RIAs in Washington

429 RIAs headquartered in Washington managing a combined $1.2T.

By city

SEATTLEWashington118 FIRMS · $1TBELLEVUEWashington71 FIRMS · $68.7BSPOKANEWashington29 FIRMS · $6.3BVANCOUVERWashington25 FIRMS · $13.9BKIRKLANDWashington18 FIRMS · $3.8BTACOMAWashington15 FIRMS · $4.7BBELLINGHAMWashington15 FIRMS · $12.8BGIG HARBORWashington13 FIRMS · $3.5BMERCER ISLANDWashington8 FIRMS · $5.3BEDMONDSWashington8 FIRMS · $6.7BOLYMPIAWashington8 FIRMS · $3.3BREDMONDWashington6 FIRMS · $2.7BFEDERAL WAYWashington6 FIRMS · $1.6BISSAQUAHWashington6 FIRMS · $279MBOTHELLWashington5 FIRMS · $265MYAKIMAWashington5 FIRMS · $2.5BEVERETTWashington5 FIRMS · $846MKENNEWICKWashington5 FIRMS · $1.9BCAMASWashington4 FIRMS · $554MLYNNWOODWashington4 FIRMS · $1.2BSPOKANE VALLEYWashington4 FIRMS · $866MWENATCHEEWashington3 FIRMS · $329MSILVERDALEWashington3 FIRMS · $2.2BSEQUIMWashington3 FIRMS · $146MPORT ANGELESWashington3 FIRMS · $347MWALLA WALLAWashington3 FIRMS · $120MBAINBRIDGEWashington3 FIRMS · $866MABERDEENWashington2 FIRMS · $49.4MARLINGTONWashington2 FIRMS · $1.4BBattle GroundWashington2 FIRMS · $137MLIBERTY LAKEWashington2 FIRMS · $55.8MPOULSBOWashington2 FIRMS · $215MRICHLANDWashington2 FIRMS · $337MSUNNYSIDEWashington2 FIRMS · $169MPUYALLUPWashington1 FIRM · $239MLONGVIEWWashington1 FIRM · $6.8MWOODINVILLEWashington1 FIRM · $187MLEAVENWORTHWashington1 FIRM · $30.5MLAKE FOREST PARKWashington1 FIRM · $210MLACEYWashington1 FIRM · $610MSNOQUALMIEWashington1 FIRM · $166MENUMCLAWWashington1 FIRM · $66.9MELLENSBURGWashington1 FIRM · $6.9MANACORTESWashington1 FIRM · $46.8MDUVALLWashington1 FIRM · $18.4MTUMWATERWashington1 FIRM · $110MUNIONWashington1 FIRM · $1.1MUNIVERSITY PLACEWashington1 FIRM · $38.1MDES MOINESWashington1 FIRMCASHMEREWashington1 FIRM · $70MNORMANDY PARKWashington1 FIRMMUKILTEOWashington1 FIRM · $46.8MBurienWashington1 FIRM · $151M

All RIAs in Washington

CEDAR RIVER CAPITAL, LLC

RIA

SEATTLE, WA

AUM $55.9MTEAM 2REPS 2

UPLEFT ASSET MANAGEMENT

RIA

PORT ANGELES, WA

AUM $54.4MTEAM 3REPS 3

SIMPLE WEALTH LLC

RIA

LIBERTY LAKE, WA

AUM $54.2MTEAM 2REPS 2

THOME FINANCIAL

RIA

BELLEVUE, WA

AUM $53.7MTEAM 1REPS 1

CAPITAL PARTNERS WEALTH MANAGEMENT

RIA

ISSAQUAH, WA

AUM $53.1MTEAM 2REPS 1

ASYMMETRIC ADVANTAGE CAPITAL MANAGEMENT, LLC

RIA

BELLEVUE, WA

AUM $51.4MTEAM 2REPS 2

PORTFOLIO STRATEGIES INC

RIA

TACOMA, WA

AUM $50.2MTEAM 5REPS 5

INVESTOR RESOURCES INC

RIA

BOTHELL, WA

AUM $49.8MTEAM 2REPS 2

TWIN HARBORS WEALTH MANAGEMENT LLC

RIA

ABERDEEN, WA

AUM $49.4MTEAM 1REPS 1

MARRAM INVESTMENT MANAGEMENT, LLC

RIA

VANCOUVER, WA

AUM $48.2MTEAM 1REPS 1

HUMANIZE WEALTH

RIA

SEATTLE, WA

AUM $47.4MTEAM 3REPS 3

FREEDOM WEALTH MANAGEMENT LLC

RIA

SPOKANE, WA

AUM $47.4MTEAM 2REPS 1

WMS WEALTH MANAGEMENT LLC

RIA

MUKILTEO, WA

AUM $46.8MTEAM 2REPS 2

FISCALIS ADVISORY, INC.

RIA

ANACORTES, WA

AUM $46.8MTEAM 1REPS 1

SAWSTON WEALTH MANAGEMENT LLC

RIA

OLYMPIA, WA

AUM $45.3MTEAM 2REPS 3

COMPANION PORTFOLIO MANAGEMENT

RIA

SEQUIM, WA

AUM $44.9MTEAM 1REPS 1

ZETLMAIER WEALTH MANAGEMENT LLC

RIA

SEATTLE, WA

AUM $44.3MTEAM 1REPS 1

PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC

RIA

BELLEVUE, WA

AUM $43.7MTEAM 1REPS 1

INLAND FINANCIAL PLANNING

RIA

SPOKANE, WA

AUM $43.3MTEAM 2REPS 2

NEXT STEPS ADVISORS, INC.

RIA

BELLEVUE, WA

AUM $43MTEAM 1REPS 1

MCM ADVISORY, LLC

RIA

RICHLAND, WA

AUM $42.9MTEAM 1REPS 2

AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.

RIA

FEDERAL WAY, WA

AUM $41.3MTEAM 6REPS 5

SITKA PACIFIC CAPITAL MANAGEMENT, LLC

RIA

SEATTLE, WA

AUM $41.3MTEAM 2REPS 2

P3 ASSET MANAGEMENT

RIA

GIG HARBOR, WA

AUM $40.3MTEAM 3REPS 2

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo