RIA Intelligence

Investment Advisers in Washington

615 registered firms

Sort by: AUM Name Employees Last Updated
TRELLIS ADVISORS, LLC
CRD #134364 ELLENSBURG, WA
SEC
AUM
$429.7M
Employees
15
OLIVER CAPITAL MANAGEMENT, INC.
CRD #127606 SEATTLE, WA
SEC
AUM
$422.3M
Employees
2
NORTHERN LIGHTS CAPITAL GROUP, LLC
CRD #157976 TACOMA, WA
SEC Private Funds
AUM
$418.2M
Employees
15
FORTITUDE ADVISORY GROUP L.L.C.
CRD #116083 GIG HARBOR, WA
SEC
AUM
$416.9M
Employees
15
SCHMIDT FINANCIAL GROUP, INC.
CRD #119841 KIRKLAND, WA
SEC
AUM
$416.8M
Employees
5
PIKE STREET CAPITAL, LP
CRD #300264 SEATTLE, WA
SEC Private Funds
AUM
$411.2M
Employees
12
SOUNDMARK WEALTH MANAGEMENT, LLC
CRD #121344 KIRKLAND, WA
SEC
AUM
$411M
Employees
6
SOUNDVIEW ADVISORS, INC.
CRD #114437 OLYMPIA, WA
SEC
AUM
$408.1M
Employees
11
KIBBLE & PRENTICE, INC.
CRD #110380 SEATTLE, WA
SEC
AUM
$400M
Employees
10
EXECUTIVE WEALTH GROUP, LLC
CRD #283103 KIRKLAND, WA
SEC
AUM
$394.5M
Employees
2
CHANEY CAPITAL MANAGEMENT INC.
CRD #116511 LYNNWOOD, WA
SEC
AUM
$390M
Employees
6
SOUTHPORT LANE ADVISORS, LLC
CRD #162496 SEATTLE, WA
SEC
AUM
$390M
Employees
2
FINANCIAL RESOURCES GROUP.COM LLC
CRD #116897 BELLEVUE, WA
SEC
AUM
$388.3M
Employees
4
LAKESIDE ADVISORS INC
CRD #104540 SEATTLE, WA
SEC
AUM
$385.3M
Employees
4
HARLOW WEALTH MANAGEMENT, INC.
CRD #148315 VANCOUVER, WA
SEC Disclosures
AUM
$374.8M
Employees
14
QUELLOS CUSTOM STRATEGIES LLC
CRD #108164 SEATTLE, WA
SEC
AUM
$370.8M
Employees
--
ROBINSWOOD FINANCIAL LLC
CRD #143417 KIRKLAND, WA
SEC
AUM
$366.6M
Employees
5
MOUNTAIN PACIFIC ADVISORS, LLC
CRD #151666 BELLEVUE, WA
SEC
AUM
$362.6M
Employees
6
FELLOWSHIP FINANCIAL PLANNING, LLC
CRD #330347 SPOKANE, WA
SEC
AUM
$362.4M
Employees
9
MOMENTOUS WEALTH MANAGEMENT, INC.
CRD #288429 VANCOUVER, WA
SEC
AUM
$356M
Employees
5
BELLEVUE ASSET MANAGEMENT, LLC
CRD #129194 BELLEVUE, WA
SEC
AUM
$355.9M
Employees
2
CAIRN INVESTMENT GROUP, INC.
CRD #143601 VANCOUVER, WA
SEC
AUM
$350.8M
Employees
6
WESTWARD MANAGEMENT COMPANY II LLC
CRD #300994 SEATTLE, WA
SEC Private Funds
AUM
$348.6M
Employees
5
WAFD WEALTH, INC
CRD #337346 SEATTLE, WA
SEC
AUM
$348.1M
Employees
14
KUNATH KARREN RINNE & ATKIN LLC
CRD #104531 SEATTLE, WA
SEC
AUM
$345.7M
Employees
5