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 | |
|---|---|---|---|---|---|---|---|
| 101 | GOULD CAPITAL, LLC | TACOMA | 300609 | $175.2M | 3 | 2026-03-31 | → |
| 102 | SKYLINE ADVISORS, INC. | BELLINGHAM | 188511 | $386.5M | 8 | 2026-01-31 | → |
| 103 | VITA PLANNING GROUP LLC | CAMAS | 312323 | $83.7M | 11 | 2026-04-30 | → |
| 104 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 105 | ROBINSWOOD FINANCIAL LLC | KIRKLAND | 143417 | $433.3M | 6 | 2026-05-31 | → |
| 106 | GREAT NORTHERN ASSET MANAGEMENT, LLC | VANCOUVER | 139457 | $222.3M | 3 | 2025-07-31 | → |
| 107 | LIFEFOCUS FINANCIAL ADVISORS, LLC | WALLA WALLA | 136020 | $103.5M | 2 | 2026-06-30 | → |
| 108 | PACIFIC ASSET MANAGEMENT, LLC | GIG HARBOR | 115157 | $384.8M | 7 | 2026-06-30 | → |
| 109 | MOSER WEALTH ADVISORS, LLC | BELLEVUE | 117399 | $279.0M | 3 | 2025-03-31 | → |
| 110 | BOONE WEALTH ADVISORS, LLC | BELLEVUE | 116682 | $506.8M | 9 | 2026-03-31 | → |
| 111 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | SPOKANE | 115877 | $591.6M | 16 | 2025-12-31 | → |
| 112 | PALOUSE CAPITAL MANAGEMENT, INC. | SPOKANE | 104573 | $408.5M | 3 | 2026-04-30 | → |
| 113 | FINANCIAL PLAN, INC. | BELLINGHAM | 116073 | $1.60B | 12 | 2026-03-31 | → |
| 114 | NORTHERN CAPITAL MANAGEMENT, INC. | SPOKANE | 111379 | $526.7M | 11 | 2026-03-31 | → |
| 115 | CAPITAL PLANNING, LLC | BELLEVUE | 169470 | $617.7M | 12 | 2026-03-31 | → |
| 116 | TFS ADVISORS, LLC | EDMONDS | 167653 | $161.2M | 3 | 2026-03-31 | → |
| 117 | PORTFOLIO STRATEGIES INC | TACOMA | 104685 | $50.2M | 5 | 2026-03-31 | → |
| 118 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | SPOKANE | 330611 | $174.6M | 4 | 2026-01-31 | → |
| 119 | CAPSTONE INVESTMENT GROUP, LLC | OLYMPIA | 159918 | $176.4M | 13 | 2026-03-31 | → |
| 120 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. | KIRKLAND | 318092 | $117.1M | 1 | 2026-02-28 | → |
| 121 | OPAL ADVISORS, LLC | BELLEVUE | 164014 | $174.0M | 6 | 2026-03-31 | → |
| 122 | RUNDE & CO. LLC | SEATTLE | 106383 | $209.5M | 2 | 2026-03-31 | → |
| 123 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | OLYMPIA | 160581 | $142.9M | 2 | 2026-05-31 | → |
| 124 | HALLETT INVESTMENTS, LLC | PORT ANGELES | 306187 | $157.9M | 5 | 2026-03-31 | → |
| 125 | NEWGROUND SOCIAL INVESTMENT, SPC | SEATTLE | 117060 | $161.1M | 3 | 2026-03-31 | → |
| 126 | MB GENERATIONAL WEALTH, LLC | SPOKANE | 327967 | $404.4M | 3 | 2026-03-31 | → |
| 127 | BARKER WEALTH MANAGEMENT, LLC | CAMAS | 226768 | $240.6M | 2 | 2026-03-31 | → |
| 128 | MKT AND ASSOCIATES LLC | TACOMA | 329889 | $378.7M | 6 | 2026-05-31 | → |
| 129 | STOLZ & ASSOCIATES, PS | TACOMA | 117216 | $282.2M | 5 | 2026-02-28 | → |
| 130 | MAINSAIL FINANCIAL GROUP, LLC | BELLEVUE | 317970 | $403.9M | 12 | 2026-06-30 | → |
| 131 | SELKIRK WEALTH ADVISORS, LLC | SPOKANE | 173605 | $184.4M | 4 | 2026-03-31 | → |
| 132 | CONTINENTAL INVESTORS SERVICES, INC. | LONGVIEW | 29775 | $196.8M | 14 | 2026-06-30 | → |
| 133 | FC WEALTH, INC. | BELLEVUE | 333296 | $146.0M | 2 | 2026-02-28 | → |
| 134 | NELSON SECURITIES,INC. | SPOKANE | 14377 | $272.0M | 15 | 2025-07-31 | → |
| 135 | HARLOW WEALTH MANAGEMENT, INC. | VANCOUVER | 148315 | $419.4M | 16 | 2026-03-31 | → |
| 136 | COMPREHENSIVE WEALTH MANAGEMENT, LLC | LYNNWOOD | 116958 | $338.4M | 11 | 2026-03-31 | → |
| 137 | PARKER FINANCIAL LLC | SILVERDALE | 144293 | $272.0M | 5 | 2026-03-31 | → |
| 138 | VICKERMAN INVESTMENT ADVISORS, INC. | SPOKANE | 313240 | $632.3M | 7 | 2026-02-28 | → |
| 139 | ALETHEIAN WEALTH ADVISORS LLC | BELLEVUE | 304623 | $412.5M | 6 | 2026-02-28 | → |
| 140 | UTA LLC | VANCOUVER | 315427 | $214.6M | 2 | 2026-01-31 | → |
| 141 | SONATA CAPITAL GROUP INC | SEATTLE | 111277 | $360.7M | 5 | 2026-03-31 | → |
| 142 | FINANCIAL INSIGHTS INC | TACOMA | 108797 | $746.7M | 16 | 2026-06-30 | → |
| 143 | NORTHWEST WEALTH ADVISORS, LLC | BELLINGHAM | 327641 | $304.5M | 10 | 2026-05-31 | → |
| 144 | WEINAND FINANCIAL, INC. | LACEY | 328590 | $610.4M | 5 | 2026-03-31 | → |
| 145 | BELLINGHAM CAPITAL MANAGEMENT, INC. | BELLINGHAM | 151684 | $149.2M | 5 | 2026-06-30 | → |
| 146 | TRADEWINDS CAPITAL MANAGEMENT, LLC | BELLINGHAM | 145934 | $727.3M | 10 | 2026-03-31 | → |
| 147 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. | BOTHELL | 116667 | $137.3M | 2 | 2026-02-28 | → |
| 148 | STEELHEAD PARTNERS,LLC | SEATTLE | 116569 | $2.51B | 12 | 2026-03-31 | → |
| 149 | ALLIANT SECURITIES, INC. | LIBERTY LAKE | 7726 | $300.0M | 9 | 2026-02-28 | → |
| 150 | COLUMBIA RIVER FINANCIAL GROUP, LLC | VANCOUVER | 288539 | $194.8M | 4 | 2026-03-31 | → |
| 151 | BBJS FINANCIAL ADVISORS, LLC | SEATTLE | 115969 | $331.5M | 3 | 2026-03-31 | → |
| 152 | JMK & ASSOCIATES, LLC | SPOKANE | 312760 | $268.4M | 4 | 2026-01-31 | → |
| 153 | CAIRN INVESTMENT GROUP, INC. | VANCOUVER | 143601 | $385.0M | 6 | 2026-04-30 | → |
| 154 | INVESTORS PORTFOLIO SERVICES LLC | PUYALLUP | 117299 | $238.8M | 3 | 2026-03-31 | → |
| 155 | JOHNSON BIXBY & ASSOCIATES, LLC | VANCOUVER | 310839 | $933.7M | 15 | 2026-03-31 | → |
| 156 | PETRIE CAPITAL MANAGEMENT LLC. | SEATTLE | 136480 | $105.2M | 1 | 2026-02-28 | → |
| 157 | GEVERS WEALTH MANAGEMENT, LLC | ISSAQUAH | 340092 | $223.7M | 5 | 2026-06-30 | → |
| 158 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | VANCOUVER | 157019 | $237.1M | 4 | 2026-02-28 | → |
| 159 | PERSONAL INVESTMENT MANAGEMENT INC | REDMOND | 107829 | $567.6M | 6 | 2025-02-28 | → |
| 160 | AVANTIA INVESTMENT SERVICES, LLC | SEATTLE | 307869 | $119.1M | 3 | 2026-04-30 | → |
| 161 | CASCADE WEALTH ADVISORS, INC | WENATCHEE | 158470 | $228.1M | 3 | 2026-02-28 | → |
| 162 | FORTITUDE ADVISORY GROUP L.L.C. | GIG HARBOR | 116083 | $467.5M | 15 | 2026-03-31 | → |
| 163 | SURIENCE PRIVATE WEALTH LLC | YAKIMA | 313055 | $124.0M | 3 | 2026-05-31 | → |
| 164 | SOUNDVIEW ADVISORS, INC. | OLYMPIA | 114437 | $387.2M | 11 | 2026-03-31 | → |
| 165 | ELITE WEALTH MANAGEMENT, INC. | KIRKLAND | 132122 | $861.3M | 5 | 2026-03-31 | → |
| 166 | WAYFINDING FINANCIAL, LLC | LYNNWOOD | 306208 | $353.5M | 5 | 2026-02-28 | → |
| 167 | SMART PORTFOLIOS, LLC | LAKE FOREST PARK | 131342 | $210.3M | 6 | 2026-03-31 | → |
| 168 | BREAKWATER INVESTMENT MANAGEMENT, LLC | SEATTLE | 150841 | $302.7M | 4 | 2026-04-30 | → |
| 169 | BEAR MOUNTAIN CAPITAL INC. | SEATTLE | 151151 | $375.0M | 6 | 2026-03-31 | → |
| 170 | HFG ADVISORS, INC. | KENNEWICK | 316446 | $113.4M | 7 | 2026-03-31 | → |
| 171 | PAUL R. RIED FINANCIAL GROUP, LLC | BELLEVUE | 297284 | $1.27B | 12 | 2026-03-31 | → |
| 172 | TRUENORTH FINANCIAL SERVICES, LLC | SEATTLE | 118273 | $321.7M | 7 | 2026-03-31 | → |
| 173 | FORTITUDE FINANCIAL LLC | SPOKANE | 313235 | $281.5M | 7 | 2026-06-30 | → |
| 174 | TRUEWEALTH FINANCIAL PARTNERS, LLC | BELLEVUE | 316079 | $273.7M | 4 | 2026-05-31 | → |
| 175 | INTEGRITY WEALTH MANAGEMENT, INC. | SPOKANE | 150103 | $163.2M | 2 | 2026-05-31 | → |
| 176 | INTEGRATED WEALTH ADVISORS, LLC | BELLEVUE | 314575 | $122.4M | 6 | 2026-06-30 | → |
| 177 | MCILRATH & ECK, LLC | ARLINGTON | 145252 | $1.36B | 19 | 2026-03-31 | → |
| 178 | CLOUD CAPITAL MANAGEMENT, LLC | SEATTLE | 317325 | $300.2M | 5 | 2026-03-31 | → |
| 179 | FULCRUM WEALTH ADVISORS, LLC | BELLEVUE | 169277 | $208.0M | 3 | 2026-01-31 | → |
| 180 | THE RETIREMENT SOLUTION LLC | REDMOND | 148106 | $699.4M | 35 | 2026-05-31 | → |
| 181 | DLK INVESTMENT ADVISORS, LLC | MERCER ISLAND | 328897 | $140.7M | 2 | 2026-03-31 | → |
| 182 | GRIFFITHS, DREHER & EVANS, P.S., CPAS | SPOKANE | 142448 | $311.4M | 25 | 2026-02-28 | → |
| 183 | EMERALD ADVISORS, LLC | BELLEVUE | 305125 | $941.4M | 11 | 2026-02-28 | → |
| 184 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
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