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SEC Form ADV, by state

The largest investment adviser firms in Washington

The current SEC Form ADV data lists 306 investment adviser firms headquartered in Washington, of which 27 (8.8%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.

FirmCityRegulatory AUMFee methodsItem 11 disclosure
PARAMETRIC PORTFOLIO ASSOCIATESSEATTLE$685B% of AUMfixedyes, reported
RUSSELL INVESTMENTSSEATTLE$81B% of AUMfixedperformancecommissionsothernone reported
RUSSELL INVESTMENTSSEATTLE$69B% of AUMfixedperformanceotheryes, reported
RUSSELL INVESTMENTSSEATTLE$35B% of AUMfixedperformanceothernone reported
INVESCO MANAGED ACCOUNTS, LLCSEATTLE$31B% of AUMfixedyes, reported
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIPSEATTLE$24B% of AUMperformanceyes, reported
HIMALAYA CAPITALSEATTLE$21Bperformanceothernone reported
BRIGHTON JONES LLCSEATTLE$19B% of AUMhourlyfixedperformancenone reported
FREESTONE CAPITAL MANAGEMENT, LLCSEATTLE$15B% of AUMfixedperformancenone reported
COLDSTREAM WEALTH MANAGEMENTBELLEVUE$14B% of AUMhourlyfixedperformanceothernone reported
PUGH CAPITAL MANAGEMENT, INC.SEATTLE$13B% of AUMperformancenone reported
LNWSEATTLE$12B% of AUMfixednone reported
SILVER CREEK ADVISORY PARTNERS LLCSEATTLE$10B% of AUMperformanceothernone reported
SATURNA CAPITAL CORPORATIONBELLINGHAM$8.6B% of AUMfixedperformancenone reported
EMPIRICAL WEALTH MANAGEMENTSEATTLE$8.4B% of AUMhourlyfixedperformancenone reported
FRAZIER HEALTHCARE PARTNERSSEATTLE$7.7B% of AUMperformancenone reported
WASHINGTON CAPITAL MANAGEMENT INCSEATTLE$7.4B% of AUMhourlyfixedperformanceothernone reported
CERCANO MANAGEMENT LLCBELLEVUE$7.3B% of AUMhourlyfixedperformancenone reported
BADGLEY PHELPS WEALTH MANAGERSSEATTLE$7.3B% of AUMhourlyfixedothernone reported
EVERGREEN CAPITAL MANAGEMENT LLCBELLEVUE$7.2B% of AUMfixedperformanceothernone reported
THREADLINE WEALTHBELLEVUE$5.8B% of AUMhourlyfixednone reported
ZEVENBERGEN CAPITAL INVESTMENTS LLCEDMONDS$4.6B% of AUMothernone reported
NORTHWEST ASSET MANAGEMENTMERCER ISLAND$4.1B% of AUMhourlyfixednone reported
STRATEGIC INCOME MANAGEMENT, LLCSEATTLE$3.1B% of AUMnone reported
PARCION PRIVATE WEALTH LLCBELLEVUE$3.0B% of AUMfixednone reported
INATAI INVESTMENT MANAGEMENT CO. LLCSEATTLE$2.7B% of AUMnone reported
GARDE CAPITAL, INC.SEATTLE$2.7B% of AUMhourlyfixednone reported
STEELHEAD PARTNERS, LLCSEATTLE$2.5B% of AUMperformanceothernone reported
TSCHETTER GROUPBELLEVUE$2.4B% of AUMhourlyfixednone reported
MILLIMAN ADVISORS, LLCSEATTLE$2.3B% of AUMhourlyfixednone reported
KOSMOS MANAGEMENT LLCSEATTLE$2.2B% of AUMperformancenone reported
KILEY JUERGENS WEALTH MANAGEMENT, LLCOLYMPIA$2.2B% of AUMhourlyfixednone reported
PRIVATE ADVISORYREDMOND$2.1B% of AUMperformancenone reported
GOLDFINCH PARTNERSBELLEVUE$2.1B% of AUMperformancenone reported
SCSBELLEVUE$1.9B% of AUMfixedyes, reported
FIRST PACIFIC FINANCIAL, INC.VANCOUVER$1.9B% of AUMhourlyfixednone reported
D'ANNUNZIO CONSULTING GROUP, LLCTACOMA$1.9Bfixednone reported
CLEAR CREEK FINANCIAL MANAGEMENT, LLCSILVERDALE$1.9B% of AUMhourlyfixedyes, reported
SLOY, DAHL & HOLST, LLCVANCOUVER$1.8B% of AUMhourlyperformancenone reported
AUXANO ADVISORSBELLEVUE$1.8B% of AUMnone reported
FINANCIAL PLAN, INC.BELLINGHAM$1.6B% of AUMhourlynone reported
PETERSEN HASTINGS WEALTH ADVISORS, INC.KENNEWICK$1.6B% of AUMhourlyfixednone reported
ALTRAVUE CAPITAL, LLCBELLEVUE$1.5B% of AUMperformancenone reported
ACUITAS INVESTMENTS, LLCSEATTLE$1.5B% of AUMperformancenone reported
COLUMBIA PACIFIC ADVISORS, LLCSEATTLE$1.5B% of AUMperformancenone reported
MARTEL WEALTH ADVISORS, LLCVANCOUVER$1.5B% of AUMnone reported
LEADER CAPITAL CORP.VANCOUVER$1.4B% of AUMyes, reported
GREENE WEALTH MANAGEMENT, LLCSEATTLE$1.4B% of AUMhourlyfixednone reported
MCILRATH & ECK, LLCARLINGTON$1.4B% of AUMfixednone reported
180 WEALTH ADVISORS, LLCFEDERAL WAY$1.4B% of AUMhourlyfixednone reported

Source: SEC Form ADV monthly data, firms reporting a Washingtonheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.

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