City
Wealth management firms in Tacoma, Washington
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Tacoma, Washington reported $2.6 billion in regulatory assets under management; the largest by assets was Financial Insights Wealth Management, with $746.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $164.7 million
- SEC-registered, of those listed
- 8 of 16 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Insights Wealth Management | SEC | $746.7 million | 768 |
| 2 | MKT and Associates LLC | SEC | $378.7 million | 545 |
| 3 | Rainier Family Wealth, Inc. | SEC | $331.5 million | 446 |
| 4 | Seneschal Family Office | SEC | $301.3 million | 665 |
| 5 | Stolz & Associates, PS | SEC | $282.2 million | 568 |
| 6 | Columbia River Advisors | SEC | $191.1 million | 575 |
| 7 | Gould Capital, LLC | SEC | $175.2 million | 383 |
| 8 | Portfolio Strategies Inc | SEC | $50.2 million | 297 |
| 9 | Julie A. Wurst, CFP, LLC | State | $48.7 million | 66 |
| 10 | Tacoma Investment Group | State | $43.5 million | 114 |
| 11 | Focus Advisory, LLC | State | $37.9 million | 31 |
| 12 | Equal Path Investments | State | $23.3 million | 32 |
| 13 | Penny Lane Wealth Management, LLC | State | $18.9 million | 40 |
| 14 | Anchor Financial | State | $5.7 million | 37 |
| 15 | Emerald Pacific Investment Advisors LLC | State | $0 | 0 |
| 16 | Women's 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.