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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. 6587
    Madrona Financial & CpasEverett, WA · 689 clientsWealth manager
    Fidelity 100%
    $692M
  2. 6629
    Evans Capital Management AssociatesBellevue, WA · 431 clientsWealth manager
    Schwab 100%
    $683M
  3. 6698
    Arable Capital Partners, LLCBellevue, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $671M
  4. 6840
    Richards Merrill Wealth ManagementSpokane, WA · 1,277 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $644M
  5. 6908
    Vickerman Investment Advisors, Inc.Spokane, WA · 431 clientsWealth manager
    Schwab 100%
    $632M
  6. 6936
    Kutscher Benner Barsness & Stevens, Inc.Seattle, WA · 185 clientsWealth manager
    Schwab 100%
    $628M
  7. 6975
    Aviso Wealth ManagementBellevue, WA · 929 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $621M
  8. 6998
    Capital Planning, LLCBellevue, WA · 296 clientsWealth manager
    Schwab 100%
    $618M
  9. 7044
    Weinand Financial, Inc.Lacey, WA · 438 clientsWealth manager
    Capital Client Group 76%Schwab 24%
    $610M
  10. 7223
    Rainier Investment Management LLCSeattle, WA · 4 clientsAsset managerAffiliated broker-dealerManning & Napier Investor Services, Inc.
    J.P. Morgan 100%
    $581M
  11. 7262
    Sage Advisors, LLCEdmonds, WA · 690 clientsWealth manager
    Fidelity 0%
    $575M
  12. 7411
    Consilio Wealth Advisors, LLCBellevue, WA · 288 clientsWealth manager
    Fidelity 100%
    $556M
  13. 7451
    Snider Financial GroupBellevue, WA · 515 clientsWealth manager
    LPL Financial 100%
    $550M
  14. 7552
    SPG Advisors LLCKirkland, WA · 692 clientsWealth manager
    No custodian reported
    $535M
  15. 7775
    Boone Wealth Advisors, LLCBellevue, WA · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $507M
  16. 7792
    Oliver Capital ManagementSeattle, WA · 502 clientsWealth manager
    Fidelity 89%
    $506M
  17. 7821
    First Washington CorporationSeattle, WA · 29 clientsWealth manager
    U.S. Bank 88%
    $501M
  18. 7849
    Schmidt Financial ManagementKirkland, WA · 140 clientsWealth manager
    Pershing 100%
    $498M
  19. 7963
    Mountain Pacific Advisors, LLCBellevue, WA · 2 clientsAsset manager
    Northern Trust 100%
    $484M
  20. 8100
    Fortitude Advisory Group L.L.C.GIG Harbor, WA · 622 clientsWealth managerHybrid
    Raymond James 64%
    $468M
  21. 8124
    Fellowship Financial PlanningSpokane, WA · 1,130 clientsWealth manager
    LPL Financial 100%
    $465M
  22. 8213
    Chaney Capital Management Inc.Lynnwood, WA · 388 clientsWealth manager
    Schwab 100%
    $456M
  23. 8233
    Robinswood FinancialKirkland, WA · 488 clientsWealth manager
    Schwab 100%
    $453M
  24. 8315
    Westriver Management, LLCSeattle, WA · 27 clientsPrivate fund adviser
    No custodian reported
    $444M
  25. 8342
    James R. Martin Consulting, IncVancouver, WA · 226 clientsWealth manager
    Schwab 100%
    $443M
  26. 8574
    Harlow Wealth Management, Inc.Vancouver, WA · 656 clientsWealth manager
    Schwab 54%Fidelity 46%
    $419M
  27. 8645
    Aletheian Wealth Advisors LLCBellevue, WA · 137 clientsWealth manager
    Fidelity 100%
    $413M
  28. 8648
    Lakeside Advisors IncSeattle, WA · 213 clientsWealth manager
    Pershing 100%
    $412M
  29. 8676
    Momentous Wealth Management, Inc.Vancouver, WA · 492 clientsWealth managerHybrid
    Schwab 100%
    $410M
  30. 8738
    MB GEN WealthSpokane, WA · 123 clientsWealth manager
    Fidelity 70%Schwab 30%
    $404M
  31. 8748
    Mainsail Financial GroupBellevue, WA · 426 clientsWealth manager
    Schwab 75%Fidelity 25%
    $404M
  32. 8753
    Hidden Cove Wealth ManagementBainbridge Island, WA · 322 clientsWealth manager
    Schwab 100%
    $404M
  33. 8786
    Helm Capital ManagementSeattle, WA · 52 clientsWealth manager
    Schwab 100%
    $401M
  34. 8851
    Taiyo Pacific Partners L.P.Kirkland, WA · 7 clientsAsset manager
    No custodian reported
    $395M
  35. 8877
    Bellevue Asset Management, LLCBellevue, WA · 219 clientsWealth manager
    Schwab 100%
    $394M
  36. 8951
    Soundview AdvisorsOlympia, WA · 190 clientsWealth manager
    Schwab 74%Pershing 26%
    $387M
  37. 8964
    Skyline Advisors, Inc.Bellingham, WA · 369 clientsWealth managerWrap sponsor
    Schwab 100%
    $386M
  38. 8984
    Cairn Wealth ManagementVancouver, WA · 315 clientsWealth manager
    Schwab 100%
    $385M
  39. 8986
    Pacific Asset Management, LLCGIG Harbor, WA · 377 clientsWealth manager
    Schwab 100%
    $385M
  40. 9024
    Harbour Investment Management L.L.C.Edmonds, WA · 183 clientsWealth manager
    Schwab 100%
    $382M

RIAs by state