Data / Investment advisers / Serving corporations and other businesses / Washington
Investment advisers in Washington serving corporations and other businesses: 101 firms
101 SEC registered investment advisers with a main office in Washington report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $77.1 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.
- 101Advisers
- $77.1 billionAUM from this client type
- 98Advisers over $100 million
- November 2, 2026File date
Advisers in Washington serving corporations and other businesses
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 | 7,725 | $65.43 billion | $684.78 billion | adviserinfo.sec.gov |
| Invesco Managed Accounts, LLC | Seattle | 1,133 | $3.47 billion | $31.28 billion | adviserinfo.sec.gov |
| Milliman Advisors, LLC | Seattle | 26 | $1.86 billion | $2.32 billion | adviserinfo.sec.gov |
| Coldstream Wealth Management | Bellevue | 131 | $1.09 billion | $13.93 billion | adviserinfo.sec.gov |
| Pugh Capital Management, Inc. | Seattle | 3 | $696.8 million | $12.82 billion | adviserinfo.sec.gov |
| LNW | Seattle | 18 | $526 million | $12.18 billion | adviserinfo.sec.gov |
| Threadline Wealth | Bellevue | 66 | $497.6 million | $5.77 billion | adviserinfo.sec.gov |
| Freestone Capital Management, LLC | Seattle | 33 | $472.1 million | $14.54 billion | adviserinfo.sec.gov |
| Cercano Management LLC | Bellevue | Fewer than 5 | $403.2 million | $7.28 billion | adviserinfo.sec.gov |
| Evergreen Capital Management LLC | Bellevue | 26 | $358.9 million | $7.19 billion | adviserinfo.sec.gov |
| Highbury Pacific Capital Corp. | Bellevue | 1 | $333.3 million | $333.3 million | adviserinfo.sec.gov |
| Badgley Phelps Wealth Managers | Seattle | 57 | $204.7 million | $7.28 billion | adviserinfo.sec.gov |
| Washington Capital Management Inc | Seattle | 8 | $195.2 million | $7.40 billion | adviserinfo.sec.gov |
| Empirical Wealth Management | Seattle | Fewer than 5 | $140.7 million | $8.43 billion | adviserinfo.sec.gov |
| Kunath Karren Rinne & Atkin LLC | Seattle | 4 | $112.4 million | $373 million | adviserinfo.sec.gov |
| Fulcrum Capital, LLC | Seattle | 15 | $104 million | $1.08 billion | adviserinfo.sec.gov |
| Greene Wealth Management, LLC | Seattle | 10 | $98.2 million | $1.41 billion | adviserinfo.sec.gov |
| Hohimer Wealth Management, LLC | Seattle | 32 | $93.1 million | $1.26 billion | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | 13 | $88.3 million | $2.39 billion | adviserinfo.sec.gov |
| Zevenbergen Capital Investments LLC | Edmonds | 29 | $84 million | $4.57 billion | adviserinfo.sec.gov |
| First Pacific Financial, Inc. | Vancouver | 15 | $78 million | $1.93 billion | adviserinfo.sec.gov |
| Garde Capital, Inc. | Seattle | 6 | $56.3 million | $2.65 billion | adviserinfo.sec.gov |
| Sloy, Dahl & Holst, LLC | Vancouver | 12 | $48.1 million | $1.80 billion | adviserinfo.sec.gov |
| Elliott Cove Capital Management | Seattle | 19 | $48 million | $348.2 million | adviserinfo.sec.gov |
| Northwest Asset Management | Mercer Island | 8 | $46.7 million | $4.13 billion | adviserinfo.sec.gov |
| Private Advisory | Redmond | 14 | $43.2 million | $2.14 billion | adviserinfo.sec.gov |
| Asset One Wealth Management, LLC | Bellevue | 1 | $40 million | $982.5 million | adviserinfo.sec.gov |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick | 5 | $39.5 million | $1.58 billion | adviserinfo.sec.gov |
| First Washington Corporation | Seattle | 2 | $33.8 million | $501.2 million | adviserinfo.sec.gov |
| SCS | Bellevue | 33 | $32.2 million | $1.94 billion | adviserinfo.sec.gov |
| Rainier Investment Management LLC | Seattle | 1 | $29.1 million | $581.1 million | adviserinfo.sec.gov |
| Pacific Sage Partners, LLC | Edmonds | 19 | $27.9 million | $986.3 million | adviserinfo.sec.gov |
| Aviso Wealth Management | Bellevue | 12 | $27.3 million | $621.3 million | adviserinfo.sec.gov |
| Leonard Rickey Investment Advisors, P.L.L.C. | Yakima | 5 | $24.5 million | $958.1 million | adviserinfo.sec.gov |
| Clear Creek Financial Management, LLC | Silverdale | 39 | $23.2 million | $1.86 billion | adviserinfo.sec.gov |
| Rainier Family Wealth, Inc. | Tacoma | 6 | $22.4 million | $331.5 million | adviserinfo.sec.gov |
| Saturna Capital Corporation | Bellingham | 8 | $20.1 million | $10.48 billion | adviserinfo.sec.gov |
| Auxano Advisors | Bellevue | Fewer than 5 | $18.6 million | $1.78 billion | adviserinfo.sec.gov |
| Helium Advisors LLC | Vancouver | 19 | $18.2 million | $233.8 million | adviserinfo.sec.gov |
| Lucid Advisors, Inc. | Seattle | 5 | $15.8 million | $1.15 billion | adviserinfo.sec.gov |
| Bellevue Asset Management, LLC | Bellevue | Fewer than 5 | $15.7 million | $393.7 million | adviserinfo.sec.gov |
| Oliver Capital Management | Seattle | 26 | $14.1 million | $505.5 million | adviserinfo.sec.gov |
| Baker Ellis Asset Management LLC | Vancouver | 7 | $13.1 million | $1.05 billion | adviserinfo.sec.gov |
| Northern Capital Management, Inc. | Spokane | 12 | $11.4 million | $918.2 million | adviserinfo.sec.gov |
| Gould Capital, LLC | Tacoma | 5 | $10.4 million | $175.2 million | adviserinfo.sec.gov |
| Vita Planning Group LLC | Camas | 5 | $10.1 million | $83.7 million | adviserinfo.sec.gov |
| Martel Wealth Advisors, LLC | Vancouver | 3 | $9.8 million | $1.46 billion | adviserinfo.sec.gov |
| Capital Advisors Wealth Management | Yakima | 7 | $8.2 million | $1.11 billion | adviserinfo.sec.gov |
| Byrne & Company Wealth Management, LLC | Olympia | 1 | $8 million | $142.9 million | adviserinfo.sec.gov |
| Robinswood Financial | Kirkland | Fewer than 5 | $7.7 million | $453.2 million | adviserinfo.sec.gov |
| James R. Martin Consulting, Inc | Vancouver | 1 | $7.1 million | $442.7 million | adviserinfo.sec.gov |
| Parker Financial LLC | Silverdale | 2 | $4.6 million | $272 million | adviserinfo.sec.gov |
| Pacific Asset Management, LLC | Gig Harbor | 2 | $4 million | $384.8 million | adviserinfo.sec.gov |
| Vickerman Investment Advisors, Inc. | Spokane | 2 | $3.5 million | $632.3 million | adviserinfo.sec.gov |
| Uta LLC | Vancouver | 1 | $3.5 million | $214.6 million | adviserinfo.sec.gov |
| Integrated Quantitative Investments LLC | Bellevue | 1 | $3.2 million | $844.8 million | adviserinfo.sec.gov |
| Capital Planning, LLC | Bellevue | 7 | $2.8 million | $617.7 million | adviserinfo.sec.gov |
| Steelhead Partners, LLC | Seattle | Fewer than 5 | $2.6 million | $2.51 billion | adviserinfo.sec.gov |
| Newground Social Investment | Seattle | Fewer than 5 | $2.6 million | $161.1 million | adviserinfo.sec.gov |
| Columbia River Financial Group | Vancouver | 4 | $2.4 million | $194.8 million | adviserinfo.sec.gov |
| Comprehensive Wealth Management | Lynnwood | 5 | $2.4 million | $338.4 million | adviserinfo.sec.gov |
| Boone Wealth Advisors, LLC | Bellevue | Fewer than 5 | $2.3 million | $506.8 million | adviserinfo.sec.gov |
| TFS Advisors, LLC | Edmonds | Fewer than 5 | $1.9 million | $161.2 million | adviserinfo.sec.gov |
| Tradewinds Capital Management, LLC | Bellingham | 9 | $1.8 million | $727.3 million | adviserinfo.sec.gov |
| MB Gen Wealth | Spokane | 1 | $1.8 million | $404.4 million | adviserinfo.sec.gov |
| Wealth Asset Managers | Spokane | 7 | $1.7 million | $321.9 million | adviserinfo.sec.gov |
| Quantum Financial Planning Services, Inc. | Spokane | Fewer than 5 | $1.7 million | $727.2 million | adviserinfo.sec.gov |
| West Invest | Bellingham | 3 | $1.7 million | $304.5 million | adviserinfo.sec.gov |
| Petrie Capital Management LLC. | Seattle | Fewer than 5 | $1.5 million | $105.2 million | adviserinfo.sec.gov |
| Cairn Wealth Management | Vancouver | 5 | $1.5 million | $385 million | adviserinfo.sec.gov |
| Bellingham Capital | Bellingham | 6 | $1.4 million | $149.2 million | adviserinfo.sec.gov |
| Illumine Investment Management, LLC | Poulsbo | Fewer than 5 | $1.2 million | $215.2 million | adviserinfo.sec.gov |
| Capstone Investment Group | Olympia | 2 | $1.2 million | $342.7 million | adviserinfo.sec.gov |
| Cascade Wealth Advisors, Inc | Wenatchee | 1 | $1.1 million | $228.1 million | adviserinfo.sec.gov |
| JMK & Associates, LLC | Spokane | Fewer than 5 | $1.1 million | $268.4 million | adviserinfo.sec.gov |
| Momentous Wealth Management, Inc. | Vancouver | Fewer than 5 | $1 million | $409.9 million | adviserinfo.sec.gov |
| Harlow Wealth Management, Inc. | Vancouver | 1 | $1 million | $419.4 million | adviserinfo.sec.gov |
| Aspire Capital Advisors LLC | Seattle | Fewer than 5 | $985,318 | $1.23 billion | adviserinfo.sec.gov |
| Investors Portfolio Services LLC | Puyallup | 2 | $576,202 | $238.8 million | adviserinfo.sec.gov |
| Foresee Wealth Advisors | Bellevue | 1 | $500,000 | $146 million | adviserinfo.sec.gov |
| Bear Mountain Capital Inc. | Seattle | 1 | $474,083 | $375 million | adviserinfo.sec.gov |
| Surience Private Wealth LLC | Yakima | Fewer than 5 | $439,361 | $124 million | adviserinfo.sec.gov |
| Advisor Share Wealth Management, LLC | Vancouver | Fewer than 5 | $400,000 | $376.9 million | adviserinfo.sec.gov |
| Smart Portfolios, LLC | Lake Forest Park | Fewer than 5 | $262,932 | $210.3 million | adviserinfo.sec.gov |
| Better Financial Services, LLC | Federal Way | Fewer than 5 | $250,000 | $110.8 million | adviserinfo.sec.gov |
| Madison Park Capital Advisors, LLC | Seattle | Fewer than 5 | $238,835 | $294.8 million | adviserinfo.sec.gov |
| Lakeside Advisors Inc | Seattle | 1 | $231,623 | $412.2 million | adviserinfo.sec.gov |
| Harbour Investment Management L.L.C. | Edmonds | Fewer than 5 | $225,495 | $381.6 million | adviserinfo.sec.gov |
| Madrona Financial & Cpas | Everett | Fewer than 5 | $187,012 | $691.8 million | adviserinfo.sec.gov |
| Integrity Wealth Management, Inc. | Spokane | 2 | $184,753 | $163.2 million | adviserinfo.sec.gov |
| Wayfinding Financial, LLC | Lynnwood | 2 | $161,637 | $353.5 million | adviserinfo.sec.gov |
| Portfolio Strategies Inc | Tacoma | Fewer than 5 | $127,484 | $50.2 million | adviserinfo.sec.gov |
| Integrated Wealth Advisors, LLC | Bellevue | 2 | $94,527 | $122.4 million | adviserinfo.sec.gov |
| Selkirk Wealth Advisors, LLC | Spokane | Fewer than 5 | $69,315 | $184.4 million | adviserinfo.sec.gov |
| Cloud Capital Management | Seattle | 1 | $53,857 | $300.2 million | adviserinfo.sec.gov |
| The Retirement Solution LLC | Redmond | 1 | $40,757 | $699.4 million | adviserinfo.sec.gov |
| Lifefocus Financial Advisors, LLC | Walla Walla | 1 | $19,826 | $103.5 million | adviserinfo.sec.gov |
| Emerald Advisors, LLC | Bellevue | 1 | $13,939 | $941.4 million | adviserinfo.sec.gov |
| Hamrick Investment Counsel, LLC | Seattle | 1 | $539 | $299.2 million | adviserinfo.sec.gov |
| Highland Capital Advisors, LLC | Issaquah | 20 | Not listed | Not listed | adviserinfo.sec.gov |
| Russell Investments | Seattle | 1 | 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.