Wealth manager, independent · Seattle, WA
LNW
Laird Norton Wetherby Wealth Management, LLC · SEC-registered investment adviser · CRD 107341 · SEC 801-36445
At a glance
LNW is an SEC-registered investment adviser based in Seattle, Washington, with $12B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 1,079 individual clients, 850 of them high-net-worth, holding an average of about $9.9 million each, and 169 employees. That ranks it 79th among the nation’s 5,657 independent wealth management RIAs and 4th of 158 in Washington. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 206-464-5100lnwadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among independent wealth managers
- #79 of 5,657
- Rank among all SEC RIAs
- #1,197 of 17,210
- Rank in Washington
- #4 of 158
- Individual clients
- 1,079
- High-net-worth clients
- 850
- Accounts
- 6,041
- Discretionary
- 96% of AUM
- Employees
- 169
- Advisory staff
- 96
- Offices
- 5
Owners and executives on its Form ADV
- Stephen T. JanowskyVice Chair
- Lauren E. HalloranChief Compliance Officer
- Jaclyne L. BadalChief Operating Officer & General Counsel
- Kristen P. BauerCEO
- Ronald G. AlbaharyChief Investment Officer
- Kayla M. KemnerChief Financial Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
LNW reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 850 | $10B | 86% |
| Charitable organizations | 28 | $709M | 6% |
| Corporations or other businesses | 18 | $526M | 4% |
| Individuals | 229 | $190M | 2% |
| Other | 19 | $116M | <1% |
| Pension and profit sharing plans | 1 | $112M | <1% |
| Pooled investment vehicles | 3 | $54M | <1% |
| Investment companies | 1 | $7M | <1% |
Private funds
LNW reports 3 private funds with $54M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
LNW reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lnwadvisors.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 352 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Brighton Jones LLCSeattle | $19B | 3,585 |
| Freestone Capital Management, LLCSeattle | $15B | 2,906 |
| Coldstream Wealth ManagementBellevue | $14B | 4,199 |
| Badgley Phelps Wealth ManagersSeattle | $7.3B | 1,282 |
| Evergreen Capital Management LLCBellevue | $7.2B | 1,121 |
| Threadline WealthBellevue | $5.8B | 1,169 |
Compare LNW with
- LNW vs Williams Jones Wealth Management, LLC $12B · New York, NY
- LNW vs Advisors Capital Management, LLC $12B · Ridgewood, NJ
- LNW vs Soltis Investment Advisors, LLC $12B · St. George, UT
- LNW vs Forvis Mazars Wealth Advisors, LLC $12B · Springfield, MO
- LNW vs Coldstream Wealth Management $14B · Bellevue, WA
Background
Questions
How much does LNW manage?
LNW reports $12B in regulatory assets under management across 6,041 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does LNW have?
It reports 1,079 individual clients: 850 high-net-worth individuals and 229 other individuals. Individuals account for about 87% of its regulatory assets.
Where is LNW headquartered?
Its main office is in Seattle, Washington. It reports 5 offices in total and 169 employees, 96 of whom perform investment advisory functions.
How does LNW charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does LNW use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($9.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is LNW a hybrid RIA with a broker-dealer?
LNW reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is LNW a fiduciary?
As an SEC-registered investment adviser, LNW owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is LNW’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →