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Data / Investment advisers / $500 million to $1 billion in AUM / Washington

Investment advisers in Washington with $500 million to $1 billion in AUM: 33 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

33 SEC registered investment advisers in Washington report between $500 million and $1 billion in regulatory assets under management, $23.7 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Pacific Sage Partners, LLC with $986 million.

The request: Every investment adviser in Washington with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in WashingtonWatch new advisers in Washington

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 33Advisers
  • 33SEC registered
  • $23.7 billionTotal AUM
  • 33Advisers over $100 million
  • 3Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Pacific Sage Partners, LLCEdmonds$986.3 million2,4828Not listed(206) 533-0500pacificsagepartners.comadviserinfo.sec.gov
Asset One Wealth Management, LLCBellevue$982.5 million3,05619Not listed(425) 504-8200assetone.comadviserinfo.sec.gov
Leonard Rickey Investment Advisors, P.L.L.C.Yakima$958.1 million3,27719Not listed(509) 972-3686adviserinfo.sec.gov
Emerald Advisors, LLCBellevue$941.4 million98311Not listed(425) 458-3853emeraldadv.comadviserinfo.sec.gov
Johnson BixbyVancouver$933.7 million2,20515Not listed(360) 695-1795johnsonbixby.comadviserinfo.sec.gov
Northern Capital Management, Inc.Spokane$918.2 million1,86611Not listed(509) 456-2526northernwelcome.comadviserinfo.sec.gov
Marsjewett Financial GroupBellevue$901.4 million2,11516Not listed(425) 289-5000marsjewett.comadviserinfo.sec.gov
Elite Wealth Management, Inc.Kirkland$861.3 million1,5105Not listed(425) 828-4300elitewm.comadviserinfo.sec.gov
Integrated Quantitative Investments LLCBellevue$844.8 million196Not listed(617) 686-2008integratedquant.comadviserinfo.sec.gov
Lighthouse Wealth Strategies, LLCGig Harbor$844.4 million2,05613Not listed(253) 948-3725lighthousegigharbor.comadviserinfo.sec.gov
Benchmark Plus ManagementGig Harbor$767.4 million959(253) 573-0657bpfunds.comadviserinfo.sec.gov
Financial Insights Wealth ManagementTacoma$746.7 million76816Not listed(253) 627-6010adviserinfo.sec.gov
Pike Street CapitalSeattle$727.4 million7127(425) 686-3320adviserinfo.sec.gov
Tradewinds Capital Management, LLCBellingham$727.3 million2,26810Not listed(360) 715-9000adviserinfo.sec.gov
Quantum Financial Planning Services, Inc.Spokane$727.2 million3,02519Not listed(509) 328-6653adviserinfo.sec.gov
The Retirement Solution LLCRedmond$699.4 million3,16435Not listed(425) 558-3700adviserinfo.sec.gov
Madrona Financial & CpasEverett$691.8 million1,81318Not listed(425) 212-3777adviserinfo.sec.gov
Evans Capital Management AssociatesBellevue$682.6 million9893Not listed(425) 455-0501rlevansco.comadviserinfo.sec.gov
Arable Capital Partners, LLCBellevue$671.2 million181(866) 927-2253arablecp.comadviserinfo.sec.gov
Richards Merrill Wealth ManagementSpokane$643.6 million1,28010Not listed(509) 624-3174rmwealthmgmt.comadviserinfo.sec.gov
Vickerman Investment Advisors, Inc.Spokane$632.3 million1,1597Not listed(509) 325-7610vickermandriscoll.comadviserinfo.sec.gov
Kutscher Benner Barsness & Stevens, Inc.Seattle$627.8 million6857Not listed(206) 462-6100krbfinancial.comadviserinfo.sec.gov
Aviso Wealth ManagementBellevue$621.3 million2,1959Not listed(877) 633-1210avisowealthmanagement.comadviserinfo.sec.gov
Capital Planning, LLCBellevue$617.7 million1,16912Not listed(425) 643-1800adviserinfo.sec.gov
Weinand Financial, Inc.Lacey$610.4 million2,2465Not listed(360) 459-4847weinand.usadviserinfo.sec.gov
Rainier Investment Management LLCSeattle$581.1 million43Not listed(206) 518-6600adviserinfo.sec.gov
Sage Advisors, LLCEdmonds$575.1 million69011Not listed(206) 516-7991sageadvisorsllc.comadviserinfo.sec.gov
Consilio Wealth Advisors, LLCBellevue$555.8 million1,2599Not listed(206) 533-3670adviserinfo.sec.gov
Snider Financial GroupBellevue$549.7 million1,54315Not listed(425) 453-7080adviserinfo.sec.gov
SPG Advisors LLCKirkland$535.4 million2,3669Not listed(425) 821-9442adviserinfo.sec.gov
Boone Wealth Advisors, LLCBellevue$506.8 million5549Not listed(425) 462-6406adviserinfo.sec.gov
Oliver Capital ManagementSeattle$505.5 million1,7862Not listed(206) 775-7500olivercapital.comadviserinfo.sec.gov
First Washington CorporationSeattle$501.2 million295Not listed(206) 624-8320first-wash.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.