RIA Intelligence

Investment Advisers in Washington

615 registered firms

JMK & ASSOCIATES, LLC
CRD #312760 SPOKANE, WA
SEC
AUM
$343.3M
Employees
3
RAINIER CAPITAL PARTNERS LP
CRD #315967 SEATTLE, WA
SEC Private Funds
AUM
$339.7M
Employees
13
ALETHEIAN WEALTH ADVISORS LLC
CRD #304623 BELLEVUE, WA
SEC
AUM
$338.3M
Employees
6
SKYLINE ADVISORS, INC.
CRD #188511 BELLINGHAM, WA
SEC
AUM
$335.3M
Employees
9
HIDDEN COVE WEALTH MANAGEMENT, LLC
CRD #318677 BAINBRIDGE ISLAND, WA
SEC
AUM
$335.2M
Employees
7
MY PERSONAL CFO, LLC
CRD #299424 VANCOUVER, WA
SEC
AUM
$334.4M
Employees
4
MB GENERATIONAL WEALTH, LLC
CRD #327967 SPOKANE, WA
SEC
AUM
$333.8M
Employees
3
SONATA CAPITAL GROUP INC
CRD #111277 SEATTLE, WA
SEC
AUM
$332.6M
Employees
5
LAKEVIEW FINANCIAL GROUP LLC
CRD #139594 SEATTLE, WA
SEC
AUM
$327.9M
Employees
8
ANDERSON & ANDERSON ADVISORY, LLC
CRD #132989 LONGVIEW, WA
SEC
AUM
$326.9M
Employees
6
PALOUSE CAPITAL MANAGEMENT, INC.
CRD #104573 SPOKANE, WA
SEC
AUM
$326.5M
Employees
5
WAYFINDING FINANCIAL, LLC
CRD #306208 LYNNWOOD, WA
SEC
AUM
$314.7M
Employees
5
RAINIER FINANCIAL GROUP
CRD #122314 SEATTLE, WA
SEC
AUM
$311.3M
Employees
4
AUM
$310.8M
Employees
13
BEAR MOUNTAIN CAPITAL INC.
CRD #151151 SEATTLE, WA
SEC Private Funds
AUM
$309.7M
Employees
8
COMPREHENSIVE WEALTH MANAGEMENT, LLC
CRD #116958 LYNNWOOD, WA
SEC
AUM
$308.4M
Employees
12
HELIUM ADVISORS LLC
CRD #282356 VANCOUVER, WA
SEC Private Funds
AUM
$308.1M
Employees
7
ELLIOTT COVE CAPITAL MANAGEMENT LLC
CRD #123636 SEATTLE, WA
SEC
AUM
$307.8M
Employees
9
LODESTONE WEALTH MANAGEMENT LLC
CRD #151115 SPOKANE, WA
SEC
AUM
$306.2M
Employees
3
CAPITAL PLANNING CORP
CRD #105013 BELLEVUE, WA
SEC
AUM
$305.5M
Employees
10
STRAWBERRY TREE MANAGEMENT COMPANY LLC
CRD #330361 SEATTLE, WA
SEC Private Funds
AUM
$297.6M
Employees
9
BAC CAPITAL ADVISORS LLC
CRD #116816 SEATTLE, WA
SEC
AUM
$296.8M
Employees
3
HIGHBURY PACIFIC CAPITAL CORP.
CRD #157778 BELLEVUE, WA
SEC
AUM
$296.1M
Employees
1
UNIONVIEW, LLC
CRD #304462 SEATTLE, WA
SEC
AUM
$291.5M
Employees
3
DEMARS FINANCIAL GROUP LLC
CRD #116257 SPOKANE VALLEY, WA
SEC Disclosures
AUM
$291.3M
Employees
3