Research Report · 2026-06-30
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
282
Total AUM
$1.27T
Median AUM
$362.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | CONSILIO WEALTH ADVISORS, LLC | BELLEVUE | 314466 | $555.8M | 9 | 2026-04-30 | → |
| 102 | SNIDER RETIREMENT STRATEGIES, INC. | BELLEVUE | 117392 | $549.7M | 15 | 2026-04-30 | → |
| 103 | R.L. EVANS CO. INC. | BELLEVUE | 110699 | $545.0M | 3 | 2026-03-31 | → |
| 104 | SPG ADVISORS LLC | KIRKLAND | 284496 | $535.4M | 9 | 2026-03-31 | → |
| 105 | NORTHERN CAPITAL MANAGEMENT, INC. | SPOKANE | 111379 | $526.7M | 11 | 2026-03-31 | → |
| 106 | BOONE WEALTH ADVISORS, LLC | BELLEVUE | 116682 | $506.8M | 9 | 2026-03-31 | → |
| 107 | OLIVER CAPITAL MANAGEMENT, LLC | SEATTLE | 127606 | $505.5M | 2 | 2026-03-31 | → |
| 108 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 109 | SCHMIDT FINANCIAL MANAGEMENT, INC. | KIRKLAND | 328247 | $497.5M | 7 | 2026-03-31 | → |
| 110 | MOUNTAIN PACIFIC ADVISORS, LLC | BELLEVUE | 151666 | $484.3M | 6 | 2026-03-31 | → |
| 111 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 112 | FORTITUDE ADVISORY GROUP L.L.C. | GIG HARBOR | 116083 | $467.5M | 15 | 2026-03-31 | → |
| 113 | FELLOWSHIP FINANCIAL PLANNING, LLC | SPOKANE | 330347 | $465.3M | 12 | 2026-03-31 | → |
| 114 | CHANEY CAPITAL MANAGEMENT INC. | LYNNWOOD | 116511 | $455.5M | 6 | 2026-05-31 | → |
| 115 | WESTRIVER MANAGEMENT, LLC | SEATTLE | 161921 | $444.4M | 14 | 2026-03-31 | → |
| 116 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | VANCOUVER | 109542 | $442.7M | 3 | 2026-03-31 | → |
| 117 | ROBINSWOOD FINANCIAL LLC | KIRKLAND | 143417 | $433.3M | 6 | 2026-05-31 | → |
| 118 | HARLOW WEALTH MANAGEMENT, INC. | VANCOUVER | 148315 | $419.4M | 16 | 2026-03-31 | → |
| 119 | ALETHEIAN WEALTH ADVISORS LLC | BELLEVUE | 304623 | $412.5M | 6 | 2026-02-28 | → |
| 120 | LAKESIDE ADVISORS INC | SEATTLE | 104540 | $412.2M | 4 | 2026-04-30 | → |
| 121 | MOMENTOUS WEALTH MANAGEMENT, INC. | VANCOUVER | 288429 | $409.9M | 7 | 2026-03-31 | → |
| 122 | PALOUSE CAPITAL MANAGEMENT, INC. | SPOKANE | 104573 | $408.5M | 3 | 2026-04-30 | → |
| 123 | MB GENERATIONAL WEALTH, LLC | SPOKANE | 327967 | $404.4M | 3 | 2026-03-31 | → |
| 124 | MAINSAIL FINANCIAL GROUP, LLC | BELLEVUE | 317970 | $403.9M | 12 | 2026-06-30 | → |
| 125 | HIDDEN COVE WEALTH MANAGEMENT, LLC | BAINBRIDGE ISLAND | 318677 | $403.5M | 7 | 2026-02-28 | → |
| 126 | HELM CAPITAL MANAGEMENT LLC | SEATTLE | 123174 | $400.8M | 1 | 2026-04-30 | → |
| 127 | TAIYO PACIFIC PARTNERS L.P. | KIRKLAND | 160930 | $395.3M | 14 | 2026-03-31 | → |
| 128 | BELLEVUE ASSET MANAGEMENT, LLC | BELLEVUE | 129194 | $393.7M | 2 | 2026-02-28 | → |
| 129 | SOUNDVIEW ADVISORS, INC. | OLYMPIA | 114437 | $387.2M | 11 | 2026-03-31 | → |
| 130 | SKYLINE ADVISORS, INC. | BELLINGHAM | 188511 | $386.5M | 8 | 2026-01-31 | → |
| 131 | CAIRN INVESTMENT GROUP, INC. | VANCOUVER | 143601 | $385.0M | 6 | 2026-04-30 | → |
| 132 | PACIFIC ASSET MANAGEMENT, LLC | GIG HARBOR | 115157 | $384.8M | 7 | 2026-06-30 | → |
| 133 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | EDMONDS | 111166 | $381.6M | 6 | 2026-03-31 | → |
| 134 | RAINIER CAPITAL PARTNERS LP | SEATTLE | 315967 | $379.5M | 14 | 2026-03-31 | → |
| 135 | MKT AND ASSOCIATES LLC | TACOMA | 329889 | $378.7M | 6 | 2026-05-31 | → |
| 136 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | VANCOUVER | 307997 | $376.9M | 47 | 2026-03-31 | → |
| 137 | BEAR MOUNTAIN CAPITAL INC. | SEATTLE | 151151 | $375.0M | 6 | 2026-03-31 | → |
| 138 | WESTWARD MANAGEMENT COMPANY II LLC | SEATTLE | 300994 | $374.0M | 5 | 2026-03-31 | → |
| 139 | DEMARS FINANCIAL GROUP LLC | SPOKANE VALLEY | 116257 | $374.0M | 3 | 2026-03-31 | → |
| 140 | KUNATH KARREN RINNE & ATKIN LLC | SEATTLE | 104531 | $373.0M | 4 | 2026-03-31 | → |
| 141 | MY PERSONAL CFO, LLC | VANCOUVER | 299424 | $365.1M | 3 | 2026-03-31 | → |
| 142 | SONATA CAPITAL GROUP INC | SEATTLE | 111277 | $360.7M | 5 | 2026-03-31 | → |
| 143 | WAYFINDING FINANCIAL, LLC | LYNNWOOD | 306208 | $353.5M | 5 | 2026-02-28 | → |
| 144 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 145 | WAFD WEALTH, INC | SEATTLE | 337346 | $348.1M | 14 | 2026-01-31 | → |
| 146 | LODESTONE WEALTH MANAGEMENT LLC | SPOKANE | 151115 | $346.5M | 3 | 2026-03-31 | → |
| 147 | ANGELLIST ASSET MANAGEMENT, LLC | SEATTLE | 330361 | $346.5M | 10 | 2026-03-31 | → |
| 148 | COMPREHENSIVE WEALTH MANAGEMENT, LLC | LYNNWOOD | 116958 | $338.4M | 11 | 2026-03-31 | → |
| 149 | AGATE PASS INVESTMENT MANAGEMENT, LLC | BAINBRIDGE ISLAND | 155049 | $336.0M | 5 | 2026-03-31 | → |
| 150 | HIGHBURY PACIFIC CAPITAL CORP. | BELLEVUE | 157778 | $333.3M | 1 | 2026-01-31 | → |
| 151 | BBJS FINANCIAL ADVISORS, LLC | SEATTLE | 115969 | $331.5M | 3 | 2026-03-31 | → |
| 152 | RAINIER FAMILY WEALTH, INC. | TACOMA | 332062 | $331.5M | 5 | 2026-06-30 | → |
| 153 | TRUENORTH FINANCIAL SERVICES, LLC | SEATTLE | 118273 | $321.7M | 7 | 2026-03-31 | → |
| 154 | TSP ADVISORS, LLC | MERCER ISLAND | 281758 | $317.3M | 12 | 2026-03-31 | → |
| 155 | WEALTHCOLLAB LLC | BELLEVUE | 269840 | $316.2M | 1 | 2026-03-31 | → |
| 156 | THE FAUSER GROUP, LLC | MERCER ISLAND | 282351 | $314.5M | 4 | 2026-04-30 | → |
| 157 | TIETON CAPITAL MANAGEMENT, LLC | YAKIMA | 135769 | $314.0M | 3 | 2026-03-31 | → |
| 158 | COLUMBIA ADVISORY PARTNERS, LLC | SPOKANE | 171616 | $312.6M | 19 | 2026-06-30 | → |
| 159 | GRIFFITHS, DREHER & EVANS, P.S., CPAS | SPOKANE | 142448 | $311.4M | 25 | 2026-02-28 | → |
| 160 | NORTHWEST WEALTH ADVISORS, LLC | BELLINGHAM | 327641 | $304.5M | 10 | 2026-05-31 | → |
| 161 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | SPOKANE | 163327 | $304.2M | 11 | 2026-03-31 | → |
| 162 | BREAKWATER INVESTMENT MANAGEMENT, LLC | SEATTLE | 150841 | $302.7M | 4 | 2026-04-30 | → |
| 163 | SENESCHAL ADVISORS, LLC | TACOMA | 131618 | $301.3M | 5 | 2026-03-31 | → |
| 164 | BAC CAPITAL ADVISORS LLC | SEATTLE | 116816 | $301.2M | 3 | 2026-03-31 | → |
| 165 | CLOUD CAPITAL MANAGEMENT, LLC | SEATTLE | 317325 | $300.2M | 5 | 2026-03-31 | → |
| 166 | ALLIANT SECURITIES, INC. | LIBERTY LAKE | 7726 | $300.0M | 9 | 2026-02-28 | → |
| 167 | HAMRICK INVESTMENT COUNSEL, LLC | SEATTLE | 116314 | $299.2M | 2 | 2026-04-30 | → |
| 168 | 22NW, LP | SEATTLE | 230788 | $295.6M | 6 | 2026-03-31 | → |
| 169 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 170 | CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. | RICHLAND | 116556 | $294.3M | 10 | 2026-03-31 | → |
| 171 | UNIONVIEW, LLC | SEATTLE | 304462 | $291.5M | 3 | 2025-01-31 | → |
| 172 | MARTIN NELSON & CO., INC. | SEATTLE | 2903 | $287.3M | 9 | 2026-03-31 | → |
| 173 | FINANCIAL FORUM, INC. | SPOKANE | 307740 | $285.8M | 5 | 2026-05-31 | → |
| 174 | KAIZEN FINANCIAL ADVISORS, LLC | KIRKLAND | 155353 | $283.7M | 4 | 2026-03-31 | → |
| 175 | STOLZ & ASSOCIATES, PS | TACOMA | 117216 | $282.2M | 5 | 2026-02-28 | → |
| 176 | FORTITUDE FINANCIAL LLC | SPOKANE | 313235 | $281.5M | 7 | 2026-06-30 | → |
| 177 | AVATAR CAPITAL MANAGEMENT LLC | SEATTLE | 330793 | $279.6M | 3 | 2026-03-31 | → |
| 178 | MOSER WEALTH ADVISORS, LLC | BELLEVUE | 117399 | $279.0M | 3 | 2025-03-31 | → |
| 179 | TRUEWEALTH FINANCIAL PARTNERS, LLC | BELLEVUE | 316079 | $273.7M | 4 | 2026-05-31 | → |
| 180 | PARKER FINANCIAL LLC | SILVERDALE | 144293 | $272.0M | 5 | 2026-03-31 | → |
| 181 | NELSON SECURITIES,INC. | SPOKANE | 14377 | $272.0M | 15 | 2025-07-31 | → |
| 182 | JMK & ASSOCIATES, LLC | SPOKANE | 312760 | $268.4M | 4 | 2026-01-31 | → |
| 183 | VIEWPOINT CAPITAL MANAGEMENT, LLC | SEATTLE | 158899 | $267.8M | 1 | 2026-03-31 | → |
| 184 | GQG PRIVATE CAPITAL SOLUTIONS LLC | TACOMA | 332231 | $266.8M | 10 | 2026-03-31 | → |
| 185 | PINNACLE PARTNER MANAGEMENT LLC | SEATTLE | 324639 | $264.6M | 6 | 2025-03-31 | → |
| 186 | PREVAIL WEALTH MANAGEMENT LLC | KIRKLAND | 164532 | $260.8M | 5 | 2026-03-31 | → |
| 187 | NORTHERN LIGHTS ADVISORS, INC | SEATTLE | 167824 | $258.9M | 5 | 2026-03-31 | → |
| 188 | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC | SEATTLE | 170918 | $256.0M | 10 | 2026-03-31 | → |
| 189 | WAYCROSS INVESTMENT MANAGEMENT COMPANY | BELLINGHAM | 105034 | $252.4M | 5 | 2026-03-31 | → |
| 190 | OPTIMIST RETIREMENT GROUP, LLC | BELLEVUE | 119086 | $245.3M | 2 | 2026-03-31 | → |
| 191 | VVR HOLDINGS LLC | BELLINGHAM | 334343 | $241.1M | 3 | 2026-02-28 | → |
| 192 | BARKER WEALTH MANAGEMENT, LLC | CAMAS | 226768 | $240.6M | 2 | 2026-03-31 | → |
| 193 | INVESTORS PORTFOLIO SERVICES LLC | PUYALLUP | 117299 | $238.8M | 3 | 2026-03-31 | → |
| 194 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | VANCOUVER | 157019 | $237.1M | 4 | 2026-02-28 | → |
| 195 | HELIUM ADVISORS LLC | VANCOUVER | 282356 | $233.8M | 7 | 2026-05-31 | → |
| 196 | CASCADE WEALTH ADVISORS, INC | WENATCHEE | 158470 | $228.1M | 3 | 2026-02-28 | → |
| 197 | GEVERS WEALTH MANAGEMENT, LLC | ISSAQUAH | 340092 | $223.7M | 5 | 2026-06-30 | → |
| 198 | GREAT NORTHERN ASSET MANAGEMENT, LLC | VANCOUVER | 139457 | $222.3M | 3 | 2025-07-31 | → |
| 199 | MANGAN WEALTH MANAGEMENT, INC. | SEATTLE | 143863 | $222.0M | 6 | 2026-03-31 | → |
| 200 | GLOBAL PARTNERSHIPS | SEATTLE | 300844 | $221.1M | 42 | 2025-09-30 | → |
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