Top 3 financial advisor firms in Bainbridge Island

3 SEC-registered financial advisor firms are headquartered in Bainbridge Island, WA, with $866M in combined regulatory assets under management. The largest by assets are Hidden Cove Wealth Management ($404M), Agate Pass Investment Management ($336M) and Brackenwood Capital Management ($127M).

3
Financial advisor firms: $866M
Their combined AUM: $336M
Median firm AUM: 532
Clients of the top 3

The 3 largest by assets

1
Hidden Cove Wealth Management
RIA
$404M
Regulatory AUM
2
Agate Pass Investment Management
RIA
$336M
0.50% to 1.10% a year
3
Brackenwood Capital Management
RIA
$127M
0.60% to 0.85% a year

Profiles of the top 3

No. 1 · RIA

Hidden Cove Wealth Management

Hidden Cove Wealth Management is an investment adviser based in Bainbridge Island, WA, registered with the SEC since 2022. 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 $404 million, as filed on 3 February 2026.

Regulatory AUM: $404M
Clients: 322
Advisory staff: 6
Founded: 2022
Custodians: Charles Schwab
Headquarters: 249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110
Phone: 206-397-4890
Website: hcwm.com

No. 2 · RIA

Agate Pass Investment Management

Agate Pass Investment Management is an investment adviser based in Bainbridge Island, 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 $336 million, as filed on 3 March 2026.

Agate Pass Investment Management charges 0.50%–1.10% a year for its Standard fee schedule.

Regulatory AUM: $336M
Clients: 124
Advisory staff: 4
Founded: 2010
Fee schedule: 0.50% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 400 Winslow Way East, Suite 220, Bainbridge Island, WA 98110
Phone: 206-842-5770
Website: agatepassinvestment.com

No. 3 · RIA

Brackenwood Capital Management

Brackenwood Capital Management is an investment adviser based in Bainbridge Island, WA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $127 million, as filed on 18 May 2026.

Brackenwood Capital Management charges 0.60%–0.85% a year for its Investment management.

Regulatory AUM: $127M
Clients: 86
Advisory staff: 2
Fee schedule: 0.60% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 175 Parfitt Way SW, #N220, Bainbridge Island, WA 98110
Phone: 206-446-0157
Website: bcmportfolios.com

Questions about financial advisors in Bainbridge Island

How many financial advisor firms are headquartered in Bainbridge Island?

3 SEC-registered financial advisor firms report their principal office in Bainbridge Island, WA, managing $866M in regulatory assets between them.

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

What is the largest financial advisor firm in Bainbridge Island?

Hidden Cove Wealth Management, with $404M in regulatory assets under management on its latest Form ADV. The next largest are Agate Pass Investment Management ($336M) and Brackenwood Capital Management ($127M).

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

How large is a typical financial advisor firm in Bainbridge Island?

The median firm manages $336M in regulatory assets. That is the midpoint of the 3 firms headquartered in Bainbridge Island.

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

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

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 city 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 city.

Source: Niva directory methodology

Bainbridge Island has 3 financial advisor firms; see every adviser in the city →