City
Wealth management firms in Sammamish, Washington
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Sammamish, Washington reported $616.4 million in regulatory assets under management; the largest by assets was Olde Wealth Management, LLC, with $376.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $616.4 million
- Average per firm
- $77.1 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Olde Wealth Management, LLC | SEC | $376.9 million | 774 |
| 2 | NGP Financial Planning, LLC | SEC | $124.7 million | 223 |
| 3 | Tenere Financial | State | $81.7 million | 195 |
| 4 | Percension Wealth Advisors, LLC | State | $27.1 million | 149 |
| 5 | Tiger Mountain Capital | State | $6.0 million | 17 |
| 6 | Onward Financial Advising LLC | State | $6,570 | 1 |
| 7 | Helix Advisors LLC | State | $0 | 0 |
| 8 | Starklogic 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.