City
Wealth management firms in Issaquah, Washington
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Issaquah, Washington reported $398.8 million in regulatory assets under management; the largest by assets was Gevers Wealth Management, with $223.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $398.8 million
- Average per firm
- $36.3 million
- SEC-registered, of those listed
- 1 of 11 (9.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gevers Wealth Management | SEC | $223.7 million | 502 |
| 2 | Capital Partners Wealth Management | State | $53.1 million | 359 |
| 3 | Wright Wealth Management, LLC | State | $43.1 million | 164 |
| 4 | Wilkison Investment Services, LLC | State | $26.5 million | 78 |
| 5 | Hoover Capital, L.L.C. | State | $19.8 million | 44 |
| 6 | Signal Financial Planning, LLC | State | $18.1 million | 55 |
| 7 | Kenney Wealth Planning & Management | State | $12.4 million | 59 |
| 8 | Kirwin Financial LLC | State | $1.6 million | 5 |
| 9 | Sound Investment Advice, LLC | State | $428,676 | 8 |
| 10 | Prism Financial Planning, LLC | State | $0 | 0 |
| 11 | Steelhead Capital Management LLC | 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.