Data / Investment advisers / Serving charitable organizations / Washington
Investment advisers in Washington serving charitable organizations: 103 firms
103 SEC registered investment advisers with a main office in Washington report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $90.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Parametric Portfolio Associates.
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.
- 103Advisers
- $90.1 billionAUM from this client type
- 103Advisers over $100 million
- November 2, 2026File date
Advisers in Washington serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Parametric Portfolio Associates | Seattle | 1,755 | $74.30 billion | $684.78 billion | adviserinfo.sec.gov |
| Russell Investments | Seattle | 14 | $9.56 billion | $81.09 billion | adviserinfo.sec.gov |
| Invesco Managed Accounts, LLC | Seattle | 366 | $1.36 billion | $31.28 billion | adviserinfo.sec.gov |
| Pugh Capital Management, Inc. | Seattle | 11 | $900.3 million | $12.82 billion | adviserinfo.sec.gov |
| LNW | Seattle | 28 | $709.3 million | $12.18 billion | adviserinfo.sec.gov |
| Coldstream Wealth Management | Bellevue | 39 | $588.5 million | $13.93 billion | adviserinfo.sec.gov |
| Aerie Advisory Group LLC | Gig Harbor | 6 | $541 million | $2.52 billion | adviserinfo.sec.gov |
| Altravue Capital, LLC | Bellevue | 6 | $362.9 million | $1.54 billion | adviserinfo.sec.gov |
| Fulcrum Capital, LLC | Seattle | 18 | $203.4 million | $1.08 billion | adviserinfo.sec.gov |
| Zevenbergen Capital Investments LLC | Edmonds | 13 | $180.9 million | $4.57 billion | adviserinfo.sec.gov |
| Kiley Juergens Wealth Management, LLC | Olympia | 56 | $172.3 million | $2.20 billion | adviserinfo.sec.gov |
| First Washington Corporation | Seattle | 3 | $152.5 million | $501.2 million | adviserinfo.sec.gov |
| Badgley Phelps Wealth Managers | Seattle | 17 | $117.5 million | $7.28 billion | adviserinfo.sec.gov |
| Garde Capital, Inc. | Seattle | 21 | $111.5 million | $2.65 billion | adviserinfo.sec.gov |
| Freestone Capital Management, LLC | Seattle | 13 | $75.2 million | $14.54 billion | adviserinfo.sec.gov |
| Waycross Investment Management Co | Bellingham | 14 | $73.4 million | $252.4 million | adviserinfo.sec.gov |
| Harbour Investment Management L.L.C. | Edmonds | 6 | $58 million | $381.6 million | adviserinfo.sec.gov |
| Saturna Capital Corporation | Bellingham | 8 | $53.4 million | $10.48 billion | adviserinfo.sec.gov |
| Greene Wealth Management, LLC | Seattle | 5 | $46.9 million | $1.41 billion | adviserinfo.sec.gov |
| Tieton Capital Management | Yakima | Fewer than 5 | $43.7 million | $314 million | adviserinfo.sec.gov |
| Pathmont Investment Management | Seattle | 3 | $26.3 million | $169.7 million | adviserinfo.sec.gov |
| Richards Merrill Wealth Management | Spokane | Fewer than 5 | $24.3 million | $643.6 million | adviserinfo.sec.gov |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick | 8 | $21.1 million | $1.58 billion | adviserinfo.sec.gov |
| Threadline Wealth | Bellevue | 6 | $20.7 million | $5.77 billion | adviserinfo.sec.gov |
| Hamrick Investment Counsel, LLC | Seattle | 1 | $20.5 million | $299.2 million | adviserinfo.sec.gov |
| Empirical Wealth Management | Seattle | 5 | $19.5 million | $8.43 billion | adviserinfo.sec.gov |
| First Pacific Financial, Inc. | Vancouver | 5 | $19.4 million | $1.93 billion | adviserinfo.sec.gov |
| Hohimer Wealth Management, LLC | Seattle | 10 | $18.5 million | $1.26 billion | adviserinfo.sec.gov |
| SCS | Bellevue | 13 | $18.1 million | $1.94 billion | adviserinfo.sec.gov |
| Brighton Jones LLC | Seattle | 7 | $17.3 million | $18.88 billion | adviserinfo.sec.gov |
| Madrona Financial & Cpas | Everett | Fewer than 5 | $16.1 million | $691.8 million | adviserinfo.sec.gov |
| Auxano Advisors | Bellevue | Fewer than 5 | $15.7 million | $1.78 billion | adviserinfo.sec.gov |
| James R. Martin Consulting, Inc | Vancouver | 5 | $15.7 million | $442.7 million | adviserinfo.sec.gov |
| Baker Ellis Asset Management LLC | Vancouver | 2 | $15.4 million | $1.05 billion | adviserinfo.sec.gov |
| Kutscher Benner Barsness & Stevens, Inc. | Seattle | 5 | $14.8 million | $627.8 million | adviserinfo.sec.gov |
| Lodestone Wealth Management LLC | Spokane | 1 | $13 million | $346.5 million | adviserinfo.sec.gov |
| Pacific Sage Partners, LLC | Edmonds | 7 | $12.2 million | $986.3 million | adviserinfo.sec.gov |
| Leonard Rickey Investment Advisors, P.L.L.C. | Yakima | 6 | $11.2 million | $958.1 million | adviserinfo.sec.gov |
| Skyline Advisors, Inc. | Bellingham | 2 | $9.5 million | $386.5 million | adviserinfo.sec.gov |
| Elliott Cove Capital Management | Seattle | 6 | $9.4 million | $348.2 million | adviserinfo.sec.gov |
| Quantum Financial Planning Services, Inc. | Spokane | Fewer than 5 | $9.3 million | $727.2 million | adviserinfo.sec.gov |
| Financial Plan, Inc. | Bellingham | 19 | $9.2 million | $1.60 billion | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | Fewer than 5 | $7.6 million | $2.39 billion | adviserinfo.sec.gov |
| Robinswood Financial | Kirkland | Fewer than 5 | $7.4 million | $453.2 million | adviserinfo.sec.gov |
| Bellevue Asset Management, LLC | Bellevue | Fewer than 5 | $6.8 million | $393.7 million | adviserinfo.sec.gov |
| Hallett Advisors | Port Angeles | 12 | $6.6 million | $157.9 million | adviserinfo.sec.gov |
| Mainsail Financial Group | Bellevue | 2 | $6.2 million | $403.9 million | adviserinfo.sec.gov |
| Selkirk Wealth Advisors, LLC | Spokane | Fewer than 5 | $6.1 million | $184.4 million | adviserinfo.sec.gov |
| Capital Planning, LLC | Bellevue | Fewer than 5 | $6 million | $617.7 million | adviserinfo.sec.gov |
| Boone Wealth Advisors, LLC | Bellevue | Fewer than 5 | $5.7 million | $506.8 million | adviserinfo.sec.gov |
| Kaizen Financial Advisors, LLC | Kirkland | Fewer than 5 | $5.4 million | $283.7 million | adviserinfo.sec.gov |
| Kunath Karren Rinne & Atkin LLC | Seattle | 1 | $5.4 million | $373 million | adviserinfo.sec.gov |
| MB Gen Wealth | Spokane | 2 | $5.2 million | $404.4 million | adviserinfo.sec.gov |
| Foresee Wealth Advisors | Bellevue | 1 | $5 million | $146 million | adviserinfo.sec.gov |
| Barker Wealth Management, LLC | Camas | Fewer than 5 | $5 million | $240.6 million | adviserinfo.sec.gov |
| Capital Advisors Wealth Management | Yakima | 11 | $5 million | $1.11 billion | adviserinfo.sec.gov |
| Aletheian Wealth Advisors LLC | Bellevue | 32 | $3.8 million | $412.5 million | adviserinfo.sec.gov |
| Newground Social Investment | Seattle | Fewer than 5 | $3.8 million | $161.1 million | adviserinfo.sec.gov |
| Aviso Wealth Management | Bellevue | 2 | $3.4 million | $621.3 million | adviserinfo.sec.gov |
| Sonata Capital Group Inc | Seattle | 5 | $3.3 million | $360.7 million | adviserinfo.sec.gov |
| Fortis Capital Management LLC | Bellevue | 2 | $3.3 million | $1.16 billion | adviserinfo.sec.gov |
| Lakeside Advisors Inc | Seattle | 3 | $3.3 million | $412.2 million | adviserinfo.sec.gov |
| Northern Capital Management, Inc. | Spokane | Fewer than 5 | $2.9 million | $918.2 million | adviserinfo.sec.gov |
| Alliant Securities, Inc. Turner, Nord, Kienbaum | Liberty Lake | 3 | $2.5 million | $300 million | adviserinfo.sec.gov |
| Sage Advisors, LLC | Edmonds | 2 | $2.5 million | $575.1 million | adviserinfo.sec.gov |
| Lucid Advisors, Inc. | Seattle | Fewer than 5 | $2.4 million | $1.15 billion | adviserinfo.sec.gov |
| Gould Capital, LLC | Tacoma | 3 | $2.2 million | $175.2 million | adviserinfo.sec.gov |
| Runde & Co. LLC | Seattle | Fewer than 5 | $2 million | $209.5 million | adviserinfo.sec.gov |
| Madison Park Capital Advisors, LLC | Seattle | Fewer than 5 | $1.9 million | $294.8 million | adviserinfo.sec.gov |
| Johnson Bixby | Vancouver | 1 | $1.7 million | $933.7 million | adviserinfo.sec.gov |
| Asset One Wealth Management, LLC | Bellevue | 2 | $1.6 million | $982.5 million | adviserinfo.sec.gov |
| Gevers Wealth Management | Issaquah | 1 | $1.5 million | $223.7 million | adviserinfo.sec.gov |
| Avantia Investment Services, LLC | Seattle | 1 | $1.2 million | $119.1 million | adviserinfo.sec.gov |
| Financial Insights Wealth Management | Tacoma | 6 | $1.1 million | $746.7 million | adviserinfo.sec.gov |
| Investors Portfolio Services LLC | Puyallup | 1 | $1.1 million | $238.8 million | adviserinfo.sec.gov |
| Momentous Wealth Management, Inc. | Vancouver | Fewer than 5 | $1 million | $409.9 million | adviserinfo.sec.gov |
| Tradewinds Capital Management, LLC | Bellingham | 5 | $1 million | $727.3 million | adviserinfo.sec.gov |
| Soundview Advisors | Olympia | 1 | $871,789 | $387.2 million | adviserinfo.sec.gov |
| Wayfinding Financial, LLC | Lynnwood | 1 | $594,979 | $353.5 million | adviserinfo.sec.gov |
| Surience Private Wealth LLC | Yakima | Fewer than 5 | $590,193 | $124 million | adviserinfo.sec.gov |
| Breakwater Investment Management | Seattle | Fewer than 5 | $554,534 | $302.7 million | adviserinfo.sec.gov |
| HFG Advisors, Inc. | Kennewick | Fewer than 5 | $432,922 | $113.4 million | adviserinfo.sec.gov |
| Smart Portfolios, LLC | Lake Forest Park | Fewer than 5 | $426,007 | $210.3 million | adviserinfo.sec.gov |
| Paul R. Ried Financial Group, LLC | Bellevue | 1 | $423,851 | $1.27 billion | adviserinfo.sec.gov |
| TFS Advisors, LLC | Edmonds | Fewer than 5 | $423,504 | $161.2 million | adviserinfo.sec.gov |
| Vickerman Investment Advisors, Inc. | Spokane | 1 | $422,415 | $632.3 million | adviserinfo.sec.gov |
| Private Advisory | Redmond | Fewer than 5 | $400,721 | $2.14 billion | adviserinfo.sec.gov |
| Truenorth Wealth Advisors | Seattle | 1 | $399,499 | $321.7 million | adviserinfo.sec.gov |
| Bellingham Capital | Bellingham | 1 | $364,898 | $149.2 million | adviserinfo.sec.gov |
| Wealth Asset Managers | Spokane | Fewer than 5 | $358,037 | $321.9 million | adviserinfo.sec.gov |
| Washington Capital Management Inc | Seattle | Fewer than 5 | $322,843 | $7.40 billion | adviserinfo.sec.gov |
| Cairn Wealth Management | Vancouver | 1 | $270,823 | $385 million | adviserinfo.sec.gov |
| Stewardship Concepts Financial Services LLC | Spokane | Fewer than 5 | $270,556 | $174.6 million | adviserinfo.sec.gov |
| Cercano Management LLC | Bellevue | Fewer than 5 | $216,432 | $7.28 billion | adviserinfo.sec.gov |
| Truewealth Financial Partners | Bellevue | Fewer than 5 | $202,023 | $273.7 million | adviserinfo.sec.gov |
| Capstone Investment Group | Olympia | 2 | $123,000 | $342.7 million | adviserinfo.sec.gov |
| Petrie Capital Management LLC. | Seattle | Fewer than 5 | $119,165 | $105.2 million | adviserinfo.sec.gov |
| Aspire Capital Advisors LLC | Seattle | Fewer than 5 | $111,630 | $1.23 billion | adviserinfo.sec.gov |
| McIlrath & Eck, LLC | Arlington | Fewer than 5 | $60,000 | $1.36 billion | adviserinfo.sec.gov |
| Fulcrum Wealth Advisors, LLC | Bellevue | Fewer than 5 | $50,000 | $208 million | adviserinfo.sec.gov |
| Griffiths, Dreher & Evans, P.S., Cpas | Spokane | Fewer than 5 | $31,528 | $311.4 million | adviserinfo.sec.gov |
| Continental Investors Services, Inc. | Longview | 3 | Not listed | $231.9 million | adviserinfo.sec.gov |
| Russell Investments | Seattle | 3 | Not listed | $35.03 billion | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.