Adviser Record

Investment advisers in WA

271 SEC-registered firms · $1.23 trillion in regulatory assets · 24 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
180 Wealth Advisors, LLCFederal Way$1.36 billion0
22nw, LPSeattle$295.6 million0
917 Advisory Services LLCSpokane$167.5 million0
Acuitas Investments, LLCSeattle$1.48 billion0
Advisor Share Wealth Management, LLCVancouver$376.9 million0
Aerie Advisory Group LLCGig Harbor$2.52 billion0
Agate Pass Investment, LLCBainbridge Island$336.0 million0
Aletheian Wealth Advisors LLCBellevue$412.5 million0
Allen Capital Management, LLCVancouver$200.0 million0
Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake$300.0 million1
Altravue Capital, LLCBellevue$1.54 billion0
American Northwest Advisory Services L.L.C.Federal Way$41.3 million0
Angellist Asset Management, LLCSeattle$346.5 million0
Arable Capital Partners, LLCBellevue$671.2 million0
Archon Capital Management LLCSeattle$214.6 million0
Armour Wealth Advisors, LLCTumwater$110.4 million0
Aspire Capital Advisors LLCSeattle$1.23 billion0
Asset One Wealth Management, LLCBellevue$982.5 million0
Auxano AdvisorsBellevue$1.78 billion0
Avantia Investment Services, LLCSeattle$119.1 million0
Avatar Capital Management LLCSeattle$279.6 million0
Avier Wealth AdvisorsBellevue$1.19 billion0
Aviso Wealth ManagementBellevue$621.3 million0
B3 Wealth StrategiesBellevue$35.8 million0
Bac Capital Advisors LLCSeattle$301.2 million0
Badgley Phelps Wealth ManagersSeattle$7.28 billion0
Baker Ellis Asset Management LLCVancouver$1.05 billion0
Baring Financial LLCBellingham$210.3 million0
Barker Wealth Management, LLCCamas$240.6 million0
Basecamp Wealth Advisors, LLCBellevue$1.08 billion0
Bbjs Financial Advisors, LLCSeattle$331.5 million0
Bear Mountain Capital Inc.Seattle$375.0 million0
Bellevue Asset Management, LLCBellevue$393.7 million0
Bellingham CapitalBellingham$149.2 million0
Benchmark Plus ManagementGig Harbor$767.4 million0
Bentallgreenoak (U.s.) Limited PartnershipSeattle$24.07 billion2
Boone Wealth Advisors, LLCBellevue$506.8 million0
Brackenwood Capital Management, LLCBainbridge Island$126.6 million0
Breakwater Investment ManagementSeattle$302.7 million0
Bridge33 Investment Management LLCSeattle$1.08 billion0
Brighton Jones LLCSeattle$18.88 billion0
Byrne & Company Wealth Management, LLCOlympia$142.9 million0
Cairn Investment GroupVancouver$385.0 million0
Calpa Advisors LLCKirkland$00
Capital Advisors Wealth ManagementYakima$1.11 billion0
Capital Planning, LLCBellevue$617.7 million0
Capria Ventures LLCSeattle$161.0 million0
Capstone Investment GroupOlympia$176.4 million2
Capstone RiaBellingham$241.1 million0
Cascade Wealth Advisors, IncWenatchee$228.1 million0
Cercano Management LLCBellevue$7.28 billion0
Chaney Capital Management Inc.Lynnwood$455.5 million0
Christensen, King & Associates Investment Services, Inc.Richland$294.3 million0
Clear Creek Financial Management, LLCSilverdale$1.86 billion2
Cloud Capital ManagementSeattle$300.2 million2
Coldstream Wealth ManagementBellevue$13.93 billion0
Columbia Advisory Partners, LLCSpokane$312.6 million0
Columbia Pacific Advisors, LLCSeattle$1.46 billion0
Columbia River AdvisorsTacoma$191.1 million2
Columbia River Financial GroupVancouver$194.8 million0
Comprehensive Wealth ManagementLynnwood$338.4 million5
Concreit Fund Management LLCSeattle$9.0 million0
Consilio Wealth Advisors, LLCBellevue$555.8 million0
Continental Investors Services, Inc.Longview$196.8 million2
Demars Financial Group LLCSpokane Valley$374.0 million0
Directional Financial ServicesSeattle$11.5 million0
Dlk Investment Advisors, LLCMercer Island$140.7 million0
Elite Wealth Management, Inc.Kirkland$861.3 million1
Elliott Cove Capital ManagementSeattle$348.2 million0
Emerald Advisors, LLCBellevue$941.4 million0
Empirical Wealth ManagementSeattle$8.43 billion0
Euclidean Technologies Management, LLCSeattle$131.6 million0
Evans Capital Management AssociatesBellevue$682.6 million0
Evergreen Capital Management LLCBellevue$7.19 billion0
Fairview Partners Investment Management LLCSeattle$256.0 million0
Fellowship Financial PlanningSpokane$465.3 million0
Financial Forum, Inc.Spokane$285.8 million0
Financial Freedom for Dentists LLCSnoqualmie$182.2 million0
Financial Insights Wealth ManagementTacoma$746.7 million0
Financial Plan, Inc.Bellingham$1.60 billion0
First Pacific Financial, Inc.Vancouver$1.93 billion0
First Washington CorporationSeattle$501.2 million0
Foresee Wealth AdvisorsBellevue$146.0 million0
Fors FinancialPort Angeles$134.9 million0
Fort Vancouver Investment Management, LLCVancouver$237.1 million0
Fortis Capital Management LLCBellevue$1.16 billion0
Fortitude Advisory Group L.L.C.Gig Harbor$467.5 million0
Fortitude Financial LLCSpokane$281.5 million0
Frazier Healthcare PartnersSeattle$7.72 billion0
Freedom Asset ManagementSpokane$142.0 million0
Freestone Capital Management, LLCSeattle$14.54 billion0
Fulcrum Capital, LLCSeattle$1.08 billion0
Fulcrum Wealth Advisors, LLCBellevue$208.0 million0
Garde Capital, Inc.Seattle$2.65 billion0
Gevers Wealth ManagementIssaquah$223.7 million0
Global PartnershipsSeattle$221.1 million0
Goldfinch PartnersBellevue$2.09 billion0
Gould Capital, LLCTacoma$175.2 million0
Gqg Private Capital Solutions LLCTacoma$266.8 million3
Greene Wealth Management, LLCSeattle$1.41 billion0
Greystone Financial & Estate Services, Inc.Kirkland$117.1 million0
Griffiths, Dreher & Evans, P.s., CpasSpokane$311.4 million0
Guide Advisors, Inc.Bothell$00
Hallett AdvisorsPort Angeles$157.9 million0
Hamrick Investment Counsel, LLCSeattle$299.2 million0
Harborview Asset Management LLCGig Harbor$124.7 million0
Harbour Investment Management L.L.C.Edmonds$381.6 million0
Harlow Wealth Management, Inc.Vancouver$419.4 million0
Helium Advisors LLCVancouver$233.8 million0
Helm Capital ManagementSeattle$400.8 million0
Helmsman Financial Group, LLCWoodinville$187.2 million0
Hfg Advisors, Inc.Kennewick$113.4 million0
Hidden Cove Wealth ManagementBainbridge Island$403.5 million0
Highbury Pacific Capital Corp.Bellevue$333.3 million0
Highland Capital Advisors, LLCIssaquah$00
Himalaya CapitalSeattle$21.39 billion0
Hohimer Wealth Management, LLCSeattle$1.26 billion0
Hot Creek Capital, L.L.C.Kirkland$135.7 million0
Illumine Investment Management, LLCPoulsbo$215.2 million0
Inatai Investment Management Co. LLCSeattle$2.69 billion0
Integrated Quantitative Investments LLCBellevue$844.8 million0
Integrated Wealth Advisors, LLCBellevue$122.4 million0
Integrity Wealth Management, Inc.Spokane$163.2 million0
Interchange Advisers LLCVancouver$00
Invesco Managed Accounts, LLCSeattle$31.28 billion3
Investors Portfolio Services LLCPuyallup$238.8 million0
James R. Martin Consulting, IncVancouver$442.7 million0
Jmk & Associates, LLCSpokane$268.4 million0
Johnson & Shute Investment Advisors, Inc.Bellevue$137.3 million0
Johnson BixbyVancouver$933.7 million0
Kairos Capital Management, LLCBellevue$105.9 million0
Kaizen Financial Advisors, LLCKirkland$283.7 million0
Kiley Juergens Wealth Management, LLCOlympia$2.20 billion0
Kosmos Management LLCSeattle$2.21 billion0
Kunath Karren Rinne & Atkin LLCSeattle$373.0 million0
Kutscher Benner Barsness & Stevens, Inc.Seattle$627.8 million0
Lakeside Advisors IncSeattle$412.2 million0
Leader Capital Corp.Vancouver$1.41 billion2
Leonard Rickey Investment Advisors, P.L.L.C.Yakima$958.1 million0
Lesa Sroufe & Company, Inc.Seattle$207.3 million0
Lifefocus Financial Advisors, LLCWalla Walla$103.5 million0
Lighthouse Wealth Strategies, LLCGig Harbor$844.4 million7
LnwSeattle$12.18 billion0
Lodestone Wealth Management LLCSpokane$346.5 million2
Lucid Advisors, Inc.Seattle$1.15 billion0
Madison Park Capital Advisors, LLCSeattle$294.8 million0
Madrona Financial & CpasEverett$691.8 million0
Mainsail Financial GroupBellevue$403.9 million0
Mangan Wealth ManagementSeattle$222.0 million0
Marsjewett Financial GroupBellevue$901.4 million0
Martel Wealth Advisors, LLCVancouver$1.46 billion0
Martin Nelson & Co., Inc.Seattle$287.3 million4
Mb Gen WealthSpokane$404.4 million0
Mcilrath & Eck, LLCArlington$1.36 billion0
Middleton & CompanyVancouver$131.3 million0
Millennial WealthFall City$278.7 million0
Milliman Advisors, LLCSeattle$2.32 billion0
Mkt and Associates LLCTacoma$378.7 million0
Momentous Wealth Management, Inc.Vancouver$409.9 million0
Monson Wealth Management, Inc.Kennewick$149.5 million0
Moulton Wealth Management, IncSpokane Valley$159.7 million0
Mountain Pacific Advisors, LLCBellevue$484.3 million0
My Personal Cfo, LLCVancouver$365.1 million0
Newground Social InvestmentSeattle$161.1 million0
Northern Capital Management, Inc.Spokane$526.7 million0
Northern Capital Retirement Services, Inc.Spokane$304.2 million0
Northern Lights Advisors, Inc.Seattle$258.9 million0
Northwest Administrators IncSeattle$114.8 million0
Northwest Asset ManagementMercer Island$4.13 billion0
Oliver Capital ManagementSeattle$505.5 million0
Opal AdvisorsBellevue$174.0 million0
Optimal Tax Asset ManagementBellevue$00
Optimist Retirement Group, LLCBellevue$245.3 million0
P3 Asset ManagementGig Harbor$40.3 million0
Pacific Asset Management, LLCGig Harbor$384.8 million0
Pacific Financial AdvisorsBellevue$110.2 million2
Pacific Sage Partners, LLCEdmonds$986.3 million0
Para Wealth Advisors, Inc.Camas$221.0 million0
Parametric Portfolio AssociatesSeattle$684.78 billion3
Parcion Private Wealth LLCBellevue$2.95 billion0
Parker Financial LLCSilverdale$272.0 million0
Pathmont Investment ManagementSeattle$169.7 million0
Paul R. Ried Financial Group, LLCBellevue$1.27 billion0
Petersen Hastings Wealth Advisors, Inc.Kennewick$1.58 billion0
Petrie Capital Management LLC.Seattle$105.2 million0
Pike Street CapitalSeattle$727.4 million0
Pinnacle Partner Management LLCSeattle$287.3 million0
Portfolio Strategies IncTacoma$50.2 million0
Prevail Wealth ManagementKirkland$260.8 million0
Private AdvisoryRedmond$2.14 billion0
Private Asset Management IncKirkland$109.5 million0
Pugh Capital Management, Inc.Seattle$12.82 billion0
Quantca FinancialEdmonds$10,3900
Quantum Financial Planning Services, Inc.Spokane$727.2 million0
Rainier Capital Partners LPSeattle$379.5 million0
Rainier Family Wealth, Inc.Tacoma$331.5 million0
Rainier Investment Management LLCSeattle$581.1 million0
Rare Wolf Capital LLCBellevue$179.6 million0
Rdst Capital LLCSeattle$1.28 billion0
Richards Merrill Wealth ManagementSpokane$643.6 million4
Robinswood FinancialKirkland$453.2 million0
Runde & Co. LLCSeattle$209.5 million0
Russell InvestmentsSeattle$81.09 billion0
Russell InvestmentsSeattle$35.03 billion0
Russell InvestmentsSeattle$68.60 billion1
Russell InvestmentsSeattle$01
Russell InvestmentsSeattle$01
S. R. Schill & Associates, Inc.Mercer Island$143.1 million0
Sage Advisors, LLCEdmonds$575.1 million0
Sander Capital Advisors, Inc.Seattle$210.0 million0
Saturna Capital CorporationBellingham$8.62 billion0
Schmidt Financial ManagementKirkland$497.5 million0
ScsBellevue$1.94 billion2
Seattle Wealth Management LLCSeattle$131.3 million0
Selkirk Wealth Advisors, LLCSpokane$184.4 million0
Seneschal Family OfficeTacoma$301.3 million0
Sharebuilder 401kSeattle$00
Signia Capital ManagementSpokane$109.4 million0
Silver Creek Advisory Partners LLCSeattle$10.20 billion0
Silver Creek Capital Management LLCSeattle$122.5 million0
Skyline Advisors, Inc.Bellingham$386.5 million0
Sloy Dahl & Holst Holdings, IncVancouver$186.6 million0
Sloy, Dahl & Holst, LLCVancouver$1.80 billion0
Smart Portfolios, LLCLake Forest Park$210.3 million0
Snider Financial GroupBellevue$549.7 million0
Sonata Capital Group IncSeattle$360.7 million0
Soundpath Retirement Strategies, LLCBellevue$134.5 million0
Soundview AdvisorsOlympia$387.2 million0
Spg Advisors LLCKirkland$535.4 million3
Stapp Wealth Management, PllcOlympia$145.1 million0
Steelhead Partners, LLCSeattle$2.51 billion0
Stewardship Concepts Financial Services LLCSpokane$174.6 million0
Stolz & Associates, PsTacoma$282.2 million0
Strategic Asset AllianceBellevue$00
Strategic Income Management, LLCSeattle$3.14 billion0
Sunrise Financial Services LLCBurien$151.2 million0
Surience Private Wealth LLCYakima$124.0 million0
Synergy Asset Management, LLCVancouver$1.30 billion0
Taiyo Pacific Partners L.P.Kirkland$395.3 million0
Talbot Financial, LLCBellevue$1.34 billion0
Tfs Advisors, LLCEdmonds$161.2 million0
The Fauser Group, LLCMercer Island$314.5 million0
The Planner's Edge LLCMercer Island$178.7 million0
The Retirement Solution LLCRedmond$699.4 million0
Third Stage Investment Group, LLCBellevue$00
Threadline WealthBellevue$5.77 billion0
Tieton Capital ManagementYakima$314.0 million0
Tradewinds Capital Management, LLCBellingham$727.3 million0
Trail Financial Planning LLCBellingham$117.3 million0
Truenorth Wealth AdvisorsSeattle$321.7 million0
Truewealth Financial PartnersBellevue$273.7 million0
Tschetter GroupBellevue$2.39 billion0
Tsp Advisors, LLCMercer Island$317.3 million0
Uta LLCVancouver$214.6 million0
Vickerman Investment Advisors, Inc.Spokane$632.3 million0
Viewpoint Capital ManagementSeattle$267.8 million0
Vita Planning Group LLCCamas$83.7 million0
Vorpahl Wing Advisors, Inc.Spokane$124.4 million3
Wafd Wealth, IncSeattle$348.1 million0
Washington Capital Management IncSeattle$7.40 billion0
Waycross Investment Management CoBellingham$252.4 million0
Wayfinding Financial, LLCLynnwood$353.5 million0
Wealth Asset ManagersSpokane$321.9 million0
WealthcollabBellevue$316.2 million0
Wealthmark, LLCBellingham$132.0 million0
Weinand Financial, Inc.Lacey$610.4 million0
West InvestBellingham$304.5 million0
Westriver Management, LLCSeattle$444.4 million0
Westward Partners LLCSeattle$374.0 million0
White & Company Financial Planning, Inc.Sunnyside$149.8 million0
Zevenbergen Capital Investments LLCEdmonds$4.57 billion0