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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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RIAs by state · SEC data as of October 1, 2026

RIAs in Washington

The SEC-registered investment advisers based in Washington, what they manage, and the largest independent wealth managers.

Washington is home to 202 wealth-focused RIAs managing $875B, 15th of 51 states and DC. The largest is Brighton Jones LLC in Seattle, with $19B.

Wealth-focused RIAs
202
15th of 51
Their assets
$875B
12th of 51
$1B+ firms
37
Median $322M
All SEC RIAs
270
8,264 employees

Largest independent wealth managers in Washington

Largest independent wealth managers headquartered in Washington
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1Brighton Jones LLCSEC recordSeattle$19B3,585316
2Freestone Capital Management, LLCSEC recordSeattle$15B2,906120
3Coldstream Wealth ManagementSEC recordBellevue$14B4,199207
4LNWSEC recordSeattle$12B1,079169
5Badgley Phelps Wealth ManagersSEC recordSeattle$7.3B1,28245
6Evergreen Capital Management LLCSEC recordBellevue$7.2B1,12137
7Threadline WealthSEC recordBellevue$5.8B1,16959
8Northwest Asset ManagementSEC recordMercer Island$4.1B2,75862
9Parcion Private Wealth LLCSEC recordBellevue$3.0B16528
10Garde Capital, Inc.SEC recordSeattle$2.7B46218
11Tschetter GroupSEC recordBellevue$2.4B50324
12Kiley Juergens Wealth Management, LLCSEC recordOlympia$2.2B2,93726
13Private AdvisorySEC recordRedmond$2.1B91531
14First Pacific Financial, Inc.SEC recordVancouver$1.9B1,29133
15Clear Creek Financial Management, LLCSEC recordSilverdale$1.9B3,96491

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Washington?

270 SEC-registered investment advisers have their main office in Washington, and 202 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Washington 15th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Washington?

Brighton Jones LLC, based in Seattle, is the largest independent wealth manager headquartered in Washington, with $19B in regulatory assets under management and 3,585 individual clients on its latest Form ADV.

How much do Washington RIAs manage?

Wealth-focused RIAs based in Washington report $875B in regulatory assets under management, 12th among the states. 37 of them manage $1 billion or more; the median manages $322M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

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