Best Financial Advisor Firms Washington 2023

investor.com

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:

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


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