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 |
|
$2.1 million | 50 | 1 | $42,880 |
| Advitica Financial Planning |
|
$15.8 million | 25 | 1 | $631,009 |
| Ambassador Wealth Management |
|
$58.4 million | 87 | 2 | $671,413 |
| ASI Wealth Management & Consulting Services |
|
$1.5 billion | 412 | 9 | $3.6 million |
| Avier Wealth Advisors |
|
$641.3 million | 546 | 11 | $1.2 million |
| BAC Capital Advisors |
|
$245.1 million | 38 | 2 | $6.5 million |
| Baker Ellis Asset Management |
|
$750.6 million | 319 | 6 | $2.4 million |
| BakerAvenue |
|
$1.9 billion | 737 | 18 | $2.6 million |
| Bellevue Asset Management |
|
$276.5 million | 196 | 2 | $1.4 million |
| Blackburn Financial |
|
$85.0 million | 550 | 2 | $154,545 |
| Brackenwood Capital Management |
|
$63.2 million | 74 | 2 | $854,303 |
| Breakwater Investment Management |
|
$206.4 million | 214 | 1 | $964,356 |
| Bristlecone Advisors |
|
$1.6 billion | 417 | 9 | $3.8 million |
| Buckley Investment Group |
|
$94.5 million | 134 | 2 | $705,259 |
| Capital Planning |
|
$461.3 million | 374 | 5 | $1.2 million |
| Chandler Asset Management |
|
$28.6 billion | 863 | 17 | $33.2 million |
| Chaney Capital Management |
|
$295.3 million | 366 | 4 | $806,846 |
| Columbia Pacific Advisors |
|
$1.3 billion | 23 | 39 | $58.6 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Etesian Wealth Advisors |
|
$258.4 million | 249 | 4 | $1.0 million |
| Evergreen Capital Management |
|
$3.9 billion | 992 | 19 | $3.9 million |
| FCI Advisors |
|
$12.8 billion | 4,923 | 41 | $2.6 million |
| Ferguson Wellman Capital Management |
|
$7.1 billion | 943 | 23 | $7.6 million |
| Financial Engines Advisors |
|
$242.0 billion | 1,319,970 | 650 | $183,314 |
| Financial Insights |
|
$621.1 million | 724 | 10 | $857,822 |
| Financial Plan |
|
$845.1 million | 725 | 9 | $1.2 million |
| Fiscalis Advisory |
|
$37.9 million | 23 | 1 | $1.6 million |
| Forum Financial Management |
|
$7.0 billion | 4,994 | 100 | $1.4 million |
| Fulcrum Capital |
|
$746.3 million | 239 | 8 | $3.1 million |
| Fulcrum Wealth Advisors |
|
$75.8 million | 84 | 4 | $902,624 |
| Galvin, Gaustad & Stein |
|
$1.1 billion | 914 | 6 | $1.2 million |
| Garde Capital |
|
$1.4 billion | 493 | 10 | $2.8 million |
| Greenline Partners |
|
$1.5 billion | 47 | 3 | $31.7 million |
| Gunn Capital Management |
|
$26.7 million | 31 | 1 | $860,889 |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| Hamrick Investment Counsel |
|
$232.6 million | 86 | 2 | $2.7 million |
| Harbour Investment Management |
|
$367.9 million | 190 | 4 | $1.9 million |
| Hawkins Investment Counsel |
|
$81.7 million | 77 | 1 | $1.1 million |
| Howe Financial Advisory |
|
$13.9 million | 7 | 1 | $2.0 million |
| Integrity Wealth Management |
|
$101.9 million | 158 | 2 | $645,101 |
| Investor Resources |
|
$63.0 million | 134 | 2 | $469,850 |
| James R. Martin Consulting |
|
$400.4 million | 260 | 3 | $1.5 million |
| Kiley Juergens Wealth Management |
|
$1.3 billion | 2,973 | 5 | $429,211 |
| Kunath Karren Rinne & Atkin |
|
$2.1 billion | 80 | 2 | $26.1 million |
| Kyarsip Financial Advisors |
|
$88.9 million | 101 | 1 | $880,308 |
| Lakeside Advisors |
|
$380.4 million | 256 | 3 | $1.5 million |
| Lucid Advisors |
|
$659.5 million | 41 | 2 | $16.1 million |
| Madison Park Capital Advisors |
|
$206.0 million | 385 | 5 | $535,041 |
| Marshall & Sullivan |
|
$363.0 million | 199 | 1 | $1.8 million |
| McAdam |
|
$1.3 billion | 4,436 | 188 | $283,018 |
| Mcbee Advisors |
|
$32.6 million | 210 | 1 | $155,269 |
| Mchenry Capital |
|
$19.1 million | 23 | 1 | $830,758 |
| McIlrath & Eck |
|
$649.4 million | 1,019 | 6 | $637,297 |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Northern Capital Management |
|
$340.2 million | 688 | 8 | $494,428 |
| Northern Capital Retirement Services |
|
$203.2 million | 21 | 8 | $9.7 million |
| Northern Lights Advisors |
|
$86.4 million | 118 | 2 | $731,798 |
| Northstar Asset Management |
|
$611.7 million | 194 | 5 | $3.2 million |
| Northwest Capital Management |
|
$5.5 billion | 492 | 8 | $11.1 million |
| NUKU |
|
$3.2 million | 12 | 1 | $268,530 |
| Oliver Capital Management |
|
$289.2 million | 477 | 1 | $606,200 |
| Olson Investment Advisors |
|
$132.1 million | 242 | 2 | $545,703 |
| Olympic Wealth Management |
|
$155.1 million | 173 | 1 | $896,705 |
| Pacific Asset Management |
|
$236.2 million | 389 | 5 | $607,197 |
| Pacific Crest Financial Advisors |
|
$51.1 million | 53 | 3 | $965,068 |
| Pacific Portfolio Consulting |
|
$4.1 billion | 535 | 11 | $7.7 million |
| Palouse Capital Management |
|
$271.9 million | 860 | 3 | $316,147 |
| Paysse Jennison Financial Advisors, Paysse Jennison |
|
$56.6 million | 44 | 2 | $1.3 million |
| Percension Wealth Advisors |
|
$18.8 million | 91 | 1 | $206,934 |
| Personal Investment Management |
|
$483.6 million | 481 | 5 | $1.0 million |
| Petersen Hastings Investment Management |
|
$927.1 million | 927 | 17 | $1.0 million |
| Petrie Capital Management LLC |
|
$83.4 million | 55 | 1 | $1.5 million |
| Prism Capital Management |
|
$34.0 million | 70 | 1 | $485,666 |
| Private Advisory Group |
|
$642.2 million | 457 | 9 | $1.4 million |
| Private Ocean |
|
$2.5 billion | 934 | 23 | $2.6 million |
| Professional Investment Management Services, P |
|
$71.0 million | 222 | 1 | $319,819 |
| Pure Financial Advisors |
|
$4.6 billion | 4,137 | 46 | $1.1 million |
| Robinswood Financial |
|
$412.6 million | 359 | 4 | $1.1 million |
| S. R. Schill & Associates |
|
$211.3 million | 191 | 4 | $1.1 million |
| Saratoga Research & Investment Management |
|
$2.6 billion | 3,287 | 16 | $792,144 |
| Sitka Pacific Capital Management |
|
$9.3 million | 44 | 3 | $211,606 |
| Smart Portfolios |
|
$114.6 million | 136 | 4 | $842,600 |
| Snider Financial Group |
|
$268.6 million | 336 | 4 | $799,474 |
| Soltis Investment Advisors |
|
$5.6 billion | 3,387 | 36 | $1.7 million |
| Soundmark Wealth Management |
|
$363.0 million | 274 | 6 | $1.3 million |
| Soundview Advisors |
|
$290.8 million | 173 | 6 | $1.7 million |
| The Caprock Group |
|
$5.9 billion | 291 | 29 | $20.3 million |
| The Clarius Group |
|
$3.7 billion | 211 | 15 | $17.6 million |
| THE Hedrick CO |
|
$86.3 million | 118 | 1 | $731,508 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| Tieton Capital Management |
|
$170.2 million | 45 | 3 | $3.8 million |
| Timepiece Financial Planning |
|
$45.9 million | 130 | 1 | $353,172 |
| Tradewinds Capital Management |
|
$515.0 million | 2,655 | 3 | $193,988 |
| Trellis Advisors |
|
$429.7 million | 195 | 4 | $2.2 million |
| Washington Capital Management |
|
$6.7 billion | 70 | 8 | $95.8 million |
| Wetherby Asset Management |
|
$6.5 billion | 587 | 26 | $11.1 million |
| White & Company Financial Planning |
|
$82.1 million | 248 | 5 | $331,067 |
| Zevenbergen Capital Investments |
|
$3.0 billion | 322 | 14 | $9.4 million |
More Top Firms by State
About the Editorial Team
investor.com
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