SEC-registered financial advisors in Washington
This page lists 216 advisory firms with a main office in Washington that are registered with the SEC and report individual clients. It is not every advisor in Washington. Firms registered with Washington's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Washington
Showing 24 of 216
- 180 Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- 917 Advisory Services LLC$100M to $500MSEC recordPercentage of assetsHourly
- Advisor Share Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Aerie Advisory Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Agate Pass Investment, LLC$100M to $500MSEC recordPercentage of assets
- Aletheian Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Allen Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Alliant Securities, Inc. Turner, Nord, Kienbaum$100M to $500MSEC recordPercentage of assets
- American Northwest Advisory Services L.L.C.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Armour Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Aspire Capital Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Asset One Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Auxano Advisors$1B or moreSEC recordPercentage of assets
- Avantia Investment Services, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Avier Wealth Advisors$1B or moreSEC recordPercentage of assets
- Aviso Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- B3 Wealth Strategies$25M to $100MSEC recordPercentage of assets
- Bac Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Badgley Phelps Wealth Managers$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Baker Ellis Asset Management LLC$1B or moreSEC recordPercentage of assets
- Baring Financial LLC$100M to $500MSEC recordPercentage of assets
- Barker Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Basecamp Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- BBJS Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Bear Mountain Capital Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Bellevue Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bellingham Capital$100M to $500MSEC recordPercentage of assetsHourly
- Better Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Boone Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Brackenwood Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Breakwater Investment Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brighton Jones LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Byrne & Company Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Cairn Investment Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Advisors Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Planning, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capstone Investment Group$100M to $500MSEC recordPercentage of assetsHourly
- Capstone RIA$100M to $500MSEC recordPercentage of assets
- Cascade Wealth Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cercano Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Chaney Capital Management Inc.$100M to $500MSEC recordPercentage of assets
- Christensen, King & Associates Investment Services, Inc.$100M to $500MSEC recordPercentage of assets
- Clear Creek Financial Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cloud Capital Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Coldstream Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Columbia Advisory Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Columbia Pacific Advisors, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Columbia River Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Columbia River Financial Group$100M to $500MSEC recordPercentage of assets
- Comprehensive Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Concreit Fund Management LLCUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Consilio Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Continental Investors Services, Inc.$100M to $500MSEC recordPercentage of assetsCommissions
- Demars Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourly
- Directional Financial ServicesUnder $25MSEC recordPercentage of assetsHourlyFixed or flat fee
- DLK Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Elite Wealth Management, Inc.$500M to $1BSEC recordPercentage of assets
- Elliott Cove Capital Management$100M to $500MSEC recordPercentage of assets
- Emerald Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Empirical Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Evans Capital Management Associates$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Evergreen Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Fellowship Financial Planning$100M to $500MSEC recordPercentage of assetsHourly
- Financial Forum, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Financial Freedom for Dentists LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Financial Insights Wealth Management$500M to $1BSEC recordPercentage of assetsHourly
- Financial Plan, Inc.$1B or moreSEC recordPercentage of assetsHourly
- First Pacific Financial, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- First Washington Corporation$500M to $1BSEC recordPercentage of assets
- Foresee Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fors Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fort Vancouver Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Fortis Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Fortitude Advisory Group L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Fortitude Financial LLC$100M to $500MSEC recordPercentage of assetsHourly
- Freedom Asset Management$100M to $500MSEC recordPercentage of assets
- Freestone Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Fulcrum Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fulcrum Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Garde Capital, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Gevers Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gould Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Greene Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Greystone Financial & Estate Services, Inc.$100M to $500MSEC recordPercentage of assets
- Griffiths, Dreher & Evans, P.S., CPAS$100M to $500MSEC recordPercentage of assets
- Hallett Advisors$100M to $500MSEC recordPercentage of assetsHourlyOther
- Hamrick Investment Counsel, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harborview Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Harbour Investment Management L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harlow Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Helium Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Helm Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Helmsman Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- HFG Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hidden Cove Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hohimer Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Illumine Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Integrated Quantitative Investments LLC$500M to $1BSEC recordPercentage of assets
- Integrated Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Invesco Managed Accounts, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Investors Portfolio Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- James R. Martin Consulting, Inc$100M to $500MSEC recordPercentage of assetsOther
- JMK & Associates, LLC$100M to $500MSEC recordPercentage of assets
- Johnson Bixby$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Johnson & Shute Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Kairos Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Kaizen Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kiley Juergens Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kunath Karren Rinne & Atkin LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kutscher Benner Barsness & Stevens, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lakeside Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Leonard Rickey Investment Advisors, P.L.L.C.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lesa Sroufe & Company, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lifefocus Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lighthouse Wealth Strategies, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- LNW$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Lodestone Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lucid Advisors, Inc.$1B or moreSEC recordHourlyFixed or flat fee
- Madison Park Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Madrona Financial & CPAS$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Mainsail Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mangan Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Marsjewett Financial Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Martel Wealth Advisors, LLC$1B or moreSEC recordPercentage of assets
- Martin Nelson & Co., Inc.$100M to $500MSEC recordPercentage of assets
- MB Gen Wealth$100M to $500MSEC recordPercentage of assets
- McIlrath & Eck, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Middleton & Company$100M to $500MSEC recordPercentage of assetsHourly
- Millennial Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MKT and Associates LLC$100M to $500MSEC recordPercentage of assetsHourly
- Momentous Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Monson Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Moulton Wealth Management, Inc$100M to $500MSEC recordPercentage of assets
- My Personal Cfo, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Newground Social Investment$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northern Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Northern Lights Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northwest Asset Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Oliver Capital Management$500M to $1BSEC recordPercentage of assets
- Opal Advisors$100M to $500MSEC recordPercentage of assetsPerformance-based
- Optimist Retirement Group, LLC$100M to $500MSEC recordPercentage of assetsCommissions
- Pacific Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Pacific Financial Advisors$100M to $500MSEC recordPercentage of assets
- Pacific Sage Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Para Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Parametric Portfolio Associates$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Parcion Private Wealth LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Parker Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pathmont Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Paul R. Ried Financial Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Petersen Hastings Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Petrie Capital Management LLC.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Portfolio Strategies Inc$25M to $100MSEC recordPercentage of assets
- Prevail Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Private Advisory$1B or moreSEC recordPercentage of assetsPerformance-based
- Private Asset Management Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Quantca FinancialUnder $25MSEC recordPercentage of assetsPerformance-based
- Quantum Financial Planning Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Rainier Family Wealth, Inc.$100M to $500MSEC recordPercentage of assets
- Rare Wolf Capital LLC$100M to $500MSEC recordPercentage of assets
- Richards Merrill Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Robinswood Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Runde & Co. LLC$100M to $500MSEC recordPercentage of assets
- S. R. Schill & Associates, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sage Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sander Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Saturna Capital Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Schmidt Financial Management$100M to $500MSEC recordPercentage of assets
- SCS$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Seattle Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Selkirk Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Seneschal Family Office$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Signia Capital Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Skyline Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sloy, Dahl & Holst, LLC$1B or moreSEC recordPercentage of assetsHourlyPerformance-based
- Smart Portfolios, LLC$100M to $500MSEC recordPercentage of assets
- Snider Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sonata Capital Group Inc$100M to $500MSEC recordPercentage of assets
- Soundpath Retirement Strategies, LLC$100M to $500MSEC recordFixed or flat fee
- Soundview Advisors$100M to $500MSEC recordPercentage of assets
- SPG Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Stapp Wealth Management, PLLC$100M to $500MSEC recordPercentage of assets
- Stewardship Concepts Financial Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stolz & Associates, PS$100M to $500MSEC recordPercentage of assets
- Sunrise Financial Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Surience Private Wealth LLC$100M to $500MSEC recordPercentage of assetsHourly
- Synergy Asset Management, LLC$1B or moreSEC recordPercentage of assetsHourlyPerformance-based
- Talbot Financial, LLC$1B or moreSEC recordPercentage of assets
- TFS Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Fauser Group, LLC$100M to $500MSEC recordPercentage of assets
- The Planner's Edge LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Retirement Solution LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Threadline Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Tieton Capital Management$100M to $500MSEC recordPercentage of assets
- Tradewinds Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Trail Financial Planning LLC$100M to $500MSEC recordPercentage of assetsHourly
- Truenorth Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Truewealth Financial Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tschetter Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Uta LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vickerman Investment Advisors, Inc.$500M to $1BSEC recordPercentage of assets
- Viewpoint Capital Management$100M to $500MSEC recordPercentage of assets
- Vita Planning Group LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vorpahl Wing Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Wafd Wealth, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Washington Capital Management Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Waycross Investment Management Co$100M to $500MSEC recordPercentage of assetsHourly
- Wayfinding Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Asset Managers$100M to $500MSEC recordPercentage of assets
- Wealthcollab$100M to $500MSEC recordHourlyFixed or flat fee
- Wealthmark, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Weinand Financial, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- West Invest$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- White & Company Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Zevenbergen Capital Investments LLC$1B or moreSEC recordPercentage of assetsOther
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.