RIA Intelligence

Investment Advisers in Washington

615 registered firms

Sort by: AUM Name Employees Last Updated
JUPITER GROUP CAPITAL ADVISORS, LLC
CRD #151325 KIRKLAND, WA
SEC
AUM
$153M
Employees
5
CAPRIA VENTURES LLC
CRD #284129 SEATTLE, WA
SEC Private Funds
AUM
$152.5M
Employees
15
CAPSTONE INVESTMENT GROUP, LLC
CRD #159918 OLYMPIA, WA
SEC
AUM
$152.4M
Employees
10
BROOKS, HUGHES & JONES, INC.
CRD #151507 GIG HARBOR, WA
SEC
AUM
$152.1M
Employees
3
LAKESIDE CAPITAL MANAGEMENT, LLC
CRD #108155 SEATTLE, WA
SEC Private Funds
AUM
$151.8M
Employees
1
HALLETT INVESTMENTS, LLC
CRD #306187 PORT ANGELES, WA
SEC
AUM
$145.2M
Employees
5
NEWGROUND SOCIAL INVESTMENT, SPC
CRD #117060 SEATTLE, WA
SEC
AUM
$144.7M
Employees
3
MOULTON WEALTH MANAGEMENT, INC
CRD #304598 SPOKANE VALLEY, WA
SEC
AUM
$144M
Employees
5
SAPPHIRE STAR CAPITAL LLC
CRD #226665 REDMOND, WA
SEC Private Funds
AUM
$143.7M
Employees
2
BELLINGHAM CAPITAL MANAGEMENT, INC.
CRD #151684 BELLINGHAM, WA
SEC
AUM
$142M
Employees
5
DENTAL WEALTH ADVISORS, LLC
CRD #127147 BELLEVUE, WA
SEC
AUM
$141.4M
Employees
3
FULCRUM WEALTH ADVISORS, LLC
CRD #169277 BELLEVUE, WA
SEC
AUM
$140.1M
Employees
4
FINANCIAL FREEDOM FOR DENTISTS LLC
CRD #301981 SNOQUALMIE, WA
SEC
AUM
$138M
Employees
3
SUNRISE FINANCIAL SERVICES LLC
CRD #325955 BURIEN, WA
SEC
AUM
$137.6M
Employees
5
CROSS BORDER INVESTMENT MANAGEMENT LLC
CRD #305978 BELLEVUE, WA
Private Funds
AUM
$137.3M
Employees
5
INNOVATIVE ADVISER SOLUTIONS, LLC
CRD #289191 SEATTLE, WA
SEC
AUM
$137.2M
Employees
10
TFS ADVISORS, LLC
CRD #167653 EDMONDS, WA
SEC
AUM
$135.1M
Employees
3
HOT CREEK CAPITAL, L.L.C.
CRD #162371 KIRKLAND, WA
SEC Private Funds
AUM
$135M
Employees
2
DALE Q. RICE INVESTMENT MANAGEMENT, LTD.
CRD #310614 VANCOUVER, WA
SEC
AUM
$132.6M
Employees
4
NORTHERN LIGHTS ADVISORS, INC
CRD #167824 SEATTLE, WA
SEC
AUM
$131.7M
Employees
3
WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD #115326 SUNNYSIDE, WA
SEC
AUM
$131.1M
Employees
5
917 ADVISORY SERVICES LLC
CRD #331476 SPOKANE, WA
SEC
AUM
$130.2M
Employees
4
MONSON WEALTH MANAGEMENT, INC.
CRD #169857 KENNEWICK, WA
SEC
AUM
$130.1M
Employees
3
LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD #335660 SPOKANE, WA
SEC
AUM
$127.6M
Employees
2
S. R. SCHILL & ASSOCIATES, INC.
CRD #105864 MERCER ISLAND, WA
SEC
AUM
$126.9M
Employees
6