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 | |
|---|---|---|---|---|---|---|---|
| 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 | RUSSELL INVESTMENT MANAGEMENT, LLC | SEATTLE | 105734 | $68.60B | 569 | 2026-04-30 | → |
| 4 | RUSSELL INVESTMENTS CAPITAL, LLC | SEATTLE | 37550 | $35.03B | 580 | 2026-03-31 | → |
| 5 | INVESCO MANAGED ACCOUNTS, LLC | SEATTLE | 154461 | $31.28B | 68 | 2026-06-30 | → |
| 6 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | SEATTLE | 111470 | $24.07B | 127 | 2026-05-31 | → |
| 7 | HIMALAYA CAPITAL MANAGEMENT LLC | SEATTLE | 157594 | $21.39B | 21 | 2026-03-31 | → |
| 8 | VERUS ADVISORY, INC. | SEATTLE | 110565 | $19.43B | 87 | 2026-03-31 | → |
| 9 | BRIGHTON JONES LLC | SEATTLE | 108601 | $18.88B | 316 | 2026-05-31 | → |
| 10 | FREESTONE CAPITAL MANAGEMENT, LLC | SEATTLE | 145711 | $14.54B | 120 | 2026-06-30 | → |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | BELLEVUE | 108805 | $13.93B | 207 | 2026-03-31 | → |
| 12 | PUGH CAPITAL MANAGEMENT, INC. | SEATTLE | 111765 | $12.82B | 39 | 2026-03-31 | → |
| 13 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | SEATTLE | 107341 | $12.18B | 169 | 2026-03-31 | → |
| 14 | SILVER CREEK ADVISORY PARTNERS LLC | SEATTLE | 156667 | $10.20B | 47 | 2026-03-31 | → |
| 15 | SATURNA CAPITAL CORPORATION | BELLINGHAM | 25586 | $8.62B | 83 | 2026-02-28 | → |
| 16 | EMPIRICAL FINANCIAL SERVICES, LLC | SEATTLE | 152622 | $8.43B | 94 | 2026-06-30 | → |
| 17 | FRAZIER MANAGEMENT, L.L.C. | SEATTLE | 157324 | $7.72B | 100 | 2026-06-30 | → |
| 18 | WASHINGTON CAPITAL MANAGEMENT INC | SEATTLE | 105253 | $7.40B | 79 | 2026-06-30 | → |
| 19 | CERCANO MANAGEMENT LLC | BELLEVUE | 315897 | $7.28B | 62 | 2026-06-30 | → |
| 20 | BADGLEY PHELPS WEALTH MANAGERS, LLC | SEATTLE | 315440 | $7.28B | 45 | 2026-03-31 | → |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | BELLEVUE | 104931 | $7.19B | 37 | 2026-03-31 | → |
| 22 | MOSS ADAMS WEALTH ADVISORS LLC | BELLEVUE | 108917 | $5.77B | 59 | 2026-05-31 | → |
| 23 | PACIFIC PORTFOLIO CONSULTING, LLC | SEATTLE | 139505 | $4.79B | 22 | 2025-03-31 | → |
| 24 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 25 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | EDMONDS | 128990 | $4.57B | 24 | 2026-03-31 | → |
| 26 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 27 | NWAM, LLC | MERCER ISLAND | 147923 | $4.13B | 62 | 2026-03-31 | → |
| 28 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | OLYMPIA | 151298 | $4.07B | 85 | 2025-09-30 | → |
| 29 | STRATEGIC INCOME MANAGEMENT, LLC | SEATTLE | 151956 | $3.14B | 6 | 2026-05-31 | → |
| 30 | PARCION PRIVATE WEALTH LLC | BELLEVUE | 305115 | $2.95B | 28 | 2026-03-31 | → |
| 31 | INATAI INVESTMENT MANAGEMENT CO. LLC | SEATTLE | 329696 | $2.69B | 8 | 2026-05-31 | → |
| 32 | GARDE CAPITAL, INC. | SEATTLE | 151043 | $2.65B | 18 | 2026-03-31 | → |
| 33 | STEELHEAD PARTNERS,LLC | SEATTLE | 116569 | $2.51B | 12 | 2026-03-31 | → |
| 34 | DDD PARTNERS, LLC | BELLEVUE | 301548 | $2.39B | 24 | 2026-05-31 | → |
| 35 | MILLIMAN ADVISORS, LLC | SEATTLE | 112245 | $2.32B | 1 | 2026-06-30 | → |
| 36 | KOSMOS MANAGEMENT LLC | SEATTLE | 164712 | $2.21B | 34 | 2026-03-31 | → |
| 37 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | OLYMPIA | 151088 | $2.20B | 26 | 2026-06-30 | → |
| 38 | PRIVATE ADVISORY GROUP LLC | REDMOND | 170043 | $2.14B | 31 | 2026-06-30 | → |
| 39 | BRISTLECONE ADVISORS LLC | BELLEVUE | 109227 | $2.11B | 19 | 2025-07-31 | → |
| 40 | GOLDFINCH PARTNERS LP | BELLEVUE | 300919 | $2.09B | 8 | 2026-03-31 | → |
| 41 | BENSLER, LLC | BELLEVUE | 310849 | $1.94B | 46 | 2026-06-30 | → |
| 42 | FIRST PACIFIC FINANCIAL, INC. | VANCOUVER | 284736 | $1.93B | 33 | 2026-05-31 | → |
| 43 | D'ANNUNZIO CONSULTING GROUP, LLC | TACOMA | 144422 | $1.90B | 4 | 2026-03-31 | → |
| 44 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | SILVERDALE | 170602 | $1.86B | 91 | 2026-03-31 | → |
| 45 | SLOY, DAHL & HOLST, LLC | VANCOUVER | 110102 | $1.80B | 6 | 2026-05-31 | → |
| 46 | AUXANO ADVISORS, LLC | BELLEVUE | 145179 | $1.78B | 15 | 2026-06-30 | → |
| 47 | FINANCIAL PLAN, INC. | BELLINGHAM | 116073 | $1.60B | 12 | 2026-03-31 | → |
| 48 | PETERSEN HASTINGS WEALTH ADVISORS, INC. | KENNEWICK | 110952 | $1.58B | 19 | 2026-04-30 | → |
| 49 | ACUITAS INVESTMENTS, LLC | SEATTLE | 155782 | $1.48B | 7 | 2026-04-30 | → |
| 50 | COLUMBIA PACIFIC ADVISORS, LLC | SEATTLE | 142725 | $1.47B | 61 | 2026-05-31 | → |
| 51 | MARTEL WEALTH ADVISORS INC | VANCOUVER | 296896 | $1.46B | 13 | 2026-01-31 | → |
| 52 | LEADER CAPITAL CORP. | VANCOUVER | 46206 | $1.41B | 2 | 2026-01-31 | → |
| 53 | GREENE WEALTH MANAGEMENT, LLC | SEATTLE | 137810 | $1.41B | 9 | 2026-04-30 | → |
| 54 | ALTRAVUE CAPITAL, LLC | BELLEVUE | 283260 | $1.41B | 4 | 2026-01-31 | → |
| 55 | MCILRATH & ECK, LLC | ARLINGTON | 145252 | $1.36B | 19 | 2026-03-31 | → |
| 56 | 180 WEALTH ADVISORS, LLC | FEDERAL WAY | 284921 | $1.36B | 11 | 2026-02-28 | → |
| 57 | TALBOT FINANCIAL, LLC | BELLEVUE | 155162 | $1.34B | 3 | 2026-03-31 | → |
| 58 | SYNERGY ASSET MANAGEMENT, LLC | VANCOUVER | 117201 | $1.30B | 14 | 2026-03-31 | → |
| 59 | RDST CAPITAL LLC | SEATTLE | 284645 | $1.28B | 7 | 2026-05-31 | → |
| 60 | PAUL R. RIED FINANCIAL GROUP, LLC | BELLEVUE | 297284 | $1.27B | 12 | 2026-03-31 | → |
| 61 | HOHIMER WEALTH MANAGEMENT, LLC | SEATTLE | 300140 | $1.26B | 12 | 2026-03-31 | → |
| 62 | ASPIRE CAPITAL ADVISORS LLC | SEATTLE | 298366 | $1.23B | 22 | 2026-04-30 | → |
| 63 | RAM INVESTMENT PARTNERS, LLC | BELLEVUE | 161077 | $1.19B | 20 | 2026-03-31 | → |
| 64 | FORTIS CAPITAL MANAGEMENT LLC | BELLEVUE | 172198 | $1.16B | 22 | 2026-04-30 | → |
| 65 | LUCID ADVISORS, INC. | SEATTLE | 116639 | $1.15B | 2 | 2026-03-31 | → |
| 66 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | YAKIMA | 309387 | $1.11B | 10 | 2026-04-30 | → |
| 67 | BASECAMP WEALTH ADVISORS, LLC | BELLEVUE | 334018 | $1.08B | 4 | 2026-03-31 | → |
| 68 | BRIDGE33 INVESTMENT MANAGEMENT LLC | SEATTLE | 305580 | $1.08B | 25 | 2026-04-30 | → |
| 69 | FULCRUM CAPITAL, LLC | SEATTLE | 145322 | $1.08B | 13 | 2026-03-31 | → |
| 70 | BAKER ELLIS ASSET MANAGEMENT LLC | VANCOUVER | 121802 | $1.05B | 5 | 2026-02-28 | → |
| 71 | PACIFIC SAGE PARTNERS, LLC | EDMONDS | 315663 | $986.3M | 8 | 2026-03-31 | → |
| 72 | ASSET ONE WEALTH MANAGEMENT, LLC | BELLEVUE | 336350 | $982.5M | 19 | 2026-04-30 | → |
| 73 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | YAKIMA | 116891 | $958.1M | 19 | 2026-03-31 | → |
| 74 | EMERALD ADVISORS, LLC | BELLEVUE | 305125 | $941.4M | 11 | 2026-02-28 | → |
| 75 | JOHNSON BIXBY & ASSOCIATES, LLC | VANCOUVER | 310839 | $933.7M | 15 | 2026-03-31 | → |
| 76 | MARS JEWETT FINANCIAL GROUP, INC. | BELLEVUE | 297388 | $901.4M | 16 | 2026-03-31 | → |
| 77 | ELITE WEALTH MANAGEMENT, INC. | KIRKLAND | 132122 | $861.3M | 5 | 2026-03-31 | → |
| 78 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | BELLEVUE | 310106 | $844.8M | 6 | 2026-02-28 | → |
| 79 | LIGHTHOUSE WEALTH STRATEGIES, LLC | GIG HARBOR | 299334 | $844.4M | 13 | 2026-03-31 | → |
| 80 | FINANCIAL RESOURCES GROUP.COM LLC | BELLEVUE | 282542 | $833.7M | 4 | 2026-03-31 | → |
| 81 | BENCHMARK PLUS MANAGEMENT, LLC | GIG HARBOR | 127471 | $767.4M | 5 | 2026-03-31 | → |
| 82 | FINANCIAL INSIGHTS INC | TACOMA | 108797 | $746.7M | 16 | 2026-06-30 | → |
| 83 | PIKE STREET CAPITAL, LP | SEATTLE | 300264 | $727.4M | 12 | 2026-03-31 | → |
| 84 | TRADEWINDS CAPITAL MANAGEMENT, LLC | BELLINGHAM | 145934 | $727.3M | 10 | 2026-03-31 | → |
| 85 | THE RETIREMENT SOLUTION LLC | REDMOND | 148106 | $699.4M | 35 | 2026-05-31 | → |
| 86 | MADRONA FINANCIAL SERVICES, LLC | EVERETT | 115753 | $691.8M | 18 | 2026-06-30 | → |
| 87 | ARABLE CAPITAL PARTNERS, LLC | BELLEVUE | 287629 | $671.2M | 8 | 2026-03-31 | → |
| 88 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 89 | RICHARDS, MERRILL & PETERSON, INC. | SPOKANE | 713 | $643.6M | 10 | 2026-03-31 | → |
| 90 | VICKERMAN INVESTMENT ADVISORS, INC. | SPOKANE | 313240 | $632.3M | 7 | 2026-02-28 | → |
| 91 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 92 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 93 | AVISO WEALTH MANAGEMENT | BELLEVUE | 108146 | $621.3M | 9 | 2026-03-31 | → |
| 94 | AERIE ADVISORY GROUP LLC | GIG HARBOR | 333610 | $618.1M | 12 | 2026-04-30 | → |
| 95 | CAPITAL PLANNING, LLC | BELLEVUE | 169470 | $617.7M | 12 | 2026-03-31 | → |
| 96 | WEINAND FINANCIAL, INC. | LACEY | 328590 | $610.4M | 5 | 2026-03-31 | → |
| 97 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | SPOKANE | 115877 | $591.6M | 16 | 2025-12-31 | → |
| 98 | RAINIER INVESTMENT MANAGEMENT LLC | SEATTLE | 105556 | $581.1M | 3 | 2026-06-30 | → |
| 99 | SAGE ADVISORS, LLC | EDMONDS | 301328 | $575.1M | 11 | 2026-01-31 | → |
| 100 | PERSONAL INVESTMENT MANAGEMENT INC | REDMOND | 107829 | $567.6M | 6 | 2025-02-28 | → |
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