AdvisorRanked

Best Financial Advisors in Washington

270 SEC-registered advisory firms across 38 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

270
Registered Firms
38
Cities
0.95%
Median Fee
of assets/year
270
In Database
firms listed

Cities in Washington

Top-Ranked Firms in Washington

#1
100

FIRST WASHINGTON CORPORATION

SEATTLE, WA · Since 2006

$501M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

SATURNA CAPITAL CORPORATION

BELLINGHAM, WA · Since 1989

$8.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#3
100

KUNATH KARREN RINNE & ATKIN LLC

SEATTLE, WA · Since 1983

$373M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

LAKESIDE ADVISORS INC

SEATTLE, WA · Since 1984

$412M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

PALOUSE CAPITAL MANAGEMENT, INC.

SPOKANE, WA · Since 1994

$409M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

PORTFOLIO STRATEGIES INC

TACOMA, WA · Since 1983

$50M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

RAINIER INVESTMENT MANAGEMENT LLC

SEATTLE, WA · Since 1989

$581M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

S. R. SCHILL & ASSOCIATES, INC.

MERCER ISLAND, WA · Since 1987

$143M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

RUNDE & CO. LLC

SEATTLE, WA · Since 2013

$209M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

NORTHWEST ADMINISTRATORS INC

SEATTLE, WA · Since 1975

$115M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

FINANCIAL INSIGHTS WEALTH MANAGEMENT

TACOMA, WA · Since 1984

$747M AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
100

JAMES R. MARTIN CONSULTING, INC

VANCOUVER, WA · Since 2000

$443M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
100

AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.

FEDERAL WAY, WA · Since 2000

$41M AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
100

VERUS ADVISORY, INC.

SEATTLE, WA · Since 1989

$19.4B AUM83 clientsFee: 0%
FiduciaryFee-Only
#15
100

PETERSEN HASTINGS WEALTH ADVISORS, INC.

KENNEWICK, WA · Since 1983

$1.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#16
100

SONATA CAPITAL GROUP INC

SEATTLE, WA · Since 2000

$361M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
100

MILLIMAN ADVISORS, LLC

SEATTLE, WA · Since 1988

$2.3B AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

SANDER CAPITAL ADVISORS, INC.

SEATTLE, WA · Since 2018

$210M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

THE PLANNER'S EDGE LLC

MERCER ISLAND, WA · Since 2021

$179M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
100

BBJS FINANCIAL ADVISORS, LLC

SEATTLE, WA · Since 2021

$332M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

FORTITUDE ADVISORY GROUP L.L.C.

GIG HARBOR, WA · Since 2002

$468M AUM15 clientsFee: 0%
FiduciaryFee-Only
#22
100

DEMARS FINANCIAL GROUP LLC

SPOKANE VALLEY, WA · Since 2018

$374M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
100

HAMRICK INVESTMENT COUNSEL, LLC

SEATTLE, WA · Since 2014

$299M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
100

STAPP WEALTH MANAGEMENT, PLLC

OLYMPIA, WA · Since 2022

$145M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

STEELHEAD PARTNERS, LLC

SEATTLE, WA · Since 2006

$2.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#26
100

JOHNSON & SHUTE INVESTMENT ADVISORS, INC.

BOTHELL, WA · Since 2022

$137M AUM2 clientsFee: 0%
FiduciaryFee-Only
#27
100

NEWGROUND SOCIAL INVESTMENT

SEATTLE, WA · Since 2022

$161M AUM1 clientsFee: 0%
FiduciaryFee-Only
#28
100

SYNERGY ASSET MANAGEMENT, LLC

VANCOUVER, WA · Since 2005

$1.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#29
100

STOLZ & ASSOCIATES, PS

TACOMA, WA · Since 2019

$282M AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
100

INVESTORS PORTFOLIO SERVICES LLC

PUYALLUP, WA · Since 2021

$239M AUM3 clientsFee: 0%
FiduciaryFee-Only
#31
100

OPTIMIST RETIREMENT GROUP, LLC

BELLEVUE, WA · Since 2018

$245M AUM2 clientsFee: 0%
FiduciaryFee-Only
#32
100

SIGNIA CAPITAL MANAGEMENT

SPOKANE, WA · Since 2025

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
100

HELM CAPITAL MANAGEMENT

SEATTLE, WA · Since 2015

$401M AUM1 clientsFee: 0%
FiduciaryFee-Only
#34
100

ELLIOTT COVE CAPITAL MANAGEMENT

SEATTLE, WA · Since 2004

$348M AUM4 clientsFee: 0%
FiduciaryFee-Only
#35
100

ZEVENBERGEN CAPITAL INVESTMENTS LLC

EDMONDS, WA · Since 2003

$4.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#36
100

LESA SROUFE & COMPANY, INC.

SEATTLE, WA · Since 2005

$207M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

SMART PORTFOLIOS, LLC

LAKE FOREST PARK, WA · Since 2007

$210M AUM4 clientsFee: 0%
FiduciaryFee-Only
#38
100

ALLEN CAPITAL MANAGEMENT, LLC

VANCOUVER, WA · Since 2006

$200M AUM2 clientsFee: 0%
FiduciaryFee-Only
#39
100

PETRIE CAPITAL MANAGEMENT LLC.

SEATTLE, WA · Since 2025

$105M AUM1 clientsFee: 0%
FiduciaryFee-Only
#40
100

HIGHLAND CAPITAL ADVISORS, LLC

ISSAQUAH, WA · Since 2006

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#41
100

THIRD STAGE INVESTMENT GROUP, LLC

BELLEVUE, WA · Since 2006

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#42
100

GRIFFITHS, DREHER & EVANS, P.S., CPAS

SPOKANE, WA · Since 2021

$311M AUM10 clientsFee: 0%
FiduciaryFee-Only
#43
100

ROBINSWOOD FINANCIAL

KIRKLAND, WA · Since 2007

$433M AUM6 clientsFee: 0%
FiduciaryFee-Only
#44
100

PARKER FINANCIAL LLC

SILVERDALE, WA · Since 2021

$272M AUM3 clientsFee: 0%
FiduciaryFee-Only
#45
100

WEALTHMARK, LLC

BELLINGHAM, WA · Since 2021

$132M AUM2 clientsFee: 0%
FiduciaryFee-Only
#46
100

AUXANO ADVISORS

BELLEVUE, WA · Since 2007

$1.8B AUM8 clientsFee: 0%
FiduciaryFee-Only
#47
100

MCILRATH & ECK, LLC

ARLINGTON, WA · Since 2009

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#48
100

TRADEWINDS CAPITAL MANAGEMENT, LLC

BELLINGHAM, WA · Since 2008

$727M AUM7 clientsFee: 0%
FiduciaryFee-Only
#49
100

STRATEGIC ASSET ALLIANCE

BELLEVUE, WA · Since 2008

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#50
100

KAIROS CAPITAL MANAGEMENT, LLC

BELLEVUE, WA · Since 2026

$106M AUM1 clientsFee: 0%
FiduciaryFee-Only
#51
100

BELLINGHAM CAPITAL

BELLINGHAM, WA · Since 2022

$149M AUM4 clientsFee: 0%
FiduciaryFee-Only
#52
100

STRATEGIC INCOME MANAGEMENT, LLC

SEATTLE, WA · Since 2010

$3.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#53
100

KAIZEN FINANCIAL ADVISORS, LLC

KIRKLAND, WA · Since 2019

$284M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
100

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

VANCOUVER, WA · Since 2018

$237M AUM4 clientsFee: 0%
FiduciaryFee-Only
#55
100

FRAZIER HEALTHCARE PARTNERS

SEATTLE, WA · Since 2015

$7.7B AUM76 clientsFee: 0%
FiduciaryFee-Only
#56
100

HIGHBURY PACIFIC CAPITAL CORP.

BELLEVUE, WA · Since 2012

$333M AUM1 clientsFee: 0%
FiduciaryFee-Only
#57
100

CASCADE WEALTH ADVISORS, INC

WENATCHEE, WA · Since 2021

$228M AUM3 clientsFee: 0%
FiduciaryFee-Only
#58
100

VIEWPOINT CAPITAL MANAGEMENT

SEATTLE, WA · Since 2019

$268M AUM1 clientsFee: 0%
FiduciaryFee-Only
#59
100

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

SEATTLE, WA · Since 2011

$132M AUM1 clientsFee: 0%
FiduciaryFee-Only
#60
100

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

SPOKANE, WA · Since 2013

$304M AUM8 clientsFee: 0%
FiduciaryFee-Only
#61
100

OPAL ADVISORS

BELLEVUE, WA · Since 2025

$174M AUM5 clientsFee: 0%
FiduciaryFee-Only
#62
100

PREVAIL WEALTH MANAGEMENT

KIRKLAND, WA · Since 2021

$261M AUM1 clientsFee: 0%
FiduciaryFee-Only
#63
100

KOSMOS MANAGEMENT LLC

SEATTLE, WA · Since 2012

$2.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#64
100

TRAIL FINANCIAL PLANNING LLC

BELLINGHAM, WA · Since 2026

$117M AUM3 clientsFee: 0%
FiduciaryFee-Only
#65
100

NORTHERN LIGHTS ADVISORS, INC.

SEATTLE, WA · Since 2025

$259M AUM3 clientsFee: 0%
FiduciaryFee-Only
#66
100

FULCRUM WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2024

$208M AUM2 clientsFee: 0%
FiduciaryFee-Only
#67
100

MONSON WEALTH MANAGEMENT, INC.

KENNEWICK, WA · Since 2021

$149M AUM1 clientsFee: 0%
FiduciaryFee-Only
#68
100

COLUMBIA ADVISORY PARTNERS, LLC

SPOKANE, WA · Since 2019

$313M AUM11 clientsFee: 0%
FiduciaryFee-Only
#69
100

WEALTHCOLLAB

BELLEVUE, WA · Since 2021

$316M AUM1 clientsFee: 0%
FiduciaryFee-Only
#70
100

TSP ADVISORS, LLC

MERCER ISLAND, WA · Since 2022

$317M AUM3 clientsFee: 0%
FiduciaryFee-Only
#71
100

GUIDE ADVISORS, INC.

BOTHELL, WA · Since 2026

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#72
100

ALTRAVUE CAPITAL, LLC

BELLEVUE, WA · Since 2018

$1.5B AUM3 clientsFee: 0%
FiduciaryFee-Only
#73
100

FIRST PACIFIC FINANCIAL, INC.

VANCOUVER, WA · Since 2016

$1.9B AUM19 clientsFee: 0%
FiduciaryFee-Only
#74
100

SEATTLE WEALTH MANAGEMENT LLC

SEATTLE, WA · Since 2017

$131M AUM1 clientsFee: 0%
FiduciaryFee-Only
#75
100

PAUL R. RIED FINANCIAL GROUP, LLC

BELLEVUE, WA · Since 2018

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#76
100

PATHMONT INVESTMENT MANAGEMENT

SEATTLE, WA · Since 2022

$170M AUM1 clientsFee: 0%
FiduciaryFee-Only
#77
100

HOHIMER WEALTH MANAGEMENT, LLC

SEATTLE, WA · Since 2019

$1.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#78
100

PIKE STREET CAPITAL

SEATTLE, WA · Since 2021

$727M AUM7 clientsFee: 0%
FiduciaryFee-Only
#79
100

SHAREBUILDER 401K

SEATTLE, WA · Since 2019

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#80
100

B3 WEALTH STRATEGIES

BELLEVUE, WA · Since 2019

$36M AUM3 clientsFee: 0%
FiduciaryFee-Only
#81
100

GOLDFINCH PARTNERS

BELLEVUE, WA · Since 2019

$2.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#82
100

SAGE ADVISORS, LLC

EDMONDS, WA · Since 2019

$575M AUM4 clientsFee: 0%
FiduciaryFee-Only
#83
100

MOULTON WEALTH MANAGEMENT, INC

SPOKANE VALLEY, WA · Since 2019

$160M AUM3 clientsFee: 0%
FiduciaryFee-Only
#84
100

ALETHEIAN WEALTH ADVISORS LLC

BELLEVUE, WA · Since 2021

$413M AUM5 clientsFee: 0%
FiduciaryFee-Only
#85
100

BRIDGE33 INVESTMENT MANAGEMENT LLC

SEATTLE, WA · Since 2020

$1.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#86
100

AVANTIA INVESTMENT SERVICES, LLC

SEATTLE, WA · Since 2025

$119M AUM2 clientsFee: 0%
FiduciaryFee-Only
#87
100

ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, WA · Since 2023

$377M AUM41 clientsFee: 0%
FiduciaryFee-Only
#88
100

INTEGRATED QUANTITATIVE INVESTMENTS LLC

BELLEVUE, WA · Since 2023

$845M AUM5 clientsFee: 0%
FiduciaryFee-Only
#89
100

VITA PLANNING GROUP LLC

CAMAS, WA · Since 2021

$84M AUM3 clientsFee: 0%
FiduciaryFee-Only
#90
100

JMK & ASSOCIATES, LLC

SPOKANE, WA · Since 2021

$268M AUM1 clientsFee: 0%
FiduciaryFee-Only
#91
100

FORTITUDE FINANCIAL LLC

SPOKANE, WA · Since 2021

$282M AUM4 clientsFee: 0%
FiduciaryFee-Only
#92
100

UTA LLC

VANCOUVER, WA · Since 2021

$215M AUM2 clientsFee: 0%
FiduciaryFee-Only
#93
100

SOUNDPATH RETIREMENT STRATEGIES, LLC

BELLEVUE, WA · Since 2025

$134M AUM4 clientsFee: 0%
FiduciaryFee-Only
#94
100

HFG ADVISORS, INC.

KENNEWICK, WA · Since 2022

$113M AUM5 clientsFee: 0%
FiduciaryFee-Only
#95
100

MAINSAIL FINANCIAL GROUP

BELLEVUE, WA · Since 2022

$404M AUM5 clientsFee: 0%
FiduciaryFee-Only
#96
100

CALPA ADVISORS LLC

KIRKLAND, WA · Since 2024

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#97
100

GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

KIRKLAND, WA · Since 2025

$117M AUM1 clientsFee: 0%
FiduciaryFee-Only
#98
100

PARA WEALTH ADVISORS, INC.

CAMAS, WA · Since 2022

$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#99
100

P3 ASSET MANAGEMENT

GIG HARBOR, WA · Since 2023

$40M AUM2 clientsFee: 0%
FiduciaryFee-Only
#100
100

WEINAND FINANCIAL, INC.

LACEY, WA · Since 2023

$610M AUM1 clientsFee: 0%
FiduciaryFee-Only
#101
100

DLK INVESTMENT ADVISORS, LLC

MERCER ISLAND, WA · Since 2024

$141M AUM2 clientsFee: 0%
FiduciaryFee-Only
#102
100

QUANTCA FINANCIAL

EDMONDS, WA · Since 2024

$10K AUM1 clientsFee: 0%
FiduciaryFee-Only
#103
100

917 ADVISORY SERVICES LLC

SPOKANE, WA · Since 2024

$168M AUM3 clientsFee: 0%
FiduciaryFee-Only
#104
100

GQG PRIVATE CAPITAL SOLUTIONS LLC

TACOMA, WA · Since 2024

$267M AUM7 clientsFee: 0%
FiduciaryFee-Only
#105
100

HARBORVIEW ASSET MANAGEMENT LLC

GIG HARBOR, WA · Since 2024

$125M AUM2 clientsFee: 0%
FiduciaryFee-Only
#106
100

FORESEE WEALTH ADVISORS

BELLEVUE, WA · Since 2025

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#107
100

CAPSTONE RIA

BELLINGHAM, WA · Since 2025

$241M AUM1 clientsFee: 0%
FiduciaryFee-Only
#108
100

FREEDOM ASSET MANAGEMENT

SPOKANE, WA · Since 2025

$142M AUM1 clientsFee: 0%
FiduciaryFee-Only
#109
100

RUSSELL INVESTMENTS

SEATTLE, WA · Since 2025

$0 AUM115 clientsFee: 0%
FiduciaryFee-Only
#110
100

RUSSELL INVESTMENTS

SEATTLE, WA · Since 2025

$0 AUM115 clientsFee: 0%
FiduciaryFee-Only
#111
100

ASSET ONE WEALTH MANAGEMENT, LLC

BELLEVUE, WA · Since 2025

$983M AUM9 clientsFee: 0%
FiduciaryFee-Only
#112
100

OPTIMAL TAX ASSET MANAGEMENT

BELLEVUE, WA · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#113
100

BAC CAPITAL ADVISORS LLC

SEATTLE, WA · Since 2002

$301M AUM3 clientsFee: 0%
FiduciaryFee-Only
#114
100

MANGAN WEALTH MANAGEMENT

SEATTLE, WA · Since 2022

$222M AUM2 clientsFee: 0%
FiduciaryFee-Only
#115
97

AVISO WEALTH MANAGEMENT

BELLEVUE, WA · Since 1999

$621M AUM9 clientsFee: 0%
FiduciaryFee-Only
#116
95

WEALTH ASSET MANAGERS

SPOKANE, WA · Since 1992

$272M AUM9 clientsFee: 0%
Broker-Dealer
#117
95

RUSSELL INVESTMENTS

SEATTLE, WA · Since 1999

$35.0B AUM126 clientsFee: 0%
FiduciaryFee-Only
#118
95

EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA · Since 1983

$7.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#119
95

WAYCROSS INVESTMENT MANAGEMENT CO

BELLINGHAM, WA · Since 2020

$252M AUM3 clientsFee: 0%
FiduciaryFee-Only
#120
95

WASHINGTON CAPITAL MANAGEMENT INC

SEATTLE, WA · Since 1978

$7.4B AUM46 clientsFee: 0%
FiduciaryFee-Only
#121
95

RUSSELL INVESTMENTS

SEATTLE, WA · Since 1982

$68.6B AUM115 clientsFee: 0%
FiduciaryFee-Only
#122
95

LNW

SEATTLE, WA · Since 1990

$12.2B AUM96 clientsFee: 0%
FiduciaryFee-Only
#123
95

KUTSCHER BENNER BARSNESS & STEVENS, INC.

SEATTLE, WA · Since 1995

$628M AUM6 clientsFee: 0%
FiduciaryFee-Only
#124
95

BRIGHTON JONES LLC

SEATTLE, WA · Since 2000

$18.9B AUM156 clientsFee: 0%
FiduciaryFee-Only
#125
95

COLDSTREAM WEALTH MANAGEMENT

BELLEVUE, WA · Since 1991

$13.9B AUM166 clientsFee: 0%
FiduciaryFee-Only
#126
95

PRIVATE ASSET MANAGEMENT INC

KIRKLAND, WA · Since 1996

$109M AUM4 clientsFee: 0%
FiduciaryFee-Only
#127
95

THREADLINE WEALTH

BELLEVUE, WA · Since 2000

$5.8B AUM30 clientsFee: 0%
FiduciaryFee-Only
#128
95

SLOY, DAHL & HOLST, LLC

VANCOUVER, WA · Since 1988

$1.8B AUM6 clientsFee: 0%
FiduciaryFee-Only
#129
95

EVANS CAPITAL MANAGEMENT ASSOCIATES

BELLEVUE, WA · Since 2017

$545M AUM3 clientsFee: 0%
FiduciaryFee-Only
#130
95

HARBOUR INVESTMENT MANAGEMENT L.L.C.

EDMONDS, WA · Since 1991

$382M AUM5 clientsFee: 0%
FiduciaryFee-Only
#131
95

NORTHERN CAPITAL MANAGEMENT, INC.

SPOKANE, WA · Since 1993

$527M AUM8 clientsFee: 0%
FiduciaryFee-Only
#132
95

PUGH CAPITAL MANAGEMENT, INC.

SEATTLE, WA · Since 1991

$12.8B AUM22 clientsFee: 0%
FiduciaryFee-Only
#133
95

HELMSMAN FINANCIAL GROUP, LLC

WOODINVILLE, WA · Since 2018

$187M AUM3 clientsFee: 0%
FiduciaryFee-Only
#134
95

SOUNDVIEW ADVISORS

OLYMPIA, WA · Since 2008

$387M AUM6 clientsFee: 0%
FiduciaryFee-Only
#135
95

PACIFIC ASSET MANAGEMENT, LLC

GIG HARBOR, WA · Since 2002

$385M AUM5 clientsFee: 0%
FiduciaryFee-Only
#136
95

WHITE & COMPANY FINANCIAL PLANNING, INC.

SUNNYSIDE, WA · Since 2024

$150M AUM4 clientsFee: 0%
FiduciaryFee-Only
#137
95

MADRONA FINANCIAL & CPAS

EVERETT, WA · Since 2005

$692M AUM12 clientsFee: 0%
FiduciaryFee-Only
#138
95

QUANTUM FINANCIAL PLANNING SERVICES, INC.

SPOKANE, WA · Since 2017

$727M AUM13 clientsFee: 0%
FiduciaryFee-Only
#139
95

FINANCIAL PLAN, INC.

BELLINGHAM, WA · Since 2012

$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#140
95

CHANEY CAPITAL MANAGEMENT INC.

LYNNWOOD, WA · Since 2007

$456M AUM6 clientsFee: 0%
FiduciaryFee-Only
#141
95

CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.

RICHLAND, WA · Since 2017

$294M AUM9 clientsFee: 0%
FiduciaryFee-Only
#142
95

LUCID ADVISORS, INC.

SEATTLE, WA · Since 2007

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#143
95

BOONE WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2015

$507M AUM4 clientsFee: 0%
FiduciaryFee-Only
#144
95

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

YAKIMA, WA · Since 2013

$958M AUM9 clientsFee: 0%
FiduciaryFee-Only
#145
95

SNIDER FINANCIAL GROUP

BELLEVUE, WA · Since 2008

$550M AUM8 clientsFee: 0%
FiduciaryFee-Only
#146
95

TRUENORTH WEALTH ADVISORS

SEATTLE, WA · Since 2019

$322M AUM5 clientsFee: 0%
FiduciaryFee-Only
#147
95

BAKER ELLIS ASSET MANAGEMENT LLC

VANCOUVER, WA · Since 2002

$1.0B AUM3 clientsFee: 0%
FiduciaryFee-Only
#148
95

SILVER CREEK CAPITAL MANAGEMENT LLC

SEATTLE, WA · Since 2004

$123M AUM18 clientsFee: 0%
FiduciaryFee-Only
#149
95

BENCHMARK PLUS MANAGEMENT

GIG HARBOR, WA · Since 2003

$767M AUM2 clientsFee: 0%
FiduciaryFee-Only
#150
95

OLIVER CAPITAL MANAGEMENT

SEATTLE, WA · Since 2006

$506M AUM1 clientsFee: 0%
FiduciaryFee-Only
#151
95

BELLEVUE ASSET MANAGEMENT, LLC

BELLEVUE, WA · Since 2004

$394M AUM2 clientsFee: 0%
FiduciaryFee-Only
#152
95

ARCHON CAPITAL MANAGEMENT LLC

SEATTLE, WA · Since 2007

$215M AUM4 clientsFee: 0%
FiduciaryFee-Only
#153
95

SENESCHAL FAMILY OFFICE

TACOMA, WA · Since 2015

$301M AUM3 clientsFee: 0%
FiduciaryFee-Only
#154
95

BRACKENWOOD CAPITAL MANAGEMENT, LLC

BAINBRIDGE ISLAND, WA · Since 2026

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#155
95

TIETON CAPITAL MANAGEMENT

YAKIMA, WA · Since 2006

$314M AUM2 clientsFee: 0%
FiduciaryFee-Only
#156
95

GREENE WEALTH MANAGEMENT, LLC

SEATTLE, WA · Since 2005

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#157
95

COLUMBIA PACIFIC ADVISORS, LLC

SEATTLE, WA · Since 2007

$1.5B AUM24 clientsFee: 0%
FiduciaryFee-Only
#158
95

CAIRN INVESTMENT GROUP

VANCOUVER, WA · Since 2007

$385M AUM3 clientsFee: 0%
FiduciaryFee-Only
#159
95

D'ANNUNZIO CONSULTING GROUP, LLC

TACOMA, WA · Since 2007

$1.9B AUM2 clientsFee: 0%
FiduciaryFee-Only
#160
95

FULCRUM CAPITAL, LLC

SEATTLE, WA · Since 2007

$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#161
95

FREESTONE CAPITAL MANAGEMENT, LLC

SEATTLE, WA · Since 2008

$14.5B AUM46 clientsFee: 0%
FiduciaryFee-Only
#162
95

NORTHWEST ASSET MANAGEMENT

MERCER ISLAND, WA · Since 2008

$4.1B AUM44 clientsFee: 0%
FiduciaryFee-Only
#163
95

THE RETIREMENT SOLUTION LLC

REDMOND, WA · Since 2018

$699M AUM15 clientsFee: 0%
FiduciaryFee-Only
#164
95

HARLOW WEALTH MANAGEMENT, INC.

VANCOUVER, WA · Since 2018

$419M AUM6 clientsFee: 0%
FiduciaryFee-Only
#165
95

INTEGRITY WEALTH MANAGEMENT, INC.

SPOKANE, WA · Since 2023

$163M AUM2 clientsFee: 0%
FiduciaryFee-Only
#166
95

BREAKWATER INVESTMENT MANAGEMENT

SEATTLE, WA · Since 2014

$303M AUM2 clientsFee: 0%
FiduciaryFee-Only
#167
95

GARDE CAPITAL, INC.

SEATTLE, WA · Since 2009

$2.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#168
95

KILEY JUERGENS WEALTH MANAGEMENT, LLC

OLYMPIA, WA · Since 2009

$2.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#169
95

LODESTONE WEALTH MANAGEMENT LLC

SPOKANE, WA · Since 2021

$346M AUM3 clientsFee: 0%
FiduciaryFee-Only
#170
95

BEAR MOUNTAIN CAPITAL INC.

SEATTLE, WA · Since 2018

$375M AUM5 clientsFee: 0%
FiduciaryFee-Only
#171
95

MOUNTAIN PACIFIC ADVISORS, LLC

BELLEVUE, WA · Since 2009

$484M AUM6 clientsFee: 0%
FiduciaryFee-Only
#172
95

EMPIRICAL WEALTH MANAGEMENT

SEATTLE, WA · Since 2011

$8.4B AUM57 clientsFee: 0%
FiduciaryFee-Only
#173
95

COLUMBIA RIVER ADVISORS

TACOMA, WA · Since 2010

$191M AUM3 clientsFee: 0%
FiduciaryFee-Only
#174
95

AGATE PASS INVESTMENT, LLC

BAINBRIDGE ISLAND, WA · Since 2019

$336M AUM4 clientsFee: 0%
FiduciaryFee-Only
#175
95

TALBOT FINANCIAL, LLC

BELLEVUE, WA · Since 2010

$1.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#176
95

ACUITAS INVESTMENTS, LLC

SEATTLE, WA · Since 2014

$1.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#177
95

SILVER CREEK ADVISORY PARTNERS LLC

SEATTLE, WA · Since 2012

$10.2B AUM18 clientsFee: 0%
FiduciaryFee-Only
#178
95

HIMALAYA CAPITAL

SEATTLE, WA · Since 2011

$21.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#179
95

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

OLYMPIA, WA · Since 2022

$143M AUM1 clientsFee: 0%
FiduciaryFee-Only
#180
95

TAIYO PACIFIC PARTNERS L.P.

KIRKLAND, WA · Since 2012

$395M AUM8 clientsFee: 0%
FiduciaryFee-Only
#181
95

AVIER WEALTH ADVISORS

BELLEVUE, WA · Since 2012

$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#182
95

WESTRIVER MANAGEMENT, LLC

SEATTLE, WA · Since 2012

$444M AUM9 clientsFee: 0%
FiduciaryFee-Only
#183
95

HOT CREEK CAPITAL, L.L.C.

KIRKLAND, WA · Since 2022

$136M AUM1 clientsFee: 0%
FiduciaryFee-Only
#184
95

TFS ADVISORS, LLC

EDMONDS, WA · Since 2021

$161M AUM2 clientsFee: 0%
FiduciaryFee-Only
#185
95

CAPITAL PLANNING, LLC

BELLEVUE, WA · Since 2014

$618M AUM7 clientsFee: 0%
FiduciaryFee-Only
#186
95

PRIVATE ADVISORY

REDMOND, WA · Since 2014

$1.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#187
95

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

SILVERDALE, WA · Since 2017

$1.9B AUM48 clientsFee: 0%
FiduciaryFee-Only
#188
95

FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

SEATTLE, WA · Since 2021

$256M AUM3 clientsFee: 0%
FiduciaryFee-Only
#189
95

DIRECTIONAL FINANCIAL SERVICES

SEATTLE, WA · Since 2014

$11M AUM3 clientsFee: 0%
FiduciaryFee-Only
#190
95

FORTIS CAPITAL MANAGEMENT LLC

BELLEVUE, WA · Since 2018

$1.2B AUM18 clientsFee: 0%
FiduciaryFee-Only
#191
95

MADISON PARK CAPITAL ADVISORS, LLC

SEATTLE, WA · Since 2014

$295M AUM4 clientsFee: 0%
FiduciaryFee-Only
#192
95

SELKIRK WEALTH ADVISORS, LLC

SPOKANE, WA · Since 2022

$184M AUM3 clientsFee: 0%
FiduciaryFee-Only
#193
95

BARING FINANCIAL LLC

BELLINGHAM, WA · Since 2021

$210M AUM2 clientsFee: 0%
FiduciaryFee-Only
#194
95

SKYLINE ADVISORS, INC.

BELLINGHAM, WA · Since 2015

$386M AUM5 clientsFee: 0%
FiduciaryFee-Only
#195
95

SAPPHIRE STAR CAPITAL LLC

REDMOND, WA · Since 2015

$142M AUM2 clientsFee: 0%
FiduciaryFee-Only
#196
95

BARKER WEALTH MANAGEMENT, LLC

CAMAS, WA · Since 2021

$241M AUM2 clientsFee: 0%
FiduciaryFee-Only
#197
95

22NW, LP

SEATTLE, WA · Since 2017

$296M AUM6 clientsFee: 0%
FiduciaryFee-Only
#198
95

HELIUM ADVISORS LLC

VANCOUVER, WA · Since 2022

$234M AUM4 clientsFee: 0%
FiduciaryFee-Only
#199
95

CAPRIA VENTURES LLC

SEATTLE, WA · Since 2024

$161M AUM10 clientsFee: 0%
FiduciaryFee-Only
#200
95

RDST CAPITAL LLC

SEATTLE, WA · Since 2022

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#201
95

180 WEALTH ADVISORS, LLC

FEDERAL WAY, WA · Since 2017

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#202
95

MIDDLETON & COMPANY

VANCOUVER, WA · Since 2024

$131M AUM2 clientsFee: 0%
FiduciaryFee-Only
#203
95

ARABLE CAPITAL PARTNERS, LLC

BELLEVUE, WA · Since 2017

$671M AUM7 clientsFee: 0%
FiduciaryFee-Only
#204
95

MOMENTOUS WEALTH MANAGEMENT, INC.

VANCOUVER, WA · Since 2017

$410M AUM7 clientsFee: 0%
FiduciaryFee-Only
#205
95

COLUMBIA RIVER FINANCIAL GROUP

VANCOUVER, WA · Since 2020

$195M AUM4 clientsFee: 0%
FiduciaryFee-Only
#206
95

MARTEL WEALTH ADVISORS, LLC

VANCOUVER, WA · Since 2018

$1.5B AUM12 clientsFee: 0%
FiduciaryFee-Only
#207
95

MARSJEWETT FINANCIAL GROUP

BELLEVUE, WA · Since 2018

$901M AUM7 clientsFee: 0%
FiduciaryFee-Only
#208
95

ASPIRE CAPITAL ADVISORS LLC

SEATTLE, WA · Since 2020

$1.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#209
95

MY PERSONAL CFO, LLC

VANCOUVER, WA · Since 2021

$365M AUM2 clientsFee: 0%
FiduciaryFee-Only
#210
95

GOULD CAPITAL, LLC

TACOMA, WA · Since 2019

$175M AUM3 clientsFee: 0%
FiduciaryFee-Only
#211
95

GLOBAL PARTNERSHIPS

SEATTLE, WA · Since 2019

$221M AUM25 clientsFee: 0%
FiduciaryFee-Only
#212
95

WESTWARD PARTNERS LLC

SEATTLE, WA · Since 2023

$374M AUM5 clientsFee: 0%
FiduciaryFee-Only
#213
95

TSCHETTER GROUP

BELLEVUE, WA · Since 2019

$2.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#214
95

FINANCIAL FREEDOM FOR DENTISTS LLC

SNOQUALMIE, WA · Since 2021

$166M AUM3 clientsFee: 0%
FiduciaryFee-Only
#215
95

PARCION PRIVATE WEALTH LLC

BELLEVUE, WA · Since 2019

$3.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#216
95

EMERALD ADVISORS, LLC

BELLEVUE, WA · Since 2019

$941M AUM5 clientsFee: 0%
FiduciaryFee-Only
#217
95

ARMOUR WEALTH ADVISORS, LLC

TUMWATER, WA · Since 2026

$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#218
95

HALLETT ADVISORS

PORT ANGELES, WA · Since 2019

$158M AUM5 clientsFee: 0%
FiduciaryFee-Only
#219
95

WAYFINDING FINANCIAL, LLC

LYNNWOOD, WA · Since 2020

$353M AUM2 clientsFee: 0%
FiduciaryFee-Only
#220
95

FINANCIAL FORUM, INC.

SPOKANE, WA · Since 2020

$286M AUM4 clientsFee: 0%
FiduciaryFee-Only
#221
95

CAPITAL ADVISORS WEALTH MANAGEMENT

YAKIMA, WA · Since 2020

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#222
95

CONCREIT FUND MANAGEMENT LLC

SEATTLE, WA · Since 2022

$9M AUM0 clientsFee: 0%
FiduciaryFee-Only
#223
95

JOHNSON BIXBY

VANCOUVER, WA · Since 2020

$934M AUM6 clientsFee: 0%
FiduciaryFee-Only
#224
95

SCS

BELLEVUE, WA · Since 2020

$1.9B AUM32 clientsFee: 0%
FiduciaryFee-Only
#225
95

ILLUMINE INVESTMENT MANAGEMENT, LLC

POULSBO, WA · Since 2021

$215M AUM5 clientsFee: 0%
FiduciaryFee-Only
#226
95

SURIENCE PRIVATE WEALTH LLC

YAKIMA, WA · Since 2021

$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
#227
95

VICKERMAN INVESTMENT ADVISORS, INC.

SPOKANE, WA · Since 2021

$632M AUM5 clientsFee: 0%
FiduciaryFee-Only
#228
95

CONSILIO WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2021

$556M AUM7 clientsFee: 0%
FiduciaryFee-Only
#229
95

INTEGRATED WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2026

$122M AUM2 clientsFee: 0%
FiduciaryFee-Only
#230
95

BADGLEY PHELPS WEALTH MANAGERS

SEATTLE, WA · Since 2021

$7.3B AUM26 clientsFee: 0%
FiduciaryFee-Only
#231
95

PACIFIC SAGE PARTNERS, LLC

EDMONDS, WA · Since 2021

$986M AUM4 clientsFee: 0%
FiduciaryFee-Only
#232
95

CERCANO MANAGEMENT LLC

BELLEVUE, WA · Since 2021

$10.6B AUM28 clientsFee: 0%
FiduciaryFee-Only
#233
95

RAINIER CAPITAL PARTNERS LP

SEATTLE, WA · Since 2023

$379M AUM13 clientsFee: 0%
FiduciaryFee-Only
#234
95

TRUEWEALTH FINANCIAL PARTNERS

BELLEVUE, WA · Since 2021

$274M AUM3 clientsFee: 0%
FiduciaryFee-Only
#235
95

CLOUD CAPITAL MANAGEMENT

SEATTLE, WA · Since 2023

$300M AUM5 clientsFee: 0%
FiduciaryFee-Only
#236
95

HIDDEN COVE WEALTH MANAGEMENT

BAINBRIDGE ISLAND, WA · Since 2022

$404M AUM6 clientsFee: 0%
FiduciaryFee-Only
#237
95

PINNACLE PARTNER MANAGEMENT LLC

SEATTLE, WA · Since 2023

$265M AUM3 clientsFee: 0%
FiduciaryFee-Only
#238
95

SUNRISE FINANCIAL SERVICES LLC

BURIEN, WA · Since 2025

$151M AUM3 clientsFee: 0%
FiduciaryFee-Only
#239
95

WEST INVEST

BELLINGHAM, WA · Since 2023

$304M AUM8 clientsFee: 0%
FiduciaryFee-Only
#240
95

MB GEN WEALTH

SPOKANE, WA · Since 2023

$404M AUM3 clientsFee: 0%
FiduciaryFee-Only
#241
95

SCHMIDT FINANCIAL MANAGEMENT

KIRKLAND, WA · Since 2023

$498M AUM2 clientsFee: 0%
FiduciaryFee-Only
#242
95

INATAI INVESTMENT MANAGEMENT CO. LLC

SEATTLE, WA · Since 2024

$2.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#243
95

MKT AND ASSOCIATES LLC

TACOMA, WA · Since 2024

$379M AUM3 clientsFee: 0%
FiduciaryFee-Only
#244
95

FELLOWSHIP FINANCIAL PLANNING

SPOKANE, WA · Since 2024

$465M AUM7 clientsFee: 0%
FiduciaryFee-Only
#245
95

ANGELLIST ASSET MANAGEMENT, LLC

SEATTLE, WA · Since 2024

$346M AUM6 clientsFee: 0%
FiduciaryFee-Only
#246
95

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

SPOKANE, WA · Since 2025

$175M AUM4 clientsFee: 0%
FiduciaryFee-Only
#247
95

AVATAR CAPITAL MANAGEMENT LLC

SEATTLE, WA · Since 2024

$280M AUM3 clientsFee: 0%
FiduciaryFee-Only
#248
95

RAINIER FAMILY WEALTH, INC.

TACOMA, WA · Since 2024

$331M AUM3 clientsFee: 0%
FiduciaryFee-Only
#249
95

AERIE ADVISORY GROUP LLC

GIG HARBOR, WA · Since 2024

$618M AUM3 clientsFee: 0%
FiduciaryFee-Only
#250
95

BASECAMP WEALTH ADVISORS, LLC

BELLEVUE, WA · Since 2025

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#251
95

RARE WOLF CAPITAL LLC

BELLEVUE, WA · Since 2025

$180M AUM1 clientsFee: 0%
FiduciaryFee-Only
#252
95

FORS FINANCIAL

PORT ANGELES, WA · Since 2025

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#253
95

WAFD WEALTH, INC

SEATTLE, WA · Since 2025

$348M AUM7 clientsFee: 0%
FiduciaryFee-Only
#254
95

GEVERS WEALTH MANAGEMENT

ISSAQUAH, WA · Since 2026

$224M AUM3 clientsFee: 0%
FiduciaryFee-Only
#255
95

THE FAUSER GROUP, LLC

MERCER ISLAND, WA · Since 2020

$314M AUM1 clientsFee: 0%
FiduciaryFee-Only
#256
92

LEADER CAPITAL CORP.

VANCOUVER, WA · Since 1999

$1.4B AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#257
90

RUSSELL INVESTMENTS

SEATTLE, WA · Since 2001

$81.1B AUM115 clientsFee: 0%
Broker-Dealer
#258
90

ELITE WEALTH MANAGEMENT, INC.

KIRKLAND, WA · Since 2004

$861M AUM3 clientsFee: 0%
FiduciaryFee-Only
#259
90

INVESCO MANAGED ACCOUNTS, LLC

SEATTLE, WA · Since 2003

$31.3B AUM29 clientsFee: 0%
FiduciaryFee-Only
#260
87

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

SEATTLE, WA · Since 1985

$24.1B AUM16 clientsFee: 0%
FiduciaryFee-Only1 complaint
#261
87

COMPREHENSIVE WEALTH MANAGEMENT

LYNNWOOD, WA · Since 2008

$338M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#262
87

CAPSTONE INVESTMENT GROUP

OLYMPIA, WA · Since 2021

$176M AUM9 clientsFee: 0%
FiduciaryFee-Only
#263
85

SPG ADVISORS LLC

KIRKLAND, WA · Since 2020

$535M AUM8 clientsFee: 0%
FiduciaryFee-Only
#264
82

ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM

LIBERTY LAKE, WA · Since 2021

$300M AUM6 clientsFee: 0%
Broker-Dealer1 complaint
#265
79

CONTINENTAL INVESTORS SERVICES, INC.

LONGVIEW, WA · Since 2021

$197M AUM8 clientsFee: 0%
Broker-Dealer2 complaints
#266
75

PARAMETRIC PORTFOLIO ASSOCIATES

SEATTLE, WA · Since 2001

$684.8B AUM213 clientsFee: 0%
FiduciaryFee-Only
#267
71

MARTIN NELSON & CO., INC.

SEATTLE, WA · Since 2022

$287M AUM4 clientsFee: 0%
Broker-Dealer3 complaints
#268
71

LIGHTHOUSE WEALTH STRATEGIES, LLC

GIG HARBOR, WA · Since 2018

$844M AUM13 clientsFee: 0%
FiduciaryFee-Only2 complaints
#269
67

VORPAHL WING ADVISORS, INC.

SPOKANE, WA · Since 2025

$124M AUM4 clientsFee: 0%
FiduciaryFee-Only4 complaints
#270
44

RICHARDS MERRILL WEALTH MANAGEMENT

SPOKANE, WA · Since 2018

$644M AUM10 clientsFee: 0%
Broker-Dealer2 complaints

About Financial Advisors in Washington

How many financial advisors are registered in Washington?
There are 270 SEC-registered investment advisory firms in Washington, spread across 38 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Washington?
The median advisory fee in Washington is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.