Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Washington.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 2020 Financial Planning |
|
$2.1 million | 50 | 1 | $42,880 |
| Advisory Alpha |
|
$1.8 billion | 7,935 | 50 | $228,539 |
| Alpha Cubed Investments |
|
$2.0 billion | 1,471 | 20 | $1.4 million |
| ASI Wealth Management & Consulting Services |
|
$1.6 billion | 403 | 9 | $4.1 million |
| Auxano Advisors |
|
$1.0 billion | 497 | 5 | $2.1 million |
 Avier Wealth Advisors
|
|
$671.3 million | 516 | 11 | $1.3 million |
| Axxcess Wealth Management |
|
$3.6 billion | 4,581 | 40 | $783,349 |
| BAC Capital Advisors |
|
$288.3 million | 38 | 2 | $7.6 million |
| BakerAvenue |
|
$2.1 billion | 752 | 17 | $2.8 million |
| Bellevue Asset Management |
|
$323.6 million | 208 | 2 | $1.6 million |
| Blackburn Financial |
|
$75.0 million | 475 | 2 | $157,894 |
| Brackenwood Capital Management |
|
$77.3 million | 78 | 1 | $990,718 |
| Breakwater Investment Management |
|
$227.1 million | 159 | 1 | $1.4 million |
| Bristlecone Advisors |
|
$1.8 billion | 413 | 9 | $4.4 million |
| Buckley Investment Group |
|
$114.7 million | 115 | 2 | $997,015 |
| Capital Planning |
|
$570.8 million | 376 | 5 | $1.5 million |
| Chandler Asset Management |
|
$25.8 billion | 897 | 16 | $28.7 million |
| Chaney Capital Management |
|
$342.0 million | 346 | 4 | $988,439 |
| Empirical Wealth Management |
|
$4.2 billion | 1,532 | 31 | $2.7 million |
| EP Wealth Advisors |
|
$14.7 billion | 9,365 | 62 | $1.6 million |
| Etesian Wealth Advisors |
|
$292.7 million | 185 | 4 | $1.6 million |
| Evergreen Capital Management |
|
$3.9 billion | 915 | 17 | $4.3 million |
| FCI Advisors |
|
$14.5 billion | 4,766 | 40 | $3.0 million |
| Ferguson Wellman Capital Management |
|
$8.2 billion | 913 | 24 | $9.0 million |
| Financial Insights |
|
$533.6 million | 753 | 9 | $708,673 |
| Financial Plan |
|
$935.9 million | 663 | 8 | $1.4 million |
| Fortitude Advisory Group |
|
$337.4 million | 593 | 10 | $568,894 |
| Fulcrum Capital |
|
$909.8 million | 229 | 7 | $4.0 million |
| Fulcrum Wealth Advisors |
|
$72.6 million | 76 | 2 | $955,052 |
| Galvin, Gaustad & Stein |
|
$1.3 billion | 882 | 7 | $1.5 million |
| Garde Capital |
|
$1.5 billion | 501 | 10 | $3.0 million |
| Greene Wealth Management |
|
$1.2 billion | 380 | 4 | $3.1 million |
| Greenline Partners |
|
$1.6 billion | 47 | 3 | $35.0 million |
| Gunn Capital Management |
|
$24.6 million | 27 | 1 | $911,801 |
 Halbert Hargrove
|
|
$3.0 billion | 1,323 | 34 | $2.3 million |
| Hamrick Investment Counsel |
|
$274.2 million | 81 | 3 | $3.4 million |
| Hawkins Investment Counsel |
|
$105.5 million | 76 | 1 | $1.4 million |
| Highland Private Wealth Management |
|
$1.3 billion | 323 | 13 | $4.1 million |
| Howe Financial Advisory |
|
$12.1 million | 7 | 1 | $1.7 million |
| Integrity Wealth Management |
|
$123.5 million | 148 | 2 | $834,567 |
| Investor Resources |
|
$63.0 million | 134 | 2 | $469,850 |
| James R. Martin Consulting |
|
$487.9 million | 260 | 3 | $1.9 million |
| Kairos Capital Management |
|
$94.4 million | 85 | 1 | $1.1 million |
| Kiley Juergens Wealth Management |
|
$1.3 billion | 2,802 | 5 | $452,905 |
| Kunath Karren Rinne & Atkin |
|
$2.8 billion | 80 | 3 | $34.5 million |
| Lakeside Advisors |
|
$380.4 million | 256 | 3 | $1.5 million |
| LCG Associates |
|
$1.4 billion | 95 | 44 | $14.6 million |
| Leonard Rickey Investment Advisors |
|
$684.2 million | 971 | 6 | $704,678 |
| Lucid Advisors |
|
$813.9 million | 39 | 2 | $20.9 million |
| Madison Park Capital Advisors |
|
$237.4 million | 375 | 5 | $633,051 |
| Marshall & Sullivan |
|
$447.0 million | 206 | 1 | $2.2 million |
| McAdam |
|
$1.2 billion | 3,837 | 208 | $322,252 |
| Mcbee Advisors |
|
$45.0 million | 217 | 1 | $207,511 |
| Mchenry Capital |
|
$16.3 million | 23 | 1 | $707,289 |
| McIlrath & Eck |
|
$645.4 million | 872 | 4 | $740,110 |
| Moss Adams Wealth Advisors |
|
$3.6 billion | 1,194 | 19 | $3.0 million |
| Northern Capital Management |
|
$388.4 million | 691 | 7 | $562,020 |
| Northern Capital Retirement Services |
|
$247.8 million | 22 | 7 | $11.3 million |
| Northern Lights Advisors |
|
$64.8 million | 97 | 2 | $667,947 |
| Northstar Asset Management |
|
$792.2 million | 189 | 5 | $4.2 million |
| Northwest Capital Management |
|
$6.5 billion | 478 | 8 | $13.6 million |
| NUKU |
|
$3.2 million | 12 | 1 | $268,530 |
| Oliver Capital Management |
|
$334.7 million | 791 | 2 | $423,178 |
| Olson Investment Advisors |
|
$150.1 million | 254 | 2 | $590,972 |
| Olympic Wealth Management |
|
$188.6 million | 147 | 1 | $1.3 million |
| Pacific Asset Management |
|
$248.6 million | 400 | 5 | $621,375 |
| Pacific Horizon Investment Management |
|
$52.6 million | 33 | 2 | $1.6 million |
| Pacific Portfolio Consulting |
|
$4.5 billion | 289 | 9 | $15.7 million |
| Palouse Capital Management |
|
$264.4 million | 494 | 4 | $535,148 |
| Para Wealth Advisors |
|
$136.9 million | 203 | 2 | $674,353 |
| Percension Wealth Advisors |
|
$23.3 million | 95 | 1 | $244,736 |
| Personal Investment Management |
|
$533.9 million | 452 | 5 | $1.2 million |
| Portfolio Strategies |
|
$94.3 million | 445 | 4 | $212,001 |
| Prism Capital Management |
|
$28.7 million | 133 | 1 | $216,090 |
| Private Advisory Group |
|
$687.5 million | 400 | 5 | $1.7 million |
| Private Ocean |
|
$2.8 billion | 943 | 23 | $3.0 million |
| Professional Investment Management Services, P |
|
$77.9 million | 321 | 1 | $242,531 |
| Pure Financial Advisors |
|
$4.1 billion | 3,431 | 39 | $1.2 million |
| Robinswood Financial |
|
$412.6 million | 359 | 4 | $1.1 million |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| S. R. Schill & Associates |
|
$210.4 million | 191 | 3 | $1.1 million |
| Saratoga Research & Investment Management |
|
$3.0 billion | 3,459 | 15 | $855,091 |
| Smart Portfolios |
|
$214.3 million | 109 | 4 | $2.0 million |
| Snider Financial Group |
|
$329.4 million | 321 | 4 | $1.0 million |
| Soltis Investment Advisors |
|
$5.2 billion | 2,624 | 24 | $2.0 million |
| Soundmark Wealth Management |
|
$411.9 million | 283 | 6 | $1.5 million |
| Soundview Advisors |
|
$314.4 million | 162 | 5 | $1.9 million |
| The Caprock Group |
|
$5.7 billion | 259 | 28 | $22.2 million |
| THE Hedrick CO |
|
$97.2 million | 113 | 1 | $860,221 |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| Therese Govern Financial Advisors |
|
$66.1 million | 30 | 1 | $2.2 million |
| Tieton Capital Management |
|
$202.2 million | 44 | 3 | $4.6 million |
| Timepiece Financial Planning |
|
$46.3 million | 117 | 2 | $396,071 |
| Tradewinds Capital Management |
|
$492.9 million | 2,330 | 2 | $211,551 |
| Twenty Twenty Investment Advisors |
|
$89.0 million | 210 | 3 | $423,982 |
| Ulrich Investment Consultants |
|
$2.0 billion | 212 | 6 | $9.4 million |
| Washington Capital Management |
|
$6.5 billion | 72 | 9 | $90.8 million |
| Wellspring Financial Planners P |
|
$0.0 | 8 | 1 | $0.0 |
| White & Company Financial Planning |
|
$95.1 million | 237 | 5 | $401,145 |
| Zevenbergen Capital Investments |
|
$4.9 billion | 274 | 15 | $17.9 million |
More Top Firms by State
About the Editorial Team
investor.com
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