Written by investor.com
November 07, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Washington.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Washington, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of November 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Washington are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- Must have an office location in Washington.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 2020 Financial Planning |
|
$2.1 million | 50 | 1 | $42,880 |
| Advitica Financial Planning |
|
$15.8 million | 25 | 1 | $631,009 |
| Ambassador Wealth Management |
|
$58.4 million | 87 | 2 | $671,413 |
| Apella Wealth |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Asymmetric Advantage Capital Management |
|
$38.4 million | 55 | 2 | $698,251 |
 Avier Wealth Advisors
|
|
$641.3 million | 546 | 11 | $1.2 million |
| Baker Ellis Asset Management |
|
$750.6 million | 319 | 6 | $2.4 million |
| Bellevue Asset Management |
|
$276.5 million | 196 | 2 | $1.4 million |
| Blackburn Financial |
|
$85.0 million | 550 | 2 | $154,545 |
| Bogdanovich Wealth Management P |
|
$241.0 million | 164 | 1 | $1.5 million |
| BOZ & Company |
|
$17.4 million | 44 | 1 | $396,272 |
| Brackenwood Capital Management |
|
$63.2 million | 74 | 2 | $854,303 |
| Bristlecone Advisors |
|
$1.6 billion | 417 | 9 | $3.8 million |
| Buckley Investment Group |
|
$94.5 million | 134 | 2 | $705,259 |
| Cairn Investment Group |
|
$290.6 million | 323 | 4 | $899,776 |
| Capital Investment Management |
|
$9.6 million | 47 | 0 | $204,082 |
| Capital Planning |
|
$461.3 million | 374 | 5 | $1.2 million |
| Chandler Asset Management |
|
$28.6 billion | 863 | 17 | $33.2 million |
| Chaney Capital Management |
|
$295.3 million | 366 | 4 | $806,846 |
| Columbia Pacific Advisors |
|
$1.4 billion | 23 | 39 | $58.8 million |
| Companion Portfolio Management |
|
$24.3 million | 66 | 1 | $367,950 |
| Dightman Capital Group |
|
$61.2 million | 123 | 2 | $497,334 |
| Ellen J Webber, CFP |
|
$34.3 million | 53 | 1 | $647,007 |
| Etesian Wealth Advisors |
|
$258.4 million | 249 | 4 | $1.0 million |
| Evergreen Capital Management |
|
$3.9 billion | 992 | 19 | $3.9 million |
| Faulkner Investment Services |
|
$25.1 million | 40 | 1 | $626,998 |
| Financial Insights |
|
$621.1 million | 724 | 10 | $857,822 |
| Financial Plan |
|
$845.1 million | 725 | 9 | $1.2 million |
| Financial Research |
|
$72.0 million | 41 | 1 | $1.8 million |
| Fiscalis Advisory |
|
$37.9 million | 23 | 1 | $1.6 million |
| Focus Capital |
|
$25.0 million | 30 | 1 | $834,920 |
| Fulcrum Wealth Advisors |
|
$75.8 million | 84 | 4 | $902,624 |
| Galvin, Gaustad & Stein |
|
$1.1 billion | 914 | 6 | $1.2 million |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| Hamrick Investment Counsel |
|
$232.6 million | 86 | 2 | $2.7 million |
| Hawkins Investment Counsel |
|
$81.7 million | 77 | 1 | $1.1 million |
| Howe Financial Advisory |
|
$13.9 million | 7 | 1 | $2.0 million |
| Investor Resources |
|
$51.6 million | 125 | 2 | $412,768 |
| Janis Financial |
|
$18.9 million | 70 | 1 | $270,211 |
| Kairos Capital Management |
|
$83.9 million | 95 | 1 | $883,339 |
| Karel Capital |
|
$72.7 million | 44 | 3 | $1.7 million |
| Kiley Juergens Wealth Management |
|
$1.3 billion | 2,973 | 5 | $429,211 |
| Kyarsip Financial Advisors |
|
$88.9 million | 101 | 1 | $880,308 |
| Lakeside Advisors |
|
$346.9 million | 245 | 3 | $1.4 million |
| Lesa Sroufe & Company |
|
$161.5 million | 247 | 3 | $653,731 |
| Lifefocus Financial Advisors |
|
$58.3 million | 70 | 1 | $832,300 |
| Lucid Advisors |
|
$659.5 million | 41 | 2 | $16.1 million |
| Marram Investment Management |
|
$31.1 million | 63 | 1 | $493,582 |
| Marshall & Sullivan |
|
$363.0 million | 199 | 1 | $1.8 million |
| Matchpoint Capital Management |
|
$37.0 million | 45 | 1 | $822,222 |
| Mcbee Advisors |
|
$32.6 million | 210 | 1 | $155,269 |
| Mchenry Capital |
|
$19.1 million | 23 | 1 | $830,758 |
| Mellor & Associates |
|
$22.0 million | 62 | 2 | $354,838 |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Northern Capital Management |
|
$340.2 million | 688 | 8 | $494,428 |
| Northern Capital Retirement Services |
|
$203.2 million | 21 | 8 | $9.7 million |
| Northern Lights Advisors |
|
$86.4 million | 118 | 2 | $731,798 |
| Northstar Asset Management |
|
$611.7 million | 194 | 4 | $3.2 million |
| Northwest Capital Management |
|
$5.5 billion | 492 | 8 | $11.1 million |
| Olson Investment Advisors |
|
$132.1 million | 242 | 2 | $545,703 |
| Olympic Wealth Management |
|
$155.1 million | 173 | 1 | $896,705 |
| Pacific Asset Management |
|
$236.2 million | 389 | 5 | $607,197 |
| Pacific Crest Financial Advisors |
|
$51.1 million | 53 | 3 | $965,068 |
| Pacific Horizon Investment Management |
|
$51.1 million | 32 | 2 | $1.6 million |
| Pacific Portfolio Consulting |
|
$4.1 billion | 535 | 11 | $7.7 million |
| Palouse Capital Management |
|
$271.9 million | 860 | 3 | $316,147 |
| Paysse Jennison Financial Advisors, Paysse Jennison |
|
$56.6 million | 44 | 2 | $1.3 million |
| Percension Wealth Advisors |
|
$18.8 million | 91 | 1 | $206,934 |
 Petersen Hastings Investment Management
|
|
$927.1 million | 927 | 17 | $1.0 million |
| Petrie Capital Management LLC |
|
$83.4 million | 55 | 1 | $1.5 million |
| Prism Capital Management |
|
$34.0 million | 70 | 1 | $485,666 |
| Private Advisory Group |
|
$642.2 million | 457 | 9 | $1.4 million |
| Private Wealth Management Solutions |
|
$35.7 million | 33 | 1 | $1.1 million |
| Professional Investment Management Services, P |
|
$71.0 million | 222 | 1 | $319,819 |
| Pure Financial Advisors |
|
$4.6 billion | 4,137 | 46 | $1.1 million |
| Robinswood Financial |
|
$305.7 million | 370 | 5 | $826,093 |
| Runde & Co. |
|
$161.0 million | 48 | 2 | $3.4 million |
| S. R. Schill & Associates |
|
$233.2 million | 219 | 4 | $1.1 million |
| Saratoga Research & Investment Management |
|
$2.6 billion | 3,287 | 16 | $792,144 |
| Satori Financial |
|
$34.9 million | 23 | 1 | $1.5 million |
| Smart Portfolios |
|
$114.6 million | 136 | 4 | $842,600 |
| Sonata Capital Group |
|
$264.3 million | 190 | 5 | $1.4 million |
| Sound Investment Strategies |
|
$40.1 million | 99 | 2 | $404,755 |
| Soundmark Wealth Management |
|
$363.0 million | 274 | 6 | $1.3 million |
| Stewardship Concepts Financial Services |
|
$68.2 million | 263 | 2 | $259,299 |
| Strategic Asset Management |
|
$4.5 million | 19 | 1 | $236,842 |
| Talbot Financial |
|
$520.6 million | 146 | 2 | $3.6 million |
| The Caprock Group |
|
$5.9 billion | 291 | 29 | $20.3 million |
| THE Hedrick CO |
|
$86.3 million | 118 | 1 | $731,508 |
| Therese Govern Financial Advisors |
|
$60.8 million | 29 | 1 | $2.1 million |
| Tieton Capital Management |
|
$170.2 million | 45 | 3 | $3.8 million |
| Timepiece Financial Planning |
|
$45.9 million | 130 | 1 | $353,172 |
| Tradewinds Capital Management |
|
$515.0 million | 2,655 | 3 | $193,988 |
| Trail Financial Planning |
|
$33.1 million | 85 | 2 | $389,174 |
| Twenty Twenty Investment Advisors |
|
$94.5 million | 237 | 3 | $398,923 |
| Viceroy Investment Advisors |
|
$19.5 million | 25 | 1 | $780,000 |
| Wealth-builders |
|
$55.2 million | 77 | 1 | $716,351 |
| Wealthspire Advisors |
|
$2.5 billion | 934 | 23 | $2.6 million |
| Wetherby Asset Management |
|
$6.5 billion | 587 | 26 | $11.1 million |
| White & Company Financial Planning |
|
$82.1 million | 248 | 5 | $331,067 |
More Top Firms by State
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investor.com
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