Investment adviser firms in Washington
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
271 firms · Source months shown: July 2026 and August 2026
- 180 WEALTH ADVISORS, LLCCRD 284921 · FEDERAL WAY, WA$1,359,025,816.00Regulatory AUM · August 2026
- 22NW, LPCRD 230788 · SEATTLE, WA$295,587,873.00Regulatory AUM · August 2026
- 917 ADVISORY SERVICES LLCCRD 331476 · SPOKANE, WA$167,507,315.00Regulatory AUM · August 2026
- ACUITAS INVESTMENTS, LLCCRD 155782 · SEATTLE, WA$1,481,084,662.00Regulatory AUM · August 2026
- ADVISOR SHARE WEALTH MANAGEMENT, LLCCRD 307997 · VANCOUVER, WA$376,943,321.00Regulatory AUM · August 2026
- AERIE ADVISORY GROUP LLCCRD 333610 · GIG HARBOR, WA$2,518,827,849.00Regulatory AUM · August 2026
- AGATE PASS INVESTMENT MANAGEMENT, LLCCRD 155049 · BAINBRIDGE ISLAND, WA$336,046,126.00Regulatory AUM · August 2026
- ALETHEIAN WEALTH ADVISORS LLCCRD 304623 · BELLEVUE, WA$412,522,414.00Regulatory AUM · August 2026
- ALLEN CAPITAL MANAGEMENT, LLCCRD 135147 · VANCOUVER, WA$200,030,786.00Regulatory AUM · August 2026
- ALLIANT SECURITIES, INC.CRD 7726 · LIBERTY LAKE, WA$300,000,000.00Regulatory AUM · August 2026
- ALTRAVUE CAPITAL, LLCCRD 283260 · BELLEVUE, WA$1,539,514,958.00Regulatory AUM · August 2026
- AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.CRD 110117 · FEDERAL WAY, WA$41,317,000.00Regulatory AUM · August 2026
- ANGELLIST ASSET MANAGEMENT, LLCCRD 330361 · SEATTLE, WA$346,479,044.00Regulatory AUM · August 2026
- ARABLE CAPITAL PARTNERS, LLCCRD 287629 · BELLEVUE, WA$671,203,734.00Regulatory AUM · August 2026
- ARCHON CAPITAL MANAGEMENT LLCCRD 130499 · SEATTLE, WA$214,648,357.00Regulatory AUM · August 2026
- ARMOUR WEALTH ADVISORS, LLCCRD 306171 · TUMWATER, WA$110,366,065.00Regulatory AUM · August 2026
- ASPIRE CAPITAL ADVISORS LLCCRD 298366 · SEATTLE, WA$1,234,192,870.00Regulatory AUM · August 2026
- ASSET ONE WEALTH MANAGEMENT, LLCCRD 336350 · BELLEVUE, WA$982,530,630.00Regulatory AUM · August 2026
- AUXANO ADVISORS, LLCCRD 145179 · BELLEVUE, WA$1,777,095,540.00Regulatory AUM · August 2026
- AVANTIA INVESTMENT SERVICES, LLCCRD 307869 · SEATTLE, WA$119,147,222.00Regulatory AUM · August 2026
- AVATAR CAPITAL MANAGEMENT LLCCRD 330793 · SEATTLE, WA$279,640,377.00Regulatory AUM · August 2026
- AVISO WEALTH MANAGEMENTCRD 108146 · BELLEVUE, WA$621,295,558.00Regulatory AUM · August 2026
- BAC CAPITAL ADVISORS LLCCRD 116816 · SEATTLE, WA$301,249,292.00Regulatory AUM · August 2026
- BADGLEY PHELPS WEALTH MANAGERS, LLCCRD 315440 · SEATTLE, WA$7,280,763,257.00Regulatory AUM · August 2026
- BAKER ELLIS ASSET MANAGEMENT LLCCRD 121802 · VANCOUVER, WA$1,047,120,232.00Regulatory AUM · August 2026
- BARING FINANCIAL LLCCRD 173761 · BELLINGHAM, WA$210,327,061.00Regulatory AUM · August 2026
- BARKER WEALTH MANAGEMENT, LLCCRD 226768 · CAMAS, WA$240,578,722.00Regulatory AUM · August 2026
- BASECAMP WEALTH ADVISORS, LLCCRD 334018 · BELLEVUE, WA$1,076,551,129.00Regulatory AUM · August 2026
- BBJS FINANCIAL ADVISORS, LLCCRD 115969 · SEATTLE, WA$331,525,200.00Regulatory AUM · August 2026
- BEAR MOUNTAIN CAPITAL INC.CRD 151151 · SEATTLE, WA$374,999,426.00Regulatory AUM · August 2026
- BELLEVUE ASSET MANAGEMENT, LLCCRD 129194 · BELLEVUE, WA$393,677,615.00Regulatory AUM · August 2026
- BELLINGHAM CAPITAL MANAGEMENT, INC.CRD 151684 · BELLINGHAM, WA$149,233,075.00Regulatory AUM · August 2026
- BENCHMARK PLUS MANAGEMENT, LLCCRD 127471 · GIG HARBOR, WA$767,365,428.00Regulatory AUM · August 2026
- BENSLER, LLCCRD 310849 · BELLEVUE, WA$1,941,526,044.00Regulatory AUM · August 2026
- BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIPCRD 111470 · SEATTLE, WA$24,067,000,000.00Regulatory AUM · August 2026
- BOONE WEALTH ADVISORS, LLCCRD 116682 · BELLEVUE, WA$506,779,239.00Regulatory AUM · August 2026
- BRACKENWOOD CAPITAL MANAGEMENT, LLCCRD 135478 · BAINBRIDGE ISLAND, WA$126,631,575.00Regulatory AUM · August 2026
- BREAKWATER INVESTMENT MANAGEMENT, LLCCRD 150841 · SEATTLE, WA$302,726,806.00Regulatory AUM · August 2026
- BRIDGE33 INVESTMENT MANAGEMENT LLCCRD 305580 · SEATTLE, WA$1,075,660,850.00Regulatory AUM · August 2026
- BRIGHTON JONES LLCCRD 108601 · SEATTLE, WA$18,879,719,548.00Regulatory AUM · August 2026
- BRUESKE ADVISORY SERVICES, LLCCRD 300689 · BELLEVUE, WA$35,781,637.00Regulatory AUM · August 2026
- BYRNE & COMPANY WEALTH MANAGEMENT, LLCCRD 160581 · OLYMPIA, WA$142,935,403.00Regulatory AUM · August 2026
- CAIRN INVESTMENT GROUP, INC.CRD 143601 · VANCOUVER, WA$384,958,456.00Regulatory AUM · August 2026
- CALPA ADVISORS LLCCRD 318008 · KIRKLAND, WANot availableRegulatory AUM · August 2026
- CAPITAL ADVISORS WEALTH MANAGEMENT, LLCCRD 309387 · YAKIMA, WA$1,112,135,839.00Regulatory AUM · August 2026
- CAPITAL PLANNING, LLCCRD 169470 · BELLEVUE, WA$617,688,176.00Regulatory AUM · August 2026
- CAPRIA VENTURES LLCCRD 284129 · SEATTLE, WA$161,000,000.00Regulatory AUM · August 2026
- CAPSTONE INVESTMENT GROUP, LLCCRD 159918 · OLYMPIA, WA$176,450,000.00Regulatory AUM · August 2026
- CASCADE WEALTH ADVISORS, INCCRD 158470 · WENATCHEE, WA$228,059,740.00Regulatory AUM · August 2026
- CERCANO MANAGEMENT LLCCRD 315897 · BELLEVUE, WA$7,281,283,635.00Regulatory AUM · August 2026
- CHANEY CAPITAL MANAGEMENT INC.CRD 116511 · LYNNWOOD, WA$455,536,320.00Regulatory AUM · August 2026
- CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.CRD 116556 · RICHLAND, WA$294,261,730.00Regulatory AUM · August 2026
- CLEAR CREEK FINANCIAL MANAGEMENT, LLCCRD 170602 · SILVERDALE, WA$1,859,317,368.00Regulatory AUM · August 2026
- CLOUD CAPITAL MANAGEMENT, LLCCRD 317325 · SEATTLE, WA$300,205,177.00Regulatory AUM · August 2026
- COLDSTREAM CAPITAL MANAGEMENT INCCRD 108805 · BELLEVUE, WA$13,925,235,705.00Regulatory AUM · August 2026
- COLUMBIA ADVISORY PARTNERS, LLCCRD 171616 · SPOKANE, WA$312,630,000.00Regulatory AUM · August 2026
- COLUMBIA PACIFIC ADVISORS, LLCCRD 142725 · SEATTLE, WA$1,457,262,691.00Regulatory AUM · August 2026
- COLUMBIA RIVER ADVISORS, LLCCRD 154571 · TACOMA, WA$191,149,780.00Regulatory AUM · August 2026
- COLUMBIA RIVER FINANCIAL GROUP, LLCCRD 288539 · VANCOUVER, WA$194,831,125.00Regulatory AUM · August 2026
- COMPREHENSIVE WEALTH MANAGEMENT, LLCCRD 116958 · LYNNWOOD, WA$338,397,742.00Regulatory AUM · August 2026
- CONCREIT FUND MANAGEMENT LLCCRD 310737 · SEATTLE, WA$9,036,332.00Regulatory AUM · August 2026
- CONSILIO WEALTH ADVISORS, LLCCRD 314466 · BELLEVUE, WA$555,755,695.00Regulatory AUM · August 2026
- CONTINENTAL INVESTORS SERVICES, INC.CRD 29775 · LONGVIEW, WA$196,792,432.00Regulatory AUM · August 2026
- D'ANNUNZIO CONSULTING GROUP, LLCCRD 144422 · TACOMA, WA$1,900,775,791.00Regulatory AUM · July 2026
- DDD PARTNERS, LLCCRD 301548 · BELLEVUE, WA$2,390,397,962.00Regulatory AUM · August 2026
- DEMARS FINANCIAL GROUP LLCCRD 116257 · SPOKANE VALLEY, WA$373,955,768.00Regulatory AUM · August 2026
- DIRECTIONAL FINANCIAL SERVICES, LLCCRD 171903 · SEATTLE, WA$11,450,102.00Regulatory AUM · August 2026
- DLK INVESTMENT ADVISORS, LLCCRD 328897 · MERCER ISLAND, WA$140,734,631.00Regulatory AUM · August 2026
- ELITE WEALTH MANAGEMENT, INC.CRD 132122 · KIRKLAND, WA$861,321,612.00Regulatory AUM · August 2026
- ELLIOTT COVE CAPITAL MANAGEMENT LLCCRD 123636 · SEATTLE, WA$348,161,285.00Regulatory AUM · August 2026
- EMERALD ADVISORS, LLCCRD 305125 · BELLEVUE, WA$941,396,697.00Regulatory AUM · August 2026
- EMPIRICAL FINANCIAL SERVICES, LLCCRD 152622 · SEATTLE, WA$8,428,968,273.00Regulatory AUM · August 2026
- EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLCCRD 159018 · SEATTLE, WA$131,598,482.00Regulatory AUM · August 2026
- EVERGREEN CAPITAL MANAGEMENT LLCCRD 104931 · BELLEVUE, WA$7,185,104,271.00Regulatory AUM · August 2026
- FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLCCRD 170918 · SEATTLE, WA$256,000,000.00Regulatory AUM · August 2026
- FC WEALTH, INC.CRD 333296 · BELLEVUE, WA$146,000,000.00Regulatory AUM · August 2026
- FELLOWSHIP FINANCIAL PLANNING, LLCCRD 330347 · SPOKANE, WA$465,326,040.00Regulatory AUM · August 2026
- FINANCIAL FORUM, INC.CRD 307740 · SPOKANE, WA$285,773,471.00Regulatory AUM · August 2026
- FINANCIAL FREEDOM FOR DENTISTS LLCCRD 301981 · SNOQUALMIE, WA$182,154,130.00Regulatory AUM · August 2026
- FINANCIAL INSIGHTS INCCRD 108797 · TACOMA, WA$746,746,648.00Regulatory AUM · August 2026
- FINANCIAL PLAN, INC.CRD 116073 · BELLINGHAM, WA$1,604,659,908.00Regulatory AUM · August 2026
- FIRST PACIFIC FINANCIAL, INC.CRD 284736 · VANCOUVER, WA$1,925,820,843.00Regulatory AUM · August 2026
- FIRST WASHINGTON CORPORATIONCRD 6681 · SEATTLE, WA$501,201,045.00Regulatory AUM · August 2026
- FORS FINANCIAL CONSULTING, PSCRD 335705 · PORT ANGELES, WA$134,918,643.00Regulatory AUM · August 2026
- FORT VANCOUVER INVESTMENT MANAGEMENT, LLCCRD 157019 · VANCOUVER, WA$237,124,472.00Regulatory AUM · August 2026
- FORTIS CAPITAL MANAGEMENT LLCCRD 172198 · BELLEVUE, WA$1,161,542,535.00Regulatory AUM · August 2026
- FORTITUDE ADVISORY GROUP L.L.C.CRD 116083 · GIG HARBOR, WA$467,549,690.00Regulatory AUM · August 2026
- FORTITUDE FINANCIAL LLCCRD 313235 · SPOKANE, WA$281,502,728.00Regulatory AUM · August 2026
- FRAZIER MANAGEMENT, L.L.C.CRD 157324 · SEATTLE, WA$7,718,663,169.00Regulatory AUM · August 2026
- FREESTONE CAPITAL MANAGEMENT, LLCCRD 145711 · SEATTLE, WA$14,540,825,662.00Regulatory AUM · August 2026
- FULCRUM CAPITAL, LLCCRD 145322 · SEATTLE, WA$1,075,250,046.00Regulatory AUM · August 2026
- FULCRUM WEALTH ADVISORS, LLCCRD 169277 · BELLEVUE, WA$208,000,000.00Regulatory AUM · August 2026
- GARDE CAPITAL, INC.CRD 151043 · SEATTLE, WA$2,654,928,032.00Regulatory AUM · August 2026
- GEVERS WEALTH MANAGEMENT, LLCCRD 340092 · ISSAQUAH, WA$223,697,704.00Regulatory AUM · August 2026
- GLOBAL PARTNERSHIPSCRD 300844 · SEATTLE, WA$221,065,774.00Regulatory AUM · August 2026
- GOLDFINCH PARTNERS LPCRD 300919 · BELLEVUE, WA$2,085,653,789.00Regulatory AUM · August 2026
- GOULD CAPITAL, LLCCRD 300609 · TACOMA, WA$175,225,864.00Regulatory AUM · August 2026
- GQG PRIVATE CAPITAL SOLUTIONS LLCCRD 332231 · TACOMA, WA$266,785,000.00Regulatory AUM · August 2026
- GREENE WEALTH MANAGEMENT, LLCCRD 137810 · SEATTLE, WA$1,408,884,946.00Regulatory AUM · August 2026
- GREYSTONE FINANCIAL & ESTATE SERVICES, INC.CRD 318092 · KIRKLAND, WA$117,107,722.00Regulatory AUM · August 2026