Investment adviser firms in Washington · Page 2
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: August 2026
- GRIFFITHS, DREHER & EVANS, P.S., CPASCRD 142448 · SPOKANE, WA$311,409,733.00Regulatory AUM · August 2026
- GUIDE ADVISORS, INC.CRD 281828 · BOTHELL, WANot availableRegulatory AUM · August 2026
- HALLETT INVESTMENTS, LLCCRD 306187 · PORT ANGELES, WA$157,934,527.00Regulatory AUM · August 2026
- HAMRICK INVESTMENT COUNSEL, LLCCRD 116314 · SEATTLE, WA$299,151,958.00Regulatory AUM · August 2026
- HARBORVIEW ASSET MANAGEMENT LLCCRD 332767 · GIG HARBOR, WA$124,743,958.00Regulatory AUM · August 2026
- HARBOUR INVESTMENT MANAGEMENT L.L.C.CRD 111166 · EDMONDS, WA$381,560,275.00Regulatory AUM · August 2026
- HARLOW WEALTH MANAGEMENT, INC.CRD 148315 · VANCOUVER, WA$419,374,657.00Regulatory AUM · August 2026
- HELIUM ADVISORS LLCCRD 282356 · VANCOUVER, WA$233,777,142.00Regulatory AUM · August 2026
- HELM CAPITAL MANAGEMENT LLCCRD 123174 · SEATTLE, WA$400,804,452.00Regulatory AUM · August 2026
- HELMSMAN FINANCIAL GROUP, LLCCRD 113780 · WOODINVILLE, WA$187,200,348.00Regulatory AUM · August 2026
- HFG ADVISORS, INC.CRD 316446 · KENNEWICK, WA$113,419,403.00Regulatory AUM · August 2026
- HIDDEN COVE WEALTH MANAGEMENT, LLCCRD 318677 · BAINBRIDGE ISLAND, WA$403,507,194.00Regulatory AUM · August 2026
- HIGHBURY PACIFIC CAPITAL CORP.CRD 157778 · BELLEVUE, WA$333,336,182.00Regulatory AUM · August 2026
- HIGHLAND CAPITAL ADVISORS, LLCCRD 139780 · ISSAQUAH, WANot availableRegulatory AUM · August 2026
- HIMALAYA CAPITAL MANAGEMENT LLCCRD 157594 · SEATTLE, WA$21,392,207,523.00Regulatory AUM · August 2026
- HOHIMER WEALTH MANAGEMENT, LLCCRD 300140 · SEATTLE, WA$1,255,914,355.00Regulatory AUM · August 2026
- HOT CREEK CAPITAL, L.L.C.CRD 162371 · KIRKLAND, WA$135,671,655.00Regulatory AUM · August 2026
- ILLUMINE INVESTMENT MANAGEMENT, LLCCRD 311661 · POULSBO, WA$215,168,898.00Regulatory AUM · August 2026
- INATAI INVESTMENT MANAGEMENT CO. LLCCRD 329696 · SEATTLE, WA$2,693,146,865.00Regulatory AUM · August 2026
- INTEGRATED QUANTITATIVE INVESTMENTS LLCCRD 310106 · BELLEVUE, WA$844,781,025.00Regulatory AUM · August 2026
- INTEGRATED WEALTH ADVISORS, LLCCRD 314575 · BELLEVUE, WA$122,360,346.00Regulatory AUM · August 2026
- INTEGRITY WEALTH MANAGEMENT, INC.CRD 150103 · SPOKANE, WA$163,150,031.00Regulatory AUM · August 2026
- INVESCO MANAGED ACCOUNTS, LLCCRD 154461 · SEATTLE, WA$31,275,474,511.00Regulatory AUM · August 2026
- INVESTORS PORTFOLIO SERVICES LLCCRD 117299 · PUYALLUP, WA$238,839,710.00Regulatory AUM · August 2026
- JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENTCRD 109542 · VANCOUVER, WA$442,737,917.00Regulatory AUM · August 2026
- JMK & ASSOCIATES, LLCCRD 312760 · SPOKANE, WA$268,371,774.00Regulatory AUM · August 2026
- JOHNSON & SHUTE INVESTMENT ADVISORS, INC.CRD 116667 · BOTHELL, WA$137,308,342.00Regulatory AUM · August 2026
- JOHNSON BIXBY & ASSOCIATES, LLCCRD 310839 · VANCOUVER, WA$933,732,431.00Regulatory AUM · August 2026
- KAIROS CAPITAL MANAGEMENT, LLCCRD 150342 · BELLEVUE, WA$105,940,110.00Regulatory AUM · August 2026
- KAIZEN FINANCIAL ADVISORS, LLCCRD 155353 · KIRKLAND, WA$283,685,763.00Regulatory AUM · August 2026
- KILEY JUERGENS WEALTH MANAGEMENT, LLCCRD 151088 · OLYMPIA, WA$2,200,220,068.00Regulatory AUM · August 2026
- KOSMOS MANAGEMENT LLCCRD 164712 · SEATTLE, WA$2,205,900,876.00Regulatory AUM · August 2026
- KUNATH KARREN RINNE & ATKIN LLCCRD 104531 · SEATTLE, WA$373,005,141.00Regulatory AUM · August 2026
- KUTSCHER BENNER BARSNESS & STEVENS, INC.CRD 107475 · SEATTLE, WA$627,791,127.00Regulatory AUM · August 2026
- LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLCCRD 107341 · SEATTLE, WA$12,183,776,067.00Regulatory AUM · August 2026
- LAKESIDE ADVISORS INCCRD 104540 · SEATTLE, WA$412,236,024.00Regulatory AUM · August 2026
- LEADER CAPITAL CORP.CRD 46206 · VANCOUVER, WA$1,410,245,287.00Regulatory AUM · August 2026
- LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.CRD 116891 · YAKIMA, WA$958,141,033.00Regulatory AUM · August 2026
- LESA SROUFE & COMPANY, INC.CRD 130232 · SEATTLE, WA$207,338,726.00Regulatory AUM · August 2026
- LIFEFOCUS FINANCIAL ADVISORS, LLCCRD 136020 · WALLA WALLA, WA$103,509,339.00Regulatory AUM · August 2026
- LIGHTHOUSE WEALTH STRATEGIES, LLCCRD 299334 · GIG HARBOR, WA$844,414,614.00Regulatory AUM · August 2026
- LODESTONE WEALTH MANAGEMENT LLCCRD 151115 · SPOKANE, WA$346,482,109.00Regulatory AUM · August 2026
- LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENTCRD 335660 · SPOKANE, WA$142,000,000.00Regulatory AUM · August 2026
- LUCID ADVISORS, INC.CRD 116639 · SEATTLE, WA$1,147,355,188.00Regulatory AUM · August 2026
- MADISON PARK CAPITAL ADVISORS, LLCCRD 172780 · SEATTLE, WA$294,780,438.00Regulatory AUM · August 2026
- MADRONA FINANCIAL SERVICES, LLCCRD 115753 · EVERETT, WA$691,792,793.00Regulatory AUM · August 2026
- MAINSAIL FINANCIAL GROUP, LLCCRD 317970 · BELLEVUE, WA$403,920,372.00Regulatory AUM · August 2026
- MANGAN WEALTH MANAGEMENT, INC.CRD 143863 · SEATTLE, WA$222,000,000.00Regulatory AUM · August 2026
- MARS JEWETT FINANCIAL GROUP, INC.CRD 297388 · BELLEVUE, WA$901,424,022.00Regulatory AUM · August 2026
- MARTEL WEALTH ADVISORS, LLCCRD 296896 · VANCOUVER, WA$1,459,415,057.00Regulatory AUM · August 2026
- MARTIN NELSON & CO., INC.CRD 2903 · SEATTLE, WA$287,344,200.00Regulatory AUM · August 2026
- MB GENERATIONAL WEALTH, LLCCRD 327967 · SPOKANE, WA$404,425,850.00Regulatory AUM · August 2026
- MCILRATH & ECK, LLCCRD 145252 · ARLINGTON, WA$1,364,902,010.00Regulatory AUM · August 2026
- MIDDLETON & COMPANYCRD 284996 · VANCOUVER, WA$131,316,850.00Regulatory AUM · August 2026
- MILLIMAN ADVISORS, LLCCRD 112245 · SEATTLE, WA$2,318,146,171.00Regulatory AUM · August 2026
- MKT AND ASSOCIATES LLCCRD 329889 · TACOMA, WA$378,684,183.00Regulatory AUM · August 2026
- MOMENTOUS WEALTH MANAGEMENT, INC.CRD 288429 · VANCOUVER, WA$409,937,549.00Regulatory AUM · August 2026
- MONSON WEALTH MANAGEMENT, INC.CRD 169857 · KENNEWICK, WA$149,456,592.00Regulatory AUM · August 2026
- MOSS ADAMS WEALTH ADVISORS LLCCRD 108917 · BELLEVUE, WA$5,773,272,462.00Regulatory AUM · August 2026
- MOULTON WEALTH MANAGEMENT, INCCRD 304598 · SPOKANE VALLEY, WA$159,654,000.00Regulatory AUM · August 2026
- MOUNTAIN PACIFIC ADVISORS, LLCCRD 151666 · BELLEVUE, WA$484,252,836.00Regulatory AUM · August 2026
- MY PERSONAL CFO, LLCCRD 299424 · VANCOUVER, WA$365,101,816.00Regulatory AUM · August 2026
- NELSON SECURITIES,INC.CRD 14377 · SPOKANE, WA$271,967,129.00Regulatory AUM · August 2026
- NEWGROUND SOCIAL INVESTMENT, SPCCRD 117060 · SEATTLE, WA$161,124,440.00Regulatory AUM · August 2026
- NORTHERN CAPITAL MANAGEMENT, INC.CRD 111379 · SPOKANE, WA$526,735,016.00Regulatory AUM · August 2026
- NORTHERN CAPITAL RETIREMENT SERVICES, INC.CRD 163327 · SPOKANE, WA$304,247,577.00Regulatory AUM · August 2026
- NORTHERN LIGHTS ADVISORS, INCCRD 167824 · SEATTLE, WA$258,852,672.00Regulatory AUM · August 2026
- NORTHWEST ADMINISTRATORS INCCRD 106544 · SEATTLE, WA$114,794,748.00Regulatory AUM · August 2026
- NORTHWEST WEALTH ADVISORS, LLCCRD 327641 · BELLINGHAM, WA$304,491,157.00Regulatory AUM · August 2026
- NWAM, LLCCRD 147923 · MERCER ISLAND, WA$4,131,681,404.00Regulatory AUM · August 2026
- OLIVER CAPITAL MANAGEMENT, LLCCRD 127606 · SEATTLE, WA$505,526,239.00Regulatory AUM · August 2026
- OPAL ADVISORS, LLCCRD 164014 · BELLEVUE, WA$174,028,405.00Regulatory AUM · August 2026
- OPTIMAL TAX ASSET MANAGEMENT, INC.CRD 340466 · BELLEVUE, WANot availableRegulatory AUM · August 2026
- OPTIMIST RETIREMENT GROUP, LLCCRD 119086 · BELLEVUE, WA$245,276,023.00Regulatory AUM · August 2026
- P3 ASSET MANAGEMENT, LLCCRD 327327 · GIG HARBOR, WA$40,306,910.00Regulatory AUM · August 2026
- PACIFIC ASSET MANAGEMENT, LLCCRD 115157 · GIG HARBOR, WA$384,753,000.00Regulatory AUM · August 2026
- PACIFIC FINANCIAL ADVISORS, INC.CRD 154160 · BELLEVUE, WA$110,181,436.00Regulatory AUM · August 2026
- PACIFIC SAGE PARTNERS, LLCCRD 315663 · EDMONDS, WA$986,251,535.00Regulatory AUM · August 2026
- PALOUSE CAPITAL MANAGEMENT, INC.CRD 104573 · SPOKANE, WA$408,512,905.00Regulatory AUM · August 2026
- PARA WEALTH ADVISORS, INC.CRD 322683 · CAMAS, WA$221,029,745.00Regulatory AUM · August 2026
- PARAMETRIC PORTFOLIO ASSOCIATES LLCCRD 114310 · SEATTLE, WA$684,777,137,029.00Regulatory AUM · August 2026
- PARCION PRIVATE WEALTH LLCCRD 305115 · BELLEVUE, WA$2,951,714,286.00Regulatory AUM · August 2026
- PARKER FINANCIAL LLCCRD 144293 · SILVERDALE, WA$272,049,379.00Regulatory AUM · August 2026
- PATHMONT, LLCCRD 299217 · SEATTLE, WA$169,666,110.00Regulatory AUM · August 2026
- PAUL R. RIED FINANCIAL GROUP, LLCCRD 297284 · BELLEVUE, WA$1,268,180,179.00Regulatory AUM · August 2026
- PETERSEN HASTINGS WEALTH ADVISORS, INC.CRD 110952 · KENNEWICK, WA$1,576,834,456.00Regulatory AUM · August 2026
- PETRIE CAPITAL MANAGEMENT LLC.CRD 136480 · SEATTLE, WA$105,181,953.00Regulatory AUM · August 2026
- PIKE STREET CAPITAL, LPCRD 300264 · SEATTLE, WA$727,426,301.00Regulatory AUM · August 2026
- PINNACLE PARTNER MANAGEMENT LLCCRD 324639 · SEATTLE, WA$264,630,501.00Regulatory AUM · August 2026
- PORTFOLIO STRATEGIES INCCRD 104685 · TACOMA, WA$50,213,258.00Regulatory AUM · August 2026
- PREVAIL WEALTH MANAGEMENT LLCCRD 164532 · KIRKLAND, WA$260,809,981.00Regulatory AUM · August 2026
- PRIVATE ADVISORY GROUP LLCCRD 170043 · REDMOND, WA$2,144,656,403.00Regulatory AUM · August 2026
- PRIVATE ASSET MANAGEMENT INCCRD 108815 · KIRKLAND, WA$109,489,332.00Regulatory AUM · August 2026
- PUGH CAPITAL MANAGEMENT, INC.CRD 111765 · SEATTLE, WA$12,821,941,180.00Regulatory AUM · August 2026
- QUANTCA FINANCIAL LLCCRD 329324 · EDMONDS, WA$10,390.00Regulatory AUM · August 2026
- QUANTUM FINANCIAL PLANNING SERVICES, INC.CRD 115877 · SPOKANE, WA$727,199,491.00Regulatory AUM · August 2026
- R.L. EVANS CO. INC.CRD 110699 · BELLEVUE, WA$682,588,885.00Regulatory AUM · August 2026
- RAINIER CAPITAL PARTNERS LPCRD 315967 · SEATTLE, WA$379,496,389.00Regulatory AUM · August 2026
- RAINIER FAMILY WEALTH, INC.CRD 332062 · TACOMA, WA$331,473,591.00Regulatory AUM · August 2026
- RAINIER INVESTMENT MANAGEMENT LLCCRD 105556 · SEATTLE, WA$581,139,481.00Regulatory AUM · August 2026