firm
- $348.2 million
- SEC-registered, of those listed
- 8 of 14 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Aerie Advisory Group LLC | SEC | $2.5 billion | 44 |
| 2 | Lighthouse Wealth Strategies, LLC | SEC | $844.4 million | 2,056 |
| 3 | Fortitude Advisory Group L.L.C. | SEC | $467.5 million | 1,354 |
| 4 | Pacific Asset Management, LLC | SEC | $384.8 million | 377 |
| 5 | Harborview Asset Management LLC | SEC | $124.7 million | 32 |
| 6 | Meridian Wealth Management | SEC | $117.8 million | 285 |
| 7 | Abraham & Co., Inc. | SEC | $117.0 million | 850 |
| 8 | Opportunus Wealth Management, LLC | SEC | $102.9 million | 334 |
| 9 | Faire Capital Group | State | $101.8 million | 160 |
| 10 | Gensphere Private Wealth, LLC | State | $50.5 million | 35 |
| 11 | Pioneer Square Advisors, LLC | State | $38.3 million | 1 |
| 12 | Briarwood Financial | State | $4.7 million | 49 |
| 13 | Crossroads Advisor Network LLC 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. | State | $1.1 million | 3 |
| 14 | Conestoga Wealth Partners | 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.