RIA Intelligence

Investment Advisers in Washington

615 registered firms

Sort by: AUM Name Employees Last Updated
HS & CO INVESTMENTS INC
CRD #110334 EVERETT, WA
SEC
AUM
$69.5M
Employees
5
PETERSON INVESTMENT MANAGEMENT INC
CRD #105634 SPOKANE, WA
SEC
AUM
$67.6M
Employees
1
FORTIPHI FINANCIAL, LLC
CRD #150055 SEATTLE, WA
SEC
AUM
$65.8M
Employees
1
PENGRA CAPITAL MANAGEMENT INC
CRD #106319 SEATTLE, WA
SEC
AUM
$64.7M
Employees
1
VITA PLANNING GROUP LLC
CRD #312323 VANCOUVER, WA
SEC
AUM
$64.6M
Employees
11
LIMOGES INVESTMENT MANAGEMENT PC
CRD #117328 VANCOUVER, WA
SEC
AUM
$63M
Employees
1
KAREL CAPITAL INC
CRD #105607 SPOKANE, WA
SEC
AUM
$63M
Employees
1
ADAMS FINANCIAL CONCEPTS, LLC
CRD #134545 SEATTLE, WA
SEC Disclosures
AUM
$60.4M
Employees
4
MCCORMICK CAPITAL MANAGEMENT
CRD #105091 SEATTLE, WA
SEC
AUM
$60M
Employees
1
EVANS CAPITAL MANAGEMENT ASSOCIATES
CRD #111005 SEATTLE, WA
SEC
AUM
$59M
Employees
5
FRIEDMAN PUTTER & CO
CRD #109774 BELLEVUE, WA
SEC
AUM
$58.8M
Employees
1
HARBOUR POINTE FINANCIAL ADVISORS, LLC
CRD #125280 MUKILTEO, WA
SEC
AUM
$58.1M
Employees
5
VINTAGE LANE VENTURE PARTNERS, L.L.C.
CRD #142019 ARLINGTON, WA
SEC
AUM
$55.9M
Employees
5
PORTFOLIO STRATEGIES INC
CRD #104685 TACOMA, WA
SEC
AUM
$55.4M
Employees
5
BUSH POLEN & ASSOCIATES INC
CRD #107632 GIG HARBOR, WA
SEC
AUM
$55M
Employees
10
MADRONA FUNDS, LLC
CRD #155442 EVERETT, WA
SEC
AUM
$54.3M
Employees
6
BAY CITY FINANCIAL SERVICES INC
CRD #112411 BELLINGHAM, WA
SEC
AUM
$53.1M
Employees
1
GUARDIAN CAPITAL INC
CRD #106660 EVERETT, WA
SEC
AUM
$53M
Employees
5
LA PLATA RIVER PARTNERS, LLC
CRD #165988 LIBERTY LAKE, WA
SEC Private Funds
AUM
$52.7M
Employees
3
LUDEMAN CAPITAL MANAGEMENT, INC.
CRD #116071 BELLINGHAM, WA
SEC
AUM
$52.7M
Employees
6
KERWIN BELEY & ASSOCIATES INC
CRD #110492 SEATTLE, WA
SEC
AUM
$51.5M
Employees
1
ADVOCATE WEALTH MANAGEMENT, LLC
CRD #133465 SEQUIM, WA
SEC
AUM
$50.5M
Employees
1
FINANCIAL ASSET MANAGEMENT LTD
CRD #107452 SEATTLE, WA
SEC
AUM
$49.4M
Employees
10
ALLISON SPIELMAN ADVISORS, LLC
CRD #116387 BELLEVUE, WA
SEC
AUM
$49.4M
Employees
1
RENAISSANCE ASSET ADVISORS LTD
CRD #108990 SEATTLE, WA
SEC
AUM
$47.9M
Employees
5