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 | |
|---|---|---|---|---|---|---|---|
| 201 | PARA WEALTH ADVISORS, INC. | CAMAS | 322683 | $221.0M | 4 | 2026-04-30 | → |
| 202 | ILLUMINE INVESTMENT MANAGEMENT, LLC | POULSBO | 311661 | $215.2M | 5 | 2026-02-28 | → |
| 203 | ARCHON CAPITAL MANAGEMENT LLC | SEATTLE | 130499 | $214.6M | 6 | 2026-03-31 | → |
| 204 | UTA LLC | VANCOUVER | 315427 | $214.6M | 2 | 2026-01-31 | → |
| 205 | BARING FINANCIAL LLC | BELLINGHAM | 173761 | $210.3M | 3 | 2026-02-28 | → |
| 206 | SMART PORTFOLIOS, LLC | LAKE FOREST PARK | 131342 | $210.3M | 6 | 2026-03-31 | → |
| 207 | SANDER CAPITAL ADVISORS, INC. | SEATTLE | 112499 | $210.0M | 2 | 2026-01-31 | → |
| 208 | RUNDE & CO. LLC | SEATTLE | 106383 | $209.5M | 2 | 2026-03-31 | → |
| 209 | OLYMPIC WEALTH MANAGEMENT LLC | BOTHELL | 154934 | $209.4M | 2 | 2025-01-31 | → |
| 210 | FULCRUM WEALTH ADVISORS, LLC | BELLEVUE | 169277 | $208.0M | 3 | 2026-01-31 | → |
| 211 | LESA SROUFE & COMPANY, INC. | SEATTLE | 130232 | $207.3M | 4 | 2026-03-31 | → |
| 212 | ALLEN CAPITAL MANAGEMENT, LLC | VANCOUVER | 135147 | $200.0M | 9 | 2026-02-28 | → |
| 213 | CONTINENTAL INVESTORS SERVICES, INC. | LONGVIEW | 29775 | $196.8M | 14 | 2026-06-30 | → |
| 214 | COLUMBIA RIVER FINANCIAL GROUP, LLC | VANCOUVER | 288539 | $194.8M | 4 | 2026-03-31 | → |
| 215 | COLUMBIA RIVER ADVISORS, LLC | TACOMA | 154571 | $191.1M | 6 | 2026-04-30 | → |
| 216 | HELMSMAN FINANCIAL GROUP, LLC | WOODINVILLE | 113780 | $187.2M | 3 | 2026-03-31 | → |
| 217 | SLOY DAHL & HOLST HOLDINGS, INC | VANCOUVER | 310107 | $186.6M | 3 | 2026-04-30 | → |
| 218 | SELKIRK WEALTH ADVISORS, LLC | SPOKANE | 173605 | $184.4M | 4 | 2026-03-31 | → |
| 219 | FINANCIAL FREEDOM FOR DENTISTS LLC | SNOQUALMIE | 301981 | $182.2M | 3 | 2026-06-30 | → |
| 220 | RARE WOLF CAPITAL LLC | BELLEVUE | 334465 | $179.6M | 1 | 2026-03-31 | → |
| 221 | THE PLANNER'S EDGE LLC | MERCER ISLAND | 114616 | $178.7M | 3 | 2026-02-28 | → |
| 222 | GARLAND CAPITAL MANAGEMENT INC | BELLEVUE | 108182 | $178.7M | 2 | 2025-03-31 | → |
| 223 | CAPSTONE INVESTMENT GROUP, LLC | OLYMPIA | 159918 | $176.4M | 13 | 2026-03-31 | → |
| 224 | GOULD CAPITAL, LLC | TACOMA | 300609 | $175.2M | 3 | 2026-03-31 | → |
| 225 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | SPOKANE | 330611 | $174.6M | 4 | 2026-01-31 | → |
| 226 | OPAL ADVISORS, LLC | BELLEVUE | 164014 | $174.0M | 6 | 2026-03-31 | → |
| 227 | PATHMONT, LLC | SEATTLE | 299217 | $169.7M | 1 | 2026-05-31 | → |
| 228 | 917 ADVISORY SERVICES LLC | SPOKANE | 331476 | $167.5M | 4 | 2026-04-30 | → |
| 229 | INTEGRITY WEALTH MANAGEMENT, INC. | SPOKANE | 150103 | $163.2M | 2 | 2026-05-31 | → |
| 230 | TFS ADVISORS, LLC | EDMONDS | 167653 | $161.2M | 3 | 2026-03-31 | → |
| 231 | NEWGROUND SOCIAL INVESTMENT, SPC | SEATTLE | 117060 | $161.1M | 3 | 2026-03-31 | → |
| 232 | CAPRIA VENTURES LLC | SEATTLE | 284129 | $161.0M | 15 | 2026-04-30 | → |
| 233 | MOULTON WEALTH MANAGEMENT, INC | SPOKANE VALLEY | 304598 | $159.7M | 5 | 2026-01-31 | → |
| 234 | HALLETT INVESTMENTS, LLC | PORT ANGELES | 306187 | $157.9M | 5 | 2026-03-31 | → |
| 235 | SUNRISE FINANCIAL SERVICES LLC | BURIEN | 325955 | $151.2M | 5 | 2026-04-30 | → |
| 236 | WHITE & COMPANY FINANCIAL PLANNING, INC. | SUNNYSIDE | 115326 | $149.8M | 4 | 2026-03-31 | → |
| 237 | MONSON WEALTH MANAGEMENT, INC. | KENNEWICK | 169857 | $149.5M | 3 | 2026-03-31 | → |
| 238 | BELLINGHAM CAPITAL MANAGEMENT, INC. | BELLINGHAM | 151684 | $149.2M | 5 | 2026-06-30 | → |
| 239 | FC WEALTH, INC. | BELLEVUE | 333296 | $146.0M | 2 | 2026-02-28 | → |
| 240 | STAPP WEALTH MANAGEMENT, PLLC | OLYMPIA | 116553 | $145.1M | 3 | 2026-06-30 | → |
| 241 | S. R. SCHILL & ASSOCIATES, INC. | MERCER ISLAND | 105864 | $143.1M | 6 | 2026-03-31 | → |
| 242 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | OLYMPIA | 160581 | $142.9M | 2 | 2026-05-31 | → |
| 243 | SAPPHIRE STAR CAPITAL LLC | REDMOND | 226665 | $142.2M | 2 | 2026-03-31 | → |
| 244 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT | SPOKANE | 335660 | $142.0M | 2 | 2026-01-31 | → |
| 245 | DLK INVESTMENT ADVISORS, LLC | MERCER ISLAND | 328897 | $140.7M | 2 | 2026-03-31 | → |
| 246 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. | BOTHELL | 116667 | $137.3M | 2 | 2026-02-28 | → |
| 247 | HOT CREEK CAPITAL, L.L.C. | KIRKLAND | 162371 | $135.7M | 2 | 2026-02-28 | → |
| 248 | FORS FINANCIAL CONSULTING, PS | PORT ANGELES | 335705 | $134.9M | 3 | 2026-03-31 | → |
| 249 | SOUNDPATH RETIREMENT STRATEGIES, LLC | BELLEVUE | 315590 | $134.5M | 8 | 2026-01-31 | → |
| 250 | WEALTHMARK, LLC | BELLINGHAM | 144948 | $132.0M | 3 | 2026-03-31 | → |
| 251 | EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC | SEATTLE | 159018 | $131.6M | 1 | 2026-03-31 | → |
| 252 | MIDDLETON & COMPANY | VANCOUVER | 284996 | $131.3M | 4 | 2026-04-30 | → |
| 253 | SEATTLE WEALTH MANAGEMENT LLC | SEATTLE | 285877 | $131.3M | 2 | 2026-01-31 | → |
| 254 | BRACKENWOOD CAPITAL MANAGEMENT, LLC | BAINBRIDGE ISLAND | 135478 | $126.6M | 2 | 2026-05-31 | → |
| 255 | HARBORVIEW ASSET MANAGEMENT LLC | GIG HARBOR | 332767 | $124.7M | 2 | 2026-03-31 | → |
| 256 | VORPAHL WING WEALTH ADVISORS, INC. | SPOKANE | 47548 | $124.4M | 5 | 2026-05-31 | → |
| 257 | SURIENCE PRIVATE WEALTH LLC | YAKIMA | 313055 | $124.0M | 3 | 2026-05-31 | → |
| 258 | SILVER CREEK CAPITAL MANAGEMENT LLC | SEATTLE | 122966 | $122.5M | 47 | 2026-03-31 | → |
| 259 | INTEGRATED WEALTH ADVISORS, LLC | BELLEVUE | 314575 | $122.4M | 6 | 2026-06-30 | → |
| 260 | AVANTIA INVESTMENT SERVICES, LLC | SEATTLE | 307869 | $119.1M | 3 | 2026-04-30 | → |
| 261 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
| 262 | TRAIL FINANCIAL PLANNING LLC | BELLINGHAM | 165063 | $117.3M | 4 | 2026-03-31 | → |
| 263 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. | KIRKLAND | 318092 | $117.1M | 1 | 2026-02-28 | → |
| 264 | NORTHWEST ADMINISTRATORS INC | SEATTLE | 106544 | $114.8M | 380 | 2026-03-31 | → |
| 265 | HFG ADVISORS, INC. | KENNEWICK | 316446 | $113.4M | 7 | 2026-03-31 | → |
| 266 | ARMOUR WEALTH ADVISORS, LLC | TUMWATER | 306171 | $110.4M | 2 | 2026-06-30 | → |
| 267 | PACIFIC FINANCIAL ADVISORS, INC. | BELLEVUE | 154160 | $110.2M | 6 | 2026-06-30 | → |
| 268 | PRIVATE ASSET MANAGEMENT INC | KIRKLAND | 108815 | $109.5M | 4 | 2026-04-30 | → |
| 269 | SIMCOE CAPITAL, LLC | SPOKANE | 121505 | $109.4M | 4 | 2026-05-31 | → |
| 270 | KAIROS CAPITAL MANAGEMENT, LLC | BELLEVUE | 150342 | $105.9M | 1 | 2026-02-28 | → |
| 271 | PETRIE CAPITAL MANAGEMENT LLC. | SEATTLE | 136480 | $105.2M | 1 | 2026-02-28 | → |
| 272 | LIFEFOCUS FINANCIAL ADVISORS, LLC | WALLA WALLA | 136020 | $103.5M | 2 | 2026-06-30 | → |
| 273 | VITA PLANNING GROUP LLC | CAMAS | 312323 | $83.7M | 11 | 2026-04-30 | → |
| 274 | PORTFOLIO STRATEGIES INC | TACOMA | 104685 | $50.2M | 5 | 2026-03-31 | → |
| 275 | AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. | FEDERAL WAY | 110117 | $41.3M | 6 | 2026-03-31 | → |
| 276 | P3 ASSET MANAGEMENT, LLC | GIG HARBOR | 327327 | $40.3M | 3 | 2026-05-31 | → |
| 277 | BRUESKE ADVISORY SERVICES, LLC | BELLEVUE | 300689 | $35.8M | 6 | 2026-06-30 | → |
| 278 | COPPER PLACE GLOBAL CAPITAL LLC | CLYDE HILL | 330018 | $24.4M | 3 | 2025-01-31 | → |
| 279 | DIRECTIONAL FINANCIAL SERVICES, LLC | SEATTLE | 171903 | $11.5M | 4 | 2026-03-31 | → |
| 280 | CONCREIT FUND MANAGEMENT LLC | SEATTLE | 310737 | $9.0M | 0 | 2026-03-31 | → |
| 281 | ALLIO ADVISORS LLC | SEATTLE | 317938 | $556,892 | 6 | 2025-10-31 | → |
| 282 | QUANTCA FINANCIAL LLC | EDMONDS | 329324 | $10,390 | 2 | 2026-03-31 | → |
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