Data / Investment advisers / Serving pension and profit sharing plans / Washington
Investment advisers in Washington serving pension and profit sharing plans: 93 firms
93 SEC registered investment advisers with a main office in Washington report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $158 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.
- 93Advisers
- $158 billionAUM from this client type
- 89Advisers over $100 million
- November 2, 2026File date
Advisers in Washington serving pension and profit sharing plans
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 | 559 | $107.89 billion | $684.78 billion | adviserinfo.sec.gov |
| Russell Investments | Seattle | 30 | $18.81 billion | $81.09 billion | adviserinfo.sec.gov |
| Russell Investments | Seattle | 37 | $12.70 billion | $35.03 billion | adviserinfo.sec.gov |
| Bentallgreenoak (U.S.) Limited Partnership | Seattle | 4 | $7.25 billion | $24.07 billion | adviserinfo.sec.gov |
| Pugh Capital Management, Inc. | Seattle | 13 | $2.51 billion | $12.82 billion | adviserinfo.sec.gov |
| Lucid Advisors, Inc. | Seattle | 12 | $1.05 billion | $1.15 billion | adviserinfo.sec.gov |
| Brighton Jones LLC | Seattle | 63 | $1.03 billion | $18.88 billion | adviserinfo.sec.gov |
| Sloy, Dahl & Holst, LLC | Vancouver | 66 | $870.2 million | $1.80 billion | adviserinfo.sec.gov |
| Washington Capital Management Inc | Seattle | 33 | $710.4 million | $7.40 billion | adviserinfo.sec.gov |
| Mountain Pacific Advisors, LLC | Bellevue | 2 | $484.3 million | $484.3 million | adviserinfo.sec.gov |
| Northern Capital Management, Inc. | Spokane | 21 | $348.7 million | $918.2 million | adviserinfo.sec.gov |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick | 64 | $334.9 million | $1.58 billion | adviserinfo.sec.gov |
| Bac Capital Advisors LLC | Seattle | 35 | $297.2 million | $301.2 million | adviserinfo.sec.gov |
| Kiley Juergens Wealth Management, LLC | Olympia | 77 | $288 million | $2.20 billion | adviserinfo.sec.gov |
| Martel Wealth Advisors, LLC | Vancouver | 32 | $230.9 million | $1.46 billion | adviserinfo.sec.gov |
| Aspire Capital Advisors LLC | Seattle | 167 | $225.7 million | $1.23 billion | adviserinfo.sec.gov |
| Garde Capital, Inc. | Seattle | 23 | $224.7 million | $2.65 billion | adviserinfo.sec.gov |
| Milliman Advisors, LLC | Seattle | 9 | $217.7 million | $2.32 billion | adviserinfo.sec.gov |
| Capital Advisors Wealth Management | Yakima | 40 | $184.6 million | $1.11 billion | adviserinfo.sec.gov |
| SCS | Bellevue | 22 | $175.4 million | $1.94 billion | adviserinfo.sec.gov |
| Invesco Managed Accounts, LLC | Seattle | 122 | $154.8 million | $31.28 billion | adviserinfo.sec.gov |
| Elliott Cove Capital Management | Seattle | 61 | $144.4 million | $348.2 million | adviserinfo.sec.gov |
| Coldstream Wealth Management | Bellevue | 17 | $133.1 million | $13.93 billion | adviserinfo.sec.gov |
| LNW | Seattle | 1 | $111.6 million | $12.18 billion | adviserinfo.sec.gov |
| Hidden Cove Wealth Management | Bainbridge Island | 49 | $76.2 million | $403.5 million | adviserinfo.sec.gov |
| 180 Wealth Advisors, LLC | Federal Way | 30 | $75 million | $1.36 billion | adviserinfo.sec.gov |
| Richards Merrill Wealth Management | Spokane | 7 | $72.3 million | $643.6 million | adviserinfo.sec.gov |
| Threadline Wealth | Bellevue | Fewer than 5 | $71.8 million | $5.77 billion | adviserinfo.sec.gov |
| Freestone Capital Management, LLC | Seattle | 26 | $70 million | $14.54 billion | adviserinfo.sec.gov |
| Russell Investments | Seattle | 1 | $65.3 million | $68.60 billion | adviserinfo.sec.gov |
| Oliver Capital Management | Seattle | 24 | $62.9 million | $505.5 million | adviserinfo.sec.gov |
| Evans Capital Management Associates | Bellevue | 12 | $62.6 million | $682.6 million | adviserinfo.sec.gov |
| Financial Freedom for Dentists LLC | Snoqualmie | 24 | $62.1 million | $182.2 million | adviserinfo.sec.gov |
| Sage Advisors, LLC | Edmonds | 13 | $54.5 million | $575.1 million | adviserinfo.sec.gov |
| James R. Martin Consulting, Inc | Vancouver | Fewer than 5 | $54.2 million | $442.7 million | adviserinfo.sec.gov |
| Silver Creek Advisory Partners LLC | Seattle | Fewer than 5 | $50.1 million | $10.20 billion | adviserinfo.sec.gov |
| Northwest Administrators Inc | Seattle | 1 | $49.5 million | $114.8 million | adviserinfo.sec.gov |
| Momentous Wealth Management, Inc. | Vancouver | Fewer than 5 | $43.2 million | $409.9 million | adviserinfo.sec.gov |
| Auxano Advisors | Bellevue | Fewer than 5 | $38 million | $1.78 billion | adviserinfo.sec.gov |
| Evergreen Capital Management LLC | Bellevue | 2 | $34.2 million | $7.19 billion | adviserinfo.sec.gov |
| Clear Creek Financial Management, LLC | Silverdale | Fewer than 5 | $31 million | $1.86 billion | adviserinfo.sec.gov |
| Greene Wealth Management, LLC | Seattle | 6 | $25 million | $1.41 billion | adviserinfo.sec.gov |
| Fortis Capital Management LLC | Bellevue | 19 | $24.4 million | $1.16 billion | adviserinfo.sec.gov |
| 917 Advisory Services LLC | Spokane | 5 | $17 million | $167.5 million | adviserinfo.sec.gov |
| Kaizen Financial Advisors, LLC | Kirkland | Fewer than 5 | $15.9 million | $283.7 million | adviserinfo.sec.gov |
| Madison Park Capital Advisors, LLC | Seattle | 21 | $15.4 million | $294.8 million | adviserinfo.sec.gov |
| Lifefocus Financial Advisors, LLC | Walla Walla | 6 | $14 million | $103.5 million | adviserinfo.sec.gov |
| Lakeside Advisors Inc | Seattle | 2 | $12.7 million | $412.2 million | adviserinfo.sec.gov |
| Leonard Rickey Investment Advisors, P.L.L.C. | Yakima | Fewer than 5 | $11.1 million | $958.1 million | adviserinfo.sec.gov |
| Pacific Asset Management, LLC | Gig Harbor | 5 | $9.6 million | $384.8 million | adviserinfo.sec.gov |
| Greystone Financial & Estate Services, Inc. | Kirkland | 1 | $8.4 million | $117.1 million | adviserinfo.sec.gov |
| Opal Advisors | Bellevue | Fewer than 5 | $8.3 million | $174 million | adviserinfo.sec.gov |
| Stewardship Concepts Financial Services LLC | Spokane | 18 | $8.2 million | $174.6 million | adviserinfo.sec.gov |
| MKT and Associates LLC | Tacoma | Fewer than 5 | $6.3 million | $378.7 million | adviserinfo.sec.gov |
| Rainier Family Wealth, Inc. | Tacoma | 2 | $6.3 million | $331.5 million | adviserinfo.sec.gov |
| TFS Advisors, LLC | Edmonds | Fewer than 5 | $6.3 million | $161.2 million | adviserinfo.sec.gov |
| Stolz & Associates, PS | Tacoma | Fewer than 5 | $6.2 million | $282.2 million | adviserinfo.sec.gov |
| Runde & Co. LLC | Seattle | Fewer than 5 | $6.2 million | $209.5 million | adviserinfo.sec.gov |
| Harbour Investment Management L.L.C. | Edmonds | Fewer than 5 | $6.1 million | $381.6 million | adviserinfo.sec.gov |
| Zevenbergen Capital Investments LLC | Edmonds | Fewer than 5 | $5.8 million | $4.57 billion | adviserinfo.sec.gov |
| Aviso Wealth Management | Bellevue | 2 | $5.8 million | $621.3 million | adviserinfo.sec.gov |
| Skyline Advisors, Inc. | Bellingham | 2 | $5.8 million | $386.5 million | adviserinfo.sec.gov |
| Synergy Asset Management, LLC | Vancouver | 2 | $5.5 million | $1.30 billion | adviserinfo.sec.gov |
| Advisor Share Wealth Management, LLC | Vancouver | Fewer than 5 | $5 million | $376.9 million | adviserinfo.sec.gov |
| Vita Planning Group LLC | Camas | 2 | $4.8 million | $83.7 million | adviserinfo.sec.gov |
| Capstone Investment Group | Olympia | 3 | $4.3 million | $342.7 million | adviserinfo.sec.gov |
| Harlow Wealth Management, Inc. | Vancouver | 6 | $3.7 million | $419.4 million | adviserinfo.sec.gov |
| Weinand Financial, Inc. | Lacey | 1 | $3.2 million | $610.4 million | adviserinfo.sec.gov |
| Gould Capital, LLC | Tacoma | 2 | $3.2 million | $175.2 million | adviserinfo.sec.gov |
| Lodestone Wealth Management LLC | Spokane | 3 | $3 million | $346.5 million | adviserinfo.sec.gov |
| Wealthmark, LLC | Bellingham | 35 | $3 million | $132 million | adviserinfo.sec.gov |
| Boone Wealth Advisors, LLC | Bellevue | Fewer than 5 | $2.8 million | $506.8 million | adviserinfo.sec.gov |
| Johnson & Shute Investment Advisors, Inc. | Bellevue | 1 | $2.7 million | $137.3 million | adviserinfo.sec.gov |
| Comprehensive Wealth Management | Lynnwood | 6 | $2.3 million | $338.4 million | adviserinfo.sec.gov |
| First Pacific Financial, Inc. | Vancouver | 1 | $2.2 million | $1.93 billion | adviserinfo.sec.gov |
| Financial Insights Wealth Management | Tacoma | Fewer than 5 | $2.1 million | $746.7 million | adviserinfo.sec.gov |
| BBJS Financial Advisors, LLC | Seattle | 1 | $2 million | $331.5 million | adviserinfo.sec.gov |
| Barker Wealth Management, LLC | Camas | Fewer than 5 | $1.7 million | $240.6 million | adviserinfo.sec.gov |
| West Invest | Bellingham | 4 | $1.5 million | $304.5 million | adviserinfo.sec.gov |
| Fort Vancouver Investment Management, LLC | Vancouver | 1 | $1.5 million | $237.1 million | adviserinfo.sec.gov |
| Bellingham Capital | Bellingham | 2 | $1.4 million | $149.2 million | adviserinfo.sec.gov |
| Hallett Advisors | Port Angeles | 2 | $1.3 million | $157.9 million | adviserinfo.sec.gov |
| Newground Social Investment | Seattle | Fewer than 5 | $1.3 million | $161.1 million | adviserinfo.sec.gov |
| Fortitude Advisory Group L.L.C. | Gig Harbor | Fewer than 5 | $1.1 million | $467.5 million | adviserinfo.sec.gov |
| Wealth Asset Managers | Spokane | Fewer than 5 | $829,221 | $321.9 million | adviserinfo.sec.gov |
| JMK & Associates, LLC | Spokane | Fewer than 5 | $677,340 | $268.4 million | adviserinfo.sec.gov |
| Better Financial Services, LLC | Federal Way | Fewer than 5 | $500,000 | $110.8 million | adviserinfo.sec.gov |
| Fortitude Financial LLC | Spokane | 3 | $287,037 | $281.5 million | adviserinfo.sec.gov |
| DLK Investment Advisors, LLC | Mercer Island | Fewer than 5 | $40,719 | $140.7 million | adviserinfo.sec.gov |
| Surience Private Wealth LLC | Yakima | Fewer than 5 | $17,152 | $124 million | adviserinfo.sec.gov |
| Sharebuilder 401k | Seattle | 5,500 | Not listed | Not listed | adviserinfo.sec.gov |
| American Northwest Advisory Services L.L.C. | Federal Way | 123 | Not listed | $41.3 million | adviserinfo.sec.gov |
| Highland Capital Advisors, LLC | Issaquah | 91 | 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.