RIAs in Washington

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

By city

SeattleWashington117 FIRMS · $1T BellevueWashington71 FIRMS · $65.6B SpokaneWashington28 FIRMS · $6B VancouverWashington26 FIRMS · $13.9B KirklandWashington18 FIRMS · $3.8B BellinghamWashington15 FIRMS · $14.6B TacomaWashington14 FIRMS · $2.8B Gig HarborWashington13 FIRMS · $5.4B Mercer IslandWashington8 FIRMS · $5.3B OlympiaWashington8 FIRMS · $3.4B EdmondsWashington8 FIRMS · $6.7B IssaquahWashington7 FIRMS · $291M Federal WayWashington6 FIRMS · $1.6B KennewickWashington5 FIRMS · $1.9B EverettWashington5 FIRMS · $846M YakimaWashington5 FIRMS · $2.5B RedmondWashington5 FIRMS · $3B LynnwoodWashington4 FIRMS · $1.2B Spokane ValleyWashington4 FIRMS · $866M BothellWashington4 FIRMS · $121M CamasWashington4 FIRMS · $554M Port AngelesWashington3 FIRMS · $347M BainbridgeWashington3 FIRMS · $866M SilverdaleWashington3 FIRMS · $2.2B Walla WallaWashington3 FIRMS · $120M WenatcheeWashington3 FIRMS · $329M RichlandWashington2 FIRMS · $337M AberdeenWashington2 FIRMS · $49.4M ArlingtonWashington2 FIRMS · $1.4B SequimWashington2 FIRMS · $101M SunnysideWashington2 FIRMS · $169M Battle GroundWashington2 FIRMS · $137M PoulsboWashington2 FIRMS · $215M Liberty LakeWashington2 FIRMS · $55.8M DuvallWashington1 FIRM · $18.4M Des MoinesWashington1 FIRM White SalmonWashington1 FIRM · $34.6M SnoqualmieWashington1 FIRM · $182M CashmereWashington1 FIRM · $70M BurienWashington1 FIRM · $151M TumwaterWashington1 FIRM · $110M UnionWashington1 FIRM · $1.1M University PlaceWashington1 FIRM · $38.1M WoodinvilleWashington1 FIRM · $187M AnacortesWashington1 FIRM · $46.8M LaceyWashington1 FIRM · $610M Lake Forest ParkWashington1 FIRM · $210M LeavenworthWashington1 FIRM · $30.5M LongviewWashington1 FIRM · $6.8M Fall CityWashington1 FIRM · $279M EnumclawWashington1 FIRM · $66.9M MukilteoWashington1 FIRM · $46.8M Normandy ParkWashington1 FIRM EllensburgWashington1 FIRM · $6.9M PuyallupWashington1 FIRM · $239M

All RIAs in Washington

Veltra Capital

Seattle, WA

AUM $5.7MTEAM 1REPS 2

Strategic Asset Management

Federal Way, WA

AUM $5.1MTEAM 1REPS 1

Tracker Research LLC

Seattle, WA

AUM $5MTEAM 1REPS 1

Chair Six Financial Planning, Pllc

Spokane, WA

AUM $4.9MTEAM 1REPS 1

Briarwood Financial

Gig Harbor, WA

AUM $4.7MTEAM 4REPS 2

Strategic Retirement Partners, LLC

Seattle, WA

AUM $4.6MTEAM 1REPS 1

Synergos Advisory

Seattle, WA

AUM $3.9MTEAM 1REPS 1

Victor Jones Cpa, Pc

Seattle, WA

AUM $3.9MTEAM 1REPS 1

2020 Financial Planning LLC

Seattle, WA

AUM $2.9MTEAM 1REPS 1

Kavout Algo Financial LLC

Seattle, WA

AUM $1.8MTEAM 4REPS 3

Creative Retirement Planning, Inc.

Sequim, WA

AUM $1.7MTEAM 1REPS 1

Kirwin Financial LLC

Issaquah, WA

AUM $1.6MTEAM 1REPS 1

Carlson Financial Advisory, LLC

Liberty Lake, WA

AUM $1.6MTEAM 1REPS 1

Streamline Advisory

Bellingham, WA

AUM $1.5MTEAM 1REPS 1

Mountain Lakes Capital Management LLC

Union, WA

AUM $1.1MTEAM 1REPS 1

Sound Investment Advice, LLC

Issaquah, WA

AUM $429KTEAM 1REPS 1

Fondahn Financial

Walla Walla, WA

AUM $50KTEAM 1REPS 1

Mont Ai

Seattle, WA

AUM $32.5KTEAM 4REPS 3

Quantca Financial

Edmonds, WA

AUM $10.4KTEAM 2REPS 2

Apex Advisory Group, Inc.

Spokane, WA

AUM —TEAM 1REPS 3

Red Top Advisors LLC

Seattle, WA

AUM —TEAM 1REPS 1

Russell Investments

Seattle, WA

AUM —TEAM 569REPS 6

OPP Wealth Advisory LLC

Bellevue, WA

AUM —TEAM 1REPS 1

Wyoming Systems Group of Businesses

Seattle, WA

AUM —TEAM 1REPS 1

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