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Top 4 financial advisor firms in Edmonds

4 SEC-registered financial advisor firms are headquartered in Edmonds, WA, with $2.1B in combined regulatory assets under management. The largest by assets are Pacific Sage Partners ($986M), Sage Advisors ($575M) and Harbour Investment Management ($382M).

4
Financial advisor firms
$2.1B
Their combined AUM
$478M
Median firm AUM
1,854
Clients of the top 4

The 4 largest by assets

  1. 1
    Pacific Sage Partners

    RIA

    $986M

  2. 2
    Sage Advisors

    RIA

    $575M

  3. 3
    Harbour Investment Management

    RIA

    $382M

  4. 4
    TFS Advisors

    RIA

    $161M

Profiles of the top 4

No. 1 · RIA

Pacific Sage Partners

Pacific Sage Partners is an investment adviser based in Edmonds, WA, registered with the SEC since 2021. 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 $986 million, as filed on 4 March 2026.

Pacific Sage Partners charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM
$986M
Clients
830
Advisory staff
4
Founded
2021
Fee schedule
0.50% to 1.25% a year
Custodians
Charles Schwab
Headquarters
505 5th Avenue South, Suite 104, Edmonds, WA 98020
Phone
206-533-0500
Website
pacificsagepartners.com

No. 2 · RIA

Sage Advisors

Sage Advisors is an investment adviser based in Edmonds, WA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $575 million, as filed on 8 January 2026.

Sage Advisors charges 0.20%–1.25% a year for its Portfolio Management and Pension Consulting.

Regulatory AUM
$575M
Clients
690
Advisory staff
4
Founded
2001
Fee schedule
0.20% to 1.25% a year
Custodians
Fidelity
Headquarters
115 2nd Avenue North, Suite 200, Edmonds, WA 98020
Phone
206-516-7991
Website
sageadvisorsllc.com

No. 3 · RIA

Harbour Investment Management

Harbour Investment Management is an investment adviser based in Edmonds, WA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $382 million, as filed on 10 March 2026.

Harbour Investment Management charges 0.25%–0.80% a year for its Investment Management.

Regulatory AUM
$382M
Clients
183
Advisory staff
5
Founded
1991
Fee schedule
0.25% to 0.80% a year
Minimum account
$500,000
Custodians
Charles Schwab
Headquarters
152 3rd Ave S, Suite 103b, Edmonds, WA 98020-8442
Phone
425-742-1557
Website
harbourinvest.com

No. 4 · RIA

TFS Advisors

TFS Advisors is an investment adviser based in Edmonds, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $161 million, as filed on 5 March 2026.

TFS Advisors charges 1.25%–2.00% a year for its Asset-Based Advisory Fee.

Regulatory AUM
$161M
Clients
151
Advisory staff
2
Fee schedule
1.25% to 2.00% a year
Minimum account
$500,000
Custodians
Pershing, Charles Schwab
Headquarters
100 2nd Ave S., Suite 300, Edmonds, WA 98020
Phone
425-776-0446
Website
tfsadvisors.com

Questions about financial advisors in Edmonds

How many financial advisor firms are headquartered in Edmonds?

4 SEC-registered financial advisor firms report their principal office in Edmonds, WA, managing $2.1B in regulatory assets between them. The other 1 adviser headquartered in the city 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 Edmonds?

Pacific Sage Partners, with $986M in regulatory assets under management on its latest Form ADV. The next largest are Sage Advisors ($575M) and Harbour Investment Management ($382M).

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

How large is a typical financial advisor firm in Edmonds?

The median firm manages $478M in regulatory assets. That is the midpoint of the 4 firms headquartered in Edmonds.

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

How much do financial advisors in Edmonds charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.00% 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 Edmonds?

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

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