Research Report · 2026-06-30
Institutional Registered Investment Advisers in Washington
SEC-registered investment advisers in Washington ranked by reported institutional client assets.
Firms
184
Total AUM
$1.20T
Median AUM
$426.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | SEATTLE | 114310 | $684.78B | 1,109 | 2026-04-30 | → |
| 2 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | SEATTLE | 329 | $81.09B | 569 | 2026-03-31 | → |
| 3 | VERUS ADVISORY, INC. | SEATTLE | 110565 | $19.43B | 87 | 2026-03-31 | → |
| 4 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | SEATTLE | 111470 | $24.07B | 127 | 2026-05-31 | → |
| 5 | INVESCO MANAGED ACCOUNTS, LLC | SEATTLE | 154461 | $31.28B | 68 | 2026-06-30 | → |
| 6 | RUSSELL INVESTMENTS CAPITAL, LLC | SEATTLE | 37550 | $35.03B | 580 | 2026-03-31 | → |
| 7 | PUGH CAPITAL MANAGEMENT, INC. | SEATTLE | 111765 | $12.82B | 39 | 2026-03-31 | → |
| 8 | RUSSELL INVESTMENT MANAGEMENT, LLC | SEATTLE | 105734 | $68.60B | 569 | 2026-04-30 | → |
| 9 | PACIFIC PORTFOLIO CONSULTING, LLC | SEATTLE | 139505 | $4.79B | 22 | 2025-03-31 | → |
| 10 | MILLIMAN ADVISORS, LLC | SEATTLE | 112245 | $2.32B | 1 | 2026-06-30 | → |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | BELLEVUE | 108805 | $13.93B | 207 | 2026-03-31 | → |
| 12 | ACUITAS INVESTMENTS, LLC | SEATTLE | 155782 | $1.48B | 7 | 2026-04-30 | → |
| 13 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | EDMONDS | 128990 | $4.57B | 24 | 2026-03-31 | → |
| 14 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | SEATTLE | 107341 | $12.18B | 169 | 2026-03-31 | → |
| 15 | LUCID ADVISORS, INC. | SEATTLE | 116639 | $1.15B | 2 | 2026-03-31 | → |
| 16 | BRIGHTON JONES LLC | SEATTLE | 108601 | $18.88B | 316 | 2026-05-31 | → |
| 17 | SLOY, DAHL & HOLST, LLC | VANCOUVER | 110102 | $1.80B | 6 | 2026-05-31 | → |
| 18 | WASHINGTON CAPITAL MANAGEMENT INC | SEATTLE | 105253 | $7.40B | 79 | 2026-06-30 | → |
| 19 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | BELLEVUE | 310106 | $844.8M | 6 | 2026-02-28 | → |
| 20 | STRATEGIC INCOME MANAGEMENT, LLC | SEATTLE | 151956 | $3.14B | 6 | 2026-05-31 | → |
| 21 | FREESTONE CAPITAL MANAGEMENT, LLC | SEATTLE | 145711 | $14.54B | 120 | 2026-06-30 | → |
| 22 | MOSS ADAMS WEALTH ADVISORS LLC | BELLEVUE | 108917 | $5.77B | 59 | 2026-05-31 | → |
| 23 | ALTRAVUE CAPITAL, LLC | BELLEVUE | 283260 | $1.41B | 4 | 2026-01-31 | → |
| 24 | SYNERGY ASSET MANAGEMENT, LLC | VANCOUVER | 117201 | $1.30B | 14 | 2026-03-31 | → |
| 25 | MOUNTAIN PACIFIC ADVISORS, LLC | BELLEVUE | 151666 | $484.3M | 6 | 2026-03-31 | → |
| 26 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | OLYMPIA | 151088 | $2.20B | 26 | 2026-06-30 | → |
| 27 | D'ANNUNZIO CONSULTING GROUP, LLC | TACOMA | 144422 | $1.90B | 4 | 2026-03-31 | → |
| 28 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 29 | DDD PARTNERS, LLC | BELLEVUE | 301548 | $2.39B | 24 | 2026-05-31 | → |
| 30 | CERCANO MANAGEMENT LLC | BELLEVUE | 315897 | $7.28B | 62 | 2026-06-30 | → |
| 31 | PETERSEN HASTINGS WEALTH ADVISORS, INC. | KENNEWICK | 110952 | $1.58B | 19 | 2026-04-30 | → |
| 32 | EVERGREEN CAPITAL MANAGEMENT LLC | BELLEVUE | 104931 | $7.19B | 37 | 2026-03-31 | → |
| 33 | GARDE CAPITAL, INC. | SEATTLE | 151043 | $2.65B | 18 | 2026-03-31 | → |
| 34 | HIGHBURY PACIFIC CAPITAL CORP. | BELLEVUE | 157778 | $333.3M | 1 | 2026-01-31 | → |
| 35 | BADGLEY PHELPS WEALTH MANAGERS, LLC | SEATTLE | 315440 | $7.28B | 45 | 2026-03-31 | → |
| 36 | FULCRUM CAPITAL, LLC | SEATTLE | 145322 | $1.08B | 13 | 2026-03-31 | → |
| 37 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | SPOKANE | 163327 | $304.2M | 11 | 2026-03-31 | → |
| 38 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 39 | BAC CAPITAL ADVISORS LLC | SEATTLE | 116816 | $301.2M | 3 | 2026-03-31 | → |
| 40 | MARTEL WEALTH ADVISORS INC | VANCOUVER | 296896 | $1.46B | 13 | 2026-01-31 | → |
| 41 | ASPIRE CAPITAL ADVISORS LLC | SEATTLE | 298366 | $1.23B | 22 | 2026-04-30 | → |
| 42 | BENSLER, LLC | BELLEVUE | 310849 | $1.94B | 46 | 2026-06-30 | → |
| 43 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 44 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | YAKIMA | 309387 | $1.11B | 10 | 2026-04-30 | → |
| 45 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 46 | GREENE WEALTH MANAGEMENT, LLC | SEATTLE | 137810 | $1.41B | 9 | 2026-04-30 | → |
| 47 | EMPIRICAL FINANCIAL SERVICES, LLC | SEATTLE | 152622 | $8.43B | 94 | 2026-06-30 | → |
| 48 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | OLYMPIA | 151298 | $4.07B | 85 | 2025-09-30 | → |
| 49 | KUNATH KARREN RINNE & ATKIN LLC | SEATTLE | 104531 | $373.0M | 4 | 2026-03-31 | → |
| 50 | SAPPHIRE STAR CAPITAL LLC | REDMOND | 226665 | $142.2M | 2 | 2026-03-31 | → |
| 51 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 52 | HOHIMER WEALTH MANAGEMENT, LLC | SEATTLE | 300140 | $1.26B | 12 | 2026-03-31 | → |
| 53 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | VANCOUVER | 307997 | $376.9M | 47 | 2026-03-31 | → |
| 54 | SIMCOE CAPITAL, LLC | SPOKANE | 121505 | $109.4M | 4 | 2026-05-31 | → |
| 55 | TIETON CAPITAL MANAGEMENT, LLC | YAKIMA | 135769 | $314.0M | 3 | 2026-03-31 | → |
| 56 | FIRST PACIFIC FINANCIAL, INC. | VANCOUVER | 284736 | $1.93B | 33 | 2026-05-31 | → |
| 57 | RICHARDS, MERRILL & PETERSON, INC. | SPOKANE | 713 | $643.6M | 10 | 2026-03-31 | → |
| 58 | AERIE ADVISORY GROUP LLC | GIG HARBOR | 333610 | $618.1M | 12 | 2026-04-30 | → |
| 59 | OLIVER CAPITAL MANAGEMENT, LLC | SEATTLE | 127606 | $505.5M | 2 | 2026-03-31 | → |
| 60 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | VANCOUVER | 109542 | $442.7M | 3 | 2026-03-31 | → |
| 61 | HIDDEN COVE WEALTH MANAGEMENT, LLC | BAINBRIDGE ISLAND | 318677 | $403.5M | 7 | 2026-02-28 | → |
| 62 | 180 WEALTH ADVISORS, LLC | FEDERAL WAY | 284921 | $1.36B | 11 | 2026-02-28 | → |
| 63 | WAYCROSS INVESTMENT MANAGEMENT COMPANY | BELLINGHAM | 105034 | $252.4M | 5 | 2026-03-31 | → |
| 64 | FINANCIAL RESOURCES GROUP.COM LLC | BELLEVUE | 282542 | $833.7M | 4 | 2026-03-31 | → |
| 65 | AUXANO ADVISORS, LLC | BELLEVUE | 145179 | $1.78B | 15 | 2026-06-30 | → |
| 66 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | EDMONDS | 111166 | $381.6M | 6 | 2026-03-31 | → |
| 67 | FINANCIAL FREEDOM FOR DENTISTS LLC | SNOQUALMIE | 301981 | $182.2M | 3 | 2026-06-30 | → |
| 68 | BRISTLECONE ADVISORS LLC | BELLEVUE | 109227 | $2.11B | 19 | 2025-07-31 | → |
| 69 | SATURNA CAPITAL CORPORATION | BELLINGHAM | 25586 | $8.62B | 83 | 2026-02-28 | → |
| 70 | SAGE ADVISORS, LLC | EDMONDS | 301328 | $575.1M | 11 | 2026-01-31 | → |
| 71 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | SILVERDALE | 170602 | $1.86B | 91 | 2026-03-31 | → |
| 72 | R.L. EVANS CO. INC. | BELLEVUE | 110699 | $545.0M | 3 | 2026-03-31 | → |
| 73 | SILVER CREEK ADVISORY PARTNERS LLC | SEATTLE | 156667 | $10.20B | 47 | 2026-03-31 | → |
| 74 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | YAKIMA | 116891 | $958.1M | 19 | 2026-03-31 | → |
| 75 | NORTHWEST ADMINISTRATORS INC | SEATTLE | 106544 | $114.8M | 380 | 2026-03-31 | → |
| 76 | NWAM, LLC | MERCER ISLAND | 147923 | $4.13B | 62 | 2026-03-31 | → |
| 77 | MOMENTOUS WEALTH MANAGEMENT, INC. | VANCOUVER | 288429 | $409.9M | 7 | 2026-03-31 | → |
| 78 | PRIVATE ADVISORY GROUP LLC | REDMOND | 170043 | $2.14B | 31 | 2026-06-30 | → |
| 79 | ASSET ONE WEALTH MANAGEMENT, LLC | BELLEVUE | 336350 | $982.5M | 19 | 2026-04-30 | → |
| 80 | OLYMPIC WEALTH MANAGEMENT LLC | BOTHELL | 154934 | $209.4M | 2 | 2025-01-31 | → |
| 81 | PACIFIC SAGE PARTNERS, LLC | EDMONDS | 315663 | $986.3M | 8 | 2026-03-31 | → |
| 82 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 83 | AVISO WEALTH MANAGEMENT | BELLEVUE | 108146 | $621.3M | 9 | 2026-03-31 | → |
| 84 | WEALTHMARK, LLC | BELLINGHAM | 144948 | $132.0M | 3 | 2026-03-31 | → |
| 85 | RAINIER INVESTMENT MANAGEMENT LLC | SEATTLE | 105556 | $581.1M | 3 | 2026-06-30 | → |
| 86 | RAINIER FAMILY WEALTH, INC. | TACOMA | 332062 | $331.5M | 5 | 2026-06-30 | → |
| 87 | BAKER ELLIS ASSET MANAGEMENT LLC | VANCOUVER | 121802 | $1.05B | 5 | 2026-02-28 | → |
| 88 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 89 | FORTIS CAPITAL MANAGEMENT LLC | BELLEVUE | 172198 | $1.16B | 22 | 2026-04-30 | → |
| 90 | PATHMONT, LLC | SEATTLE | 299217 | $169.7M | 1 | 2026-05-31 | → |
| 91 | ILLUMINE INVESTMENT MANAGEMENT, LLC | POULSBO | 311661 | $215.2M | 5 | 2026-02-28 | → |
| 92 | BELLEVUE ASSET MANAGEMENT, LLC | BELLEVUE | 129194 | $393.7M | 2 | 2026-02-28 | → |
| 93 | KAIZEN FINANCIAL ADVISORS, LLC | KIRKLAND | 155353 | $283.7M | 4 | 2026-03-31 | → |
| 94 | HAMRICK INVESTMENT COUNSEL, LLC | SEATTLE | 116314 | $299.2M | 2 | 2026-04-30 | → |
| 95 | HELIUM ADVISORS LLC | VANCOUVER | 282356 | $233.8M | 7 | 2026-05-31 | → |
| 96 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 97 | 917 ADVISORY SERVICES LLC | SPOKANE | 331476 | $167.5M | 4 | 2026-04-30 | → |
| 98 | MADRONA FINANCIAL SERVICES, LLC | EVERETT | 115753 | $691.8M | 18 | 2026-06-30 | → |
| 99 | LAKESIDE ADVISORS INC | SEATTLE | 104540 | $412.2M | 4 | 2026-04-30 | → |
| 100 | LODESTONE WEALTH MANAGEMENT LLC | SPOKANE | 151115 | $346.5M | 3 | 2026-03-31 | → |
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