Best Financial Advisor Firms Washington 2023

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

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