Top 10 financial advisor firms in Seattle

36 SEC-registered financial advisor firms are headquartered in Seattle, WA, with $76.8B in combined regulatory assets under management. The largest by assets are Brighton Jones ($18.9B), Freestone Capital Management ($14.5B) and Laird Norton Wetherby Wealth Management ($12.2B).

36
Financial advisor firms: $76.8B
Their combined AUM: $354M
Median firm AUM: 15,501
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
Laird Norton Wetherby Wealth Management
RIA
$12.2B
0.30% to 0.90% a year
4
Empirical Financial Services
RIA
$8.43B
Up to 1.00% a year
5
Badgley Phelps Wealth Managers
RIA
$7.28B
0.50% to 0.90% a year
6
Garde Capital
RIA
$2.65B
0.40% to 0.95% a year
7
Greene Wealth Management
RIA
$1.41B
0.40% to 1.00% a year
8
Hohimer Wealth Management
RIA
$1.26B
0.35% to 1.50% a year
9
Aspire Capital Advisors
RIA
$1.23B
Up to 1.00%
10
Fulcrum Capital
RIA
$1.08B
0.40% to 1.00% 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

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. 4 · 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. 5 · 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. 6 · RIA

Garde Capital

Garde Capital is an investment adviser based in Seattle, WA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $2.65 billion, as filed on 25 March 2026.

Garde Capital charges 0.40%–0.95% a year for its Assets Under Management.

Regulatory AUM: $2.65B
Clients: 512
Advisory staff: 8
Founded: 2009
Fee schedule: 0.40% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 1301 Fifth Avenue, Suite 3030, Seattle, WA 98101
Phone: 206-552-7900
Website: gardecapital.com

No. 7 · RIA

Greene Wealth Management

Greene Wealth Management is an investment adviser based in Seattle, WA, registered with the SEC since 2005. 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 $1.41 billion, as filed on 29 April 2026.

Greene Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $1.41B
Clients: 398
Advisory staff: 4
Founded: 2005
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1301 5th Avenue, Suite 3410, Seattle, WA 98101-2630
Phone: 206-623-2200
Website: greenewealthmanagement.com

No. 8 · RIA

Hohimer Wealth Management

Hohimer Wealth Management is an investment adviser based in Seattle, WA, registered with the SEC since 2019. 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 $1.26 billion, as filed on 24 July 2026.

Hohimer Wealth Management charges 0.35%–1.50% a year for its Investment and wealth management fee.

Regulatory AUM: $1.26B
Clients: 579
Advisory staff: 10
Founded: 2019
Fee schedule: 0.35% to 1.50% a year
Custodians: Wells Fargo Clearing Services, Charles Schwab, RBC Capital Markets
Headquarters: One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101
Phone: 206-709-5955
Website: hohimerwealthmanagement.com

No. 9 · RIA

Aspire Capital Advisors

Aspire Capital Advisors is an investment adviser based in Seattle, WA, registered with the SEC since 2020. 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 $1.23 billion, as filed on 2 April 2026.

Aspire Capital Advisors charges up to 1.00% for its Investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.23B
Clients: 2,123
Advisory staff: 12
Fee schedule: Up to 1.00%
Custodians: Charles Schwab
Headquarters: 1815 North 45th Street, Suite 105, Seattle, WA 98103
Phone: 206-939-5615
Website: investwithaspire.com

No. 10 · RIA

Fulcrum Capital

Fulcrum Capital is an investment adviser based in Seattle, WA, registered with the SEC since 2007. 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 $1.08 billion, as filed on 25 March 2026.

Fulcrum Capital charges 0.40%–1.00% a year for its Standard Fee Schedule.

Regulatory AUM: $1.08B
Clients: 329
Advisory staff: 8
Fee schedule: 0.40% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 800 Fifth Avenue, Suite 3800, Seattle, WA 98104
Phone: 206-223-9790
Website: fulcrumcapllc.com

Questions about financial advisors in Seattle

How many financial advisor firms are headquartered in Seattle?

36 SEC-registered financial advisor firms report their principal office in Seattle, WA, managing $76.8B in regulatory assets between them. The other 40 advisers 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 Seattle?

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 Laird Norton Wetherby Wealth Management ($12.2B).

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

How large is a typical financial advisor firm in Seattle?

The median firm manages $354M in regulatory assets. That is the midpoint of the 36 firms headquartered in Seattle.

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

How much do financial advisors in Seattle 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 1.50% 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 Seattle?

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

Seattle has 36 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Seattle

Top financial advisor firms in other Washington cities