City
Wealth management firms in Kirkland, Washington
As of October 2, 2026, 27 wealth management firms, including broker-dealer firms, with their main office in Kirkland, Washington reported $3.7 billion in regulatory assets under management; the largest by assets was Elite Wealth Management, Inc., with $861.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 27
- Regulatory assets under management
- $3.7 billion
- Average per firm
- $137.2 million
- SEC-registered, of those listed
- 10 of 27 (37.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Elite Wealth Management, Inc. | SEC | $861.3 million | 1,510 |
| 2 | SPG Advisors LLC | SEC | $535.4 million | 2,366 |
| 3 | Schmidt Financial Management | SEC | $497.5 million | 827 |
| 4 | Robinswood Financial | SEC | $453.2 million | 1,404 |
| 5 | Kaizen Financial Advisors, LLC | SEC | $283.7 million | 626 |
| 6 | Prevail Wealth Management | SEC | $260.8 million | 746 |
| 7 | Broadview Wealth Management, LLC | SEC | $154.9 million | 78 |
| 8 | Greystone Financial & Estate Services, Inc. | SEC | $117.1 million | 551 |
| 9 | Private Asset Management Inc | SEC | $109.5 million | 177 |
| 10 | Sound Legacy Wealth Advisors, LLC | SEC | $102.0 million | 125 |
| 11 | Fearless Wealth | State | $81.2 million | 64 |
| 12 | Omega Financial Investments & Insurance | State | $71.2 million | 242 |
| 13 | Lakeside Financial Inc. | State | $34.8 million | 91 |
| 14 | Lin & Company, LLC | State | $31.1 million | 92 |
| 15 | Nomad Capital Group, LLC | State | $23.6 million | 60 |
| 16 | Five Cedars | State | $22.9 million | 54 |
| 17 | Concepts Financial Services, LLC | State | $22.9 million | 136 |
| 18 | Valiant Financial Planning, LLC | State | $22.1 million | 33 |
| 19 | Unleashed Financial LLC | State | $10.5 million | 124 |
| 20 | Abacus Financial Planning | State | $6.0 million | 21 |
| 21 | Finomenon Investments LLC | State | $3.1 million | 23 |
| 22 | Waltium Investment Advisors | State | $320,763 | 1 |
| 23 | AA Financial Services | State | $0 | 0 |
| 24 | Albatrox Capital | State | $0 | 0 |
| 25 | Gallo Lupo LLC | State | $0 | 0 |
| 26 | Myicon 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 | $0 | 0 |
| 27 | North Pine Strategic Wealth | 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.