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.
Cities in Washington
SEATTLE, WA
BELLEVUE, WA
SPOKANE, WA
VANCOUVER, WA
BELLINGHAM, WA
KIRKLAND, WA
TACOMA, WA
GIG HARBOR, WA
MERCER ISLAND, WA
EDMONDS, WA
OLYMPIA, WA
YAKIMA, WA
KENNEWICK, WA
LYNNWOOD, WA
BAINBRIDGE ISLAND, WA
REDMOND, WA
CAMAS, WA
FEDERAL WAY, WA
SPOKANE VALLEY, WA
BOTHELL, WA
ISSAQUAH, WA
SILVERDALE, WA
PORT ANGELES, WA
Top-Ranked Firms in Washington
FIRST WASHINGTON CORPORATION
SEATTLE, WA · Since 2006
SATURNA CAPITAL CORPORATION
BELLINGHAM, WA · Since 1989
KUNATH KARREN RINNE & ATKIN LLC
SEATTLE, WA · Since 1983
LAKESIDE ADVISORS INC
SEATTLE, WA · Since 1984
PALOUSE CAPITAL MANAGEMENT, INC.
SPOKANE, WA · Since 1994
PORTFOLIO STRATEGIES INC
TACOMA, WA · Since 1983
RAINIER INVESTMENT MANAGEMENT LLC
SEATTLE, WA · Since 1989
S. R. SCHILL & ASSOCIATES, INC.
MERCER ISLAND, WA · Since 1987
RUNDE & CO. LLC
SEATTLE, WA · Since 2013
NORTHWEST ADMINISTRATORS INC
SEATTLE, WA · Since 1975
FINANCIAL INSIGHTS WEALTH MANAGEMENT
TACOMA, WA · Since 1984
JAMES R. MARTIN CONSULTING, INC
VANCOUVER, WA · Since 2000
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
FEDERAL WAY, WA · Since 2000
VERUS ADVISORY, INC.
SEATTLE, WA · Since 1989
PETERSEN HASTINGS WEALTH ADVISORS, INC.
KENNEWICK, WA · Since 1983
SONATA CAPITAL GROUP INC
SEATTLE, WA · Since 2000
MILLIMAN ADVISORS, LLC
SEATTLE, WA · Since 1988
SANDER CAPITAL ADVISORS, INC.
SEATTLE, WA · Since 2018
THE PLANNER'S EDGE LLC
MERCER ISLAND, WA · Since 2021
BBJS FINANCIAL ADVISORS, LLC
SEATTLE, WA · Since 2021
FORTITUDE ADVISORY GROUP L.L.C.
GIG HARBOR, WA · Since 2002
DEMARS FINANCIAL GROUP LLC
SPOKANE VALLEY, WA · Since 2018
HAMRICK INVESTMENT COUNSEL, LLC
SEATTLE, WA · Since 2014
STAPP WEALTH MANAGEMENT, PLLC
OLYMPIA, WA · Since 2022
STEELHEAD PARTNERS, LLC
SEATTLE, WA · Since 2006
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
BOTHELL, WA · Since 2022
NEWGROUND SOCIAL INVESTMENT
SEATTLE, WA · Since 2022
SYNERGY ASSET MANAGEMENT, LLC
VANCOUVER, WA · Since 2005
STOLZ & ASSOCIATES, PS
TACOMA, WA · Since 2019
INVESTORS PORTFOLIO SERVICES LLC
PUYALLUP, WA · Since 2021
OPTIMIST RETIREMENT GROUP, LLC
BELLEVUE, WA · Since 2018
SIGNIA CAPITAL MANAGEMENT
SPOKANE, WA · Since 2025
HELM CAPITAL MANAGEMENT
SEATTLE, WA · Since 2015
ELLIOTT COVE CAPITAL MANAGEMENT
SEATTLE, WA · Since 2004
ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDMONDS, WA · Since 2003
LESA SROUFE & COMPANY, INC.
SEATTLE, WA · Since 2005
SMART PORTFOLIOS, LLC
LAKE FOREST PARK, WA · Since 2007
ALLEN CAPITAL MANAGEMENT, LLC
VANCOUVER, WA · Since 2006
PETRIE CAPITAL MANAGEMENT LLC.
SEATTLE, WA · Since 2025
HIGHLAND CAPITAL ADVISORS, LLC
ISSAQUAH, WA · Since 2006
THIRD STAGE INVESTMENT GROUP, LLC
BELLEVUE, WA · Since 2006
GRIFFITHS, DREHER & EVANS, P.S., CPAS
SPOKANE, WA · Since 2021
ROBINSWOOD FINANCIAL
KIRKLAND, WA · Since 2007
PARKER FINANCIAL LLC
SILVERDALE, WA · Since 2021
WEALTHMARK, LLC
BELLINGHAM, WA · Since 2021
AUXANO ADVISORS
BELLEVUE, WA · Since 2007
MCILRATH & ECK, LLC
ARLINGTON, WA · Since 2009
TRADEWINDS CAPITAL MANAGEMENT, LLC
BELLINGHAM, WA · Since 2008
STRATEGIC ASSET ALLIANCE
BELLEVUE, WA · Since 2008
KAIROS CAPITAL MANAGEMENT, LLC
BELLEVUE, WA · Since 2026
BELLINGHAM CAPITAL
BELLINGHAM, WA · Since 2022
STRATEGIC INCOME MANAGEMENT, LLC
SEATTLE, WA · Since 2010
KAIZEN FINANCIAL ADVISORS, LLC
KIRKLAND, WA · Since 2019
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
VANCOUVER, WA · Since 2018
FRAZIER HEALTHCARE PARTNERS
SEATTLE, WA · Since 2015
HIGHBURY PACIFIC CAPITAL CORP.
BELLEVUE, WA · Since 2012
CASCADE WEALTH ADVISORS, INC
WENATCHEE, WA · Since 2021
VIEWPOINT CAPITAL MANAGEMENT
SEATTLE, WA · Since 2019
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
SEATTLE, WA · Since 2011
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
SPOKANE, WA · Since 2013
OPAL ADVISORS
BELLEVUE, WA · Since 2025
PREVAIL WEALTH MANAGEMENT
KIRKLAND, WA · Since 2021
KOSMOS MANAGEMENT LLC
SEATTLE, WA · Since 2012
TRAIL FINANCIAL PLANNING LLC
BELLINGHAM, WA · Since 2026
NORTHERN LIGHTS ADVISORS, INC.
SEATTLE, WA · Since 2025
FULCRUM WEALTH ADVISORS, LLC
BELLEVUE, WA · Since 2024
MONSON WEALTH MANAGEMENT, INC.
KENNEWICK, WA · Since 2021
COLUMBIA ADVISORY PARTNERS, LLC
SPOKANE, WA · Since 2019
WEALTHCOLLAB
BELLEVUE, WA · Since 2021
TSP ADVISORS, LLC
MERCER ISLAND, WA · Since 2022
GUIDE ADVISORS, INC.
BOTHELL, WA · Since 2026
ALTRAVUE CAPITAL, LLC
BELLEVUE, WA · Since 2018
FIRST PACIFIC FINANCIAL, INC.
VANCOUVER, WA · Since 2016
SEATTLE WEALTH MANAGEMENT LLC
SEATTLE, WA · Since 2017
PAUL R. RIED FINANCIAL GROUP, LLC
BELLEVUE, WA · Since 2018
PATHMONT INVESTMENT MANAGEMENT
SEATTLE, WA · Since 2022
HOHIMER WEALTH MANAGEMENT, LLC
SEATTLE, WA · Since 2019
PIKE STREET CAPITAL
SEATTLE, WA · Since 2021
SHAREBUILDER 401K
SEATTLE, WA · Since 2019
B3 WEALTH STRATEGIES
BELLEVUE, WA · Since 2019
GOLDFINCH PARTNERS
BELLEVUE, WA · Since 2019
SAGE ADVISORS, LLC
EDMONDS, WA · Since 2019
MOULTON WEALTH MANAGEMENT, INC
SPOKANE VALLEY, WA · Since 2019
ALETHEIAN WEALTH ADVISORS LLC
BELLEVUE, WA · Since 2021
BRIDGE33 INVESTMENT MANAGEMENT LLC
SEATTLE, WA · Since 2020
AVANTIA INVESTMENT SERVICES, LLC
SEATTLE, WA · Since 2025
ADVISOR SHARE WEALTH MANAGEMENT, LLC
VANCOUVER, WA · Since 2023
INTEGRATED QUANTITATIVE INVESTMENTS LLC
BELLEVUE, WA · Since 2023
VITA PLANNING GROUP LLC
CAMAS, WA · Since 2021
JMK & ASSOCIATES, LLC
SPOKANE, WA · Since 2021
FORTITUDE FINANCIAL LLC
SPOKANE, WA · Since 2021
UTA LLC
VANCOUVER, WA · Since 2021
SOUNDPATH RETIREMENT STRATEGIES, LLC
BELLEVUE, WA · Since 2025
HFG ADVISORS, INC.
KENNEWICK, WA · Since 2022
MAINSAIL FINANCIAL GROUP
BELLEVUE, WA · Since 2022
CALPA ADVISORS LLC
KIRKLAND, WA · Since 2024
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
KIRKLAND, WA · Since 2025
PARA WEALTH ADVISORS, INC.
CAMAS, WA · Since 2022
P3 ASSET MANAGEMENT
GIG HARBOR, WA · Since 2023
WEINAND FINANCIAL, INC.
LACEY, WA · Since 2023
DLK INVESTMENT ADVISORS, LLC
MERCER ISLAND, WA · Since 2024
QUANTCA FINANCIAL
EDMONDS, WA · Since 2024
917 ADVISORY SERVICES LLC
SPOKANE, WA · Since 2024
GQG PRIVATE CAPITAL SOLUTIONS LLC
TACOMA, WA · Since 2024
HARBORVIEW ASSET MANAGEMENT LLC
GIG HARBOR, WA · Since 2024
FORESEE WEALTH ADVISORS
BELLEVUE, WA · Since 2025
CAPSTONE RIA
BELLINGHAM, WA · Since 2025
FREEDOM ASSET MANAGEMENT
SPOKANE, WA · Since 2025
RUSSELL INVESTMENTS
SEATTLE, WA · Since 2025
RUSSELL INVESTMENTS
SEATTLE, WA · Since 2025
ASSET ONE WEALTH MANAGEMENT, LLC
BELLEVUE, WA · Since 2025
OPTIMAL TAX ASSET MANAGEMENT
BELLEVUE, WA · Since 2026
BAC CAPITAL ADVISORS LLC
SEATTLE, WA · Since 2002
MANGAN WEALTH MANAGEMENT
SEATTLE, WA · Since 2022
AVISO WEALTH MANAGEMENT
BELLEVUE, WA · Since 1999
WEALTH ASSET MANAGERS
SPOKANE, WA · Since 1992
RUSSELL INVESTMENTS
SEATTLE, WA · Since 1999
EVERGREEN CAPITAL MANAGEMENT LLC
BELLEVUE, WA · Since 1983
WAYCROSS INVESTMENT MANAGEMENT CO
BELLINGHAM, WA · Since 2020
WASHINGTON CAPITAL MANAGEMENT INC
SEATTLE, WA · Since 1978
RUSSELL INVESTMENTS
SEATTLE, WA · Since 1982
LNW
SEATTLE, WA · Since 1990
KUTSCHER BENNER BARSNESS & STEVENS, INC.
SEATTLE, WA · Since 1995
BRIGHTON JONES LLC
SEATTLE, WA · Since 2000
COLDSTREAM WEALTH MANAGEMENT
BELLEVUE, WA · Since 1991
PRIVATE ASSET MANAGEMENT INC
KIRKLAND, WA · Since 1996
THREADLINE WEALTH
BELLEVUE, WA · Since 2000
SLOY, DAHL & HOLST, LLC
VANCOUVER, WA · Since 1988
EVANS CAPITAL MANAGEMENT ASSOCIATES
BELLEVUE, WA · Since 2017
HARBOUR INVESTMENT MANAGEMENT L.L.C.
EDMONDS, WA · Since 1991
NORTHERN CAPITAL MANAGEMENT, INC.
SPOKANE, WA · Since 1993
PUGH CAPITAL MANAGEMENT, INC.
SEATTLE, WA · Since 1991
HELMSMAN FINANCIAL GROUP, LLC
WOODINVILLE, WA · Since 2018
SOUNDVIEW ADVISORS
OLYMPIA, WA · Since 2008
PACIFIC ASSET MANAGEMENT, LLC
GIG HARBOR, WA · Since 2002
WHITE & COMPANY FINANCIAL PLANNING, INC.
SUNNYSIDE, WA · Since 2024
MADRONA FINANCIAL & CPAS
EVERETT, WA · Since 2005
QUANTUM FINANCIAL PLANNING SERVICES, INC.
SPOKANE, WA · Since 2017
FINANCIAL PLAN, INC.
BELLINGHAM, WA · Since 2012
CHANEY CAPITAL MANAGEMENT INC.
LYNNWOOD, WA · Since 2007
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
RICHLAND, WA · Since 2017
LUCID ADVISORS, INC.
SEATTLE, WA · Since 2007
BOONE WEALTH ADVISORS, LLC
BELLEVUE, WA · Since 2015
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
YAKIMA, WA · Since 2013
SNIDER FINANCIAL GROUP
BELLEVUE, WA · Since 2008
TRUENORTH WEALTH ADVISORS
SEATTLE, WA · Since 2019
BAKER ELLIS ASSET MANAGEMENT LLC
VANCOUVER, WA · Since 2002
SILVER CREEK CAPITAL MANAGEMENT LLC
SEATTLE, WA · Since 2004
BENCHMARK PLUS MANAGEMENT
GIG HARBOR, WA · Since 2003
OLIVER CAPITAL MANAGEMENT
SEATTLE, WA · Since 2006
BELLEVUE ASSET MANAGEMENT, LLC
BELLEVUE, WA · Since 2004
ARCHON CAPITAL MANAGEMENT LLC
SEATTLE, WA · Since 2007
SENESCHAL FAMILY OFFICE
TACOMA, WA · Since 2015
BRACKENWOOD CAPITAL MANAGEMENT, LLC
BAINBRIDGE ISLAND, WA · Since 2026
TIETON CAPITAL MANAGEMENT
YAKIMA, WA · Since 2006
GREENE WEALTH MANAGEMENT, LLC
SEATTLE, WA · Since 2005
COLUMBIA PACIFIC ADVISORS, LLC
SEATTLE, WA · Since 2007
CAIRN INVESTMENT GROUP
VANCOUVER, WA · Since 2007
D'ANNUNZIO CONSULTING GROUP, LLC
TACOMA, WA · Since 2007
FULCRUM CAPITAL, LLC
SEATTLE, WA · Since 2007
FREESTONE CAPITAL MANAGEMENT, LLC
SEATTLE, WA · Since 2008
NORTHWEST ASSET MANAGEMENT
MERCER ISLAND, WA · Since 2008
THE RETIREMENT SOLUTION LLC
REDMOND, WA · Since 2018
HARLOW WEALTH MANAGEMENT, INC.
VANCOUVER, WA · Since 2018
INTEGRITY WEALTH MANAGEMENT, INC.
SPOKANE, WA · Since 2023
BREAKWATER INVESTMENT MANAGEMENT
SEATTLE, WA · Since 2014
GARDE CAPITAL, INC.
SEATTLE, WA · Since 2009
KILEY JUERGENS WEALTH MANAGEMENT, LLC
OLYMPIA, WA · Since 2009
LODESTONE WEALTH MANAGEMENT LLC
SPOKANE, WA · Since 2021
BEAR MOUNTAIN CAPITAL INC.
SEATTLE, WA · Since 2018
MOUNTAIN PACIFIC ADVISORS, LLC
BELLEVUE, WA · Since 2009
EMPIRICAL WEALTH MANAGEMENT
SEATTLE, WA · Since 2011
COLUMBIA RIVER ADVISORS
TACOMA, WA · Since 2010
AGATE PASS INVESTMENT, LLC
BAINBRIDGE ISLAND, WA · Since 2019
TALBOT FINANCIAL, LLC
BELLEVUE, WA · Since 2010
ACUITAS INVESTMENTS, LLC
SEATTLE, WA · Since 2014
SILVER CREEK ADVISORY PARTNERS LLC
SEATTLE, WA · Since 2012
HIMALAYA CAPITAL
SEATTLE, WA · Since 2011
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
OLYMPIA, WA · Since 2022
TAIYO PACIFIC PARTNERS L.P.
KIRKLAND, WA · Since 2012
AVIER WEALTH ADVISORS
BELLEVUE, WA · Since 2012
WESTRIVER MANAGEMENT, LLC
SEATTLE, WA · Since 2012
HOT CREEK CAPITAL, L.L.C.
KIRKLAND, WA · Since 2022
TFS ADVISORS, LLC
EDMONDS, WA · Since 2021
CAPITAL PLANNING, LLC
BELLEVUE, WA · Since 2014
PRIVATE ADVISORY
REDMOND, WA · Since 2014
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
SILVERDALE, WA · Since 2017
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
SEATTLE, WA · Since 2021
DIRECTIONAL FINANCIAL SERVICES
SEATTLE, WA · Since 2014
FORTIS CAPITAL MANAGEMENT LLC
BELLEVUE, WA · Since 2018
MADISON PARK CAPITAL ADVISORS, LLC
SEATTLE, WA · Since 2014
SELKIRK WEALTH ADVISORS, LLC
SPOKANE, WA · Since 2022
BARING FINANCIAL LLC
BELLINGHAM, WA · Since 2021
SKYLINE ADVISORS, INC.
BELLINGHAM, WA · Since 2015
SAPPHIRE STAR CAPITAL LLC
REDMOND, WA · Since 2015
BARKER WEALTH MANAGEMENT, LLC
CAMAS, WA · Since 2021
22NW, LP
SEATTLE, WA · Since 2017
HELIUM ADVISORS LLC
VANCOUVER, WA · Since 2022
CAPRIA VENTURES LLC
SEATTLE, WA · Since 2024
RDST CAPITAL LLC
SEATTLE, WA · Since 2022
180 WEALTH ADVISORS, LLC
FEDERAL WAY, WA · Since 2017
MIDDLETON & COMPANY
VANCOUVER, WA · Since 2024
ARABLE CAPITAL PARTNERS, LLC
BELLEVUE, WA · Since 2017
MOMENTOUS WEALTH MANAGEMENT, INC.
VANCOUVER, WA · Since 2017
COLUMBIA RIVER FINANCIAL GROUP
VANCOUVER, WA · Since 2020
MARTEL WEALTH ADVISORS, LLC
VANCOUVER, WA · Since 2018
MARSJEWETT FINANCIAL GROUP
BELLEVUE, WA · Since 2018
ASPIRE CAPITAL ADVISORS LLC
SEATTLE, WA · Since 2020
MY PERSONAL CFO, LLC
VANCOUVER, WA · Since 2021
GOULD CAPITAL, LLC
TACOMA, WA · Since 2019
GLOBAL PARTNERSHIPS
SEATTLE, WA · Since 2019
WESTWARD PARTNERS LLC
SEATTLE, WA · Since 2023
TSCHETTER GROUP
BELLEVUE, WA · Since 2019
FINANCIAL FREEDOM FOR DENTISTS LLC
SNOQUALMIE, WA · Since 2021
PARCION PRIVATE WEALTH LLC
BELLEVUE, WA · Since 2019
EMERALD ADVISORS, LLC
BELLEVUE, WA · Since 2019
ARMOUR WEALTH ADVISORS, LLC
TUMWATER, WA · Since 2026
HALLETT ADVISORS
PORT ANGELES, WA · Since 2019
WAYFINDING FINANCIAL, LLC
LYNNWOOD, WA · Since 2020
FINANCIAL FORUM, INC.
SPOKANE, WA · Since 2020
CAPITAL ADVISORS WEALTH MANAGEMENT
YAKIMA, WA · Since 2020
CONCREIT FUND MANAGEMENT LLC
SEATTLE, WA · Since 2022
JOHNSON BIXBY
VANCOUVER, WA · Since 2020
SCS
BELLEVUE, WA · Since 2020
ILLUMINE INVESTMENT MANAGEMENT, LLC
POULSBO, WA · Since 2021
SURIENCE PRIVATE WEALTH LLC
YAKIMA, WA · Since 2021
VICKERMAN INVESTMENT ADVISORS, INC.
SPOKANE, WA · Since 2021
CONSILIO WEALTH ADVISORS, LLC
BELLEVUE, WA · Since 2021
INTEGRATED WEALTH ADVISORS, LLC
BELLEVUE, WA · Since 2026
BADGLEY PHELPS WEALTH MANAGERS
SEATTLE, WA · Since 2021
PACIFIC SAGE PARTNERS, LLC
EDMONDS, WA · Since 2021
CERCANO MANAGEMENT LLC
BELLEVUE, WA · Since 2021
RAINIER CAPITAL PARTNERS LP
SEATTLE, WA · Since 2023
TRUEWEALTH FINANCIAL PARTNERS
BELLEVUE, WA · Since 2021
CLOUD CAPITAL MANAGEMENT
SEATTLE, WA · Since 2023
HIDDEN COVE WEALTH MANAGEMENT
BAINBRIDGE ISLAND, WA · Since 2022
PINNACLE PARTNER MANAGEMENT LLC
SEATTLE, WA · Since 2023
SUNRISE FINANCIAL SERVICES LLC
BURIEN, WA · Since 2025
WEST INVEST
BELLINGHAM, WA · Since 2023
MB GEN WEALTH
SPOKANE, WA · Since 2023
SCHMIDT FINANCIAL MANAGEMENT
KIRKLAND, WA · Since 2023
INATAI INVESTMENT MANAGEMENT CO. LLC
SEATTLE, WA · Since 2024
MKT AND ASSOCIATES LLC
TACOMA, WA · Since 2024
FELLOWSHIP FINANCIAL PLANNING
SPOKANE, WA · Since 2024
ANGELLIST ASSET MANAGEMENT, LLC
SEATTLE, WA · Since 2024
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
SPOKANE, WA · Since 2025
AVATAR CAPITAL MANAGEMENT LLC
SEATTLE, WA · Since 2024
RAINIER FAMILY WEALTH, INC.
TACOMA, WA · Since 2024
AERIE ADVISORY GROUP LLC
GIG HARBOR, WA · Since 2024
BASECAMP WEALTH ADVISORS, LLC
BELLEVUE, WA · Since 2025
RARE WOLF CAPITAL LLC
BELLEVUE, WA · Since 2025
FORS FINANCIAL
PORT ANGELES, WA · Since 2025
WAFD WEALTH, INC
SEATTLE, WA · Since 2025
GEVERS WEALTH MANAGEMENT
ISSAQUAH, WA · Since 2026
THE FAUSER GROUP, LLC
MERCER ISLAND, WA · Since 2020
LEADER CAPITAL CORP.
VANCOUVER, WA · Since 1999
RUSSELL INVESTMENTS
SEATTLE, WA · Since 2001
ELITE WEALTH MANAGEMENT, INC.
KIRKLAND, WA · Since 2004
INVESCO MANAGED ACCOUNTS, LLC
SEATTLE, WA · Since 2003
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
SEATTLE, WA · Since 1985
COMPREHENSIVE WEALTH MANAGEMENT
LYNNWOOD, WA · Since 2008
CAPSTONE INVESTMENT GROUP
OLYMPIA, WA · Since 2021
SPG ADVISORS LLC
KIRKLAND, WA · Since 2020
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
LIBERTY LAKE, WA · Since 2021
CONTINENTAL INVESTORS SERVICES, INC.
LONGVIEW, WA · Since 2021
PARAMETRIC PORTFOLIO ASSOCIATES
SEATTLE, WA · Since 2001
MARTIN NELSON & CO., INC.
SEATTLE, WA · Since 2022
LIGHTHOUSE WEALTH STRATEGIES, LLC
GIG HARBOR, WA · Since 2018
VORPAHL WING ADVISORS, INC.
SPOKANE, WA · Since 2025
RICHARDS MERRILL WEALTH MANAGEMENT
SPOKANE, WA · Since 2018
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.