RIAs in Washington
426 RIAs headquartered in Washington managing a combined $1.2T.
By city
SeattleWashington117 FIRMS · $1TBellevueWashington70 FIRMS · $65.5BSpokaneWashington29 FIRMS · $5.9BVancouverWashington25 FIRMS · $13.9BKirklandWashington18 FIRMS · $3.8BBellinghamWashington15 FIRMS · $12.8BTacomaWashington14 FIRMS · $2.8BGig HarborWashington13 FIRMS · $5.4BEdmondsWashington8 FIRMS · $6.7BMercer IslandWashington8 FIRMS · $5.3BOlympiaWashington8 FIRMS · $3.3BFederal WayWashington6 FIRMS · $1.6BIssaquahWashington6 FIRMS · $279MRedmondWashington5 FIRMS · $3BYakimaWashington5 FIRMS · $2.5BKennewickWashington5 FIRMS · $1.9BEverettWashington5 FIRMS · $846MBothellWashington5 FIRMS · $259MLynnwoodWashington4 FIRMS · $1.2BCamasWashington4 FIRMS · $554MSpokane ValleyWashington4 FIRMS · $866MBainbridgeWashington3 FIRMS · $866MWalla WallaWashington3 FIRMS · $120MWenatcheeWashington3 FIRMS · $329MSequimWashington3 FIRMS · $146MSilverdaleWashington3 FIRMS · $2.2BPort AngelesWashington3 FIRMS · $347MBattle GroundWashington2 FIRMS · $137MPoulsboWashington2 FIRMS · $215MLiberty LakeWashington2 FIRMS · $55.8MSunnysideWashington2 FIRMS · $169MAberdeenWashington2 FIRMS · $49.4MRichlandWashington2 FIRMS · $337MArlingtonWashington2 FIRMS · $1.4BAnacortesWashington1 FIRM · $46.8MTumwaterWashington1 FIRM · $110MUnionWashington1 FIRM · $1.1MUniversity PlaceWashington1 FIRM · $38.1MWhite SalmonWashington1 FIRM · $34.6MWoodinvilleWashington1 FIRM · $187MEllensburgWashington1 FIRM · $6.9MEnumclawWashington1 FIRM · $66.9MLaceyWashington1 FIRM · $610MLake Forest ParkWashington1 FIRM · $210MLeavenworthWashington1 FIRM · $30.5MLongviewWashington1 FIRM · $6.8MDuvallWashington1 FIRM · $18.4MMukilteoWashington1 FIRM · $46.8MNormandy ParkWashington1 FIRMDes MoinesWashington1 FIRMPuyallupWashington1 FIRM · $239MCashmereWashington1 FIRM · $70MBurienWashington1 FIRM · $151MSnoqualmieWashington1 FIRM · $182M
All RIAs in Washington
Veltra Capital
RIASeattle, WA
AUM $5.7MTEAM 1REPS 2
Strategic Asset Management
RIAFederal Way, WA
AUM $5.1MTEAM 1REPS 1
Tracker Research LLC
RIASeattle, WA
AUM $5MTEAM 1REPS 1
Chair Six Financial Planning, Pllc
RIASpokane, WA
AUM $4.9MTEAM 1REPS 1
Briarwood Financial
RIAGig Harbor, WA
AUM $4.7MTEAM 4REPS 2
Strategic Retirement Partners, LLC
RIASeattle, WA
AUM $4.6MTEAM 1REPS 1
Synergos Advisory
RIASeattle, WA
AUM $3.9MTEAM 1REPS 1
Victor Jones Cpa, Pc
RIASeattle, WA
AUM $3.9MTEAM 1REPS 1
2020 Financial Planning LLC
RIASeattle, WA
AUM $2.9MTEAM 1REPS 1
Kavout Algo Financial LLC
RIASeattle, WA
AUM $1.8MTEAM 4REPS 3
Creative Retirement Planning, Inc.
RIASequim, WA
AUM $1.7MTEAM 1REPS 1
Kirwin Financial LLC
RIAIssaquah, WA
AUM $1.6MTEAM 1REPS 1
Carlson Financial Advisory, LLC
RIALiberty Lake, WA
AUM $1.6MTEAM 1REPS 1
Streamline Advisory
RIABellingham, WA
AUM $1.5MTEAM 1REPS 1
Mountain Lakes Capital Management LLC
RIAUnion, WA
AUM $1.1MTEAM 1REPS 1
Sound Investment Advice, LLC
RIAIssaquah, WA
AUM $429KTEAM 1REPS 1
Fondahn Financial
RIAWalla Walla, WA
AUM $50KTEAM 1REPS 1
Quantca Financial
RIAEdmonds, WA
AUM $10.4KTEAM 2REPS 2
Calpa Advisors LLC
RIAKirkland, WA
AUM —TEAM 1REPS 1
Myicon
RIAKirkland, WA
AUM —TEAM 5REPS 2
DPC Wealth Advisory Services, LLC
RIATacoma, WA
AUM —TEAM 5REPS 5
Fleck Jurenka Wealth Management LLC
RIAIssaquah, WA
AUM —TEAM 2REPS 2
OPP Wealth Advisory LLC
RIABellevue, WA
AUM —TEAM 1REPS 1
Russell Investments
RIASeattle, WA
AUM —TEAM 569REPS 6
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