Data / Investment advisers / Serving high net worth individuals / Washington

Investment advisers in Washington serving high net worth individuals: 210 firms

Name: Investment advisers in Washington serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

210 SEC registered investment advisers with a main office in Washington report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $469 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.

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210Advisers
$469 billionAUM from this client type
204Advisers over $100 million
November 2, 2026File date

Advisers in Washington serving high net worth individuals

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	78,745	$318.52 billion	$684.78 billion	adviserinfo.sec.gov
Brighton Jones LLC	Seattle	3,024	$17.52 billion	$18.88 billion	adviserinfo.sec.gov
Coldstream Wealth Management	Bellevue	2,393	$11.33 billion	$13.93 billion	adviserinfo.sec.gov
LNW	Seattle	850	$10.47 billion	$12.18 billion	adviserinfo.sec.gov
Freestone Capital Management, LLC	Seattle	1,337	$8.40 billion	$14.54 billion	adviserinfo.sec.gov
Empirical Wealth Management	Seattle	1,839	$7.98 billion	$8.43 billion	adviserinfo.sec.gov
Badgley Phelps Wealth Managers	Seattle	1,023	$6.87 billion	$7.28 billion	adviserinfo.sec.gov
Evergreen Capital Management LLC	Bellevue	754	$6.23 billion	$7.19 billion	adviserinfo.sec.gov
Threadline Wealth	Bellevue	1,002	$5.15 billion	$5.77 billion	adviserinfo.sec.gov
Northwest Asset Management	Mercer Island	832	$3.14 billion	$4.13 billion	adviserinfo.sec.gov
Parcion Private Wealth LLC	Bellevue	106	$2.86 billion	$2.95 billion	adviserinfo.sec.gov
Garde Capital, Inc.	Seattle	342	$2.20 billion	$2.65 billion	adviserinfo.sec.gov
Aerie Advisory Group LLC	Gig Harbor	32	$1.97 billion	$2.52 billion	adviserinfo.sec.gov
Private Advisory	Redmond	319	$1.77 billion	$2.14 billion	adviserinfo.sec.gov
Tschetter Group	Bellevue	171	$1.74 billion	$2.39 billion	adviserinfo.sec.gov
Auxano Advisors	Bellevue	268	$1.53 billion	$1.78 billion	adviserinfo.sec.gov
First Pacific Financial, Inc.	Vancouver	565	$1.51 billion	$1.93 billion	adviserinfo.sec.gov
SCS	Bellevue	1,110	$1.40 billion	$1.94 billion	adviserinfo.sec.gov
Talbot Financial, LLC	Bellevue	250	$1.34 billion	$1.34 billion	adviserinfo.sec.gov
Kiley Juergens Wealth Management, LLC	Olympia	618	$1.23 billion	$2.20 billion	adviserinfo.sec.gov
Greene Wealth Management, LLC	Seattle	199	$1.12 billion	$1.41 billion	adviserinfo.sec.gov
Financial Plan, Inc.	Bellingham	309	$1.08 billion	$1.60 billion	adviserinfo.sec.gov
Basecamp Wealth Advisors, LLC	Bellevue	80	$1.08 billion	$1.08 billion	adviserinfo.sec.gov
Martel Wealth Advisors, LLC	Vancouver	382	$995.5 million	$1.46 billion	adviserinfo.sec.gov
McIlrath & Eck, LLC	Arlington	417	$988.6 million	$1.36 billion	adviserinfo.sec.gov
Avier Wealth Advisors	Bellevue	281	$981.2 million	$1.19 billion	adviserinfo.sec.gov
Clear Creek Financial Management, LLC	Silverdale	481	$960.9 million	$1.86 billion	adviserinfo.sec.gov
Paul R. Ried Financial Group, LLC	Bellevue	401	$938.9 million	$1.27 billion	adviserinfo.sec.gov
Hohimer Wealth Management, LLC	Seattle	179	$931 million	$1.26 billion	adviserinfo.sec.gov
Emerald Advisors, LLC	Bellevue	151	$915.5 million	$941.4 million	adviserinfo.sec.gov
Baker Ellis Asset Management LLC	Vancouver	138	$913.2 million	$1.05 billion	adviserinfo.sec.gov
Fortis Capital Management LLC	Bellevue	267	$912.2 million	$1.16 billion	adviserinfo.sec.gov
Petersen Hastings Wealth Advisors, Inc.	Kennewick	374	$857.8 million	$1.58 billion	adviserinfo.sec.gov
Zevenbergen Capital Investments LLC	Edmonds	180	$805.4 million	$4.57 billion	adviserinfo.sec.gov
180 Wealth Advisors, LLC	Federal Way	540	$801.1 million	$1.36 billion	adviserinfo.sec.gov
Marsjewett Financial Group	Bellevue	371	$789.3 million	$901.4 million	adviserinfo.sec.gov
Elite Wealth Management, Inc.	Kirkland	174	$770.2 million	$861.3 million	adviserinfo.sec.gov
Fulcrum Capital, LLC	Seattle	296	$767.8 million	$1.08 billion	adviserinfo.sec.gov
Sloy, Dahl & Holst, LLC	Vancouver	165	$757.2 million	$1.80 billion	adviserinfo.sec.gov
Pacific Sage Partners, LLC	Edmonds	222	$756.8 million	$986.3 million	adviserinfo.sec.gov
Johnson Bixby	Vancouver	305	$697.1 million	$933.7 million	adviserinfo.sec.gov
Capital Advisors Wealth Management	Yakima	284	$660.9 million	$1.11 billion	adviserinfo.sec.gov
Asset One Wealth Management, LLC	Bellevue	282	$656.5 million	$982.5 million	adviserinfo.sec.gov
Leonard Rickey Investment Advisors, P.L.L.C.	Yakima	268	$608.8 million	$958.1 million	adviserinfo.sec.gov
Invesco Managed Accounts, LLC	Seattle	51	$604.8 million	$31.28 billion	adviserinfo.sec.gov
Aspire Capital Advisors LLC	Seattle	264	$599.9 million	$1.23 billion	adviserinfo.sec.gov
Kutscher Benner Barsness & Stevens, Inc.	Seattle	129	$589.9 million	$627.8 million	adviserinfo.sec.gov
Cercano Management LLC	Bellevue	6	$589.9 million	$7.28 billion	adviserinfo.sec.gov
Financial Insights Wealth Management	Tacoma	235	$587.3 million	$746.7 million	adviserinfo.sec.gov
Evans Capital Management Associates	Bellevue	198	$574.3 million	$682.6 million	adviserinfo.sec.gov
Capital Planning, LLC	Bellevue	171	$554.1 million	$617.7 million	adviserinfo.sec.gov
Vickerman Investment Advisors, Inc.	Spokane	150	$541.5 million	$632.3 million	adviserinfo.sec.gov
Consilio Wealth Advisors, LLC	Bellevue	199	$510.8 million	$555.8 million	adviserinfo.sec.gov
Madrona Financial & Cpas	Everett	281	$505.8 million	$691.8 million	adviserinfo.sec.gov
Quantum Financial Planning Services, Inc.	Spokane	253	$498.8 million	$727.2 million	adviserinfo.sec.gov
Tradewinds Capital Management, LLC	Bellingham	196	$483 million	$727.3 million	adviserinfo.sec.gov
Schmidt Financial Management	Kirkland	97	$482.4 million	$497.5 million	adviserinfo.sec.gov
Boone Wealth Advisors, LLC	Bellevue	178	$472.5 million	$506.8 million	adviserinfo.sec.gov
Lighthouse Wealth Strategies, LLC	Gig Harbor	220	$439.6 million	$844.4 million	adviserinfo.sec.gov
Snider Financial Group	Bellevue	159	$421.4 million	$549.7 million	adviserinfo.sec.gov
Northern Capital Management, Inc.	Spokane	148	$407.8 million	$918.2 million	adviserinfo.sec.gov
The Retirement Solution LLC	Redmond	324	$407.2 million	$699.4 million	adviserinfo.sec.gov
Weinand Financial, Inc.	Lacey	167	$405.1 million	$610.4 million	adviserinfo.sec.gov
Helm Capital Management	Seattle	42	$397.7 million	$400.8 million	adviserinfo.sec.gov
Aletheian Wealth Advisors LLC	Bellevue	69	$392.1 million	$412.5 million	adviserinfo.sec.gov
MB Gen Wealth	Spokane	72	$385.1 million	$404.4 million	adviserinfo.sec.gov
Aviso Wealth Management	Bellevue	158	$381.4 million	$621.3 million	adviserinfo.sec.gov
Sage Advisors, LLC	Edmonds	150	$374.8 million	$575.1 million	adviserinfo.sec.gov
Chaney Capital Management Inc.	Lynnwood	138	$373.4 million	$455.5 million	adviserinfo.sec.gov
Synergy Asset Management, LLC	Vancouver	209	$368.7 million	$1.30 billion	adviserinfo.sec.gov
My Personal Cfo, LLC	Vancouver	49	$347.1 million	$365.1 million	adviserinfo.sec.gov
Soundview Advisors	Olympia	112	$344.9 million	$387.2 million	adviserinfo.sec.gov
Richards Merrill Wealth Management	Spokane	176	$344.6 million	$643.6 million	adviserinfo.sec.gov
Sonata Capital Group Inc	Seattle	119	$335.6 million	$360.7 million	adviserinfo.sec.gov
Bellevue Asset Management, LLC	Bellevue	91	$329.9 million	$393.7 million	adviserinfo.sec.gov
Cairn Wealth Management	Vancouver	120	$325.4 million	$385 million	adviserinfo.sec.gov
Robinswood Financial	Kirkland	128	$324.3 million	$453.2 million	adviserinfo.sec.gov
Lakeside Advisors Inc	Seattle	95	$324.2 million	$412.2 million	adviserinfo.sec.gov
Wafd Wealth, Inc	Seattle	174	$317.7 million	$348.1 million	adviserinfo.sec.gov
Agate Pass Investment, LLC	Bainbridge Island	90	$317.4 million	$336 million	adviserinfo.sec.gov
First Washington Corporation	Seattle	22	$313.8 million	$501.2 million	adviserinfo.sec.gov
Skyline Advisors, Inc.	Bellingham	159	$311.5 million	$386.5 million	adviserinfo.sec.gov
Oliver Capital Management	Seattle	110	$308.6 million	$505.5 million	adviserinfo.sec.gov
James R. Martin Consulting, Inc	Vancouver	87	$306.6 million	$442.7 million	adviserinfo.sec.gov
Wealthcollab	Bellevue	48	$305.9 million	$316.2 million	adviserinfo.sec.gov
BBJS Financial Advisors, LLC	Seattle	30	$302.3 million	$331.5 million	adviserinfo.sec.gov
Lodestone Wealth Management LLC	Spokane	99	$297.2 million	$346.5 million	adviserinfo.sec.gov
Bear Mountain Capital Inc.	Seattle	91	$295.7 million	$375 million	adviserinfo.sec.gov
Truenorth Wealth Advisors	Seattle	97	$293.8 million	$321.7 million	adviserinfo.sec.gov
Momentous Wealth Management, Inc.	Vancouver	154	$291.9 million	$409.9 million	adviserinfo.sec.gov
Rainier Family Wealth, Inc.	Tacoma	71	$290.4 million	$331.5 million	adviserinfo.sec.gov
Mainsail Financial Group	Bellevue	132	$290.3 million	$403.9 million	adviserinfo.sec.gov
SPG Advisors LLC	Kirkland	159	$287.8 million	$535.4 million	adviserinfo.sec.gov
Demars Financial Group LLC	Spokane Valley	165	$285.3 million	$374 million	adviserinfo.sec.gov
Pacific Asset Management, LLC	Gig Harbor	122	$279.6 million	$384.8 million	adviserinfo.sec.gov
Cloud Capital Management	Seattle	65	$273.5 million	$300.2 million	adviserinfo.sec.gov
Wayfinding Financial, LLC	Lynnwood	95	$270.6 million	$353.5 million	adviserinfo.sec.gov
Harbour Investment Management L.L.C.	Edmonds	78	$268.9 million	$381.6 million	adviserinfo.sec.gov
Hidden Cove Wealth Management	Bainbridge Island	81	$263.6 million	$403.5 million	adviserinfo.sec.gov
Hamrick Investment Counsel, LLC	Seattle	55	$256.5 million	$299.2 million	adviserinfo.sec.gov
Viewpoint Capital Management	Seattle	54	$253.2 million	$267.8 million	adviserinfo.sec.gov
Breakwater Investment Management	Seattle	56	$252.4 million	$302.7 million	adviserinfo.sec.gov
Seneschal Family Office	Tacoma	89	$243.8 million	$301.3 million	adviserinfo.sec.gov
Comprehensive Wealth Management	Lynnwood	108	$243.7 million	$338.4 million	adviserinfo.sec.gov
Truewealth Financial Partners	Bellevue	82	$240.4 million	$273.7 million	adviserinfo.sec.gov
Kunath Karren Rinne & Atkin LLC	Seattle	39	$238.9 million	$373 million	adviserinfo.sec.gov
Northern Lights Advisors, Inc.	Seattle	51	$232.2 million	$258.9 million	adviserinfo.sec.gov
Kaizen Financial Advisors, LLC	Kirkland	80	$230.2 million	$283.7 million	adviserinfo.sec.gov
Optimist Retirement Group, LLC	Bellevue	71	$228.1 million	$245.3 million	adviserinfo.sec.gov
Millennial Wealth	Fall City	102	$225.9 million	$278.7 million	adviserinfo.sec.gov
Fellowship Financial Planning	Spokane	125	$223.1 million	$465.3 million	adviserinfo.sec.gov
Saturna Capital Corporation	Bellingham	51	$215.6 million	$10.48 billion	adviserinfo.sec.gov
Barker Wealth Management, LLC	Camas	43	$212.7 million	$240.6 million	adviserinfo.sec.gov
Cascade Wealth Advisors, Inc	Wenatchee	82	$210.7 million	$228.1 million	adviserinfo.sec.gov
Sander Capital Advisors, Inc.	Seattle	15	$210 million	$210 million	adviserinfo.sec.gov
Stolz & Associates, PS	Tacoma	63	$208.7 million	$282.2 million	adviserinfo.sec.gov
The Fauser Group, LLC	Mercer Island	65	$207.4 million	$314.5 million	adviserinfo.sec.gov
Lesa Sroufe & Company, Inc.	Seattle	221	$204 million	$207.3 million	adviserinfo.sec.gov
Griffiths, Dreher & Evans, P.S., Cpas	Spokane	77	$203.2 million	$311.4 million	adviserinfo.sec.gov
Madison Park Capital Advisors, LLC	Seattle	108	$201.4 million	$294.8 million	adviserinfo.sec.gov
Runde & Co. LLC	Seattle	44	$201.3 million	$209.5 million	adviserinfo.sec.gov
Harlow Wealth Management, Inc.	Vancouver	96	$200 million	$419.4 million	adviserinfo.sec.gov
Prevail Wealth Management	Kirkland	86	$196.8 million	$260.8 million	adviserinfo.sec.gov
Christensen, King & Associates Investment Services, Inc.	Richland	97	$195.1 million	$294.3 million	adviserinfo.sec.gov
Gevers Wealth Management	Issaquah	84	$186.4 million	$223.7 million	adviserinfo.sec.gov
West Invest	Bellingham	136	$185.8 million	$304.5 million	adviserinfo.sec.gov
Fort Vancouver Investment Management, LLC	Vancouver	82	$185.5 million	$237.1 million	adviserinfo.sec.gov
Uta LLC	Vancouver	43	$183.8 million	$214.6 million	adviserinfo.sec.gov
Columbia Advisory Partners, LLC	Spokane	185	$183.7 million	$312.6 million	adviserinfo.sec.gov
Rare Wolf Capital LLC	Bellevue	33	$179.6 million	$179.6 million	adviserinfo.sec.gov
Fulcrum Wealth Advisors, LLC	Bellevue	111	$175.2 million	$208 million	adviserinfo.sec.gov
Smart Portfolios, LLC	Lake Forest Park	59	$169.1 million	$210.3 million	adviserinfo.sec.gov
Allen Capital Management, LLC	Vancouver	49	$166.1 million	$200 million	adviserinfo.sec.gov
Helmsman Financial Group, LLC	Woodinville	52	$161.9 million	$187.2 million	adviserinfo.sec.gov
Capstone RIA	Bellingham	87	$161.6 million	$241.1 million	adviserinfo.sec.gov
Helium Advisors LLC	Vancouver	67	$159.5 million	$233.8 million	adviserinfo.sec.gov
Capstone Investment Group	Olympia	90	$158.6 million	$342.7 million	adviserinfo.sec.gov
Investors Portfolio Services LLC	Puyallup	83	$158.4 million	$238.8 million	adviserinfo.sec.gov
Financial Forum, Inc.	Spokane	77	$153.6 million	$285.8 million	adviserinfo.sec.gov
Illumine Investment Management, LLC	Poulsbo	29	$148.4 million	$215.2 million	adviserinfo.sec.gov
JMK & Associates, LLC	Spokane	334	$144.8 million	$268.4 million	adviserinfo.sec.gov
Waycross Investment Management Co	Bellingham	50	$144.5 million	$252.4 million	adviserinfo.sec.gov
Selkirk Wealth Advisors, LLC	Spokane	61	$144.5 million	$184.4 million	adviserinfo.sec.gov
Pathmont Investment Management	Seattle	25	$143.4 million	$169.7 million	adviserinfo.sec.gov
Fortitude Financial LLC	Spokane	69	$142.4 million	$281.5 million	adviserinfo.sec.gov
Para Wealth Advisors, Inc.	Camas	78	$141.7 million	$221 million	adviserinfo.sec.gov
Mangan Wealth Management	Seattle	73	$135 million	$222 million	adviserinfo.sec.gov
Integrity Wealth Management, Inc.	Spokane	39	$129.4 million	$163.2 million	adviserinfo.sec.gov
Opal Advisors	Bellevue	60	$127.5 million	$174 million	adviserinfo.sec.gov
Baring Financial LLC	Bellingham	54	$123.2 million	$210.3 million	adviserinfo.sec.gov
Harborview Asset Management LLC	Gig Harbor	15	$122.9 million	$124.7 million	adviserinfo.sec.gov
Johnson & Shute Investment Advisors, Inc.	Bellevue	46	$122.7 million	$137.3 million	adviserinfo.sec.gov
Gould Capital, LLC	Tacoma	52	$120.3 million	$175.2 million	adviserinfo.sec.gov
Seattle Wealth Management LLC	Seattle	51	$118.3 million	$131.3 million	adviserinfo.sec.gov
S. R. Schill & Associates, Inc.	Mercer Island	61	$116.6 million	$143.1 million	adviserinfo.sec.gov
Advisor Share Wealth Management, LLC	Vancouver	42	$115.5 million	$376.9 million	adviserinfo.sec.gov
TFS Advisors, LLC	Edmonds	65	$114.5 million	$161.2 million	adviserinfo.sec.gov
Columbia River Financial Group	Vancouver	60	$113.3 million	$194.8 million	adviserinfo.sec.gov
Avantia Investment Services, LLC	Seattle	16	$111.8 million	$119.1 million	adviserinfo.sec.gov
Stewardship Concepts Financial Services LLC	Spokane	62	$110.5 million	$174.6 million	adviserinfo.sec.gov
917 Advisory Services LLC	Spokane	58	$110.1 million	$167.5 million	adviserinfo.sec.gov
Financial Freedom for Dentists LLC	Snoqualmie	37	$108.3 million	$182.2 million	adviserinfo.sec.gov
The Planner's Edge LLC	Mercer Island	45	$108.2 million	$178.7 million	adviserinfo.sec.gov
DLK Investment Advisors, LLC	Mercer Island	6	$106.8 million	$140.7 million	adviserinfo.sec.gov
Foresee Wealth Advisors	Bellevue	55	$104.5 million	$146 million	adviserinfo.sec.gov
Integrated Wealth Advisors, LLC	Bellevue	38	$103.2 million	$122.4 million	adviserinfo.sec.gov
Private Asset Management Inc	Kirkland	40	$101.1 million	$109.5 million	adviserinfo.sec.gov
Stapp Wealth Management, PLLC	Olympia	35	$100.4 million	$145.1 million	adviserinfo.sec.gov
Columbia River Advisors	Tacoma	28	$100.3 million	$191.1 million	adviserinfo.sec.gov
Petrie Capital Management LLC.	Seattle	30	$98.7 million	$105.2 million	adviserinfo.sec.gov
Parker Financial LLC	Silverdale	40	$96.2 million	$272 million	adviserinfo.sec.gov
Brackenwood Capital Management, LLC	Bainbridge Island	29	$95.7 million	$126.6 million	adviserinfo.sec.gov
Byrne & Company Wealth Management, LLC	Olympia	51	$92.8 million	$142.9 million	adviserinfo.sec.gov
Middleton & Company	Vancouver	43	$90 million	$131.3 million	adviserinfo.sec.gov
Better Financial Services, LLC	Federal Way	41	$90 million	$110.8 million	adviserinfo.sec.gov
Kairos Capital Management, LLC	Bellevue	36	$89.7 million	$105.9 million	adviserinfo.sec.gov
Surience Private Wealth LLC	Yakima	60	$86.8 million	$124 million	adviserinfo.sec.gov
Tieton Capital Management	Yakima	14	$86 million	$314 million	adviserinfo.sec.gov
Hallett Advisors	Port Angeles	50	$84.3 million	$157.9 million	adviserinfo.sec.gov
Armour Wealth Advisors, LLC	Tumwater	32	$83 million	$110.4 million	adviserinfo.sec.gov
Pacific Financial Advisors	Bellevue	48	$80.1 million	$110.2 million	adviserinfo.sec.gov
HFG Advisors, Inc.	Kennewick	33	$79 million	$113.4 million	adviserinfo.sec.gov
Moulton Wealth Management, Inc	Spokane Valley	52	$76.9 million	$159.7 million	adviserinfo.sec.gov
Fors Financial	Port Angeles	43	$76.4 million	$134.9 million	adviserinfo.sec.gov
Freedom Asset Management	Spokane	25	$73 million	$142 million	adviserinfo.sec.gov
Trail Financial Planning LLC	Bellingham	52	$72.4 million	$117.3 million	adviserinfo.sec.gov
Lifefocus Financial Advisors, LLC	Walla Walla	36	$71 million	$103.5 million	adviserinfo.sec.gov
Bellingham Capital	Bellingham	25	$68.5 million	$149.2 million	adviserinfo.sec.gov
Newground Social Investment	Seattle	53	$67.8 million	$161.1 million	adviserinfo.sec.gov
Wealthmark, LLC	Bellingham	70	$67 million	$132 million	adviserinfo.sec.gov
Elliott Cove Capital Management	Seattle	28	$66.2 million	$348.2 million	adviserinfo.sec.gov
Alliant Securities, Inc. Turner, Nord, Kienbaum	Liberty Lake	12	$65 million	$300 million	adviserinfo.sec.gov
Greystone Financial & Estate Services, Inc.	Kirkland	34	$62.8 million	$117.1 million	adviserinfo.sec.gov
Monson Wealth Management, Inc.	Kennewick	33	$59.7 million	$149.5 million	adviserinfo.sec.gov
White & Company Financial Planning, Inc.	Sunnyside	40	$58.1 million	$149.8 million	adviserinfo.sec.gov
Vita Planning Group LLC	Camas	24	$58 million	$83.7 million	adviserinfo.sec.gov
Sunrise Financial Services LLC	Burien	31	$57.9 million	$151.2 million	adviserinfo.sec.gov
Soundpath Retirement Strategies, LLC	Bellevue	14	$50.6 million	$158.5 million	adviserinfo.sec.gov
Washington Capital Management Inc	Seattle	16	$50.2 million	$7.40 billion	adviserinfo.sec.gov
Lucid Advisors, Inc.	Seattle	15	$48.4 million	$1.15 billion	adviserinfo.sec.gov
B3 Wealth Strategies	Bellevue	42	$32.7 million	$35.8 million	adviserinfo.sec.gov
American Northwest Advisory Services L.L.C.	Federal Way	36	$30.9 million	$41.3 million	adviserinfo.sec.gov
MKT and Associates LLC	Tacoma	60	$22.8 million	$378.7 million	adviserinfo.sec.gov
Signia Capital Management	Spokane	13	$5.6 million	$109.4 million	adviserinfo.sec.gov
Portfolio Strategies Inc	Tacoma	Fewer than 5	$5.1 million	$50.2 million	adviserinfo.sec.gov
Bac Capital Advisors LLC	Seattle	2	$4 million	$301.2 million	adviserinfo.sec.gov
Integrated Quantitative Investments LLC	Bellevue	2	$691,061	$844.8 million	adviserinfo.sec.gov
Columbia Pacific Advisors, LLC	Seattle	Fewer than 5	$173,235	$1.46 billion	adviserinfo.sec.gov
Concreit Fund Management LLC	Seattle	193	Not listed	$9 million	adviserinfo.sec.gov
Highland Capital Advisors, LLC	Issaquah	11	Not listed	Not listed	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.