RIA Intelligence

Investment Advisers in Washington

615 registered firms

Sort by: AUM Name Employees Last Updated
LAKE UNION CAPITAL MANAGEMENT, LLC
CRD #127542 SEATTLE, WA
SEC Private Funds
AUM
$78.3M
Employees
6
WATERFRONT FINANCIAL MANAGEMENT LLC
CRD #289408 SILVERDALE, WA
SEC
AUM
$79.8M
Employees
5
SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
CRD #139728 BELLEVUE, WA
SEC Private Funds
AUM
$82.3M
Employees
8
VITA INTELLECTUS, LLC
CRD #159164 BELLEVUE, WA
SEC
AUM
$85.9M
Employees
4
CROSSWATER INVESTMENT ADVISORS, INC.
CRD #127890 BELLEVUE, WA
SEC
AUM
$92M
Employees
5
DLK INVESTMENT ADVISORS, LLC
CRD #328897 MERCER ISLAND, WA
SEC
AUM
$100.7M
Employees
2
THE MUTUAL FUND STORE-SEATTLE, LLC
CRD #144493 FEDERAL WAY, WA
SEC
AUM
$103.2M
Employees
3
PETRIE CAPITAL MANAGEMENT LLC.
CRD #136480 SEATTLE, WA
SEC
AUM
$103.5M
Employees
1
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD #318092 KIRKLAND, WA
SEC
AUM
$103.6M
Employees
3
TRAIL FINANCIAL PLANNING LLC
CRD #165063 BELLINGHAM, WA
SEC
AUM
$103.9M
Employees
4
GQG PRIVATE CAPITAL SOLUTIONS LLC
CRD #332231 TACOMA, WA
SEC Private Funds
AUM
$104M
Employees
11
HALLETT & ASSOCIATES, P.S.
CRD #115970 PORT ANGELES, WA
SEC
AUM
$104.8M
Employees
1
PRIVATE ASSET MANAGEMENT INC
CRD #108815 KIRKLAND, WA
SEC
AUM
$105.2M
Employees
3
AVANTIA INVESTMENT SERVICES, LLC
CRD #307869 SEATTLE, WA
SEC
AUM
$105.6M
Employees
4
KAIROS CAPITAL MANAGEMENT, LLC
CRD #150342 BELLEVUE, WA
SEC
AUM
$106.1M
Employees
1
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
CRD #330611 SPOKANE, WA
SEC
AUM
$106.4M
Employees
4
WAKLEY & ROBERTON INC
CRD #105318 MOUNTLAKE TERRACE, WA
SEC
AUM
$106.5M
Employees
2
VORPAHL WING SECURITIES, INC.
CRD #47548 SPOKANE, WA
SEC Disclosures
AUM
$107M
Employees
4
FORS FINANCIAL CONSULTING, PS
CRD #335705 PORT ANGELES, WA
SEC
AUM
$107.3M
Employees
3
HARBORVIEW ASSET MANAGEMENT LLC
CRD #332767 GIG HARBOR, WA
SEC
AUM
$108.5M
Employees
2
MIDDLETON & COMPANY
CRD #284996 VANCOUVER, WA
SEC
AUM
$110M
Employees
4
MADISON PARK ADVISORS
CRD #318029 SEATTLE, WA
SEC Private Funds
AUM
$110M
Employees
1
SOUNDPATH RETIREMENT STRATEGIES, LLC
CRD #315590 BELLEVUE, WA
SEC
AUM
$111.5M
Employees
7
WEALTHMARK, LLC
CRD #144948 BELLINGHAM, WA
SEC
AUM
$114M
Employees
3
BUCKLEY INVESTMENT GROUP, LLC
CRD #128559 WALLA WALLA, WA
SEC
AUM
$114.7M
Employees
3