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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'
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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. 14763
    Avantia Investment Services, LLCSeattle, WA · 30 clientsWealth manager
    Schwab 100%
    $119M
  2. 14827
    Trail Financial Planning LLCBellingham, WA · 157 clientsWealth manager
    Altruist 100%
    $117M
  3. 14839
    Greystone Financial & Estate Services, Inc.Kirkland, WA · 208 clientsWealth manager
    Schwab 100%
    $117M
  4. 14937
    Northwest Administrators IncSeattle, WA · 6 clientsAsset manager
    Wilmington Trust 100%
    $115M
  5. 14978
    HFG Advisors, Inc.Kennewick, WA · 133 clientsWealth manager
    Schwab 100%
    $113M
  6. 15068
    Better Financial Services, LLCFederal Way, WA · 82 clientsWealth manager
    Schwab 100%
    $111M
  7. 15085
    Armour Wealth Advisors, LLCTumwater, WA · 109 clientsWealth manager
    Schwab 100%
    $110M
  8. 15097
    Pacific Financial AdvisorsBellevue, WA · 184 clientsWealth manager
    Schwab 100%
    $110M
  9. 15126
    Private Asset Management IncKirkland, WA · 60 clientsWealth manager
    Schwab 100%
    $109M
  10. 15129
    Signia Capital ManagementSpokane, WA · 13 clientsAsset manager
    Northern Trust 78%Citi 22%
    $109M
  11. 15257
    Kairos Capital Management, LLCBellevue, WA · 84 clientsWealth manager
    Schwab 100%
    $106M
  12. 15275
    Petrie Capital Management LLC.Seattle, WA · 48 clientsWealth manager
    Schwab 100%
    $105M
  13. 15323
    Lifefocus Financial Advisors, LLCWalla Walla, WA · 107 clientsWealth manager
    LPL Financial 100%
    $104M
  14. 15601
    Vita Planning Group LLCCamas, WA · 57 clientsWealth manager
    Schwab 90%
    $84M
  15. 15900
    Portfolio Strategies IncTacoma, WA · 289 clientsWealth manager
    Schwab 73%Axos 27%
    $50M
  16. 15992
    American Northwest Advisory Services L.L.C.Federal Way, WA · 218 clientsWealth manager
    No custodian reported
    $41M
  17. 16009
    P3 Asset ManagementGIG Harbor, WA · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $40M
  18. 16050
    B3 Wealth StrategiesBellevue, WA · 62 clientsWealth managerWrap sponsor
    No custodian reported
    $36M
  19. 16280
    Directional Financial ServicesSeattle, WA · 34 clientsWealth manager
    Schwab 100%
    $11M
  20. 16309
    Concreit Fund Management LLCSeattle, WA · 16,758 clientsPrivate fund adviser
    No custodian reported
    $9M
  21. 16526
    Quantca FinancialEdmonds, WA · 2 clientsWealth manager
    Interactive Brokers 100%
    $10K
  22. 16603
    Highland Capital Advisors, LLCIssaquah, WA · 133 clientsAsset manager
    No custodian reported
    $0
  23. 16607
    Third Stage Investment Group, LLCBellevue, WAAsset manager
    No custodian reported
    $0
  24. 16614
    Strategic Asset AllianceBellevue, WA · 20 clientsAsset manager
    No custodian reported
    $0
  25. 16654
    Guide Advisors, Inc.Bothell, WAAsset manager
    No custodian reported
    $0
  26. 16685
    Sharebuilder 401kSeattle, WA · 5,500 clientsAsset manager
    No custodian reported
    $0
  27. 16714
    Calpa Advisors LLCKirkland, WAAsset managerHybrid
    No custodian reported
    $0
  28. 16779
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  29. 16780
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  30. 16819
    Interchange Advisers LLCVancouver, WAAsset managerHybridInterchange Clearing LLC
    No custodian reported
    $0
  31. 16862
    Optimal Tax Asset ManagementBellevue, WAAsset manager
    No custodian reported
    $0

RIAs by state