City
Wealth management firms in Woodinville, Washington
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Woodinville, Washington reported $347.4 million in regulatory assets under management; the largest by assets was Helmsman Financial Group, LLC, with $187.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $347.4 million
- Average per firm
- $57.9 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Helmsman Financial Group, LLC | SEC | $187.2 million | 267 |
| 2 | On Course Financial Planning | State | $77.8 million | 118 |
| 3 | Ceva Advisors | State | $52.0 million | 90 |
| 4 | Sophos Wealth Management | State | $17.5 million | 68 |
| 5 | The Road Ahead Wealth Management LLC | State | $12.9 million | 29 |
| 6 | Retirement Planning Partner 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.