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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. 035
    Parametric Portfolio AssociatesSeattle, WA · 240,290 clientsWealth managerPublic-company ownedHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    Morgan Stanley 54%BNY 46%
    $685B
  2. 310
    Russell InvestmentsSeattle, WA · 118 clientsBroker-dealer firmHybridRussell Investments Financial Services, LLC
    BNY 34%Northern Trust 29%State Street 27%
    $81B
  3. 352
    Russell InvestmentsSeattle, WA · 72 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    Pershing 76%Fidelity 24%
    $69B
  4. 586
    Russell InvestmentsSeattle, WA · 105 clientsPrivate fund adviserHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    State Street 38%Brown Brothers Harriman 36%Northern Trust 25%
    $35B
  5. 630
    Invesco Managed Accounts, LLCSeattle, WA · 17,443 clientsAsset managerHybridInvesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc.
    Morgan Stanley 44%UBS 33%Fidelity 23%
    $31B
  6. 773
    Bentallgreenoak (u.s.) Limited PartnershipSeattle, WA · 17 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $24B
  7. 831
    Himalaya CapitalSeattle, WA · 2 clientsPrivate fund adviser
    No custodian reported
    $21B
  8. 903
    Brighton Jones LLCSeattle, WA · 3,661 clientsWealth manager
    Fidelity 100%
    $19B
  9. 1060
    Freestone Capital Management, LLCSeattle, WA · 2,994 clientsWealth manager
    Schwab 100%
    $15B
  10. 1097
    Coldstream Wealth ManagementBellevue, WA · 4,386 clientsWealth managerHybridColdstream Securities, Inc.
    Fidelity 57%Schwab 43%
    $14B
  11. 1165
    Pugh Capital Management, Inc.Seattle, WA · 52 clientsAsset manager
    State Street 41%BNY 40%
    $13B
  12. 1197
    LNWSeattle, WA · 1,149 clientsWealth manager
    Schwab 100%
    $12B
  13. 1323
    Saturna Capital CorporationBellingham, WA · 104 clientsAsset managerHybridSaturna Brokerage Services, Inc
    Pershing 100%
    $10B
  14. 1348
    Silver Creek Advisory Partners LLCSeattle, WA · 19 clientsPrivate fund adviser
    No custodian reported
    $10B
  15. 1521
    Empirical Wealth ManagementSeattle, WA · 2,400 clientsWealth managerWrap sponsor
    Schwab 100%
    $8.4B
  16. 1604
    Frazier Healthcare PartnersSeattle, WA · 25 clientsPrivate fund adviser
    No custodian reported
    $7.7B
  17. 1639
    Washington Capital Management IncSeattle, WA · 75 clientsPrivate fund adviser
    U.S. Bank 87%
    $7.4B
  18. 1650
    Cercano Management LLCBellevue, WA · 33 clientsPrivate fund adviser
    Goldman Sachs 48%Fidelity 41%
    $7.3B
  19. 1651
    Badgley Phelps Wealth ManagersSeattle, WA · 1,356 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $7.3B
  20. 1667
    Evergreen Capital Management LLCBellevue, WA · 1,157 clientsWealth manager
    Schwab 100%
    $7.2B
  21. 1914
    Threadline WealthBellevue, WA · 1,246 clientsWealth manager
    Schwab 97%
    $5.8B
  22. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  23. 2378
    Northwest Asset ManagementMercer Island, WA · 2,776 clientsWealth manager
    Fidelity 63%Schwab 37%
    $4.1B
  24. 2754
    Strategic Income Management, LLCSeattle, WA · 6 clientsAsset manager
    State Street 69%
    $3.1B
  25. 2854
    Parcion Private Wealth LLCBellevue, WA · 165 clientsWealth manager
    Fidelity 100%
    $3.0B
  26. 3027
    Inatai Investment Management Co. LLCSeattle, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  27. 3059
    Garde Capital, Inc.Seattle, WA · 512 clientsWealth manager
    Schwab 100%
    $2.7B
  28. 3157
    Aerie Advisory Group LLCGIG Harbor, WA · 44 clientsWealth manager
    Schwab 100%
    $2.5B
  29. 3163
    Steelhead Partners, LLCSeattle, WA · 6 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  30. 3273
    Tschetter GroupBellevue, WA · 517 clientsWealth manager
    Schwab 100%
    $2.4B
  31. 3331
    Milliman Advisors, LLCSeattle, WA · 39 clientsAsset managerAffiliated broker-dealerMilliman Investment Management Services LLC, clears through Wedbush
    No custodian reported
    $2.3B
  32. 3437
    Kosmos Management LLCSeattle, WA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  33. 3442
    Kiley Juergens Wealth Management, LLCOlympia, WA · 3,070 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  34. 3483
    Private AdvisoryRedmond, WA · 929 clientsWealth manager
    Schwab 100%
    $2.1B
  35. 3536
    Goldfinch PartnersBellevue, WA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  36. 3700
    SCSBellevue, WA · 2,493 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.9B
  37. 3719
    First Pacific Financial, Inc.Vancouver, WA · 1,312 clientsWealth manager
    Schwab 100%
    $1.9B
  38. 3800
    Clear Creek Financial Management, LLCSilverdale, WA · 4,003 clientsWealth manager
    Schwab 82%
    $1.9B
  39. 3855
    Sloy, Dahl & Holst, LLCVancouver, WA · 526 clientsAsset manager
    Schwab 100%
    $1.8B
  40. 3885
    Auxano AdvisorsBellevue, WA · 724 clientsWealth manager
    Schwab 100%
    $1.8B

RIAs by state