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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

271 firms manage $1.2 trillionWashington

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 4109
    Financial Plan, Inc.Bellingham, WA · 924 clientsWealth manager
    Pershing 100%
    $1.6B
  2. 4146
    Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clientsWealth manager
    LPL Financial 68%
    $1.6B
  3. 4197
    Altravue Capital, LLCBellevue, WA · 9 clientsPrivate fund adviser
    Northern Trust 44%State Street 33%J.P. Morgan 23%
    $1.5B
  4. 4302
    Acuitas Investments, LLCSeattle, WA · 3 clientsAsset managerHybrid
    BNY 39%Northern Trust 36%State Street 24%
    $1.5B
  5. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
    Schwab 81%
    $1.5B
  6. 4338
    Columbia Pacific Advisors, LLCSeattle, WA · 24 clientsPrivate fund adviser
    Fidelity 100%
    $1.5B
  7. 4429
    Leader Capital Corp.Vancouver, WA · 2 clientsAsset manager
    No custodian reported
    $1.4B
  8. 4431
    Greene Wealth Management, LLCSeattle, WA · 398 clientsWealth manager
    Schwab 100%
    $1.4B
  9. 4525
    McIlrath & ECK, LLCArlington, WA · 1,287 clientsWealth manager
    Pershing 100%
    $1.4B
  10. 4534
    180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  11. 4576
    Talbot Financial, LLCBellevue, WA · 269 clientsWealth manager
    Schwab 100%
    $1.3B
  12. 4645
    Synergy Asset Management, LLCVancouver, WA · 1,198 clientsWealth manager
    Schwab 100%
    $1.3B
  13. 4690
    Rdst Capital LLCSeattle, WA · 3 clientsPrivate fund adviser
    BNY 100%
    $1.3B
  14. 4711
    Paul R. Ried Financial Group, LLCBellevue, WA · 1,060 clientsWealth manager
    Pershing 100%
    $1.3B
  15. 4731
    Hohimer Wealth Management, LLCSeattle, WA · 579 clientsWealth managerWrap sponsor
    Wells Fargo 78%
    $1.3B
  16. 4781
    Aspire Capital Advisors LLCSeattle, WA · 2,123 clientsWealth managerHybrid
    Schwab 100%
    $1.2B
  17. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
    Schwab 57%Fidelity 43%
    $1.2B
  18. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
    Fidelity 61%Schwab 27%
    $1.2B
  19. 4974
    Lucid Advisors, Inc.Seattle, WA · 50 clientsAsset manager
    Fidelity Investments 100%
    $1.1B
  20. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clientsWealth manager
    Schwab 86%
    $1.1B
  21. 5149
    Basecamp Wealth Advisors, LLCBellevue, WA · 80 clientsWealth manager
    Fidelity 100%
    $1.1B
  22. 5151
    Bridge33 Investment Management LLCSeattle, WA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  23. 5152
    Fulcrum Capital, LLCSeattle, WA · 329 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5241
    Baker Ellis Asset Management LLCVancouver, WA · 343 clientsWealth manager
    Fidelity 100%
    $1.0B
  25. 5424
    Pacific Sage Partners, LLCEdmonds, WA · 830 clientsWealth manager
    Schwab 100%
    $986M
  26. 5438
    Asset One Wealth Management, LLCBellevue, WA · 1,173 clientsWealth managerHybrid
    No custodian reported
    $983M
  27. 5501
    Leonard Rickey Investment Advisors, P.L.L.C.Yakima, WA · 1,102 clientsWealth manager
    Schwab 100%
    $958M
  28. 5548
    Emerald Advisors, LLCBellevue, WA · 216 clientsWealth manager
    Fidelity 50%Schwab 50%
    $941M
  29. 5571
    Johnson BixbyVancouver, WA · 777 clientsWealth managerHybrid
    Schwab 100%
    $934M
  30. 5632
    Northern Capital Management, Inc.Spokane, WA · 739 clientsWealth manager
    Schwab 100%
    $918M
  31. 5703
    Marsjewett Financial GroupBellevue, WA · 717 clientsWealth manager
    Fidelity 100%
    $901M
  32. 5853
    Elite Wealth Management, Inc.Kirkland, WA · 469 clientsWealth manager
    Interactive Brokers 54%Schwab 46%
    $861M
  33. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    $845M
  34. 5915
    Lighthouse Wealth Strategies, LLCGIG Harbor, WA · 866 clientsWealth managerHybrid
    Schwab 100%
    $844M
  35. 6247
    Benchmark Plus ManagementGIG Harbor, WA · 9 clientsPrivate fund adviser
    No custodian reported
    $767M
  36. 6334
    Financial Insights Wealth ManagementTacoma, WA · 774 clientsWealth manager
    Raymond James 100%
    $747M
  37. 6419
    Pike Street CapitalSeattle, WA · 7 clientsPrivate fund adviser
    No custodian reported
    $727M
  38. 6420
    Tradewinds Capital Management, LLCBellingham, WA · 2,238 clientsWealth manager
    Schwab 100%
    $727M
  39. 6421
    Quantum Financial Planning Services, Inc.Spokane, WA · 790 clientsWealth manager
    Schwab 100%
    $727M
  40. 6550
    The Retirement Solution LLCRedmond, WA · 824 clientsWealth manager
    Fidelity 100%
    $699M

RIAs by state