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Start your Watchlist509 investment advisory firms are registered with a main office in Washington, together advising $1.24T for 399,418 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Seattle · SEC-registered
|
$684.8B | 240,290 | 1,109 | Flagged |
| 2 |
Seattle · SEC-registered
|
$81.1B | 118 | 569 | Clean |
| 3 |
Seattle · SEC-registered
|
$68.6B | 72 | 569 | Flagged |
| 4 |
Seattle · SEC-registered
|
$35.0B | 105 | 580 | Clean |
| 5 |
Seattle · SEC-registered
|
$31.3B | 17,443 | 68 | Flagged |
| 6 |
Seattle · SEC-registered
|
$24.1B | 17 | 127 | Flagged |
| 7 |
Seattle · SEC-registered
|
$21.4B | 2 | 21 | Clean |
| 8 |
Seattle · SEC-registered
|
$18.9B | 3,661 | 316 | Clean |
| 9 |
Seattle · SEC-registered
|
$14.5B | 2,994 | 120 | Clean |
| 10 |
Bellevue · SEC-registered
|
$13.9B | 4,386 | 207 | Clean |
| 11 |
Seattle · SEC-registered
|
$12.8B | 52 | 39 | Clean |
| 12 |
Seattle · SEC-registered
|
$12.2B | 1,149 | 169 | Clean |
| 13 |
Seattle · SEC-registered
|
$10.2B | 19 | 47 | Clean |
| 14 |
Bellingham · SEC-registered
|
$8.6B | 91 | 83 | Clean |
| 15 |
Seattle · SEC-registered
|
$8.4B | 2,400 | 94 | Clean |
| 16 |
Seattle · SEC-registered
|
$7.7B | 25 | 100 | Clean |
| 17 |
Seattle · SEC-registered
|
$7.4B | 75 | 79 | Clean |
| 18 |
Bellevue · SEC-registered
|
$7.3B | 33 | 62 | Clean |
| 19 |
Seattle · SEC-registered
|
$7.3B | 1,356 | 45 | Clean |
| 20 |
Bellevue · SEC-registered
|
$7.2B | 1,157 | 37 | Clean |
| 21 |
Bellevue · SEC-registered
|
$5.8B | 1,246 | 59 | Clean |
| 22 |
Edmonds · SEC-registered
|
$4.6B | 334 | 24 | Clean |
| 23 |
Mercer Island · SEC-registered
|
$4.1B | 2,776 | 62 | Clean |
| 24 |
Seattle · SEC-registered
|
$3.1B | 6 | 6 | Clean |
| 25 |
Bellevue · SEC-registered
|
$3.0B | 165 | 28 | Clean |
| 26 |
Seattle · SEC-registered
|
$2.7B | 3 | 8 | Clean |
| 27 |
Seattle · SEC-registered
|
$2.7B | 512 | 18 | Clean |
| 28 |
Gig Harbor · SEC-registered
|
$2.5B | 44 | 16 | Clean |
| 29 |
Seattle · SEC-registered
|
$2.5B | 6 | 12 | Clean |
| 30 |
Bellevue · SEC-registered
|
$2.4B | 517 | 24 | Clean |
| 31 |
Seattle · SEC-registered
|
$2.3B | 39 | 1 | Clean |
| 32 |
Seattle · SEC-registered
|
$2.2B | 12 | 34 | Clean |
| 33 |
Olympia · SEC-registered
|
$2.2B | 3,070 | 26 | Clean |
| 34 |
Redmond · SEC-registered
|
$2.1B | 929 | 31 | Clean |
| 35 |
Bellevue · SEC-registered
|
$2.1B | 7 | 8 | Clean |
| 36 |
Bellevue · SEC-registered
|
$1.9B | 2,493 | 46 | Flagged |
| 37 |
Vancouver · SEC-registered
|
$1.9B | 1,312 | 33 | Clean |
| 38 |
Silverdale · SEC-registered
|
$1.9B | 4,003 | 91 | Flagged |
| 39 |
Vancouver · SEC-registered
|
$1.8B | 526 | 6 | Clean |
| 40 |
Bellevue · SEC-registered
|
$1.8B | 724 | 15 | Clean |
| 41 |
Bellingham · SEC-registered
|
$1.6B | 924 | 12 | Clean |
| 42 |
Kennewick · SEC-registered
|
$1.6B | 1,309 | 19 | Clean |
| 43 |
Bellevue · SEC-registered
|
$1.5B | 9 | 5 | Clean |
| 44 |
Seattle · SEC-registered
|
$1.5B | 3 | 7 | Clean |
| 45 |
Vancouver · SEC-registered
|
$1.5B | 1,033 | 13 | Clean |
| 46 |
Seattle · SEC-registered
|
$1.5B | 24 | 61 | Clean |
| 47 |
Vancouver · SEC-registered
|
$1.4B | 2 | 2 | Flagged |
| 48 |
Seattle · SEC-registered
|
$1.4B | 398 | 9 | Clean |
| 49 |
Arlington · SEC-registered
|
$1.4B | 1,287 | 19 | Clean |
| 50 |
Federal Way · SEC-registered
|
$1.4B | 1,350 | 11 | Clean |
| 51 |
Bellevue · SEC-registered
|
$1.3B | 269 | 3 | Clean |
| 52 |
Vancouver · SEC-registered
|
$1.3B | 1,198 | 14 | Clean |
| 53 |
Seattle · SEC-registered
|
$1.3B | 3 | 7 | Clean |
| 54 |
Bellevue · SEC-registered
|
$1.3B | 1,060 | 12 | Clean |
| 55 |
Seattle · SEC-registered
|
$1.3B | 579 | 12 | Clean |
| 56 |
Seattle · SEC-registered
|
$1.2B | 2,123 | 22 | Clean |
| 57 |
Bellevue · SEC-registered
|
$1.2B | 583 | 20 | Clean |
| 58 |
Bellevue · SEC-registered
|
$1.2B | 688 | 22 | Clean |
| 59 |
Seattle · SEC-registered
|
$1.1B | 50 | 2 | Clean |
| 60 |
Yakima · SEC-registered
|
$1.1B | 1,051 | 10 | Clean |
| 61 |
Bellevue · SEC-registered
|
$1.1B | 80 | 4 | Clean |
| 62 |
Seattle · SEC-registered
|
$1.1B | 6 | 25 | Clean |
| 63 |
Seattle · SEC-registered
|
$1.1B | 329 | 13 | Clean |
| 64 |
Vancouver · SEC-registered
|
$1.0B | 343 | 5 | Clean |
| 65 |
Edmonds · SEC-registered
|
$986.3M | 830 | 8 | Clean |
| 66 |
Bellevue · SEC-registered
|
$982.5M | 1,173 | 19 | Clean |
| 67 |
Yakima · SEC-registered
|
$958.1M | 1,102 | 19 | Clean |
| 68 |
Bellevue · SEC-registered
|
$941.4M | 216 | 10 | Clean |
| 69 |
Vancouver · SEC-registered
|
$933.7M | 777 | 15 | Clean |
| 70 |
Bellevue · SEC-registered
|
$901.4M | 717 | 16 | Clean |
| 71 |
Kirkland · SEC-registered
|
$861.3M | 469 | 5 | Flagged |
| 72 |
Bellevue · SEC-registered
|
$844.8M | 16 | 6 | Clean |
| 73 |
Gig Harbor · SEC-registered
|
$844.4M | 866 | 13 | Flagged |
| 74 |
Gig Harbor · SEC-registered
|
$767.4M | 9 | 5 | Clean |
| 75 |
Tacoma · SEC-registered
|
$746.7M | 774 | 16 | Clean |
| 76 |
Seattle · SEC-registered
|
$727.4M | 7 | 12 | Clean |
| 77 |
Bellingham · SEC-registered
|
$727.3M | 2,238 | 10 | Clean |
| 78 |
Spokane · SEC-registered
|
$727.2M | 790 | 19 | Clean |
| 79 |
Redmond · SEC-registered
|
$699.4M | 824 | 35 | Clean |
| 80 |
Everett · SEC-registered
|
$691.8M | 689 | 18 | Clean |
| 81 |
Bellevue · SEC-registered
|
$682.6M | 431 | 3 | Clean |
| 82 |
Bellevue · SEC-registered
|
$671.2M | 1 | 8 | Clean |
| 83 |
Spokane · SEC-registered
|
$643.6M | 1,277 | 10 | Flagged |
| 84 |
Spokane · SEC-registered
|
$632.3M | 431 | 7 | Clean |
| 85 |
Seattle · SEC-registered
|
$627.8M | 185 | 7 | Clean |
| 86 |
Bellevue · SEC-registered
|
$621.3M | 929 | 9 | Clean |
| 87 |
Bellevue · SEC-registered
|
$617.7M | 296 | 12 | Clean |
| 88 |
Lacey · SEC-registered
|
$610.4M | 438 | 5 | Clean |
| 89 |
Seattle · SEC-registered
|
$581.1M | 4 | 3 | Clean |
| 90 |
Edmonds · SEC-registered
|
$575.1M | 690 | 11 | Clean |
| 91 |
Bellevue · SEC-registered
|
$555.8M | 288 | 9 | Clean |
| 92 |
Bellevue · SEC-registered
|
$549.7M | 515 | 15 | Clean |
| 93 |
Kirkland · SEC-registered
|
$535.4M | 692 | 9 | Flagged |
| 94 |
Spokane · SEC-registered
|
$526.7M | 732 | 11 | Clean |
| 95 |
Bellevue · SEC-registered
|
$506.8M | 305 | 9 | Clean |
| 96 |
Seattle · SEC-registered
|
$505.5M | 502 | 2 | Clean |
| 97 |
Seattle · SEC-registered
|
$501.2M | 29 | 5 | Clean |
| 98 |
Kirkland · SEC-registered
|
$497.5M | 140 | 7 | Clean |
| 99 |
Bellevue · SEC-registered
|
$484.3M | 2 | 6 | Clean |
| 100 |
Gig Harbor · SEC-registered
|
$467.5M | 622 | 15 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Washington by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.