Wealth manager, independent · Arlington, WA
McIlrath & ECK, LLC
SEC-registered investment adviser · CRD 145252 · SEC 801-70488
At a glance
McIlrath & ECK, LLC is an SEC-registered investment adviser based in Arlington, Washington, with $1.4B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 1,287 individual clients, 417 of them high-net-worth, holding an average of about $1.1 million each, and 19 employees. That ranks it 816th among the nation’s 5,657 independent wealth management RIAs and 21st of 158 in Washington. It reports BNY Pershing as the custodian for its clients’ separately managed accounts.
Main office 360-657-8600mcilratheck.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #816 of 5,657
- Rank among all SEC RIAs
- #4,525 of 17,210
- Rank in Washington
- #21 of 158
- Individual clients
- 1,287
- High-net-worth clients
- 417
- Accounts
- 4,037
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 8
- Offices
- 3
Owners and executives on its Form ADV
- Thor H. McIlrathManaging Member/chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
McIlrath & ECK, LLC 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 | 417 | $989M | 72% |
| Individuals | 870 | $376M | 28% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
McIlrath & ECK, LLC 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
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mcilratheck.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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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 |
|---|---|---|
| Petersen Hastings Wealth Advisors, Inc.Kennewick | $1.6B | 1,232 |
| Martel Wealth Advisors, LLCVancouver | $1.5B | 998 |
| Greene Wealth Management, LLCSeattle | $1.4B | 377 |
| Synergy Asset Management, LLCVancouver | $1.3B | 1,153 |
| Paul R. Ried Financial Group, LLCBellevue | $1.3B | 1,059 |
| Aspire Capital Advisors LLCSeattle | $1.2B | 1,956 |
Background
Questions
How much does McIlrath & ECK, LLC manage?
McIlrath & ECK, LLC reports $1.4B in regulatory assets under management across 4,037 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does McIlrath & ECK, LLC have?
It reports 1,287 individual clients: 417 high-net-worth individuals and 870 other individuals. Individuals account for about 100% of its regulatory assets.
Where is McIlrath & ECK, LLC headquartered?
Its main office is in Arlington, Washington. It reports 3 offices in total and 19 employees, 8 of whom perform investment advisory functions.
How does McIlrath & ECK, LLC 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 McIlrath & ECK, LLC use?
It reports BNY Pershing 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: BNY Pershing ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is McIlrath & ECK, LLC a hybrid RIA with a broker-dealer?
McIlrath & ECK, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is McIlrath & ECK, LLC a fiduciary?
As an SEC-registered investment adviser, McIlrath & ECK, LLC 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 McIlrath & ECK, LLC’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 →