# Independent RIAs in Washington

As of October 2, 2026, 590 independent wealth management RIAs based in Washington reported $204.6 billion in regulatory assets under management; the largest by assets was Brighton Jones LLC, with $18.9 billion.

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

## Facts

- state: Washington
- code: WA
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 291894, firms: 590, median_raum: 70000000, raum: 204615176680, advisory_employees: 2214, avg_account: 700991.375910433, band_100m_250m: 109, band_100m_250m_raum: 16792210841, band_10b_plus: 4, band_10b_plus_raum: 59529556982, band_1b_5b: 28, band_1b_5b_raum: 48328085203, band_250m_500m: 62, band_250m_500m_raum: 21602497847, band_500m_1b: 30, band_500m_1b_raum: 21546138229, band_5b_10b: 4, band_5b_10b_raum: 28668108263, band_lt100m: 291, band_lt100m_raum: 8148579315, bd_affiliated_share: 0.0135593220338983, cfp_professionals: 751, clients: 131740, custody_share: 0.252542372881356, employees: 3370, fee_aum_pct_share: 0.903389830508475, fee_commissions_share: 0.0152542372881356, fee_fixed_share: 0.503389830508475, fee_hourly_share: 0.593220338983051, fee_other_share: 0.0525423728813559, fee_performance_share: 0.0796610169491525, fee_subscription_share: 0.00847457627118644, financial_planning_share: 0.784745762711864, firms_with_raum: 528, iars: 2284, mean_raum: 387528743.712121, new_firms: 45, p25_raum: 17237515.25, p75_raum: 237553281.5, p90_raum: 629131103.7, raum_discretionary: 184651510695, top100_share: 0.838156935632444, top10_share: 0.465659793574409, independent_sec: accounts: 263370, firms: 237, median_raum: 285773471, raum: 195389884730, advisory_employees: 1734, avg_account: 741883.603789346, band_100m_250m: 97, band_100m_250m_raum: 15493037401, band_10b_plus: 4, band_10b_plus_raum: 59529556982, band_1b_5b: 28, band_1b_5b_raum: 48328085203, band_250m_500m: 62, band_250m_500m_raum: 21602497847, band_500m_1b: 30, band_500m_1b_raum: 21546138229, band_5b_10b: 4, band_5b_10b_raum: 28668108263, band_lt100m: 6, band_lt100m_raum: 222460805, bd_affiliated_share: 0.029535864978903, cfp_professionals: 599, clients: 111478, custody_share: 0.506329113924051, employees: 2807, fee_aum_pct_share: 0.974683544303797, fee_commissions_share: 0.0126582278481013, fee_fixed_share: 0.565400843881857, fee_hourly_share: 0.540084388185654, fee_other_share: 0.0632911392405063, fee_performance_share: 0.080168776371308, fee_subscription_share: 0.00421940928270042, financial_planning_share: 0.843881856540084, firms_with_raum: 231, iars: 1789, mean_raum: 845843656.839827, new_firms: 25, p25_raum: 159818223.5, p75_raum: 592700493.5, p90_raum: 1364902010, raum_discretionary: 176625385523, raum_growth_1y: 0.204672711757836, successions: 1, top100_share: 0.877730337509473, top10_share: 0.487645821925042, state: accounts: 28524, firms: 353, median_raum: 22000000, raum: 9225291950, advisory_employees: 480, avg_account: 323422.098934231, band_100m_250m: 12, band_100m_250m_raum: 1299173440, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 285, band_lt100m_raum: 7926118510, bd_affiliated_share: 0.0028328611898017, cfp_professionals: 152, clients: 20262, custody_share: 0.0821529745042493, employees: 563, fee_aum_pct_share: 0.855524079320113, fee_commissions_share: 0.0169971671388102, fee_fixed_share: 0.461756373937677, fee_hourly_share: 0.628895184135977, fee_other_share: 0.0453257790368272, fee_performance_share: 0.0793201133144476, fee_subscription_share: 0.0113314447592068, financial_planning_share: 0.745042492917847, firms_with_raum: 297, iars: 495, mean_raum: 31061589.0572391, new_firms: 20, p25_raum: 6500000, p75_raum: 49419047, p90_raum: 74599174.4000001, raum_discretionary: 8026125172, top100_share: 0.718089521275259, top10_share: 0.119064000787531
- broker_dealer_affiliated_not_included: firms: 11, raum: 2179168524
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 137; as_of: 2019-10-01, value: 157; as_of: 2020-10-01, value: 162; as_of: 2021-10-04, value: 175; as_of: 2022-10-03, value: 193; as_of: 2023-10-05, value: 190; as_of: 2024-10-01, value: 190; as_of: 2025-09-02, value: 193; as_of: 2026-10-02, value: 237, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 167687103944; as_of: 2019-10-01, value: 177818644639; as_of: 2020-10-01, value: 218344478841; as_of: 2021-10-04, value: 277915537139; as_of: 2022-10-03, value: 351724948055; as_of: 2023-10-05, value: 120881064621; as_of: 2024-10-01, value: 145561115227; as_of: 2025-09-02, value: 162193335022; as_of: 2026-10-02, value: 195389884730, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 181275; as_of: 2019-10-01, value: 242037; as_of: 2020-10-01, value: 264304; as_of: 2021-10-04, value: 383355; as_of: 2022-10-03, value: 456308; as_of: 2023-10-05, value: 242908; as_of: 2024-10-01, value: 258352; as_of: 2025-09-02, value: 250008; as_of: 2026-10-02, value: 263370, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 279000000; as_of: 2019-10-01, value: 269676818.5; as_of: 2020-10-01, value: 278057718; as_of: 2021-10-04, value: 276424443.5; as_of: 2022-10-03, value: 285614643.5; as_of: 2023-10-05, value: 257972975.5; as_of: 2024-10-01, value: 299276610; as_of: 2025-09-02, value: 308092194; as_of: 2026-10-02, value: 285773471
- top_10: largest: rank: 1, crd: 108601, firm: Brighton Jones LLC, city: Seattle, value: 18879719548; rank: 2, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 14540825662; rank: 3, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, value: 13925235705; rank: 4, crd: 107341, firm: LNW, city: Seattle, value: 12183776067; rank: 5, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 8428968273; rank: 6, crd: 315440, firm: Badgley Phelps Wealth Managers, city: Seattle, value: 7280763257; rank: 7, crd: 104931, firm: Evergreen Capital Management LLC, city: Bellevue, value: 7185104271; rank: 8, crd: 108917, firm: Threadline Wealth, city: Bellevue, value: 5773272462; rank: 9, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, value: 4131681404; rank: 10, crd: 305115, firm: Parcion Private Wealth LLC, city: Bellevue, value: 2951714286, fastest-growing: rank: 1, crd: 159918, firm: Capstone Investment Group, city: Olympia, value: 1.24862169277631; rank: 2, crd: 334260, firm: Smartharvest Portfolios, city: Seattle, value: 1.0477901407249; rank: 3, crd: 307997, firm: Advisor Share Wealth Management, LLC, city: Vancouver, value: 1.03553835373217; rank: 4, crd: 111379, firm: Northern Capital Management, Inc., city: Spokane, value: 0.986774207245668; rank: 5, crd: 123174, firm: Helm Capital Management, city: Seattle, value: 0.973118003305527; rank: 6, crd: 167824, firm: Northern Lights Advisors, Inc., city: Seattle, value: 0.965204106793092; rank: 7, crd: 170043, firm: Private Advisory, city: Redmond, value: 0.629112805734144; rank: 8, crd: 172198, firm: Fortis Capital Management LLC, city: Bellevue, value: 0.599343933349926; rank: 9, crd: 107341, firm: LNW, city: Seattle, value: 0.590928423304888; rank: 10, crd: 317325, firm: Cloud Capital Management, city: Seattle, value: 0.580900586775732, fastest-growing-3-year: rank: 1, crd: 317970, firm: Mainsail Financial Group, city: Bellevue, value: 0.526298387461562; rank: 2, crd: 170043, firm: Private Advisory, city: Redmond, value: 0.494749218797527; rank: 3, crd: 159918, firm: Capstone Investment Group, city: Olympia, value: 0.465614105974545; rank: 4, crd: 108146, firm: Aviso Wealth Management, city: Bellevue, value: 0.406256098714679; rank: 5, crd: 111379, firm: Northern Capital Management, Inc., city: Spokane, value: 0.392352541822044; rank: 6, crd: 172198, firm: Fortis Capital Management LLC, city: Bellevue, value: 0.386240527960728; rank: 7, crd: 155162, firm: Talbot Financial, LLC, city: Bellevue, value: 0.370650635115072; rank: 8, crd: 115753, firm: Madrona Financial & CPAS, city: Everett, value: 0.37044792568427; rank: 9, crd: 123174, firm: Helm Capital Management, city: Seattle, value: 0.358529926954239; rank: 10, crd: 269840, firm: Wealthcollab, city: Bellevue, value: 0.344342736120504, fastest-growing-5-year: rank: 1, crd: 298366, firm: Aspire Capital Advisors LLC, city: Seattle, value: 0.495225392963277; rank: 2, crd: 172198, firm: Fortis Capital Management LLC, city: Bellevue, value: 0.494619028582782; rank: 3, crd: 170043, firm: Private Advisory, city: Redmond, value: 0.350873800341201; rank: 4, crd: 310849, firm: SCS, city: Bellevue, value: 0.331032671644655; rank: 5, crd: 304623, firm: Aletheian Wealth Advisors LLC, city: Bellevue, value: 0.327566362846939; rank: 6, crd: 108146, firm: Aviso Wealth Management, city: Bellevue, value: 0.296344893867197; rank: 7, crd: 299334, firm: Lighthouse Wealth Strategies, LLC, city: Gig Harbor, value: 0.279910094526582; rank: 8, crd: 155162, firm: Talbot Financial, LLC, city: Bellevue, value: 0.272723083630154; rank: 9, crd: 159918, firm: Capstone Investment Group, city: Olympia, value: 0.256716726799023; rank: 10, crd: 288779, firm: Leeward Financial Partners, LLC, city: Bellevue, value: 0.230992653436111, biggest-asset-gains: rank: 1, crd: 107341, firm: LNW, city: Seattle, value: 4525495601; rank: 2, crd: 108601, firm: Brighton Jones LLC, city: Seattle, value: 3892619064; rank: 3, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 3047206052; rank: 4, crd: 333610, firm: Aerie Advisory Group LLC, city: Gig Harbor, value: 2037018206; rank: 5, crd: 104931, firm: Evergreen Capital Management LLC, city: Bellevue, value: 1967181064; rank: 6, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 1727742153; rank: 7, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, value: 1486703503; rank: 8, crd: 315440, firm: Badgley Phelps Wealth Managers, city: Seattle, value: 1377983579; rank: 9, crd: 108917, firm: Threadline Wealth, city: Bellevue, value: 1019453345; rank: 10, crd: 336350, firm: Asset One Wealth Management, LLC, city: Bellevue, value: 982530630, most-clients: rank: 1, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, value: 4386; rank: 2, crd: 170602, firm: Clear Creek Financial Management, LLC, city: Silverdale, value: 4013; rank: 3, crd: 108601, firm: Brighton Jones LLC, city: Seattle, value: 4011; rank: 4, crd: 151088, firm: Kiley Juergens Wealth Management, LLC, city: Olympia, value: 3070; rank: 5, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 2994; rank: 6, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, value: 2793; rank: 7, crd: 307997, firm: Advisor Share Wealth Management, LLC, city: Vancouver, value: 2521; rank: 8, crd: 310849, firm: SCS, city: Bellevue, value: 2493; rank: 9, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 2400; rank: 10, crd: 336350, firm: Asset One Wealth Management, LLC, city: Bellevue, value: 2346, client-growth: rank: 1, crd: 307997, firm: Advisor Share Wealth Management, LLC, city: Vancouver, value: 1.61786085150571; rank: 2, crd: 172198, firm: Fortis Capital Management LLC, city: Bellevue, value: 0.960227272727273; rank: 3, crd: 107341, firm: LNW, city: Seattle, value: 0.954081632653061; rank: 4, crd: 159918, firm: Capstone Investment Group, city: Olympia, value: 0.661257606490872; rank: 5, crd: 145934, firm: Tradewinds Capital Management, LLC, city: Bellingham, value: 0.577167019027484; rank: 6, crd: 287941, firm: Tolsma Investments, LLC, city: Bellevue, value: 0.557046979865772; rank: 7, crd: 170043, firm: Private Advisory, city: Redmond, value: 0.545757071547421; rank: 8, crd: 304598, firm: Moulton Wealth Management, Inc, city: Spokane Valley, value: 0.528846153846154; rank: 9, crd: 312760, firm: JMK & Associates, LLC, city: Spokane, value: 0.48265306122449; rank: 10, crd: 334260, firm: Smartharvest Portfolios, city: Seattle, value: 0.482558139534884, most-accounts: rank: 1, crd: 170602, firm: Clear Creek Financial Management, LLC, city: Silverdale, value: 9428; rank: 2, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, value: 9090; rank: 3, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 8690; rank: 4, crd: 151088, firm: Kiley Juergens Wealth Management, LLC, city: Olympia, value: 6799; rank: 5, crd: 107341, firm: LNW, city: Seattle, value: 6041; rank: 6, crd: 298366, firm: Aspire Capital Advisors LLC, city: Seattle, value: 5393; rank: 7, crd: 117201, firm: Synergy Asset Management, LLC, city: Vancouver, value: 5353; rank: 8, crd: 108917, firm: Threadline Wealth, city: Bellevue, value: 4790; rank: 9, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 4494; rank: 10, crd: 284736, firm: First Pacific Financial, Inc., city: Vancouver, value: 4448, most-advisory-staff: rank: 1, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, value: 166; rank: 2, crd: 108601, firm: Brighton Jones LLC, city: Seattle, value: 156; rank: 3, crd: 107341, firm: LNW, city: Seattle, value: 96; rank: 4, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 57; rank: 5, crd: 170602, firm: Clear Creek Financial Management, LLC, city: Silverdale, value: 48; rank: 6, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 46; rank: 7, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, value: 44; rank: 8, crd: 307997, firm: Advisor Share Wealth Management, LLC, city: Vancouver, value: 41; rank: 9, crd: 310849, firm: SCS, city: Bellevue, value: 32; rank: 10, crd: 108917, firm: Threadline Wealth, city: Bellevue, value: 30, most-hnw-clients: rank: 1, crd: 108601, firm: Brighton Jones LLC, city: Seattle, value: 3024; rank: 2, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, value: 2393; rank: 3, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 1839; rank: 4, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 1337; rank: 5, crd: 310849, firm: SCS, city: Bellevue, value: 1110; rank: 6, crd: 315440, firm: Badgley Phelps Wealth Managers, city: Seattle, value: 1023; rank: 7, crd: 108917, firm: Threadline Wealth, city: Bellevue, value: 1002; rank: 8, crd: 107341, firm: LNW, city: Seattle, value: 850; rank: 9, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, value: 832; rank: 10, crd: 104931, firm: Evergreen Capital Management LLC, city: Bellevue, value: 754, most-cfp-professionals: rank: 1, crd: 108601, firm: Brighton Jones LLC, city: Seattle, value: 97; rank: 2, crd: 108805, firm: Coldstream Wealth Management, city: Bellevue, value: 39; rank: 3, crd: 152622, firm: Empirical Wealth Management, city: Seattle, value: 33; rank: 4, crd: 107341, firm: LNW, city: Seattle, value: 31; rank: 5, crd: 145711, firm: Freestone Capital Management, LLC, city: Seattle, value: 20; rank: 6, crd: 147923, firm: Northwest Asset Management, city: Mercer Island, value: 19; rank: 7, crd: 108917, firm: Threadline Wealth, city: Bellevue, value: 13; rank: 8, crd: 161077, firm: Avier Wealth Advisors, city: Bellevue, value: 12; rank: 9, crd: 284736, firm: First Pacific Financial, Inc., city: Vancouver, value: 11; rank: 10, crd: 170602, firm: Clear Creek Financial Management, LLC, city: Silverdale, value: 10, newest: rank: 1, crd: 340092, firm: Gevers Wealth Management, city: Issaquah, value: 223697704; rank: 2, crd: 315590, firm: Soundpath Retirement Strategies, LLC, city: Bellevue, value: 158522563; rank: 3, crd: 105634, firm: Peterson Investment Management Inc, city: Spokane, value: 146121289; rank: 4, crd: 135478, firm: Brackenwood Capital Management, LLC, city: Bainbridge Island, value: 126631575; rank: 5, crd: 314575, firm: Integrated Wealth Advisors, LLC, city: Bellevue, value: 122360346; rank: 6, crd: 154056, firm: Commencement Financial Planning LLC, city: Lakewood, value: 121700000; rank: 7, crd: 299603, firm: Singer Wealth Management, city: Seattle, value: 118997543; rank: 8, crd: 285853, firm: Meridian Wealth Management, city: Gig Harbor, value: 117790070; rank: 9, crd: 165063, firm: Trail Financial Planning LLC, city: Bellingham, value: 117334223; rank: 10, crd: 299085, firm: Abraham & Co., Inc., city: Gig Harbor, value: 117000000
- cities: name: Seattle, independent_rias: 112, raum: 80412369534, url: https://advisoriq.com/ria/states/washington/seattle/; name: Bellevue, independent_rias: 72, raum: 54734142232, url: https://advisoriq.com/ria/states/washington/bellevue/; name: Vancouver, independent_rias: 25, raum: 10558962234, url: https://advisoriq.com/ria/states/washington/vancouver/; name: Spokane, independent_rias: 35, raum: 6659793377, url: https://advisoriq.com/ria/states/washington/spokane/; name: Mercer Island, independent_rias: 10, raum: 5458884570, url: https://advisoriq.com/ria/states/washington/mercer-island/; name: Gig Harbor, independent_rias: 13, raum: 4873286588, url: https://advisoriq.com/ria/states/washington/gig-harbor/; name: Bellingham, independent_rias: 21, raum: 3986386004, url: https://advisoriq.com/ria/states/washington/bellingham/; name: Olympia, independent_rias: 16, raum: 3731031705, url: https://advisoriq.com/ria/states/washington/olympia/; name: Kirkland, independent_rias: 26, raum: 3705122338, url: https://advisoriq.com/ria/states/washington/kirkland/; name: Redmond, independent_rias: 8, raum: 3322369251, url: https://advisoriq.com/ria/states/washington/redmond/; name: Tacoma, independent_rias: 16, raum: 2635029983, url: https://advisoriq.com/ria/states/washington/tacoma/; name: Edmonds, independent_rias: 9, raum: 2229027527, url: https://advisoriq.com/ria/states/washington/edmonds/; name: Kennewick, independent_rias: 8, raum: 1895266960, url: https://advisoriq.com/ria/states/washington/kennewick/; name: Federal Way, independent_rias: 6, raum: 1535647251, url: https://advisoriq.com/ria/states/washington/federal-way/; name: Lynnwood, independent_rias: 8, raum: 1354061310, url: https://advisoriq.com/ria/states/washington/lynnwood/; name: Bainbridge Island, independent_rias: 8, raum: 1032120025, url: https://advisoriq.com/ria/states/washington/bainbridge-island/; name: Everett, independent_rias: 6, raum: 919689552, url: https://advisoriq.com/ria/states/washington/everett/; name: Camas, independent_rias: 11, raum: 687124528, url: https://advisoriq.com/ria/states/washington/camas/; name: Spokane Valley, independent_rias: 6, raum: 666495873, url: https://advisoriq.com/ria/states/washington/spokane-valley/; name: Sammamish, independent_rias: 8, raum: 616413804, url: https://advisoriq.com/ria/states/washington/sammamish/; name: Puyallup, independent_rias: 6, raum: 415167663, url: https://advisoriq.com/ria/states/washington/puyallup/; name: Issaquah, independent_rias: 11, raum: 398805364, url: https://advisoriq.com/ria/states/washington/issaquah/; name: Woodinville, independent_rias: 6, raum: 347430348, url: https://advisoriq.com/ria/states/washington/woodinville/; name: Bothell, independent_rias: 10, raum: 241427035, url: https://advisoriq.com/ria/states/washington/bothell/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Washington](https://advisoriq.com/ria/rankings/largest/washington/)
- [Fastest-growing independent RIAs over one year in Washington](https://advisoriq.com/ria/rankings/fastest-growing/washington/)
- [Fastest-growing independent RIAs over three years in Washington](https://advisoriq.com/ria/rankings/fastest-growing-3-year/washington/)
- [Fastest-growing independent RIAs over five years in Washington](https://advisoriq.com/ria/rankings/fastest-growing-5-year/washington/)
- [IAR CE in Washington](https://advisoriq.com/ce/iar/washington/)

## Cite as

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

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