Top 3 financial advisor firms in Kennewick

3 SEC-registered financial advisor firms are headquartered in Kennewick, WA, with $1.84B in combined regulatory assets under management. The largest by assets are Petersen Hastings Wealth Advisors ($1.58B), Monson Wealth Management ($149M) and HFG Advisors ($113M).

3
Financial advisor firms: $1.84B
Their combined AUM: $149M
Median firm AUM: 1,806
Clients of the top 3

The 3 largest by assets

1
Petersen Hastings Wealth Advisors
RIA
$1.58B
0.20% to 1.20% a year
2
Monson Wealth Management
RIA
$149M
0.75% to 1.75% a year
3
HFG Advisors
RIA
$113M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors is an investment adviser based in Kennewick, WA, registered with the SEC since 1983. 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 $1.58 billion, as filed on 27 April 2026.

Petersen Hastings Wealth Advisors charges 0.20%–1.20% a year for its Managed Accounts with Financial Planning.

Regulatory AUM: $1.58B
Clients: 1,309
Advisory staff: 16
Fee schedule: 0.20% to 1.20% a year
Custodians: LPL Financial, Matrix Trust, Charles Schwab
Headquarters: 8203 W Quinault, Suite 101, Kennewick, WA 99336
Phone: 509-735-0484
Website: petersenhastings.com

No. 2 · RIA

Monson Wealth Management

Monson Wealth Management is an investment adviser based in Kennewick, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $149 million, as filed on 31 March 2026.

Monson Wealth Management charges 0.75%–1.75% a year for its Investment Management Fees.

Regulatory AUM: $149M
Clients: 364
Advisory staff: 1
Fee schedule: 0.75% to 1.75% a year
Custodians: Axos Clearing
Headquarters: 8503 W Clearwater Ave, Suite D, Kennewick, WA 99336
Phone: 509-628-1358
Website: monsonwealthmanagement.com

No. 3 · RIA

HFG Advisors

HFG Advisors is an investment adviser based in Kennewick, WA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $113 million, as filed on 16 March 2026.

Regulatory AUM: $113M
Clients: 133
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 8131 W. Grandridge BLVD, Suite 1, Kennewick, WA 99336
Phone: 509-735-7507

Questions about financial advisors in Kennewick

How many financial advisor firms are headquartered in Kennewick?

3 SEC-registered financial advisor firms report their principal office in Kennewick, WA, managing $1.84B 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 Kennewick?

Petersen Hastings Wealth Advisors, with $1.58B in regulatory assets under management on its latest Form ADV. The next largest are Monson Wealth Management ($149M) and HFG Advisors ($113M).

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

How large is a typical financial advisor firm in Kennewick?

The median firm manages $149M in regulatory assets. That is the midpoint of the 3 firms headquartered in Kennewick.

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

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

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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