Best Financial Advisor Firms Washington 2023

investor.com

Written by investor.com

April 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 April 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Washington are as follows:

  • Must be rated 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
ASI Wealth Management & Consulting Services 5/5 Stars $1.5 billion 412 9 $3.6 million
Avier Wealth Advisors 5/5 Stars $641.3 million 546 11 $1.2 million
BAC Capital Advisors 5/5 Stars $245.1 million 38 2 $6.5 million
Baker Ellis Asset Management 5/5 Stars $750.6 million 319 6 $2.4 million
BakerAvenue 5/5 Stars $1.9 billion 737 18 $2.6 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
Brackenwood Capital Management 5/5 Stars $63.2 million 74 2 $854,303
Breakwater Investment Management 5/5 Stars $206.4 million 214 1 $964,356
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
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 $1.3 billion 23 39 $58.6 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
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
FCI Advisors 5/5 Stars $12.8 billion 4,923 41 $2.6 million
Ferguson Wellman Capital Management 5/5 Stars $7.1 billion 943 23 $7.6 million
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
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
Fiscalis Advisory 5/5 Stars $37.9 million 23 1 $1.6 million
Forum Financial Management 5/5 Stars $7.0 billion 4,994 100 $1.4 million
Fulcrum Capital 5/5 Stars $746.3 million 239 8 $3.1 million
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
Garde Capital 5/5 Stars $1.4 billion 493 10 $2.8 million
Greenline Partners 5/5 Stars $1.5 billion 47 3 $31.7 million
Gunn Capital Management 5/5 Stars $26.7 million 31 1 $860,889
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
Harbour Investment Management 5/5 Stars $367.9 million 190 4 $1.9 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
Integrity Wealth Management 5/5 Stars $101.9 million 158 2 $645,101
Investor Resources 5/5 Stars $63.0 million 134 2 $469,850
James R. Martin Consulting 5/5 Stars $400.4 million 260 3 $1.5 million
Kiley Juergens Wealth Management 5/5 Stars $1.3 billion 2,973 5 $429,211
Kunath Karren Rinne & Atkin 5/5 Stars $2.1 billion 80 2 $26.1 million
Kyarsip Financial Advisors 5/5 Stars $88.9 million 101 1 $880,308
Lakeside Advisors 5/5 Stars $380.4 million 256 3 $1.5 million
Lucid Advisors 5/5 Stars $659.5 million 41 2 $16.1 million
Madison Park Capital Advisors 5/5 Stars $206.0 million 385 5 $535,041
Marshall & Sullivan 5/5 Stars $363.0 million 199 1 $1.8 million
McAdam 5/5 Stars $1.3 billion 4,436 188 $283,018
Mcbee Advisors 5/5 Stars $32.6 million 210 1 $155,269
Mchenry Capital 5/5 Stars $19.1 million 23 1 $830,758
McIlrath & Eck 5/5 Stars $649.4 million 1,019 6 $637,297
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Mission Wealth Management 5/5 Stars $5.0 billion 2,385 56 $2.1 million
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 5 $3.2 million
Northwest Capital Management 5/5 Stars $5.5 billion 492 8 $11.1 million
NUKU 5/5 Stars $3.2 million 12 1 $268,530
Oliver Capital Management 5/5 Stars $289.2 million 477 1 $606,200
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 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
Personal Investment Management 5/5 Stars $483.6 million 481 5 $1.0 million
Petersen 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 Ocean 5/5 Stars $2.5 billion 934 23 $2.6 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 $412.6 million 359 4 $1.1 million
S. R. Schill & Associates 5/5 Stars $211.3 million 191 4 $1.1 million
Saratoga Research & Investment Management 5/5 Stars $2.6 billion 3,287 16 $792,144
Sitka Pacific Capital Management 5/5 Stars $9.3 million 44 3 $211,606
Smart Portfolios 5/5 Stars $114.6 million 136 4 $842,600
Snider Financial Group 5/5 Stars $268.6 million 336 4 $799,474
Soltis Investment Advisors 5/5 Stars $5.6 billion 3,387 36 $1.7 million
Soundmark Wealth Management 5/5 Stars $363.0 million 274 6 $1.3 million
Soundview Advisors 5/5 Stars $290.8 million 173 6 $1.7 million
The Caprock Group 5/5 Stars $5.9 billion 291 29 $20.3 million
The Clarius Group 5/5 Stars $3.7 billion 211 15 $17.6 million
THE Hedrick CO 5/5 Stars $86.3 million 118 1 $731,508
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 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
Trellis Advisors 5/5 Stars $429.7 million 195 4 $2.2 million
Washington Capital Management 5/5 Stars $6.7 billion 70 8 $95.8 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
Zevenbergen Capital Investments 5/5 Stars $3.0 billion 322 14 $9.4 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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