City
Wealth management firms in Seattle, Washington
As of October 2, 2026, 115 wealth management firms, including broker-dealer firms, with their main office in Seattle, Washington reported $81.0 billion in regulatory assets under management; the largest by assets was Brighton Jones LLC, with $18.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 115
- Regulatory assets under management
- $81.0 billion
- Average per firm
- $704.8 million
- SEC-registered, of those listed
- 47 of 100 (47.0%)
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 | Wafd Wealth, Inc 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. | SEC | $348.1 million | 677 |
| 22 | BBJS Financial Advisors, LLC | SEC | $331.5 million | 84 |
| 23 | Truenorth Wealth Advisors | SEC | $321.7 million | 580 |
| 24 | Breakwater Investment Management | SEC | $302.7 million | 572 |
| 25 | Cloud Capital Management | SEC | $300.2 million | 396 |
| 26 | Hamrick Investment Counsel, LLC | SEC | $299.2 million | 312 |
| 27 | Madison Park Capital Advisors, LLC | SEC | $294.8 million | 1,051 |
| 28 | Martin Nelson & Co., Inc. 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. | SEC | $287.3 million | 422 |
| 29 | Ervin Investment Management | SEC | $269.9 million | 324 |
| 30 | Viewpoint Capital Management | SEC | $267.8 million | 270 |
| 31 | Northern Lights Advisors, Inc. | SEC | $258.9 million | 339 |
| 32 | Mangan Wealth Management | SEC | $222.0 million | 173 |
| 33 | Sander Capital Advisors, Inc. | SEC | $210.0 million | 20 |
| 34 | Runde & Co. LLC | SEC | $209.5 million | 153 |
| 35 | Lesa Sroufe & Company, Inc. | SEC | $207.3 million | 238 |
| 36 | Finsym Partners, LLC | SEC | $188.0 million | 90 |
| 37 | Pathmont Investment Management | SEC | $169.7 million | 64 |
| 38 | Newground Social Investment | SEC | $161.1 million | 375 |
| 39 | Colmina, LLC | State | $140.3 million | 231 |
| 40 | Blair Hall Advisors, LLC | SEC | $138.8 million | 48 |
| 41 | Seattle Wealth Management LLC | SEC | $131.3 million | 296 |
| 42 | The Capeloto & Hedrick Co | SEC | $128.5 million | 414 |
| 43 | A.T. Lloyd's, Inc | State | $126.9 million | 537 |
| 44 | Avantia Investment Services, LLC | SEC | $119.1 million | 198 |
| 45 | Singer Wealth Management | SEC | $119.0 million | 427 |
| 46 | Prospero Wealth, LLC | SEC | $110.6 million | 304 |
| 47 | Kyarsip Financial Advisors LLC | State | $106.0 million | 131 |
| 48 | PNW Asset Management | State | $105.3 million | 78 |
| 49 | Petrie Capital Management LLC. | SEC | $105.2 million | 107 |
| 50 | Cadence Wealth Management, LLC | State | $104.5 million | 191 |
| 51 | Crafted Finance, LLC | SEC | $102.9 million | 472 |
| 52 | Ironstream Capital, LLC | State | $86.5 million | 216 |
| 53 | Pacific Horizon Investment Management LLC | State | $80.8 million | 36 |
| 54 | Adams Financial Concepts, LLC | State | $78.5 million | 113 |
| 55 | Westlake Wealth Management LLC | State | $76.8 million | 253 |
| 56 | Informed Investors Group | State | $69.2 million | 36 |
| 57 | Convexity Wealth Management, LLC | State | $63.9 million | 95 |
| 58 | MG Financial, Inc. | State | $63.1 million | 125 |
| 59 | Matchpoint Capital Management, LLC | State | $61.0 million | 38 |
| 60 | Cedar River Capital, LLC | State | $55.9 million | 53 |
| 61 | Polaris Asset Management LLC | State | $51.0 million | 47 |
| 62 | Satori Financial LLC | State | $50.3 million | 72 |
| 63 | Humanize Wealth | State | $47.4 million | 109 |
| 64 | Hegdahl Investment Management, LLC | State | $44.8 million | 108 |
| 65 | Zetlmaier Wealth Management LLC | State | $44.3 million | 116 |
| 66 | One Day Wealth | State | $43.6 million | 270 |
| 67 | Evoke Financial Services, LLC | State | $43.5 million | 92 |
| 68 | Sitka Pacific Capital Management, LLC | State | $41.3 million | 92 |
| 69 | Meridan Capital, LLC | State | $30.6 million | 40 |
| 70 | Werner & C0. RIA, PLLC | State | $29.3 million | 81 |
| 71 | John N. Carmody D.D.S. CFP, Inc. | State | $28.9 million | 20 |
| 72 | Jaffe Financial Services, LLC | State | $26.0 million | 60 |
| 73 | Better Tomorrow Financial | State | $25.0 million | 31 |
| 74 | Family Retirement LLC | State | $22.0 million | 57 |
| 75 | Rattlesnake Creek Capital LLC | State | $21.8 million | 26 |
| 76 | Heritage Road Advisors | State | $21.1 million | 65 |
| 77 | Two Firs Financial | State | $19.4 million | 92 |
| 78 | Ellen J Webber, CFP | State | $13.7 million | 23 |
| 79 | Columbia Strategic Wealth Advisors, LLC | State | $13.4 million | 105 |
| 80 | Ruby Pebble Financial Planning LLC | State | $12.1 million | 101 |
| 81 | Evolve Financial | State | $12.1 million | 99 |
| 82 | Directional Financial Services | SEC | $11.5 million | 34 |
| 83 | Alc Capital Management, LLC | State | $11.0 million | 12 |
| 84 | R & R Retirement Services, Inc | State | $10.7 million | 74 |
| 85 | Diogenes Financial LLC | State | $10.6 million | 55 |
| 86 | Capital Investment Management | State | $10.3 million | 69 |
| 87 | Left Coast Investment Strategies LLC | State | $8.4 million | 23 |
| 88 | Macfarlane Investors | State | $7.7 million | 167 |
| 89 | Analogous Investment Management Limited Liability Company | State | $7.5 million | 27 |
| 90 | Jar Advisor | State | $6.0 million | 8 |
| 91 | Veltra Capital | State | $5.7 million | 18 |
| 92 | Financial Planning for Real People PLLC | State | $5.5 million | 36 |
| 93 | Synergos Advisory | State | $3.9 million | 19 |
| 94 | Victor Jones CPA, PC | State | $3.9 million | 17 |
| 95 | Cottonwood Capital Management LLC | State | $3.3 million | 12 |
| 96 | Howe Financial Advisory, LLC | State | $3.2 million | 3 |
| 97 | Red Haven Advisors, LLC | State | $3.1 million | 24 |
| 98 | Starbord LLC | State | $2.9 million | 7 |
| 99 | 2020 Financial Planning LLC | State | $2.9 million | 1 |
| 100 | Angeles Partners LLC | State | $2.1 million | 8 |
Showing the 100 largest of 115 firms. Search by name to find another.
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.