City
Wealth management firms in Puyallup, Washington
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Puyallup, Washington reported $415.2 million in regulatory assets under management; the largest by assets was Investors Portfolio Services LLC, with $238.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $415.2 million
- Average per firm
- $69.2 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Investors Portfolio Services LLC | SEC | $238.8 million | 830 |
| 2 | Stock Management LLC | SEC | $141.8 million | 446 |
| 3 | Pace Wealth Advisors | State | $24.3 million | 58 |
| 4 | Cornerstone Asset Management, LLC | State | $5.1 million | 13 |
| 5 | Black Bishop Financial Group, LLC. | State | $5.1 million | 26 |
| 6 | A&M Advisory 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.