City
Wealth management firms in Kennewick, Washington
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Kennewick, Washington reported $1.9 billion in regulatory assets under management; the largest by assets was Petersen Hastings Wealth Advisors, Inc., with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $236.9 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Petersen Hastings Wealth Advisors, Inc. | SEC | $1.6 billion | 3,444 |
| 2 | Monson Wealth Management, Inc. | SEC | $149.5 million | 822 |
| 3 | HFG Advisors, Inc. | SEC | $113.4 million | 362 |
| 4 | Era Capital Management LLC | State | $34.2 million | 127 |
| 5 | Deleon Wealth LLC | State | $20.2 million | 140 |
| 6 | Dual Desert Wealth Management, LLC | State | $1.1 million | 5 |
| 7 | Compton Financial Group, LLC | State | $0 | 0 |
| 8 | RX Wealth Management | 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.