Top 5 financial advisor firms in Gig Harbor

5 SEC-registered financial advisor firms are headquartered in Gig Harbor, WA, with $4.34B in combined regulatory assets under management. The largest by assets are Aerie Advisory Group ($2.52B), Lighthouse Wealth Strategies ($844M) and Fortitude Advisory Group ($468M).

5
Financial advisor firms: $4.34B
Their combined AUM: $468M
Median firm AUM: 1,924
Clients of the top 5

The 5 largest by assets

1
Aerie Advisory Group
RIA
$2.52B
0.30% to 0.85% a year
2
Lighthouse Wealth Strategies
RIA
$844M
Regulatory AUM
3
Fortitude Advisory Group
RIA
$468M
Regulatory AUM
4
Pacific Asset Management
RIA
$385M
0.50% to 1.00% a year
5
Harborview Asset Management
RIA
$125M
Up to 0.70% a year

Profiles of the top 5

No. 1 · RIA

Aerie Advisory Group

Aerie Advisory Group is an investment adviser based in Gig Harbor, WA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $2.52 billion, as filed on 21 July 2026.

Aerie Advisory Group charges 0.30%–0.85% a year for its Portfolio Management Fees.

Regulatory AUM: $2.52B
Clients: 44
Advisory staff: 5
Fee schedule: 0.30% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 3025 Harborview Drive, Gig Harbor, WA 98335
Phone: 253-857-1616

No. 2 · RIA

Lighthouse Wealth Strategies

Lighthouse Wealth Strategies is an investment adviser based in Gig Harbor, WA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $844 million, as filed on 12 March 2026.

Regulatory AUM: $844M
Clients: 866
Advisory staff: 13
Founded: 2018
Custodians: Charles Schwab
Headquarters: 3312 Rosedale St, Suite 201, Gig Harbor, WA 98335
Phone: 253-948-3725
Website: lighthousegigharbor.com

No. 3 · RIA

Fortitude Advisory Group

Fortitude Advisory Group is an investment adviser based in Gig Harbor, WA, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include individuals and pension and profit-sharing plans. Its regulatory assets under management total $468 million, as filed on 23 September 2026.

Regulatory AUM: $468M
Clients: 622
Advisory staff: 15
Founded: 2001
Custodians: Charles Schwab, Fidelity, Raymond James
Headquarters: 7195 Wagner Way, Suite 104, Gig Harbor, WA 98335
Phone: 253-470-4977
Website: wealth-innovations.com

No. 4 · RIA

Pacific Asset Management

Pacific Asset Management is an investment adviser based in Gig Harbor, WA, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $385 million, as filed on 11 June 2026.

Pacific Asset Management charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $385M
Clients: 377
Advisory staff: 5
Founded: 1998
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4320 Harborview DR, Gig Harbor, WA 98332
Phone: 253-649-4600
Website: pacificasset.com

No. 5 · RIA

Harborview Asset Management

Harborview Asset Management is an investment adviser based in Gig Harbor, WA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $125 million, as filed on 5 March 2026.

Harborview Asset Management charges up to 0.70% a year for its Investment management fee.

Regulatory AUM: $125M
Clients: 15
Advisory staff: 2
Fee schedule: Up to 0.70% a year
Custodians: Charles Schwab
Headquarters: 7201 Pioneer Way, Ste B202, Gig Harbor, WA 98335
Phone: 253-432-1001

Questions about financial advisors in Gig Harbor

How many financial advisor firms are headquartered in Gig Harbor?

5 SEC-registered financial advisor firms report their principal office in Gig Harbor, WA, managing $4.34B 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 Gig Harbor?

Aerie Advisory Group, with $2.52B in regulatory assets under management on its latest Form ADV. The next largest are Lighthouse Wealth Strategies ($844M) and Fortitude Advisory Group ($468M).

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

How large is a typical financial advisor firm in Gig Harbor?

The median firm manages $468M in regulatory assets. That is the midpoint of the 5 firms headquartered in Gig Harbor.

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

How much do financial advisors in Gig Harbor charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.70% to 1.00% 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 Gig Harbor?

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

Gig Harbor has 5 financial advisor firms; see every adviser in the city →