Top RIAs in Washington
Every SEC-registered RIA with a main office in Washington, by regulatory AUM, from Form ADV
271 RIAs registered with the SEC are headquartered in Washington, the 17th most of any state, managing $1.23T in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Parametric Portfolio Associates in Seattle at $684.8B. 64 firms report $1 billion or more.
271
SEC-registered RIAs
$1.23T
Regulatory AUM
64
Firms at $1B and above
$336.0M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Washington, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 271 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Parametric Portfolio AssociatesCRD 114310 | Seattle | $684.8B | 213 | 240,280 | 229,927 | 56% | Apr 2026 |
| 2 | Russell InvestmentsCRD 329 | Seattle | $81.1B | 115 | 146 | 0 | 0% | Mar 2026 |
| 3 | Russell InvestmentsCRD 105734 | Seattle | $68.6B | 115 | 6,599 | 0 | 0% | Apr 2026 |
| 4 | Russell InvestmentsCRD 37550 | Seattle | $35.0B | 126 | 116 | 0 | 0% | Mar 2026 |
| 5 | Invesco Managed Accounts, LLCCRD 154461 | Seattle | $31.3B | 29 | 17,443 | 51 | 2% | Jun 2026 |
| 6 | Bentallgreenoak (U.S.) Limited PartnershipCRD 111470 | Seattle | $24.1B | 16 | 17 | 0 | 0% | Jul 2026 |
| 7 | Himalaya CapitalCRD 157594 | Seattle | $21.4B | 15 | 2 | n.d. | 0% | Mar 2026 |
| 8 | Brighton Jones LLCCRD 108601 | Seattle | $18.9B | 156 | 3,808 | 3,585 | 94% | Jul 2026 |
| 9 | Freestone Capital Management, LLCCRD 145711 | Seattle | $14.5B | 46 | 4,494 | 2,906 | 78% | Jun 2026 |
| 10 | Coldstream Wealth ManagementCRD 108805 | Bellevue | $13.9B | 166 | 4,386 | 4,199 | 87% | Aug 2026 |
| 11 | Pugh Capital Management, Inc.CRD 111765 | Seattle | $12.8B | 22 | 82 | 0 | 0% | Mar 2026 |
| 12 | LNWCRD 107341 | Seattle | $12.2B | 96 | 6,041 | 1,079 | 87% | Mar 2026 |
| 13 | Silver Creek Advisory Partners LLCCRD 156667 | Seattle | $10.2B | 18 | 20 | n.d. | 0% | Mar 2026 |
| 14 | Saturna Capital CorporationCRD 25586 | Bellingham | $8.6B | 13 | 128 | 70 | 2% | Feb 2026 |
| 15 | Empirical Wealth ManagementCRD 152622 | Seattle | $8.4B | 57 | 8,690 | 2,394 | 98% | Jul 2026 |
| 16 | Frazier Healthcare PartnersCRD 157324 | Seattle | $7.7B | 76 | 25 | 0 | 0% | Jun 2026 |
| 17 | Washington Capital Management IncCRD 105253 | Seattle | $7.4B | 46 | 251 | 24 | 1% | Jun 2026 |
| 18 | Cercano Management LLCCRD 315897 | Bellevue | $7.3B | 25 | 48 | 6 | 8% | Jul 2026 |
| 19 | Badgley Phelps Wealth ManagersCRD 315440 | Seattle | $7.3B | 26 | 3,486 | 1,282 | 96% | Mar 2026 |
| 20 | Evergreen Capital Management LLCCRD 104931 | Bellevue | $7.2B | 26 | 3,404 | 1,121 | 91% | Mar 2026 |
| 21 | Threadline WealthCRD 108917 | Bellevue | $5.8B | 30 | 4,790 | 1,169 | 90% | May 2026 |
| 22 | Zevenbergen Capital Investments LLCCRD 128990 | Edmonds | $4.6B | 10 | 339 | 288 | 19% | Mar 2026 |
| 23 | Northwest Asset ManagementCRD 147923 | Mercer Island | $4.1B | 44 | 9,090 | 2,758 | 98% | Mar 2026 |
| 24 | Strategic Income Management, LLCCRD 151956 | Seattle | $3.1B | 3 | 6 | 0 | 0% | Aug 2026 |
| 25 | Parcion Private Wealth LLCCRD 305115 | Bellevue | $3.0B | 14 | 1,871 | 165 | 100% | Mar 2026 |
| 26 | Inatai Investment Management Co. LLCCRD 329696 | Seattle | $2.7B | 4 | 3 | n.d. | 0% | May 2026 |
| 27 | Garde Capital, Inc.CRD 151043 | Seattle | $2.7B | 8 | 512 | 462 | 85% | Mar 2026 |
| 28 | Aerie Advisory Group LLCCRD 333610 | Gig Harbor | $2.5B | 5 | 44 | 38 | 79% | Jul 2026 |
| 29 | Steelhead Partners, LLCCRD 116569 | Seattle | $2.5B | 6 | 7 | n.d. | 0% | Mar 2026 |
| 30 | Tschetter GroupCRD 301548 | Bellevue | $2.4B | 15 | 1,558 | 503 | 79% | Jul 2026 |
| 31 | Milliman Advisors, LLCCRD 112245 | Seattle | $2.3B | 1 | 34 | 0 | 0% | Jun 2026 |
| 32 | Kosmos Management LLCCRD 164712 | Seattle | $2.2B | 7 | 12 | n.d. | 0% | Aug 2026 |
| 33 | Kiley Juergens Wealth Management, LLCCRD 151088 | Olympia | $2.2B | 6 | 6,799 | 2,937 | 79% | Jul 2026 |
| 34 | Private AdvisoryCRD 170043 | Redmond | $2.1B | 12 | 3,217 | 915 | 98% | Aug 2026 |
| 35 | Goldfinch PartnersCRD 300919 | Bellevue | $2.1B | 7 | 7 | n.d. | 0% | Mar 2026 |
| 36 | SCSCRD 310849 | Bellevue | $1.9B | 32 | 4,107 | 2,425 | 88% | Jun 2026 |
| 37 | First Pacific Financial, Inc.CRD 284736 | Vancouver | $1.9B | 19 | 4,448 | 1,291 | 95% | May 2026 |
| 38 | Clear Creek Financial Management, LLCCRD 170602 | Silverdale | $1.9B | 48 | 9,428 | 3,964 | 97% | Mar 2026 |
| 39 | Sloy, Dahl & Holst, LLCCRD 110102 | Vancouver | $1.8B | 6 | 1,086 | 448 | 49% | May 2026 |
| 40 | Auxano AdvisorsCRD 145179 | Bellevue | $1.8B | 8 | 2,286 | 724 | 96% | Jun 2026 |
| 41 | Financial Plan, Inc.CRD 116073 | Bellingham | $1.6B | 11 | 4,049 | 905 | 99% | Mar 2026 |
| 42 | Petersen Hastings Wealth Advisors, Inc.CRD 110952 | Kennewick | $1.6B | 16 | 3,444 | 1,232 | 75% | Apr 2026 |
| 43 | Altravue Capital, LLCCRD 283260 | Bellevue | $1.5B | 3 | 17 | n.d. | 0% | Jan 2026 |
| 44 | Acuitas Investments, LLCCRD 155782 | Seattle | $1.5B | 4 | 7 | 0 | 0% | Apr 2026 |
| 45 | Martel Wealth Advisors, LLCCRD 296896 | Vancouver | $1.5B | 12 | 2,787 | 998 | 84% | Jan 2026 |
| 46 | Columbia Pacific Advisors, LLCCRD 142725 | Seattle | $1.5B | 24 | 12 | n.d. | 0% | Jul 2026 |
| 47 | Leader Capital Corp.CRD 46206 | Vancouver | $1.4B | 2 | 2 | n.d. | 0% | Jan 2026 |
| 48 | Greene Wealth Management, LLCCRD 137810 | Seattle | $1.4B | 4 | 1,783 | 377 | 88% | Apr 2026 |
| 49 | McIlrath & ECK, LLCCRD 145252 | Arlington | $1.4B | 8 | 4,037 | 1,287 | 100% | Mar 2026 |
| 50 | 180 Wealth Advisors, LLCCRD 284921 | Federal Way | $1.4B | 6 | 3,480 | 1,320 | 94% | Feb 2026 |
02 · By city
Where in Washington the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Seattle81 · $1.09T
- Bellevue47 · $65.0B
- Spokane21 · $6.9B
- Vancouver21 · $13.7B
- Bellingham11 · $12.8B
- Kirkland11 · $3.6B
- Tacoma9 · $2.7B
- Gig Harbor7 · $5.1B
- Edmonds6 · $6.7B
- Mercer Island6 · $5.2B
- Olympia5 · $3.1B
- Yakima4 · $2.5B
- Bainbridge Island3 · $866.2M
- Camas3 · $545.3M
- Kennewick3 · $1.8B
- Lynnwood3 · $1.1B
- Federal Way2 · $1.4B
- Issaquah2 · $223.7M
- Port Angeles2 · $292.9M
- Redmond2 · $2.8B
- Silverdale2 · $2.1B
- Spokane Valley2 · $533.6M
- Arlington1 · $1.4B
- Bothell1 · $0
- Burien1 · $151.2M
03 · Questions
Questions people ask about RIAs in Washington
- How many RIAs are in Washington?
- 271 RIAs registered with the SEC list a main office in Washington in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Washington?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Washington is Parametric Portfolio Associates in Seattle, at $684.8B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Washington RIAs manage more than $1 billion?
- 64 of the 271 SEC-registered RIAs headquartered in Washington report regulatory assets under management of $1 billion or more. The median firm in the state reports $336.0M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.