Best Financial Advisors in Washington
270 SEC-registered advisory firms across 38 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Washington
Top-Ranked Advisors in Washington
Page 1 of 11 · 270 firms
VERUS ADVISORY, INC.
SEATTLE, WA · Since 1989
STEELHEAD PARTNERS, LLC
SEATTLE, WA · Since 2006
SATURNA CAPITAL CORPORATION
BELLINGHAM, WA · Since 1989
MILLIMAN ADVISORS, LLC
SEATTLE, WA · Since 1988
ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDMONDS, WA · Since 2003
AUXANO ADVISORS
BELLEVUE, WA · Since 2007
STRATEGIC INCOME MANAGEMENT, LLC
SEATTLE, WA · Since 2010
PETERSEN HASTINGS WEALTH ADVISORS, INC.
KENNEWICK, WA · Since 1983
SYNERGY ASSET MANAGEMENT, LLC
VANCOUVER, WA · Since 2005
FRAZIER HEALTHCARE PARTNERS
SEATTLE, WA · Since 2015
KOSMOS MANAGEMENT LLC
SEATTLE, WA · Since 2012
FIRST PACIFIC FINANCIAL, INC.
VANCOUVER, WA · Since 2016
MCILRATH & ECK, LLC
ARLINGTON, WA · Since 2009
TRADEWINDS CAPITAL MANAGEMENT, LLC
BELLINGHAM, WA · Since 2008
LAKESIDE ADVISORS INC
SEATTLE, WA · Since 1984
RAINIER INVESTMENT MANAGEMENT LLC
SEATTLE, WA · Since 1989
FINANCIAL INSIGHTS WEALTH MANAGEMENT
TACOMA, WA · Since 1984
PAUL R. RIED FINANCIAL GROUP, LLC
BELLEVUE, WA · Since 2018
GOLDFINCH PARTNERS
BELLEVUE, WA · Since 2019
FIRST WASHINGTON CORPORATION
SEATTLE, WA · Since 2006
JAMES R. MARTIN CONSULTING, INC
VANCOUVER, WA · Since 2000
FORTITUDE ADVISORY GROUP L.L.C.
GIG HARBOR, WA · Since 2002
HELM CAPITAL MANAGEMENT
SEATTLE, WA · Since 2015
LESA SROUFE & COMPANY, INC.
SEATTLE, WA · Since 2005
SMART PORTFOLIOS, LLC
LAKE FOREST PARK, WA · Since 2007
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 Trust 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.