Data / Investment advisers / Serving individuals / Washington

Investment advisers in Washington serving individuals: 207 firms

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

207 SEC registered investment advisers with a main office in Washington report individuals among their clients in Form ADV item 5.D, and together they attribute $91 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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207Advisers
$91 billionAUM from this client type
198Advisers over $100 million
November 2, 2026File date

Advisers in Washington serving 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	151,182	$64.94 billion	$684.78 billion	adviserinfo.sec.gov
Freestone Capital Management, LLC	Seattle	1,569	$2.95 billion	$14.54 billion	adviserinfo.sec.gov
Northwest Asset Management	Mercer Island	1,926	$924.3 million	$4.13 billion	adviserinfo.sec.gov
Clear Creek Financial Management, LLC	Silverdale	3,483	$844.1 million	$1.86 billion	adviserinfo.sec.gov
Coldstream Wealth Management	Bellevue	1,806	$775 million	$13.93 billion	adviserinfo.sec.gov
Financial Plan, Inc.	Bellingham	596	$511.4 million	$1.60 billion	adviserinfo.sec.gov
Kiley Juergens Wealth Management, LLC	Olympia	2,319	$509 million	$2.20 billion	adviserinfo.sec.gov
180 Wealth Advisors, LLC	Federal Way	780	$482.9 million	$1.36 billion	adviserinfo.sec.gov
Fortitude Advisory Group L.L.C.	Gig Harbor	622	$466.4 million	$467.5 million	adviserinfo.sec.gov
Aspire Capital Advisors LLC	Seattle	1,692	$407.6 million	$1.23 billion	adviserinfo.sec.gov
Lighthouse Wealth Strategies, LLC	Gig Harbor	646	$404.8 million	$844.4 million	adviserinfo.sec.gov
McIlrath & Eck, LLC	Arlington	870	$376.2 million	$1.36 billion	adviserinfo.sec.gov
MKT and Associates LLC	Tacoma	86	$349.6 million	$378.7 million	adviserinfo.sec.gov
Synergy Asset Management, LLC	Vancouver	944	$342 million	$1.30 billion	adviserinfo.sec.gov
Private Advisory	Redmond	596	$330.1 million	$2.14 billion	adviserinfo.sec.gov
Paul R. Ried Financial Group, LLC	Bellevue	658	$328.8 million	$1.27 billion	adviserinfo.sec.gov
Evergreen Capital Management LLC	Bellevue	367	$322.4 million	$7.19 billion	adviserinfo.sec.gov
Petersen Hastings Wealth Advisors, Inc.	Kennewick	858	$320.3 million	$1.58 billion	adviserinfo.sec.gov
Wealth Asset Managers	Spokane	1,996	$318.9 million	$321.9 million	adviserinfo.sec.gov
First Pacific Financial, Inc.	Vancouver	726	$318.3 million	$1.93 billion	adviserinfo.sec.gov
SCS	Bellevue	1,315	$310.9 million	$1.94 billion	adviserinfo.sec.gov
The Retirement Solution LLC	Redmond	499	$292.2 million	$699.4 million	adviserinfo.sec.gov
Leonard Rickey Investment Advisors, P.L.L.C.	Yakima	810	$290.4 million	$958.1 million	adviserinfo.sec.gov
Martin Nelson & Co., Inc.	Seattle	422	$287.3 million	$287.3 million	adviserinfo.sec.gov
Asset One Wealth Management, LLC	Bellevue	888	$284.5 million	$982.5 million	adviserinfo.sec.gov
Empirical Wealth Management	Seattle	555	$267.7 million	$8.43 billion	adviserinfo.sec.gov
Capital Advisors Wealth Management	Yakima	709	$253.5 million	$1.11 billion	adviserinfo.sec.gov
SPG Advisors LLC	Kirkland	533	$247.7 million	$535.4 million	adviserinfo.sec.gov
Brighton Jones LLC	Seattle	561	$246.2 million	$18.88 billion	adviserinfo.sec.gov
Fellowship Financial Planning	Spokane	1,005	$242.3 million	$465.3 million	adviserinfo.sec.gov
Tradewinds Capital Management, LLC	Bellingham	2,028	$241.6 million	$727.3 million	adviserinfo.sec.gov
Johnson Bixby	Vancouver	471	$235 million	$933.7 million	adviserinfo.sec.gov
Alliant Securities, Inc. Turner, Nord, Kienbaum	Liberty Lake	696	$232.5 million	$300 million	adviserinfo.sec.gov
Continental Investors Services, Inc.	Longview	824	$231.9 million	$231.9 million	adviserinfo.sec.gov
Martel Wealth Advisors, LLC	Vancouver	616	$223.2 million	$1.46 billion	adviserinfo.sec.gov
Quantum Financial Planning Services, Inc.	Spokane	537	$217.5 million	$727.2 million	adviserinfo.sec.gov
Harlow Wealth Management, Inc.	Vancouver	553	$214.6 million	$419.4 million	adviserinfo.sec.gov
Avier Wealth Advisors	Bellevue	302	$206.2 million	$1.19 billion	adviserinfo.sec.gov
Aviso Wealth Management	Bellevue	755	$203.4 million	$621.3 million	adviserinfo.sec.gov
Richards Merrill Wealth Management	Spokane	1,094	$202.4 million	$643.6 million	adviserinfo.sec.gov
Weinand Financial, Inc.	Lacey	270	$202.1 million	$610.4 million	adviserinfo.sec.gov
Hohimer Wealth Management, LLC	Seattle	356	$194.3 million	$1.26 billion	adviserinfo.sec.gov
LNW	Seattle	229	$190.4 million	$12.18 billion	adviserinfo.sec.gov
Pacific Sage Partners, LLC	Edmonds	582	$189.3 million	$986.3 million	adviserinfo.sec.gov
Auxano Advisors	Bellevue	456	$178.7 million	$1.78 billion	adviserinfo.sec.gov
Capstone Investment Group	Olympia	718	$171.4 million	$342.7 million	adviserinfo.sec.gov
Parker Financial LLC	Silverdale	262	$171.2 million	$272 million	adviserinfo.sec.gov
Madrona Financial & Cpas	Everett	408	$169.7 million	$691.8 million	adviserinfo.sec.gov
Tschetter Group	Bellevue	332	$157.5 million	$2.39 billion	adviserinfo.sec.gov
Financial Insights Wealth Management	Tacoma	533	$156.2 million	$746.7 million	adviserinfo.sec.gov
Advisor Share Wealth Management, LLC	Vancouver	2,174	$154 million	$376.9 million	adviserinfo.sec.gov
Northern Capital Management, Inc.	Spokane	558	$147.4 million	$918.2 million	adviserinfo.sec.gov
Sage Advisors, LLC	Edmonds	525	$143.3 million	$575.1 million	adviserinfo.sec.gov
Fortitude Financial LLC	Spokane	339	$138.9 million	$281.5 million	adviserinfo.sec.gov
Financial Forum, Inc.	Spokane	495	$132.2 million	$285.8 million	adviserinfo.sec.gov
Sloy, Dahl & Holst, LLC	Vancouver	283	$128 million	$1.80 billion	adviserinfo.sec.gov
Snider Financial Group	Bellevue	355	$126.4 million	$549.7 million	adviserinfo.sec.gov
Vorpahl Wing Advisors, Inc.	Spokane	557	$124.4 million	$124.4 million	adviserinfo.sec.gov
JMK & Associates, LLC	Spokane	1,119	$121.8 million	$268.4 million	adviserinfo.sec.gov
Oliver Capital Management	Seattle	342	$119.9 million	$505.5 million	adviserinfo.sec.gov
Greene Wealth Management, LLC	Seattle	178	$117.5 million	$1.41 billion	adviserinfo.sec.gov
West Invest	Bellingham	548	$115.5 million	$304.5 million	adviserinfo.sec.gov
Robinswood Financial	Kirkland	360	$113.7 million	$453.2 million	adviserinfo.sec.gov
Columbia Advisory Partners, LLC	Spokane	445	$112.9 million	$312.6 million	adviserinfo.sec.gov
Marsjewett Financial Group	Bellevue	346	$112.1 million	$901.4 million	adviserinfo.sec.gov
Griffiths, Dreher & Evans, P.S., Cpas	Spokane	838	$108.2 million	$311.4 million	adviserinfo.sec.gov
Soundpath Retirement Strategies, LLC	Bellevue	167	$108 million	$158.5 million	adviserinfo.sec.gov
Mainsail Financial Group	Bellevue	292	$107.4 million	$403.9 million	adviserinfo.sec.gov
The Fauser Group, LLC	Mercer Island	159	$107.1 million	$314.5 million	adviserinfo.sec.gov
Baker Ellis Asset Management LLC	Vancouver	196	$105.4 million	$1.05 billion	adviserinfo.sec.gov
Christensen, King & Associates Investment Services, Inc.	Richland	443	$99.1 million	$294.3 million	adviserinfo.sec.gov
Parcion Private Wealth LLC	Bellevue	59	$95.1 million	$2.95 billion	adviserinfo.sec.gov
Sunrise Financial Services LLC	Burien	240	$93.4 million	$151.2 million	adviserinfo.sec.gov
Badgley Phelps Wealth Managers	Seattle	259	$93.3 million	$7.28 billion	adviserinfo.sec.gov
White & Company Financial Planning, Inc.	Sunnyside	267	$91.7 million	$149.8 million	adviserinfo.sec.gov
Pacific Asset Management, LLC	Gig Harbor	248	$91.5 million	$384.8 million	adviserinfo.sec.gov
Columbia River Advisors	Tacoma	203	$90.6 million	$191.1 million	adviserinfo.sec.gov
Elite Wealth Management, Inc.	Kirkland	291	$90.4 million	$861.3 million	adviserinfo.sec.gov
Comprehensive Wealth Management	Lynnwood	270	$90 million	$338.4 million	adviserinfo.sec.gov
Monson Wealth Management, Inc.	Kennewick	331	$89.7 million	$149.5 million	adviserinfo.sec.gov
Demars Financial Group LLC	Spokane Valley	333	$88.5 million	$374 million	adviserinfo.sec.gov
Baring Financial LLC	Bellingham	429	$87.1 million	$210.3 million	adviserinfo.sec.gov
Mangan Wealth Management	Seattle	100	$87 million	$222 million	adviserinfo.sec.gov
Vickerman Investment Advisors, Inc.	Spokane	278	$86.8 million	$632.3 million	adviserinfo.sec.gov
Newground Social Investment	Seattle	67	$85.7 million	$161.1 million	adviserinfo.sec.gov
Moulton Wealth Management, Inc	Spokane Valley	425	$82.7 million	$159.7 million	adviserinfo.sec.gov
Chaney Capital Management Inc.	Lynnwood	250	$82.2 million	$455.5 million	adviserinfo.sec.gov
Wayfinding Financial, LLC	Lynnwood	266	$82.1 million	$353.5 million	adviserinfo.sec.gov
Elliott Cove Capital Management	Seattle	556	$80.1 million	$348.2 million	adviserinfo.sec.gov
Capstone RIA	Bellingham	175	$79.5 million	$241.1 million	adviserinfo.sec.gov
Para Wealth Advisors, Inc.	Camas	179	$79.4 million	$221 million	adviserinfo.sec.gov
Columbia River Financial Group	Vancouver	214	$79.2 million	$194.8 million	adviserinfo.sec.gov
Investors Portfolio Services LLC	Puyallup	206	$78.8 million	$238.8 million	adviserinfo.sec.gov
Fortis Capital Management LLC	Bellevue	398	$78.1 million	$1.16 billion	adviserinfo.sec.gov
Bellingham Capital	Bellingham	218	$77.6 million	$149.2 million	adviserinfo.sec.gov
Madison Park Capital Advisors, LLC	Seattle	250	$75.8 million	$294.8 million	adviserinfo.sec.gov
Zevenbergen Capital Investments LLC	Edmonds	108	$73.7 million	$4.57 billion	adviserinfo.sec.gov
Momentous Wealth Management, Inc.	Vancouver	338	$72.8 million	$409.9 million	adviserinfo.sec.gov
Lakeside Advisors Inc	Seattle	112	$71.9 million	$412.2 million	adviserinfo.sec.gov
The Planner's Edge LLC	Mercer Island	168	$70.6 million	$178.7 million	adviserinfo.sec.gov
Freedom Asset Management	Spokane	395	$69 million	$142 million	adviserinfo.sec.gov
Stolz & Associates, PS	Tacoma	130	$67.3 million	$282.2 million	adviserinfo.sec.gov
Hallett Advisors	Port Angeles	243	$65.6 million	$157.9 million	adviserinfo.sec.gov
Bear Mountain Capital Inc.	Seattle	141	$65.3 million	$375 million	adviserinfo.sec.gov
Prevail Wealth Management	Kirkland	178	$64 million	$260.8 million	adviserinfo.sec.gov
Hidden Cove Wealth Management	Bainbridge Island	192	$63.7 million	$403.5 million	adviserinfo.sec.gov
Skyline Advisors, Inc.	Bellingham	206	$59.7 million	$386.5 million	adviserinfo.sec.gov
James R. Martin Consulting, Inc	Vancouver	133	$59.2 million	$442.7 million	adviserinfo.sec.gov
Garde Capital, Inc.	Seattle	120	$58.6 million	$2.65 billion	adviserinfo.sec.gov
Fors Financial	Port Angeles	197	$58.5 million	$134.9 million	adviserinfo.sec.gov
Cairn Wealth Management	Vancouver	189	$57.8 million	$385 million	adviserinfo.sec.gov
Seneschal Family Office	Tacoma	138	$57.5 million	$301.3 million	adviserinfo.sec.gov
Helium Advisors LLC	Vancouver	193	$56.1 million	$233.8 million	adviserinfo.sec.gov
Stewardship Concepts Financial Services LLC	Spokane	167	$55.7 million	$174.6 million	adviserinfo.sec.gov
Capital Planning, LLC	Bellevue	118	$54.8 million	$617.7 million	adviserinfo.sec.gov
Millennial Wealth	Fall City	127	$52.8 million	$278.7 million	adviserinfo.sec.gov
Fort Vancouver Investment Management, LLC	Vancouver	111	$50.1 million	$237.1 million	adviserinfo.sec.gov
Breakwater Investment Management	Seattle	96	$49.8 million	$302.7 million	adviserinfo.sec.gov
Harbour Investment Management L.L.C.	Edmonds	99	$48.4 million	$381.6 million	adviserinfo.sec.gov
Greystone Financial & Estate Services, Inc.	Kirkland	173	$45.9 million	$117.1 million	adviserinfo.sec.gov
Evans Capital Management Associates	Bellevue	221	$45.7 million	$682.6 million	adviserinfo.sec.gov
Trail Financial Planning LLC	Bellingham	105	$45 million	$117.3 million	adviserinfo.sec.gov
Consilio Wealth Advisors, LLC	Bellevue	89	$45 million	$555.8 million	adviserinfo.sec.gov
Stapp Wealth Management, PLLC	Olympia	180	$44.7 million	$145.1 million	adviserinfo.sec.gov
Illumine Investment Management, LLC	Poulsbo	61	$42.3 million	$215.2 million	adviserinfo.sec.gov
Byrne & Company Wealth Management, LLC	Olympia	85	$42.1 million	$142.9 million	adviserinfo.sec.gov
Soundview Advisors	Olympia	77	$41.4 million	$387.2 million	adviserinfo.sec.gov
Middleton & Company	Vancouver	72	$41.3 million	$131.3 million	adviserinfo.sec.gov
Bellevue Asset Management, LLC	Bellevue	128	$41.2 million	$393.7 million	adviserinfo.sec.gov
Tieton Capital Management	Yakima	31	$41.1 million	$314 million	adviserinfo.sec.gov
Smart Portfolios, LLC	Lake Forest Park	91	$40.5 million	$210.3 million	adviserinfo.sec.gov
917 Advisory Services LLC	Spokane	132	$40.5 million	$167.5 million	adviserinfo.sec.gov
Gould Capital, LLC	Tacoma	94	$39.2 million	$175.2 million	adviserinfo.sec.gov
TFS Advisors, LLC	Edmonds	86	$38.2 million	$161.2 million	adviserinfo.sec.gov
Portfolio Strategies Inc	Tacoma	289	$36.7 million	$50.2 million	adviserinfo.sec.gov
Surience Private Wealth LLC	Yakima	88	$36.2 million	$124 million	adviserinfo.sec.gov
Foresee Wealth Advisors	Bellevue	103	$36 million	$146 million	adviserinfo.sec.gov
Gevers Wealth Management	Issaquah	83	$35.7 million	$223.7 million	adviserinfo.sec.gov
Opal Advisors	Bellevue	124	$35.6 million	$174 million	adviserinfo.sec.gov
Waycross Investment Management Co	Bellingham	96	$34.5 million	$252.4 million	adviserinfo.sec.gov
HFG Advisors, Inc.	Kennewick	100	$34 million	$113.4 million	adviserinfo.sec.gov
Allen Capital Management, LLC	Vancouver	60	$33.9 million	$200 million	adviserinfo.sec.gov
DLK Investment Advisors, LLC	Mercer Island	26	$33.9 million	$140.7 million	adviserinfo.sec.gov
Selkirk Wealth Advisors, LLC	Spokane	103	$33.8 million	$184.4 million	adviserinfo.sec.gov
Integrity Wealth Management, Inc.	Spokane	128	$33.6 million	$163.2 million	adviserinfo.sec.gov
Lodestone Wealth Management LLC	Spokane	188	$33.3 million	$346.5 million	adviserinfo.sec.gov
Truewealth Financial Partners	Bellevue	74	$33.1 million	$273.7 million	adviserinfo.sec.gov
Fulcrum Wealth Advisors, LLC	Bellevue	32	$32.8 million	$208 million	adviserinfo.sec.gov
Kaizen Financial Advisors, LLC	Kirkland	70	$32.1 million	$283.7 million	adviserinfo.sec.gov
Wealthmark, LLC	Bellingham	53	$32 million	$132 million	adviserinfo.sec.gov
Brackenwood Capital Management, LLC	Bainbridge Island	57	$30.9 million	$126.6 million	adviserinfo.sec.gov
Wafd Wealth, Inc	Seattle	100	$30.4 million	$348.1 million	adviserinfo.sec.gov
Saturna Capital Corporation	Bellingham	32	$30.1 million	$10.48 billion	adviserinfo.sec.gov
Pacific Financial Advisors	Bellevue	136	$30 million	$110.2 million	adviserinfo.sec.gov
Truenorth Wealth Advisors	Seattle	81	$27.5 million	$321.7 million	adviserinfo.sec.gov
Uta LLC	Vancouver	59	$27.3 million	$214.6 million	adviserinfo.sec.gov
Armour Wealth Advisors, LLC	Tumwater	77	$27.3 million	$110.4 million	adviserinfo.sec.gov
BBJS Financial Advisors, LLC	Seattle	59	$27.3 million	$331.5 million	adviserinfo.sec.gov
Cloud Capital Management	Seattle	65	$26.7 million	$300.2 million	adviserinfo.sec.gov
Northern Lights Advisors, Inc.	Seattle	72	$26.7 million	$258.9 million	adviserinfo.sec.gov
S. R. Schill & Associates, Inc.	Mercer Island	134	$26.5 million	$143.1 million	adviserinfo.sec.gov
Emerald Advisors, LLC	Bellevue	64	$25.9 million	$941.4 million	adviserinfo.sec.gov
Helmsman Financial Group, LLC	Woodinville	46	$25.3 million	$187.2 million	adviserinfo.sec.gov
Boone Wealth Advisors, LLC	Bellevue	127	$23.5 million	$506.8 million	adviserinfo.sec.gov
Kutscher Benner Barsness & Stevens, Inc.	Seattle	51	$23.1 million	$627.8 million	adviserinfo.sec.gov
Hamrick Investment Counsel, LLC	Seattle	44	$22.1 million	$299.2 million	adviserinfo.sec.gov
Threadline Wealth	Bellevue	167	$21.8 million	$5.77 billion	adviserinfo.sec.gov
Sonata Capital Group Inc	Seattle	73	$21.7 million	$360.7 million	adviserinfo.sec.gov
Barker Wealth Management, LLC	Camas	27	$21.2 million	$240.6 million	adviserinfo.sec.gov
Better Financial Services, LLC	Federal Way	41	$20 million	$110.8 million	adviserinfo.sec.gov
Integrated Wealth Advisors, LLC	Bellevue	46	$19.1 million	$122.4 million	adviserinfo.sec.gov
Agate Pass Investment, LLC	Bainbridge Island	34	$18.6 million	$336 million	adviserinfo.sec.gov
Lifefocus Financial Advisors, LLC	Walla Walla	64	$18.5 million	$103.5 million	adviserinfo.sec.gov
My Personal Cfo, LLC	Vancouver	36	$18 million	$365.1 million	adviserinfo.sec.gov
Optimist Retirement Group, LLC	Bellevue	48	$17.2 million	$245.3 million	adviserinfo.sec.gov
Aletheian Wealth Advisors LLC	Bellevue	36	$16.6 million	$412.5 million	adviserinfo.sec.gov
Kunath Karren Rinne & Atkin LLC	Seattle	22	$16.4 million	$373 million	adviserinfo.sec.gov
Kairos Capital Management, LLC	Bellevue	48	$16.2 million	$105.9 million	adviserinfo.sec.gov
Cascade Wealth Advisors, Inc	Wenatchee	32	$16.2 million	$228.1 million	adviserinfo.sec.gov
Schmidt Financial Management	Kirkland	43	$15.1 million	$497.5 million	adviserinfo.sec.gov
Viewpoint Capital Management	Seattle	71	$14.6 million	$267.8 million	adviserinfo.sec.gov
Seattle Wealth Management LLC	Seattle	49	$13 million	$131.3 million	adviserinfo.sec.gov
Rainier Family Wealth, Inc.	Tacoma	34	$12.4 million	$331.5 million	adviserinfo.sec.gov
MB Gen Wealth	Spokane	48	$12.3 million	$404.4 million	adviserinfo.sec.gov
Johnson & Shute Investment Advisors, Inc.	Bellevue	27	$11.9 million	$137.3 million	adviserinfo.sec.gov
Financial Freedom for Dentists LLC	Snoqualmie	82	$11.8 million	$182.2 million	adviserinfo.sec.gov
Directional Financial Services	Seattle	34	$11.5 million	$11.5 million	adviserinfo.sec.gov
Vita Planning Group LLC	Camas	26	$10.8 million	$83.7 million	adviserinfo.sec.gov
American Northwest Advisory Services L.L.C.	Federal Way	59	$10.4 million	$41.3 million	adviserinfo.sec.gov
Wealthcollab	Bellevue	20	$10.3 million	$316.2 million	adviserinfo.sec.gov
Private Asset Management Inc	Kirkland	20	$8.4 million	$109.5 million	adviserinfo.sec.gov
Lucid Advisors, Inc.	Seattle	18	$6.4 million	$1.15 billion	adviserinfo.sec.gov
Avantia Investment Services, LLC	Seattle	13	$6.1 million	$119.1 million	adviserinfo.sec.gov
Petrie Capital Management LLC.	Seattle	18	$4.8 million	$105.2 million	adviserinfo.sec.gov
Talbot Financial, LLC	Bellevue	19	$4.6 million	$1.34 billion	adviserinfo.sec.gov
Washington Capital Management Inc	Seattle	8	$4.4 million	$7.40 billion	adviserinfo.sec.gov
Lesa Sroufe & Company, Inc.	Seattle	17	$3.3 million	$207.3 million	adviserinfo.sec.gov
Aerie Advisory Group LLC	Gig Harbor	6	$3.2 million	$2.52 billion	adviserinfo.sec.gov
Helm Capital Management	Seattle	10	$3.1 million	$400.8 million	adviserinfo.sec.gov
B3 Wealth Strategies	Bellevue	20	$3.1 million	$35.8 million	adviserinfo.sec.gov
Harborview Asset Management LLC	Gig Harbor	Fewer than 5	$1.8 million	$124.7 million	adviserinfo.sec.gov
First Washington Corporation	Seattle	2	$1.1 million	$501.2 million	adviserinfo.sec.gov
Bac Capital Advisors LLC	Seattle	1	$92,490	$301.2 million	adviserinfo.sec.gov
Mont AI	Seattle	4	$32,498	$32,498	adviserinfo.sec.gov
Quantca Financial	Edmonds	2	$10,390	$10,390	adviserinfo.sec.gov
Concreit Fund Management LLC	Seattle	16,564	Not listed	$9 million	adviserinfo.sec.gov
Highland Capital Advisors, LLC	Issaquah	6	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.