City
Independent RIAs in Seattle, Washington
As of October 2, 2026, 112 independent wealth management RIAs with their main office in Seattle, Washington reported $80.4 billion in regulatory assets under management; the largest by assets was Brighton Jones LLC, with $18.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 112
- Regulatory assets under management
- $80.4 billion
- Average per firm
- $718.0 million
- SEC-registered, of those listed
- 45 of 100 (45.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brighton Jones LLC | SEC | $18.9 billion | 3,808 |
| 2 | Freestone Capital Management, LLC | SEC | $14.5 billion | 4,494 |
| 3 | LNW | SEC | $12.2 billion | 6,041 |
| 4 | Empirical Wealth Management | SEC | $8.4 billion | 8,690 |
| 5 | Badgley Phelps Wealth Managers | SEC | $7.3 billion | 3,486 |
| 6 | Garde Capital, Inc. | SEC | $2.7 billion | 512 |
| 7 | Greene Wealth Management, LLC | SEC | $1.4 billion | 1,783 |
| 8 | Hohimer Wealth Management, LLC | SEC | $1.3 billion | 1,554 |
| 9 | Aspire Capital Advisors LLC | SEC | $1.2 billion | 5,393 |
| 10 | Fulcrum Capital, LLC | SEC | $1.1 billion | 667 |
| 11 | Kutscher Benner Barsness & Stevens, Inc. | SEC | $627.8 million | 685 |
| 12 | Wise Planning, Inc. | SEC | $610.3 million | 805 |
| 13 | Oliver Capital Management | SEC | $505.5 million | 1,786 |
| 14 | First Washington Corporation | SEC | $501.2 million | 29 |
| 15 | Lakeside Advisors Inc | SEC | $412.2 million | 517 |
| 16 | Helm Capital Management | SEC | $400.8 million | 154 |
| 17 | Bear Mountain Capital Inc. | SEC | $375.0 million | 977 |
| 18 | Kunath Karren Rinne & Atkin LLC | SEC | $373.0 million | 66 |
| 19 | Sonata Capital Group Inc | SEC | $360.7 million | 197 |
| 20 | Smartharvest Portfolios | SEC | $348.1 million | 255 |
| 21 | BBJS Financial Advisors, LLC | SEC | $331.5 million | 84 |
| 22 | Truenorth Wealth Advisors | SEC | $321.7 million | 580 |
| 23 | Breakwater Investment Management | SEC | $302.7 million | 572 |
| 24 | Cloud Capital Management | SEC | $300.2 million | 396 |
| 25 | Hamrick Investment Counsel, LLC | SEC | $299.2 million | 312 |
| 26 | Madison Park Capital Advisors, LLC | SEC | $294.8 million | 1,051 |
| 27 | Ervin Investment Management | SEC | $269.9 million | 324 |
| 28 | Viewpoint Capital Management | SEC | $267.8 million | 270 |
| 29 | Northern Lights Advisors, Inc. | SEC | $258.9 million | 339 |
| 30 | Mangan Wealth Management | SEC | $222.0 million | 173 |
| 31 | Sander Capital Advisors, Inc. | SEC | $210.0 million | 20 |
| 32 | Runde & Co. LLC | SEC | $209.5 million | 153 |
| 33 | Lesa Sroufe & Company, Inc. | SEC | $207.3 million | 238 |
| 34 | Finsym Partners, LLC | SEC | $188.0 million | 90 |
| 35 | Pathmont Investment Management | SEC | $169.7 million | 64 |
| 36 | Newground Social Investment | SEC | $161.1 million | 375 |
| 37 | Colmina, LLC | State | $140.3 million | 231 |
| 38 | Blair Hall Advisors, LLC | SEC | $138.8 million | 48 |
| 39 | Seattle Wealth Management LLC | SEC | $131.3 million | 296 |
| 40 | The Capeloto & Hedrick Co | SEC | $128.5 million | 414 |
| 41 | A.T. Lloyd's, Inc | State | $126.9 million | 537 |
| 42 | Avantia Investment Services, LLC | SEC | $119.1 million | 198 |
| 43 | Singer Wealth Management | SEC | $119.0 million | 427 |
| 44 | Prospero Wealth, LLC | SEC | $110.6 million | 304 |
| 45 | Kyarsip Financial Advisors LLC | State | $106.0 million | 131 |
| 46 | PNW Asset Management | State | $105.3 million | 78 |
| 47 | Petrie Capital Management LLC. | SEC | $105.2 million | 107 |
| 48 | Cadence Wealth Management, LLC | State | $104.5 million | 191 |
| 49 | Crafted Finance, LLC | SEC | $102.9 million | 472 |
| 50 | Ironstream Capital, LLC | State | $86.5 million | 216 |
| 51 | Pacific Horizon Investment Management LLC | State | $80.8 million | 36 |
| 52 | Adams Financial Concepts, LLC | State | $78.5 million | 113 |
| 53 | Westlake Wealth Management LLC | State | $76.8 million | 253 |
| 54 | Informed Investors Group | State | $69.2 million | 36 |
| 55 | Convexity Wealth Management, LLC | State | $63.9 million | 95 |
| 56 | MG Financial, Inc. | State | $63.1 million | 125 |
| 57 | Matchpoint Capital Management, LLC | State | $61.0 million | 38 |
| 58 | Cedar River Capital, LLC | State | $55.9 million | 53 |
| 59 | Polaris Asset Management LLC | State | $51.0 million | 47 |
| 60 | Satori Financial LLC | State | $50.3 million | 72 |
| 61 | Humanize Wealth | State | $47.4 million | 109 |
| 62 | Hegdahl Investment Management, LLC | State | $44.8 million | 108 |
| 63 | Zetlmaier Wealth Management LLC | State | $44.3 million | 116 |
| 64 | One Day Wealth | State | $43.6 million | 270 |
| 65 | Evoke Financial Services, LLC | State | $43.5 million | 92 |
| 66 | Sitka Pacific Capital Management, LLC | State | $41.3 million | 92 |
| 67 | Meridan Capital, LLC | State | $30.6 million | 40 |
| 68 | Werner & C0. RIA, PLLC | State | $29.3 million | 81 |
| 69 | John N. Carmody D.D.S. CFP, Inc. | State | $28.9 million | 20 |
| 70 | Jaffe Financial Services, LLC | State | $26.0 million | 60 |
| 71 | Better Tomorrow Financial | State | $25.0 million | 31 |
| 72 | Family Retirement LLC | State | $22.0 million | 57 |
| 73 | Rattlesnake Creek Capital LLC | State | $21.8 million | 26 |
| 74 | Heritage Road Advisors | State | $21.1 million | 65 |
| 75 | Two Firs Financial | State | $19.4 million | 92 |
| 76 | Ellen J Webber, CFP | State | $13.7 million | 23 |
| 77 | Columbia Strategic Wealth Advisors, LLC | State | $13.4 million | 105 |
| 78 | Ruby Pebble Financial Planning LLC | State | $12.1 million | 101 |
| 79 | Evolve Financial | State | $12.1 million | 99 |
| 80 | Directional Financial Services | SEC | $11.5 million | 34 |
| 81 | Alc Capital Management, LLC | State | $11.0 million | 12 |
| 82 | R & R Retirement Services, Inc | State | $10.7 million | 74 |
| 83 | Diogenes Financial LLC | State | $10.6 million | 55 |
| 84 | Capital Investment Management | State | $10.3 million | 69 |
| 85 | Left Coast Investment Strategies LLC | State | $8.4 million | 23 |
| 86 | Macfarlane Investors | State | $7.7 million | 167 |
| 87 | Analogous Investment Management Limited Liability Company | State | $7.5 million | 27 |
| 88 | Jar Advisor | State | $6.0 million | 8 |
| 89 | Veltra Capital | State | $5.7 million | 18 |
| 90 | Financial Planning for Real People PLLC | State | $5.5 million | 36 |
| 91 | Synergos Advisory | State | $3.9 million | 19 |
| 92 | Victor Jones CPA, PC | State | $3.9 million | 17 |
| 93 | Cottonwood Capital Management LLC | State | $3.3 million | 12 |
| 94 | Howe Financial Advisory, LLC | State | $3.2 million | 3 |
| 95 | Red Haven Advisors, LLC | State | $3.1 million | 24 |
| 96 | Starbord LLC | State | $2.9 million | 7 |
| 97 | 2020 Financial Planning LLC | State | $2.9 million | 1 |
| 98 | Angeles Partners LLC | State | $2.1 million | 8 |
| 99 | Kavout Algo Financial LLC | State | $1.8 million | 3 |
| 100 | Rma Capital Management, LLC | State | $1.3 million | 9 |
Showing the 100 largest of 112 firms. Search by name to find another.
Independent RIAs 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.