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Best Financial Advisor Firms Washington 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Washington.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Washington, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 31, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Washington are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Washington? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
2020 Financial Planning 2010 View Locations
ASI Wealth Management & Consulting Services 1997 View Locations
Allison Spielman Advisors 2012 View Locations
Ambassador Wealth Management 2013 View Locations
Apex Advisory Group 1990 View Locations
Auxano Advisors 2007 View Locations
Avier Wealth Advisors 2012 View Locations
BAC Capital Advisors 2002 View Locations
BOZ & Company 2014 View Locations
Badgley Phelps Wealth Managers 1973 View Locations
BakerAvenue 2004 View Locations
Bellevue Asset Management 2004 View Locations
Bellingham Capital 2009 View Locations
Blackburn Financial 2011 View Locations
Brackenwood Capital Management 2005 View Locations
Bristlecone Advisors 1999 View Locations
Byrne & Company Wealth Management 2012 View Locations
Cadence Wealth Management 2011 View Locations
Capital Management Resources 1999 View Locations
Chaney Capital Management 2007 View Locations
Conway Jarvis 1994 View Locations
Crosswind Advisors 2005 View Locations
Cutler Investment Counsel 2003 View Locations
Dental Wealth Advisors 2014 View Locations
Dynamic Wealth Advisors 2011 View Locations
EP Wealth Advisors 1987 View Locations
Ellen J Webber, CFP 2008 View Locations
Etesian Wealth Advisors 2009 View Locations
Evergreen Capital Management 1983 View Locations
FCI Advisors 1995 View Locations
Financial Insights 1984 View Locations
Financial Plan 2012 View Locations
Financial Research 2012 View Locations
Fisher Investments 1987 $500,000 View Locations
Fulcrum Capital 2007 View Locations
Fulcrum Wealth Advisors 2013 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Garde Capital 2009 View Locations
Garland Capital Management 1998 View Locations
Greene Wealth Management 2005 View Locations
Gunn Capital Management 2014 View Locations
Harbour Investment Management 1991 View Locations
Highland Private Wealth Management 1999 View Locations
Howe Financial Advisory 2013 View Locations
Integrity Wealth Management 2012 View Locations
Investor Resources 2012 View Locations
Investors Portfolio Services 1998 View Locations
James R. Martin Consulting 2000 View Locations
Kiley Juergens Wealth Management 2009 View Locations
Kunath Karren Rinne & Atkin 1983 View Locations
Kutscher Benner Barsness & Stevens 1995 View Locations
Kyarsip Financial Advisors 2004 View Locations
LCG Associates 1982 View Locations
Laird Norton Wealth Management 2001 View Locations
Lakeside Advisors 1984 View Locations
Leonard Rickey Investment Advisors 2013 View Locations
Mangan Wealth Management 2007 View Locations
Marshall & Sullivan 1981 View Locations
Matchpoint Capital Management 2009 View Locations
McIlrath & Eck 2009 View Locations
Mcbee Advisors 2012 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Miller Advisors 1992 View Locations
Mission Wealth Management 2002 View Locations
Monson Wealth Management 2014 View Locations
Morin Private Client Group 2010 View Locations
Moss Adams Wealth Advisors 2000 View Locations
NUKU 2012 View Locations
Northern Capital Management 1993 View Locations
Northern Capital Retirement Services 2013 View Locations
Northern Lights Advisors 2013 View Locations
Northstar Asset Management 1990 View Locations
Northwest Capital Management 1999 View Locations
Oliver Capital Management 2006 View Locations
Olson Investment Advisors 1983 View Locations
Pacific Asset Management 2002 View Locations
Pacific Financial Advisors 2010 View Locations
Pacific Horizon Investment Management 2001 View Locations
Pacific Portfolio Consulting 2006 View Locations
Palouse Capital Management 1994 View Locations
Percension Wealth Advisors 2012 View Locations
Personal Investment Management 1981 View Locations
Portfolio Strategies 1983 View Locations
Prism Capital Management 2011 View Locations
Private Ocean 1984 View Locations
Private Wealth Management Solutions 2013 View Locations
Professional Investment Management Services, P 2012 View Locations
Ramsey & Associates 1999 View Locations
S. R. Schill & Associates 1987 View Locations
Silverhawk Asset Management 2013 View Locations
Snider Financial Group 2008 View Locations
Stapp Wealth Management, P 1996 View Locations
THE Hedrick CO 2012 View Locations
Tradewinds Capital Management 2008 View Locations
Trellis Advisors 2008 View Locations
Twight Financial Education 2011 View Locations
Wealth-builders 2001 View Locations
Wellspring Financial Planners P 2015 View Locations
White & Company Financial Planning 2012 View Locations
Zevenbergen Capital Investments 2003 View Locations


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