Research Report · 2026-02-28
Largest Registered Investment Advisers in Washington
Washington SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
68
Total AUM
$52.80B
Median AUM
$286.8M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | SATURNA CAPITAL CORPORATION | BELLINGHAM | 25586 | $8.62B | 83 | 2026-02-28 | → |
| 2 | PACIFIC PORTFOLIO CONSULTING, LLC | SEATTLE | 139505 | $4.79B | 22 | 2025-03-31 | → |
| 3 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 4 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 5 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | OLYMPIA | 151298 | $4.07B | 85 | 2025-09-30 | → |
| 6 | BRISTLECONE ADVISORS LLC | BELLEVUE | 109227 | $2.11B | 19 | 2025-07-31 | → |
| 7 | MARTEL WEALTH ADVISORS INC | VANCOUVER | 296896 | $1.46B | 13 | 2026-01-31 | → |
| 8 | LEADER CAPITAL CORP. | VANCOUVER | 46206 | $1.41B | 2 | 2026-01-31 | → |
| 9 | ALTRAVUE CAPITAL, LLC | BELLEVUE | 283260 | $1.41B | 4 | 2026-01-31 | → |
| 10 | 180 WEALTH ADVISORS, LLC | FEDERAL WAY | 284921 | $1.36B | 11 | 2026-02-28 | → |
| 11 | BAKER ELLIS ASSET MANAGEMENT LLC | VANCOUVER | 121802 | $1.05B | 5 | 2026-02-28 | → |
| 12 | EMERALD ADVISORS, LLC | BELLEVUE | 305125 | $941.4M | 11 | 2026-02-28 | → |
| 13 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | BELLEVUE | 310106 | $844.8M | 6 | 2026-02-28 | → |
| 14 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 15 | VICKERMAN INVESTMENT ADVISORS, INC. | SPOKANE | 313240 | $632.3M | 7 | 2026-02-28 | → |
| 16 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 17 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 18 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | SPOKANE | 115877 | $591.6M | 16 | 2025-12-31 | → |
| 19 | SAGE ADVISORS, LLC | EDMONDS | 301328 | $575.1M | 11 | 2026-01-31 | → |
| 20 | PERSONAL INVESTMENT MANAGEMENT INC | REDMOND | 107829 | $567.6M | 6 | 2025-02-28 | → |
| 21 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 22 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 23 | ALETHEIAN WEALTH ADVISORS LLC | BELLEVUE | 304623 | $412.5M | 6 | 2026-02-28 | → |
| 24 | HIDDEN COVE WEALTH MANAGEMENT, LLC | BAINBRIDGE ISLAND | 318677 | $403.5M | 7 | 2026-02-28 | → |
| 25 | BELLEVUE ASSET MANAGEMENT, LLC | BELLEVUE | 129194 | $393.7M | 2 | 2026-02-28 | → |
| 26 | SKYLINE ADVISORS, INC. | BELLINGHAM | 188511 | $386.5M | 8 | 2026-01-31 | → |
| 27 | WAYFINDING FINANCIAL, LLC | LYNNWOOD | 306208 | $353.5M | 5 | 2026-02-28 | → |
| 28 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 29 | WAFD WEALTH, INC | SEATTLE | 337346 | $348.1M | 14 | 2026-01-31 | → |
| 30 | HIGHBURY PACIFIC CAPITAL CORP. | BELLEVUE | 157778 | $333.3M | 1 | 2026-01-31 | → |
| 31 | GRIFFITHS, DREHER & EVANS, P.S., CPAS | SPOKANE | 142448 | $311.4M | 25 | 2026-02-28 | → |
| 32 | ALLIANT SECURITIES, INC. | LIBERTY LAKE | 7726 | $300.0M | 9 | 2026-02-28 | → |
| 33 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 34 | UNIONVIEW, LLC | SEATTLE | 304462 | $291.5M | 3 | 2025-01-31 | → |
| 35 | STOLZ & ASSOCIATES, PS | TACOMA | 117216 | $282.2M | 5 | 2026-02-28 | → |
| 36 | MOSER WEALTH ADVISORS, LLC | BELLEVUE | 117399 | $279.0M | 3 | 2025-03-31 | → |
| 37 | NELSON SECURITIES,INC. | SPOKANE | 14377 | $272.0M | 15 | 2025-07-31 | → |
| 38 | JMK & ASSOCIATES, LLC | SPOKANE | 312760 | $268.4M | 4 | 2026-01-31 | → |
| 39 | PINNACLE PARTNER MANAGEMENT LLC | SEATTLE | 324639 | $264.6M | 6 | 2025-03-31 | → |
| 40 | VVR HOLDINGS LLC | BELLINGHAM | 334343 | $241.1M | 3 | 2026-02-28 | → |
| 41 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | VANCOUVER | 157019 | $237.1M | 4 | 2026-02-28 | → |
| 42 | CASCADE WEALTH ADVISORS, INC | WENATCHEE | 158470 | $228.1M | 3 | 2026-02-28 | → |
| 43 | GREAT NORTHERN ASSET MANAGEMENT, LLC | VANCOUVER | 139457 | $222.3M | 3 | 2025-07-31 | → |
| 44 | GLOBAL PARTNERSHIPS | SEATTLE | 300844 | $221.1M | 42 | 2025-09-30 | → |
| 45 | ILLUMINE INVESTMENT MANAGEMENT, LLC | POULSBO | 311661 | $215.2M | 5 | 2026-02-28 | → |
| 46 | UTA LLC | VANCOUVER | 315427 | $214.6M | 2 | 2026-01-31 | → |
| 47 | BARING FINANCIAL LLC | BELLINGHAM | 173761 | $210.3M | 3 | 2026-02-28 | → |
| 48 | SANDER CAPITAL ADVISORS, INC. | SEATTLE | 112499 | $210.0M | 2 | 2026-01-31 | → |
| 49 | OLYMPIC WEALTH MANAGEMENT LLC | BOTHELL | 154934 | $209.4M | 2 | 2025-01-31 | → |
| 50 | FULCRUM WEALTH ADVISORS, LLC | BELLEVUE | 169277 | $208.0M | 3 | 2026-01-31 | → |
| 51 | ALLEN CAPITAL MANAGEMENT, LLC | VANCOUVER | 135147 | $200.0M | 9 | 2026-02-28 | → |
| 52 | THE PLANNER'S EDGE LLC | MERCER ISLAND | 114616 | $178.7M | 3 | 2026-02-28 | → |
| 53 | GARLAND CAPITAL MANAGEMENT INC | BELLEVUE | 108182 | $178.7M | 2 | 2025-03-31 | → |
| 54 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | SPOKANE | 330611 | $174.6M | 4 | 2026-01-31 | → |
| 55 | MOULTON WEALTH MANAGEMENT, INC | SPOKANE VALLEY | 304598 | $159.7M | 5 | 2026-01-31 | → |
| 56 | FC WEALTH, INC. | BELLEVUE | 333296 | $146.0M | 2 | 2026-02-28 | → |
| 57 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT | SPOKANE | 335660 | $142.0M | 2 | 2026-01-31 | → |
| 58 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. | BOTHELL | 116667 | $137.3M | 2 | 2026-02-28 | → |
| 59 | HOT CREEK CAPITAL, L.L.C. | KIRKLAND | 162371 | $135.7M | 2 | 2026-02-28 | → |
| 60 | SOUNDPATH RETIREMENT STRATEGIES, LLC | BELLEVUE | 315590 | $134.5M | 8 | 2026-01-31 | → |
| 61 | SEATTLE WEALTH MANAGEMENT LLC | SEATTLE | 285877 | $131.3M | 2 | 2026-01-31 | → |
| 62 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
| 63 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. | KIRKLAND | 318092 | $117.1M | 1 | 2026-02-28 | → |
| 64 | ARMOUR WEALTH ADVISORS, LLC | TUMWATER | 306171 | $110.4M | 2 | 2026-02-28 | → |
| 65 | KAIROS CAPITAL MANAGEMENT, LLC | BELLEVUE | 150342 | $105.9M | 1 | 2026-02-28 | → |
| 66 | PETRIE CAPITAL MANAGEMENT LLC. | SEATTLE | 136480 | $105.2M | 1 | 2026-02-28 | → |
| 67 | COPPER PLACE GLOBAL CAPITAL LLC | CLYDE HILL | 330018 | $24.4M | 3 | 2025-01-31 | → |
| 68 | ALLIO ADVISORS LLC | SEATTLE | 317938 | $556,892 | 6 | 2025-10-31 | → |
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