Top 10 financial advisor firms in Washington

192 SEC-registered financial advisor firms are headquartered in Washington, with $189B in combined regulatory assets under management. The largest by assets are Brighton Jones ($18.9B), Freestone Capital Management ($14.5B) and Coldstream Capital Management ($13.9B).

192
Financial advisor firms: $189B
Their combined AUM: $334M
Median firm AUM: 21,290
Clients of the top 10

The 10 largest by assets

1
Brighton Jones
RIA
$18.9B
0.35% to 1.25% a year
2
Freestone Capital Management
RIA
$14.5B
Up to 1.50% a year
3
Coldstream Capital Management
RIA
$13.9B
Up to 1.00%
4
Laird Norton Wetherby Wealth Management
RIA
$12.2B
0.30% to 0.90% a year
5
Empirical Financial Services
RIA
$8.43B
Up to 1.00% a year
6
Badgley Phelps Wealth Managers
RIA
$7.28B
0.50% to 0.90% a year
7
Evergreen Capital Management
RIA
$7.19B
0.25% to 1.00% a year
8
Moss Adams Wealth Advisors
RIA
$5.77B
0.25% to 1.25% a year
9
NWAM
RIA
$4.13B
Up to 1.75% a year
10
Parcion Private Wealth
RIA
$2.95B
0.60% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Brighton Jones

Brighton Jones is an investment adviser based in Seattle, WA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $18.9 billion, as filed on 7 July 2026.

Brighton Jones charges 0.35%–1.25% a year for its Personal CFO (PCFO) fees.

Regulatory AUM: $18.9B
Clients: 3,661
Advisory staff: 156
Fee schedule: 0.35% to 1.25% a year
Custodians: Fidelity
Headquarters: 2030 1st Avenue, 3rd Floor, Seattle, WA 98121
Phone: 206-258-5000
Website: brightonjones.com

No. 2 · RIA

Freestone Capital Management

Freestone Capital Management is an investment adviser based in Seattle, WA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $14.5 billion, as filed on 29 June 2026.

Freestone Capital Management charges up to 1.50% a year for its Management fee for advisory client accounts.

Regulatory AUM: $14.5B
Clients: 2,994
Advisory staff: 46
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 701 5th Avenue, 74th Floor, Seattle, WA 98104
Phone: 206-707-7300
Website: freestonecapital.com

No. 3 · RIA

Coldstream Capital Management

Coldstream Capital Management is an investment adviser based in Bellevue, WA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $13.9 billion, as filed on 19 August 2026.

Coldstream Capital Management charges up to 1.00% for its Investment management fee, up to 1%. The brochure does not state whether the rate is annual.

Regulatory AUM: $13.9B
Clients: 4,386
Advisory staff: 166
Fee schedule: Up to 1.00%
Custodians: Fidelity, Charles Schwab
Headquarters: One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
Phone: 425-283-1600
Website: coldstream.com

No. 4 · RIA

Laird Norton Wetherby Wealth Management

Laird Norton Wetherby Wealth Management is an investment adviser based in Seattle, WA, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $12.2 billion, as filed on 31 March 2026.

Laird Norton Wetherby Wealth Management charges 0.30%–0.90% a year for its Asset-based fee or Retainer Fee.

Regulatory AUM: $12.2B
Clients: 1,149
Advisory staff: 96
Fee schedule: 0.30% to 0.90% a year
Minimum account: $3,000,000
Custodians: Charles Schwab
Headquarters: 801 Second Avenue, Suite 1600, Seattle, WA 98104
Phone: 206-464-5100
Website: lnwadvisors.com

No. 5 · RIA

Empirical Financial Services

Empirical Financial Services is an investment adviser based in Seattle, WA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $8.43 billion, as filed on 29 July 2026.

Empirical Financial Services charges up to 1.00% a year for its Fee-Based Investment Advisory Clients.

Regulatory AUM: $8.43B
Clients: 2,400
Advisory staff: 57
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1420 5th Ave, Suite 3150, Seattle, WA 98101
Phone: 206-923-3474
Website: empirical.net

No. 6 · RIA

Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers is an investment adviser based in Seattle, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $7.28 billion, as filed on 31 March 2026.

Badgley Phelps Wealth Managers charges 0.50%–0.90% a year for its Standard advisory fee schedule.

Regulatory AUM: $7.28B
Clients: 1,356
Advisory staff: 26
Fee schedule: 0.50% to 0.90% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
Phone: 206-623-6172
Website: badgley.com

No. 7 · RIA

Evergreen Capital Management

Evergreen Capital Management is an investment adviser based in Bellevue, WA, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $7.19 billion, as filed on 26 March 2026.

Evergreen Capital Management charges 0.25%–1.00% a year for its Investment management services.

Regulatory AUM: $7.19B
Clients: 1,157
Advisory staff: 26
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1412 112th Ave Ne, Suite 100, Bellevue, WA 98004
Phone: 425-467-4600
Website: evergreengavekal.com

No. 8 · RIA

Moss Adams Wealth Advisors

Moss Adams Wealth Advisors is an investment adviser based in Bellevue, WA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $5.77 billion, as filed on 28 May 2026.

Moss Adams Wealth Advisors charges 0.25%–1.25% a year for its Private Client.

Regulatory AUM: $5.77B
Clients: 1,246
Advisory staff: 30
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 10900 Ne 8th St, Ste 305, Bellevue, WA 98004
Phone: 425-650-9500
Website: threadlinewealth.com

No. 9 · RIA

NWAM

NWAM is an investment adviser based in Mercer Island, WA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $4.13 billion, as filed on 31 March 2026.

NWAM charges up to 1.75% a year for its Investment Management.

Regulatory AUM: $4.13B
Clients: 2,776
Advisory staff: 44
Fee schedule: Up to 1.75% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040
Phone: 206-838-3680
Website: nwasset.com

No. 10 · RIA

Parcion Private Wealth

Parcion Private Wealth is an investment adviser based in Bellevue, WA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $2.95 billion, as filed on 10 March 2026.

Parcion Private Wealth charges 0.60%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $2.95B
Clients: 165
Advisory staff: 14
Fee schedule: 0.60% to 1.50% a year
Minimum account: $10,000,000
Custodians: Fidelity
Headquarters: 11980 Ne 24th St, Suite 210, Bellevue, WA 98005
Phone: 425-278-9555
Website: parcionpw.com

Questions about financial advisors in Washington

How many financial advisor firms are headquartered in Washington?

192 SEC-registered financial advisor firms report their principal office in Washington, managing $189B in regulatory assets between them. The other 61 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Washington?

Brighton Jones, with $18.9B in regulatory assets under management on its latest Form ADV. The next largest are Freestone Capital Management ($14.5B) and Coldstream Capital Management ($13.9B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Washington?

The median firm manages $334M in regulatory assets. That is the midpoint of the 192 firms headquartered in Washington.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Washington charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Washington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Washington has 192 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Washington

Top financial advisor firms by city in Washington