RIA Intelligence

Investment Advisers in Washington

615 registered firms

Sort by: AUM Name Employees Last Updated
KAIROS CAPITAL MANAGEMENT, LLC
CRD #150342 BELLEVUE, WA
SEC
AUM
$106.1M
Employees
1
AVANTIA INVESTMENT SERVICES, LLC
CRD #307869 SEATTLE, WA
SEC
AUM
$105.6M
Employees
4
PRIVATE ASSET MANAGEMENT INC
CRD #108815 KIRKLAND, WA
SEC
AUM
$105.2M
Employees
3
HALLETT & ASSOCIATES, P.S.
CRD #115970 PORT ANGELES, WA
SEC
AUM
$104.8M
Employees
1
GQG PRIVATE CAPITAL SOLUTIONS LLC
CRD #332231 TACOMA, WA
SEC Private Funds
AUM
$104M
Employees
11
TRAIL FINANCIAL PLANNING LLC
CRD #165063 BELLINGHAM, WA
SEC
AUM
$103.9M
Employees
4
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD #318092 KIRKLAND, WA
SEC
AUM
$103.6M
Employees
3
PETRIE CAPITAL MANAGEMENT LLC.
CRD #136480 SEATTLE, WA
SEC
AUM
$103.5M
Employees
1
THE MUTUAL FUND STORE-SEATTLE, LLC
CRD #144493 FEDERAL WAY, WA
SEC
AUM
$103.2M
Employees
3
DLK INVESTMENT ADVISORS, LLC
CRD #328897 MERCER ISLAND, WA
SEC
AUM
$100.7M
Employees
2
CROSSWATER INVESTMENT ADVISORS, INC.
CRD #127890 BELLEVUE, WA
SEC
AUM
$92M
Employees
5
VITA INTELLECTUS, LLC
CRD #159164 BELLEVUE, WA
SEC
AUM
$85.9M
Employees
4
SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
CRD #139728 BELLEVUE, WA
SEC Private Funds
AUM
$82.3M
Employees
8
WATERFRONT FINANCIAL MANAGEMENT LLC
CRD #289408 SILVERDALE, WA
SEC
AUM
$79.8M
Employees
5
LAKE UNION CAPITAL MANAGEMENT, LLC
CRD #127542 SEATTLE, WA
SEC Private Funds
AUM
$78.3M
Employees
6
PIONEER SQUARE ADVISORS, LLC
CRD #143609 SEATTLE, WA
SEC
AUM
$76.8M
Employees
16
HARVEST CAPITAL ADVISORS INC.
CRD #126150 BELLEVUE, WA
SEC
AUM
$74.1M
Employees
2
HORIZON ASSET MANAGEMENT, LLC
CRD #109613 BELLEVUE, WA
SEC
AUM
$73.5M
Employees
1
FREESTONE ADVISORS, LLC
CRD #130005 SEATTLE, WA
SEC
AUM
$72.2M
Employees
5
COTTON FINANCIAL ADVISORS,INC.
CRD #106168 LYNNWOOD, WA
SEC
AUM
$71.9M
Employees
5
WESTERLIND PETER & ASSOCIATES INC
CRD #106995 BELLEVUE, WA
SEC
AUM
$70.9M
Employees
5
FINANCIAL RESEARCH, INC.
CRD #116963 ISSAQUAH, WA
SEC
AUM
$70.5M
Employees
1
SAVINGS GROWERS, INC.
CRD #113694 BELLEVUE, WA
SEC
AUM
$70M
Employees
5
SHELGREN FINANCIAL GROUP, INC.
CRD #117056 RENTON, WA
SEC
AUM
$70M
Employees
--
CARAVAN CAPITAL MANAGEMENT LLC
CRD #148301 TACOMA, WA
SEC Private Funds
AUM
$69.5M
Employees
5