Badgley Phelps Wealth Managers

RIASEC RegisteredEst. 2021

Total AUM

$7.3B

Discretionary

$6.9B

95% of AUM

Avg account

$2.1M

Accounts

3,486

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 315440
Registered since: July 26, 2021
Website: www.badgley.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI94.29%
Corporations / Businesses2.81%
Charitable Organizations1.61%
Individuals1.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Badgley Phelps Wealth Managers is an independent registered investment adviser organized as an LLC and active since 2021. The firm serves a mix of individuals, families and institutional clients, offering financial planning, portfolio management for individuals and small businesses as well as for institutions, and the selection of other advisers. Compensation models include asset-based fees alongside hourly and fixed-fee arrangements. Badgley Phelps also performs brokerage-related activities and lists affiliations across a broad set of industry roles (broker‑dealer relationships, CPO/CTA, FCM, accountant and law firm connections, insurance and real estate broker links, and sponsorship roles for pooled vehicles and LPs). The firm has been recognized repeatedly in national rankings: appearances on CNBC’s Top 100 lists (2019–2022, 2021 repeat), Barron’s Top RIA lists (2021, 2022, 2025), Financial Times Top 300 RIA Firms (2020), FA Magazine and Forbes lists (2020–2024). The adviser reports it is not an active ESG investor and is not a multi‑state adviser.