Research Report · 2026-06-30
Institutional Registered Investment Advisers in Seattle
SEC-registered investment advisers in Seattle ranked by reported institutional client assets.
Firms
54
Total AUM
$1.08T
Median AUM
$1.11B
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 | ACUITAS INVESTMENTS, LLC | SEATTLE | 155782 | $1.48B | 7 | 2026-04-30 | → |
| 12 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | SEATTLE | 107341 | $12.18B | 169 | 2026-03-31 | → |
| 13 | LUCID ADVISORS, INC. | SEATTLE | 116639 | $1.15B | 2 | 2026-03-31 | → |
| 14 | BRIGHTON JONES LLC | SEATTLE | 108601 | $18.88B | 316 | 2026-05-31 | → |
| 15 | WASHINGTON CAPITAL MANAGEMENT INC | SEATTLE | 105253 | $7.40B | 79 | 2026-06-30 | → |
| 16 | STRATEGIC INCOME MANAGEMENT, LLC | SEATTLE | 151956 | $3.14B | 6 | 2026-05-31 | → |
| 17 | FREESTONE CAPITAL MANAGEMENT, LLC | SEATTLE | 145711 | $14.54B | 120 | 2026-06-30 | → |
| 18 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 19 | GARDE CAPITAL, INC. | SEATTLE | 151043 | $2.65B | 18 | 2026-03-31 | → |
| 20 | BADGLEY PHELPS WEALTH MANAGERS, LLC | SEATTLE | 315440 | $7.28B | 45 | 2026-03-31 | → |
| 21 | FULCRUM CAPITAL, LLC | SEATTLE | 145322 | $1.08B | 13 | 2026-03-31 | → |
| 22 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 23 | BAC CAPITAL ADVISORS LLC | SEATTLE | 116816 | $301.2M | 3 | 2026-03-31 | → |
| 24 | ASPIRE CAPITAL ADVISORS LLC | SEATTLE | 298366 | $1.23B | 22 | 2026-04-30 | → |
| 25 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 26 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 27 | GREENE WEALTH MANAGEMENT, LLC | SEATTLE | 137810 | $1.41B | 9 | 2026-04-30 | → |
| 28 | EMPIRICAL FINANCIAL SERVICES, LLC | SEATTLE | 152622 | $8.43B | 94 | 2026-06-30 | → |
| 29 | KUNATH KARREN RINNE & ATKIN LLC | SEATTLE | 104531 | $373.0M | 4 | 2026-03-31 | → |
| 30 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 31 | HOHIMER WEALTH MANAGEMENT, LLC | SEATTLE | 300140 | $1.26B | 12 | 2026-03-31 | → |
| 32 | OLIVER CAPITAL MANAGEMENT, LLC | SEATTLE | 127606 | $505.5M | 2 | 2026-03-31 | → |
| 33 | SILVER CREEK ADVISORY PARTNERS LLC | SEATTLE | 156667 | $10.20B | 47 | 2026-03-31 | → |
| 34 | NORTHWEST ADMINISTRATORS INC | SEATTLE | 106544 | $114.8M | 380 | 2026-03-31 | → |
| 35 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 36 | RAINIER INVESTMENT MANAGEMENT LLC | SEATTLE | 105556 | $581.1M | 3 | 2026-06-30 | → |
| 37 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 38 | PATHMONT, LLC | SEATTLE | 299217 | $169.7M | 1 | 2026-05-31 | → |
| 39 | HAMRICK INVESTMENT COUNSEL, LLC | SEATTLE | 116314 | $299.2M | 2 | 2026-04-30 | → |
| 40 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 41 | LAKESIDE ADVISORS INC | SEATTLE | 104540 | $412.2M | 4 | 2026-04-30 | → |
| 42 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 43 | RUNDE & CO. LLC | SEATTLE | 106383 | $209.5M | 2 | 2026-03-31 | → |
| 44 | NEWGROUND SOCIAL INVESTMENT, SPC | SEATTLE | 117060 | $161.1M | 3 | 2026-03-31 | → |
| 45 | SONATA CAPITAL GROUP INC | SEATTLE | 111277 | $360.7M | 5 | 2026-03-31 | → |
| 46 | STEELHEAD PARTNERS,LLC | SEATTLE | 116569 | $2.51B | 12 | 2026-03-31 | → |
| 47 | BBJS FINANCIAL ADVISORS, LLC | SEATTLE | 115969 | $331.5M | 3 | 2026-03-31 | → |
| 48 | PETRIE CAPITAL MANAGEMENT LLC. | SEATTLE | 136480 | $105.2M | 1 | 2026-02-28 | → |
| 49 | AVANTIA INVESTMENT SERVICES, LLC | SEATTLE | 307869 | $119.1M | 3 | 2026-04-30 | → |
| 50 | BREAKWATER INVESTMENT MANAGEMENT, LLC | SEATTLE | 150841 | $302.7M | 4 | 2026-04-30 | → |
| 51 | BEAR MOUNTAIN CAPITAL INC. | SEATTLE | 151151 | $375.0M | 6 | 2026-03-31 | → |
| 52 | TRUENORTH FINANCIAL SERVICES, LLC | SEATTLE | 118273 | $321.7M | 7 | 2026-03-31 | → |
| 53 | CLOUD CAPITAL MANAGEMENT, LLC | SEATTLE | 317325 | $300.2M | 5 | 2026-03-31 | → |
| 54 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
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