Best Financial Advisor Firms Washington 2024

Written by investor.com

August 08, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Washington in 2024.

Top Washington firms by average client balance

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
The Caprock Group		$6.9 billion	317	34	$21.8 million
Brownson, Rehmus & Foxworth		$4.0 billion	248	13	$16.2 million
Gibson Capital		$2.4 billion	202	6	$12.0 million
Rocky Mountain Advisers		$2.6 billion	223	4	$11.5 million
Pacific Portfolio Consulting		$4.8 billion	530	10	$9.1 million
Fairview Capital		$1.8 billion	220	1	$8.0 million
Paragon Capital Management		$1.1 billion	165	4	$6.9 million
Joel R. Mogy Investment Counsel		$1.7 billion	252	3	$6.6 million
Cardiff Park Advisors		$2.5 billion	375	1	$6.6 million

Top 10 financial advisors in Washington by number of advisors

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Pure Financial Advisors		$6.3 billion	4,975	56	$1.3 million
Foster Group		$3.2 billion	1,840	47	$1.8 million
Apella Wealth		$3.3 billion	3,300	40	$1.0 million

Top 10 financial advisors in Washington by total AUM

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Matson Money		$19.6 billion	30,605	9	$641,967
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
The Mather Group		$10.5 billion	4,245	91	$2.5 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994

Top 10 financial advisors in Washington by total clients

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Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Geowealth Management		$12.3 billion	49,816	20	$247,576
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Matson Money		$19.6 billion	30,605	9	$641,967
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Future Capital		$962.5 million	12,768	2	$75,386
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Symmetry Partners		$5.9 billion	11,453	15	$513,352

Find a financial advisor in Washington

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Washington 2024.

Firm has:

• Jurisdiction in Washington
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

Investor.com is your trustworthy guide to the world of financial advisors. 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.