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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 9047
    Rainier Capital Partners LPSeattle, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $379M
  2. 9056
    MKT and Associates LLCTacoma, WA · 146 clientsWealth manager
    Schwab 100%
    $379M
  3. 9079
    Advisor Share Wealth Management, LLCVancouver, WA · 2,521 clientsWealth manager
    Schwab 100%
    $377M
  4. 9100
    Bear Mountain Capital Inc.Seattle, WA · 234 clientsWealth manager
    Fidelity 100%
    $375M
  5. 9113
    Westward Partners LLCSeattle, WA · 9 clientsPrivate fund adviser
    No custodian reported
    $374M
  6. 9115
    Demars Financial Group LLCSpokane Valley, WA · 502 clientsWealth managerHybrid
    Fidelity 100%
    $374M
  7. 9125
    Kunath Karren Rinne & Atkin LLCSeattle, WA · 66 clientsWealth manager
    No custodian reported
    $373M
  8. 9229
    My Personal CFO, LLCVancouver, WA · 85 clientsWealth manager
    Schwab 100%
    $365M
  9. 9281
    Sonata Capital Group IncSeattle, WA · 197 clientsWealth manager
    Schwab 100%
    $361M
  10. 9365
    Wayfinding Financial, LLCLynnwood, WA · 364 clientsWealth manager
    Schwab 100%
    $353M
  11. 9430
    Elliott Cove Capital ManagementSeattle, WA · 670 clientsAsset manager
    Axos 78%
    $348M
  12. 9432
    Wafd Wealth, IncSeattle, WA · 274 clientsWealth managerBank-affiliated
    Goldman Sachs 100%
    $348M
  13. 9450
    Lodestone Wealth Management LLCSpokane, WA · 291 clientsWealth managerHybrid
    Schwab 80%
    $346M
  14. 9451
    Angellist Asset Management, LLCSeattle, WA · 23 clientsPrivate fund adviser
    No custodian reported
    $346M
  15. 9502
    Capstone Investment GroupOlympia, WA · 819 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 52%Raymond James 48%
    $343M
  16. 9572
    Comprehensive Wealth ManagementLynnwood, WA · 389 clientsWealth manager
    Schwab 100%
    $338M
  17. 9609
    Agate Pass Investment, LLCBainbridge Island, WA · 124 clientsWealth manager
    Schwab 100%
    $336M
  18. 9655
    Highbury Pacific Capital Corp.Bellevue, WA · 1 clientsAsset manager
    Northern Trust 100%
    $333M
  19. 9679
    Bbjs Financial Advisors, LLCSeattle, WA · 90 clientsWealth manager
    No custodian reported
    $332M
  20. 9682
    Rainier Family Wealth, Inc.Tacoma, WA · 113 clientsWealth manager
    Fidelity 100%
    $331M
  21. 9820
    Wealth Asset ManagersSpokane, WA · 2,003 clientsBroker-dealer firmHybrid
    Schwab 100%
    $322M
  22. 9821
    Truenorth Wealth AdvisorsSeattle, WA · 179 clientsWealth manager
    Schwab 100%
    $322M
  23. 9888
    TSP Advisors, LLCMercer Island, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $317M
  24. 9904
    WealthcollabBellevue, WA · 68 clientsWealth manager
    Schwab 100%
    $316M
  25. 9935
    The Fauser Group, LLCMercer Island, WA · 224 clientsWealth manager
    Schwab 100%
    $314M
  26. 9941
    Tieton Capital ManagementYakima, WA · 47 clientsAsset manager
    Schwab 34%BNY 29%
    $314M
  27. 9958
    Columbia Advisory Partners, LLCSpokane, WA · 631 clientsWealth managerHybridColumbia Private Markets, LLC
    Schwab 100%
    $313M
  28. 9973
    Griffiths, Dreher & Evans, P.s., CpasSpokane, WA · 915 clientsWealth manager
    Schwab 100%
    $311M
  29. 10092
    West InvestBellingham, WA · 691 clientsWealth managerHybrid
    LPL Financial 100%
    $304M
  30. 10119
    Breakwater Investment ManagementSeattle, WA · 152 clientsWealth manager
    Schwab 100%
    $303M
  31. 10132
    Seneschal Family OfficeTacoma, WA · 227 clientsWealth manager
    Schwab 100%
    $301M
  32. 10133
    BAC Capital Advisors LLCSeattle, WA · 38 clientsAsset manager
    Schwab 94%
    $301M
  33. 10160
    Cloud Capital ManagementSeattle, WA · 131 clientsWealth manager
    Schwab 100%
    $300M
  34. 10168
    Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
    Wells Fargo 70%Schwab 30%
    $300M
  35. 10182
    Hamrick Investment Counsel, LLCSeattle, WA · 101 clientsWealth manager
    No custodian reported
    $299M
  36. 10240
    22nw, LPSeattle, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $296M
  37. 10252
    Madison Park Capital Advisors, LLCSeattle, WA · 379 clientsWealth managerHybrid
    Fidelity Distributors Company 72%Schwab 28%
    $295M
  38. 10259
    Christensen, King & Associates Investment Services, Inc.Richland, WA · 540 clientsWealth manager
    Schwab 100%
    $294M
  39. 10377
    Martin Nelson & Co., Inc.Seattle, WA · 422 clientsBroker-dealer firmHybrid
    Schwab 100%
    $287M
  40. 10379
    Pinnacle Partner Management LLCSeattle, WA · 13 clientsPrivate fund adviser
    No custodian reported
    $287M

RIAs by state