Investment advisers in Washington
276 SEC-registered advisers with a main office in Washington, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Private Asset Management Inc | Kirkland | $105.2M | — |
| Gqg Private Capital Solutions LLC | Tacoma | $104M | 4 |
| Trail Financial Planning LLC | Bellingham | $103.9M | — |
| Greystone Financial & Estate Services, Inc. | Kirkland | $103.6M | — |
| Petrie Capital Management LLC. | Seattle | $103.5M | — |
| Dlk Investment Advisors, LLC | Mercer Island | $100.7M | — |
| Vita Planning Group LLC | Vancouver | $64.6M | — |
| Parametric Portfolio Associates LLC | Seattle | $57.4M | 8 |
| Portfolio Strategies Inc | Tacoma | $55.4M | — |
| American Northwest Advisory Services L.L.C. | Federal Way | $34.3M | — |
| Directional Financial Services, LLC | Seattle | $9M | — |
| Concreit Fund Management LLC | Seattle | $8.1M | — |
| Quantca Financial LLC | Edmonds | $10K | — |
| P3 Asset Management, LLC | Gig Harbor | — | — |
| Third Stage Investment Group, LLC | Bellevue | — | — |
| Asset One Wealth Management, LLC | Bellevue | — | — |
| Wafd Wealth, Inc | Seattle | — | — |
| Gevers Wealth Management, LLC | Issaquah | — | — |
| Optimal Tax Asset Management, Inc. | Bellevue | — | — |
| Highland Capital Advisors, LLC | Issaquah | — | — |
| Saa Advisors, Inc. | Bellevue | — | — |
| Calpa Advisors LLC | Kirkland | — | — |
| Russell Investments Credit Adviser, LLC | Seattle | — | — |
| Russell Investments Infrastructure Adviser, LLC | Seattle | — | — |
| Sharebuilder Advisors, LLC | Seattle | — | — |
| Guide Advisors, Inc. | Bothell | — | — |