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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN 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 Anthropic
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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. 10411
    Financial Forum, Inc.Spokane, WA · 572 clientsWealth managerWrap sponsor
    Schwab 100%
    $286M
  2. 10456
    Kaizen Financial Advisors, LLCKirkland, WA · 150 clientsWealth manager
    Schwab 100%
    $284M
  3. 10488
    Stolz & Associates, PSTacoma, WA · 193 clientsWealth manager
    Schwab 100%
    $282M
  4. 10500
    Fortitude Financial LLCSpokane, WA · 411 clientsWealth managerWrap sponsorHybrid
    LPL Financial 92%
    $282M
  5. 10532
    Avatar Capital Management LLCSeattle, WA · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $280M
  6. 10554
    Millennial WealthFall City, WA · 229 clientsWealth manager
    Schwab 100%
    $279M
  7. 10640
    Truewealth Financial PartnersBellevue, WA · 156 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $274M
  8. 10667
    Parker Financial LLCSilverdale, WA · 304 clientsWealth manager
    Fidelity 100%
    $272M
  9. 10740
    JMK & Associates, LLCSpokane, WA · 1,453 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $268M
  10. 10745
    Viewpoint Capital ManagementSeattle, WA · 125 clientsWealth manager
    Schwab 100%
    $268M
  11. 10758
    GQG Private Capital Solutions LLCTacoma, WA · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $267M
  12. 10856
    Prevail Wealth ManagementKirkland, WA · 264 clientsWealth manager
    Schwab 100%
    $261M
  13. 10897
    Northern Lights Advisors, Inc.Seattle, WA · 123 clientsWealth manager
    Schwab 100%
    $259M
  14. 10958
    Fairview Partners Investment Management LLCSeattle, WA · 10 clientsPrivate fund adviser
    No custodian reported
    $256M
  15. 11040
    Waycross Investment Management CoBellingham, WA · 160 clientsWealth manager
    Schwab 100%
    $252M
  16. 11189
    Optimist Retirement Group, LLCBellevue, WA · 119 clientsWealth manager
    Schwab 100%
    $245M
  17. 11264
    Capstone RIABellingham, WA · 262 clientsWealth manager
    Schwab 100%
    $241M
  18. 11280
    Barker Wealth Management, LLCCamas, WA · 70 clientsWealth manager
    Schwab 100%
    $241M
  19. 11326
    Investors Portfolio Services LLCPuyallup, WA · 292 clientsWealth manager
    Schwab 94%
    $239M
  20. 11372
    Fort Vancouver Investment Management, LLCVancouver, WA · 194 clientsWealth manager
    Schwab 100%
    $237M
  21. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  22. 11482
    Continental Investors Services, Inc.Longview, WA · 827 clientsBroker-dealer firmHybrid
    No custodian reported
    $232M
  23. 11576
    Cascade Wealth Advisors, IncWenatchee, WA · 115 clientsWealth manager
    Schwab 100%
    $228M
  24. 11683
    Gevers Wealth ManagementIssaquah, WA · 168 clientsWealth manager
    Schwab 100%
    $224M
  25. 11715
    Mangan Wealth ManagementSeattle, WA · 173 clientsWealth manager
    No custodian reported
    $222M
  26. 11740
    Para Wealth Advisors, Inc.Camas, WA · 257 clientsWealth manager
    SEI 100%
    $221M
  27. 11876
    Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
    Fidelity 91%
    $215M
  28. 11888
    Archon Capital Management LLCSeattle, WA · 4 clientsPrivate fund adviser
    No custodian reported
    $215M
  29. 11891
    UTA LLCVancouver, WA · 103 clientsWealth manager
    Schwab 100%
    $215M
  30. 11996
    Baring Financial LLCBellingham, WA · 483 clientsWealth manager
    Schwab 100%
    $210M
  31. 12001
    Smart Portfolios, LLCLake Forest Park, WA · 150 clientsWealth manager
    Schwab 89%
    $210M
  32. 12008
    Sander Capital Advisors, Inc.Seattle, WA · 15 clientsWealth manager
    Morgan Stanley 100%
    $210M
  33. 12025
    Runde & Co. LLCSeattle, WA · 44 clientsWealth manager
    Schwab 100%
    $209M
  34. 12054
    Fulcrum Wealth Advisors, LLCBellevue, WA · 143 clientsWealth manager
    Schwab 100%
    $208M
  35. 12068
    Lesa Sroufe & Company, Inc.Seattle, WA · 238 clientsWealth manager
    No custodian reported
    $207M
  36. 12231
    Allen Capital Management, LLCVancouver, WA · 109 clientsWealth manager
    No custodian reported
    $200M
  37. 12301
    Global PartnershipsSeattle, WA · 5 clientsPrivate fund adviser
    No custodian reported
    $197M
  38. 12360
    Columbia River Financial GroupVancouver, WA · 278 clientsWealth manager
    Schwab 100%
    $195M
  39. 12471
    Columbia River AdvisorsTacoma, WA · 233 clientsWealth manager
    Schwab 100%
    $191M
  40. 12575
    Helmsman Financial Group, LLCWoodinville, WA · 98 clientsWealth manager
    Schwab 100%
    $187M

RIAs by state