Investment adviser firms in Washington · Page 3
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
- RAM INVESTMENT PARTNERS, LLCCRD 161077 · BELLEVUE, WA$1,187,330,321.00Regulatory AUM · August 2026
- RARE WOLF CAPITAL LLCCRD 334465 · BELLEVUE, WA$179,594,386.00Regulatory AUM · August 2026
- RDST CAPITAL LLCCRD 284645 · SEATTLE, WA$1,276,991,597.00Regulatory AUM · August 2026
- RICHARDS, MERRILL & PETERSON, INC.CRD 713 · SPOKANE, WA$643,598,531.00Regulatory AUM · August 2026
- ROBINSWOOD FINANCIAL LLCCRD 143417 · KIRKLAND, WA$453,158,513.00Regulatory AUM · August 2026
- RUNDE & CO. LLCCRD 106383 · SEATTLE, WA$209,495,000.00Regulatory AUM · August 2026
- RUSSELL INVESTMENT MANAGEMENT, LLCCRD 105734 · SEATTLE, WA$68,603,687,893.00Regulatory AUM · August 2026
- RUSSELL INVESTMENTS CAPITAL, LLCCRD 37550 · SEATTLE, WA$35,029,180,603.00Regulatory AUM · August 2026
- RUSSELL INVESTMENTS CREDIT ADVISER, LLCCRD 335782 · SEATTLE, WANot availableRegulatory AUM · August 2026
- RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLCCRD 329 · SEATTLE, WA$81,091,385,383.00Regulatory AUM · August 2026
- RUSSELL INVESTMENTS INFRASTRUCTURE ADVISER, LLCCRD 335783 · SEATTLE, WANot availableRegulatory AUM · August 2026
- S. R. SCHILL & ASSOCIATES, INC.CRD 105864 · MERCER ISLAND, WA$143,079,018.00Regulatory AUM · August 2026
- SAA ADVISORS, INC.CRD 148763 · BELLEVUE, WANot availableRegulatory AUM · August 2026
- SAGE ADVISORS, LLCCRD 301328 · EDMONDS, WA$575,147,683.00Regulatory AUM · August 2026
- SANDER CAPITAL ADVISORS, INC.CRD 112499 · SEATTLE, WA$210,000,000.00Regulatory AUM · August 2026
- SATURNA CAPITAL CORPORATIONCRD 25586 · BELLINGHAM, WA$8,624,828,208.00Regulatory AUM · August 2026
- SCHMIDT FINANCIAL MANAGEMENT, INC.CRD 328247 · KIRKLAND, WA$497,527,086.00Regulatory AUM · August 2026
- SEATTLE WEALTH MANAGEMENT LLCCRD 285877 · SEATTLE, WA$131,301,861.00Regulatory AUM · August 2026
- SELKIRK WEALTH ADVISORS, LLCCRD 173605 · SPOKANE, WA$184,438,421.00Regulatory AUM · August 2026
- SENESCHAL ADVISORS, LLCCRD 131618 · TACOMA, WA$301,275,190.00Regulatory AUM · August 2026
- SHAREBUILDER ADVISORS, LLCCRD 300537 · SEATTLE, WANot availableRegulatory AUM · August 2026
- SILVER CREEK ADVISORY PARTNERS LLCCRD 156667 · SEATTLE, WA$10,198,572,875.00Regulatory AUM · August 2026
- SILVER CREEK CAPITAL MANAGEMENT LLCCRD 122966 · SEATTLE, WA$122,545,120.00Regulatory AUM · August 2026
- SIMCOE CAPITAL, LLCCRD 121505 · SPOKANE, WA$109,440,888.00Regulatory AUM · August 2026
- SKYLINE ADVISORS, INC.CRD 188511 · BELLINGHAM, WA$386,462,616.00Regulatory AUM · August 2026
- SLOY DAHL & HOLST HOLDINGS, INCCRD 310107 · VANCOUVER, WA$186,620,841.00Regulatory AUM · August 2026
- SLOY, DAHL & HOLST, LLCCRD 110102 · VANCOUVER, WA$1,803,508,185.00Regulatory AUM · August 2026
- SMART PORTFOLIOS, LLCCRD 131342 · LAKE FOREST PARK, WA$210,282,076.00Regulatory AUM · August 2026
- SNIDER RETIREMENT STRATEGIES, INC.CRD 117392 · BELLEVUE, WA$549,695,384.00Regulatory AUM · August 2026
- SONATA CAPITAL GROUP INCCRD 111277 · SEATTLE, WA$360,685,424.00Regulatory AUM · August 2026
- SOUNDPATH RETIREMENT STRATEGIES, LLCCRD 315590 · BELLEVUE, WA$134,458,441.00Regulatory AUM · August 2026
- SOUNDVIEW ADVISORS, INC.CRD 114437 · OLYMPIA, WA$387,237,483.00Regulatory AUM · August 2026
- SPG ADVISORS LLCCRD 284496 · KIRKLAND, WA$535,426,153.00Regulatory AUM · August 2026
- STAPP WEALTH MANAGEMENT, PLLCCRD 116553 · OLYMPIA, WA$145,112,880.00Regulatory AUM · August 2026
- STEELHEAD PARTNERS,LLCCRD 116569 · SEATTLE, WA$2,510,413,432.00Regulatory AUM · August 2026
- STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCRD 330611 · SPOKANE, WA$174,620,530.00Regulatory AUM · August 2026
- STOLZ & ASSOCIATES, PSCRD 117216 · TACOMA, WA$282,195,649.00Regulatory AUM · August 2026
- STRATEGIC INCOME MANAGEMENT, LLCCRD 151956 · SEATTLE, WA$3,139,274,177.00Regulatory AUM · August 2026
- SUNRISE FINANCIAL SERVICES LLCCRD 325955 · BURIEN, WA$151,248,727.00Regulatory AUM · August 2026
- SURIENCE PRIVATE WEALTH LLCCRD 313055 · YAKIMA, WA$124,013,591.00Regulatory AUM · August 2026
- SYNERGY ASSET MANAGEMENT, LLCCRD 117201 · VANCOUVER, WA$1,299,423,867.00Regulatory AUM · August 2026
- TAIYO PACIFIC PARTNERS L.P.CRD 160930 · KIRKLAND, WA$395,283,000.00Regulatory AUM · August 2026
- TALBOT FINANCIAL, LLCCRD 155162 · BELLEVUE, WA$1,340,535,838.00Regulatory AUM · August 2026
- TFS ADVISORS, LLCCRD 167653 · EDMONDS, WA$161,237,949.00Regulatory AUM · August 2026
- THE FAUSER GROUP, LLCCRD 282351 · MERCER ISLAND, WA$314,476,354.00Regulatory AUM · August 2026
- THE PLANNER'S EDGE LLCCRD 114616 · MERCER ISLAND, WA$178,713,196.00Regulatory AUM · August 2026
- THE RETIREMENT SOLUTION LLCCRD 148106 · REDMOND, WA$699,428,544.00Regulatory AUM · August 2026
- THIRD STAGE INVESTMENT GROUP, LLCCRD 141951 · BELLEVUE, WANot availableRegulatory AUM · August 2026
- TIETON CAPITAL MANAGEMENT, LLCCRD 135769 · YAKIMA, WA$313,981,362.00Regulatory AUM · August 2026
- TRADEWINDS CAPITAL MANAGEMENT, LLCCRD 145934 · BELLINGHAM, WA$727,324,070.00Regulatory AUM · August 2026
- TRAIL FINANCIAL PLANNING LLCCRD 165063 · BELLINGHAM, WA$117,334,223.00Regulatory AUM · August 2026
- TRUENORTH FINANCIAL SERVICES, LLCCRD 118273 · SEATTLE, WA$321,734,679.00Regulatory AUM · August 2026
- TRUEWEALTH FINANCIAL PARTNERS, LLCCRD 316079 · BELLEVUE, WA$273,719,158.00Regulatory AUM · August 2026
- TSP ADVISORS, LLCCRD 281758 · MERCER ISLAND, WA$317,264,489.00Regulatory AUM · August 2026
- UTA LLCCRD 315427 · VANCOUVER, WA$214,570,738.00Regulatory AUM · August 2026
- VICKERMAN INVESTMENT ADVISORS, INC.CRD 313240 · SPOKANE, WA$632,257,716.00Regulatory AUM · August 2026
- VIEWPOINT CAPITAL MANAGEMENT, LLCCRD 158899 · SEATTLE, WA$267,799,000.00Regulatory AUM · August 2026
- VITA PLANNING GROUP LLCCRD 312323 · CAMAS, WA$83,688,418.00Regulatory AUM · August 2026
- VORPAHL WING ADVISORS, INC.CRD 47548 · SPOKANE, WA$124,400,000.00Regulatory AUM · August 2026
- VVR HOLDINGS LLCCRD 334343 · BELLINGHAM, WA$241,081,561.00Regulatory AUM · August 2026
- WAFD WEALTH, INCCRD 337346 · SEATTLE, WA$348,143,236.00Regulatory AUM · August 2026
- WASHINGTON CAPITAL MANAGEMENT INCCRD 105253 · SEATTLE, WA$7,396,896,415.00Regulatory AUM · August 2026
- WAYCROSS INVESTMENT MANAGEMENT COMPANYCRD 105034 · BELLINGHAM, WA$252,424,231.00Regulatory AUM · August 2026
- WAYFINDING FINANCIAL, LLCCRD 306208 · LYNNWOOD, WA$353,477,294.00Regulatory AUM · August 2026
- WEALTHCOLLAB LLCCRD 269840 · BELLEVUE, WA$316,209,943.00Regulatory AUM · August 2026
- WEALTHMARK, LLCCRD 144948 · BELLINGHAM, WA$132,000,000.00Regulatory AUM · August 2026
- WEINAND FINANCIAL, INC.CRD 328590 · LACEY, WA$610,380,000.00Regulatory AUM · August 2026
- WESTRIVER MANAGEMENT, LLCCRD 161921 · SEATTLE, WA$444,377,118.00Regulatory AUM · August 2026
- WESTWARD MANAGEMENT COMPANY II LLCCRD 300994 · SEATTLE, WA$374,040,003.00Regulatory AUM · August 2026
- WHITE & COMPANY FINANCIAL PLANNING, INC.CRD 115326 · SUNNYSIDE, WA$149,805,946.00Regulatory AUM · August 2026
- ZEVENBERGEN CAPITAL INVESTMENTS LLCCRD 128990 · EDMONDS, WA$4,565,697,000.00Regulatory AUM · August 2026