Top 20 RIAs in Seattle 2026: Ranking the Puget Sound Region's Leading Wealth Managers

Seattle's wealth management landscape sits in an unusual spot. The city proper is home to some of the largest asset managers, venture funds, and institutional consultants in the country, firms built to serve pension plans, endowments, and other advisors rather than individual families. To find the Registered Investment Advisers actually built for everyday clients, we looked across the broader Puget Sound region, including Bellevue, Redmond, Gig Harbor, and the communities ringing Lake Washington and the Sound. For a look at how custodial relationships are shaping RIA growth elsewhere in the country, see Top RIAs Using Altruist in 2026.

We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered in the greater Seattle area, sorted by total assets under management. All key insights are based on data as of September 2026.

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1. Brighton Jones LLC | $18.88 billion AUM

Brighton Jones tops the Seattle list by a wide margin. Founded in 2000 and headquartered downtown, the firm has grown into one of the largest independent wealth managers in the Pacific Northwest, with a planning-first approach built around its "Richer Life" philosophy for individuals, families, and business owners.

Key Insights:

• Total AUM grew 26 percent year over year, from $14.99 billion to $18.88 billion.
• HNW clients make up 92.8 percent of assets, or $17.52 billion, across 3,024 accounts.
• The firm serves 4,011 advisory clients and more than 500 financial planning clients through 160 reps and 316 employees across 44 branches.
• Fidelity/NFS custodies the bulk of client assets, at roughly $15.95 billion.
• The firm runs on Envestnet and Tamarac, and its service menu leans into equity compensation, 1031 exchanges, and tax-advantaged real estate strategies alongside core planning.

2. Freestone Capital Management, LLC | $14.54 billion AUM

Freestone Capital Management is a Seattle-based wealth manager built around high-net-worth and ultra-high-net-worth households, with an average client relationship near $9.4 million. The firm also recruits established advisors to join its platform, offering equity ownership and referral support, though its core business remains direct wealth management for its own clients rather than a back-office service for outside RIAs.

Key Insights:

• Total AUM rose 27 percent year over year, from $11.49 billion to $14.54 billion.
• HNW clients hold 57.8 percent of assets ($8.40 billion), with Individuals adding another 20.3 percent ($2.95 billion).
• The firm serves 2,994 advisory clients through 66 reps and 120 employees across 7 branches.
• Charles Schwab custodies roughly $11.26 billion of firm assets.
• Freestone runs on Tamarac and leans heavily into alternatives, including hedge funds, private equity, and private placements, for its business-owner client base.

3. Coldstream Wealth Management | $13.93 billion AUM

Coldstream has served Eastside families since 1991, offering private wealth management and family office services out of Bellevue. The firm speaks directly to individuals and families in its marketing, while also advising institutions such as endowments and retirement plan sponsors.

Key Insights:

• Total AUM grew 12 percent year over year, from $12.44 billion to $13.93 billion.
• HNW clients account for 81.4 percent of assets, or $11.33 billion, across 2,393 accounts.
• The firm serves 4,386 advisory clients through 143 reps and 207 employees across 31 branches.
• Assets are split between Fidelity/NFS ($7.43 billion) and Charles Schwab ($5.59 billion).
• Coldstream's client personas include athletes and business owners, and its tech stack spans Orion, eMoney, Envestnet, and Tamarac.

4. Evergreen Capital Management LLC | $7.19 billion AUM

Operating as Evergreen Gavekal, this Bellevue firm has offered private wealth and multi-family office services since 1983. Alongside its core advisory business, Evergreen also sponsors Evergreen Ventures, a line of alternative investment funds for qualified investors, a detail worth watching if that side of the business keeps growing relative to its direct wealth management practice.

Key Insights:

• Total AUM climbed 38 percent year over year, from $5.22 billion to $7.19 billion.
• HNW clients hold 86.8 percent of assets, or $6.23 billion, across 754 accounts.
• The firm serves 1,157 advisory clients through 28 reps and 37 employees across 7 branches.
• Charles Schwab custodies about $6.90 billion of firm assets.
• Evergreen uses HubSpot for CRM and runs on eMoney and Tamarac, with a client base skewed toward business owners.

5. Threadline Wealth | $5.77 billion AUM

Threadline Wealth is the newly independent successor to Moss Adams Wealth Advisors, which spun out as its own RIA in 2026 following Moss Adams' merger with Baker Tilly. Based in Bellevue, the firm continues to serve the individuals, families, and business owners it built relationships with as part of the Moss Adams network.

Key Insights:

• Total AUM rose 21 percent year over year, from $4.75 billion to $5.77 billion.
• HNW clients make up 89.1 percent of assets, or $5.15 billion, across 1,002 accounts.
• The firm serves 1,287 advisory clients through 22 reps and 59 employees across 17 branches.
• Charles Schwab custodies roughly $5.61 billion of firm assets.
• Threadline runs on Tamarac and serves a client base weighted toward business owners.

6. Northwest Asset Management | $4.13 billion AUM

Northwest Asset Management is a Mercer Island-based RIA serving individuals, families, business owners, executives, and institutional investors, with messaging built around clients navigating complex financial transitions.

Key Insights:

• Total AUM grew 15 percent year over year, from $3.61 billion to $4.13 billion.
• HNW clients hold 76.0 percent of assets ($3.14 billion), with Individuals adding 22.4 percent ($924.3 million).
• The firm serves 2,793 advisory clients through 62 reps and 62 employees across 49 branches.
• Assets are split across Fidelity/NFS ($2.53 billion), Charles Schwab ($1.46 billion), and TD Ameritrade.
• The firm runs on Tamarac and maintains a large branch network relative to its size, reflecting a multi-advisor, multi-office structure.

7. Parcion Private Wealth LLC | $2.95 billion AUM

Parcion Private Wealth focuses on wealth management for entrepreneurs, business owners, and their families from its Bellevue office, with messaging centered on liquidity events and first-generation wealth creation.

Key Insights:

• Total AUM rose 17 percent year over year, from $2.53 billion to $2.95 billion.
• HNW clients make up 96.8 percent of assets, or $2.86 billion, across 106 accounts.
• The firm serves 165 advisory clients through 14 reps and 28 employees out of a single branch.
• Fidelity/NFS custodies roughly $2.70 billion of firm assets.
• Parcion's client personas skew toward business owners and entrepreneurs, with a service mix that includes charitable giving and tax planning.

8. Aerie Advisory Group LLC | $2.52 billion AUM

Aerie Advisory Group is a young firm based in Gig Harbor, founded in late 2024 to serve families of significant, multigenerational wealth. Its rapid asset growth reflects a firm still in its launch phase rather than steady organic growth, so it is worth reading its early numbers in that light.

Key Insights:

• Total AUM grew from $742.4 million to $2.52 billion over the past year, reflecting the firm's continued build-out since its late-2024 launch rather than a typical year-over-year growth rate.
• HNW clients hold 78.4 percent of assets ($1.97 billion), with Charities adding 21.5 percent ($541.0 million).
• The firm serves 44 advisory clients through 5 reps and 16 employees out of a single branch.
• Charles Schwab custodies roughly $1.51 billion of firm assets.
• Aerie runs on Addepar and serves families and executives navigating multigenerational wealth planning.

9. Tschetter Group | $2.39 billion AUM

Tschetter Group is a Bellevue-based advisory practice serving individuals and families, with a particular focus on complex, concentrated wealth and clients early in their wealth-building years.

Key Insights:

• Total AUM grew 12 percent year over year, from $2.14 billion to $2.39 billion.
• HNW clients hold 72.7 percent of assets, or $1.74 billion, across 171 accounts.
• The firm serves 517 advisory clients through 15 reps and 24 employees out of a single branch.
• Charles Schwab custodies nearly all of the firm's assets, at roughly $2.38 billion.
• Tschetter runs on Orion and lists cryptocurrency and digital assets among its investment themes, alongside a core business-owner client base.

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10. Private Advisory | $2.14 billion AUM

Private Advisory Group serves individuals and families from its Redmond headquarters, with messaging built around personal retirement planning, college savings, and long-term financial goals.

Key Insights:

• Total AUM grew 27 percent year over year, from $1.32 billion to $2.14 billion.
• HNW clients hold 82.6 percent of assets ($1.77 billion), with Individuals adding 15.4 percent ($330.1 million).
• The firm serves 929 advisory clients through 18 reps and 31 employees across 4 branches.
• Charles Schwab custodies roughly $2.11 billion of firm assets.
• The firm runs on Orion and uses Calendly for client scheduling.

11. Auxano Advisors | $1.78 billion AUM

Auxano Advisors is a Bellevue-based firm built around high-impact individuals, including founders, executives, and legacy-focused families, with workplace retirement planning as a secondary offering.

Key Insights:

• Total AUM grew 22 percent year over year, from $1.45 billion to $1.78 billion.
• HNW clients hold 85.9 percent of assets, or $1.53 billion, across 268 accounts.
• The firm serves 724 advisory clients through 8 reps and 15 employees across 2 branches.
• Charles Schwab custodies the large majority of firm assets, at roughly $1.72 billion.
• Auxano's client personas center on business owners, with a service menu that includes legacy and estate planning.

12. Lighthouse Wealth Strategies, LLC | $844.4 million AUM

Lighthouse Wealth Strategies focuses on retirement income planning for individuals and families from its Gig Harbor office, with messaging built around the transition into and through retirement.

Key Insights:

• Total AUM grew 18 percent year over year, from $713.5 million to $844.4 million.
• HNW clients hold 52.1 percent of assets ($439.6 million), with Individuals close behind at 47.9 percent ($404.8 million).
• The firm serves 1,474 advisory clients through 13 reps and 13 employees across 3 branches.
• Charles Schwab custodies roughly $636.6 million of firm assets.
• Every one of the firm's reps carries the title of general partner and financial advisor, reflecting a flat, partner-led practice structure.

13. Financial Insights Wealth Management | $746.7 million AUM

Financial Insights Wealth Management has served Tacoma-area individuals, families, and small businesses since 1984, with a client base spanning young professionals to retirees.

Key Insights:

• Total AUM grew 13 percent year over year, from $662.7 million to $746.7 million.
• HNW clients hold 78.7 percent of assets ($587.3 million), with Individuals adding 20.9 percent ($156.2 million).
• The firm serves 774 advisory clients through 8 reps and 16 employees out of a single branch.
• Raymond James custodies roughly $719.4 million of firm assets.
• The firm's client personas center on business owners, and it has operated continuously for more than four decades.

14. The Retirement Solution LLC | $699.4 million AUM

The Retirement Solution is a Redmond-based practice built squarely around helping individuals and couples plan for and live through retirement, with messaging centered on personal milestones rather than institutional services.

Key Insights:

• Total AUM grew 22 percent year over year, from $573.3 million to $699.4 million.
• HNW clients hold 58.2 percent of assets ($407.2 million), with Individuals adding 41.8 percent ($292.2 million).
• The firm serves 932 advisory clients through 19 reps and 35 employees across 6 branches.
• Fidelity/NFS custodies roughly $558.2 million of firm assets.
• The firm runs on Orion and Wealth.com for its planning and estate workflows.

15. Madrona Financial & CPAs | $691.8 million AUM

Madrona Financial pairs financial planning with in-house CPA services for Everett-area clients, with a particular focus on pre-retirees and retirees weighing income and tax questions together.

Key Insights:

• Total AUM grew 37 percent year over year, from $505.7 million to $691.8 million.
• HNW clients hold 73.1 percent of assets ($505.8 million), with Individuals adding 24.5 percent ($169.7 million).
• The firm serves 769 advisory clients through 10 reps and 18 employees across 6 branches.
• Fidelity/NFS custodies roughly $667.9 million of firm assets.
• The firm uses Salesforce for CRM and lists retirees as a core client persona, reflecting its combined tax-and-planning model.

16. Sage Advisors, LLC | $575.1 million AUM

Sage Advisors serves individuals and families from Edmonds, with planning built around retirement, cash flow, and long-term care needs across a range of life stages.

Key Insights:

• Total AUM grew 19 percent year over year, from $482.4 million to $575.1 million.
• HNW clients hold 65.2 percent of assets ($374.8 million), with Individuals adding 24.9 percent ($143.3 million).
• The firm serves 690 advisory clients through 4 reps and 11 employees out of a single branch.
• Fidelity/NFS is the firm's primary custodian.
• Sage runs on eMoney and lists both business owners and retirees among its core client personas.

17. Chaney Capital Management Inc. | $455.5 million AUM

Chaney Capital Management has provided personalized wealth management from Lynnwood since 1996, with messaging that emphasizes the uniqueness of each client's financial situation.

Key Insights:

• Total AUM grew 17 percent year over year, from $390.0 million to $455.5 million.
• HNW clients hold 82.0 percent of assets ($373.4 million), with Individuals adding 18.0 percent ($82.2 million).
• The firm serves 388 advisory clients through 6 reps and 6 employees across 2 branches.
• Charles Schwab custodies the firm's full AUM.
• The firm has operated continuously for nearly 30 years under its founding leadership.

18. Lakeside Advisors Inc | $412.2 million AUM

Lakeside Advisors has counseled Seattle-area individuals on financial planning since 1984, describing its work as assisting people with every aspect of their financial lives.

Key Insights:

• Total AUM grew 7 percent year over year, from $385.3 million to $412.2 million.
• HNW clients hold 78.6 percent of assets ($324.2 million), with Individuals adding 17.4 percent ($71.9 million).
• The firm serves 213 advisory clients through 3 reps and 4 employees across 2 branches.
• Pershing custodies the firm's full discretionary AUM.
• Lakeside runs on Advyzon and is among the longest-tenured firms on this list, with more than four decades in operation.

19. Hidden Cove Wealth Management | $403.5 million AUM

Hidden Cove Wealth Management serves individuals, small businesses, and institutions from Bainbridge Island, with a collaborative planning approach that explicitly welcomes clients' own outside professionals into the process.

Key Insights:

• Total AUM grew 20 percent year over year, from $335.2 million to $403.5 million.
• HNW clients hold 65.3 percent of assets ($263.6 million), with Retirement Plans adding 18.9 percent ($76.2 million) and Individuals 15.8 percent ($63.7 million).
• The firm serves 322 advisory clients through 7 reps and 7 employees out of a single branch.
• Charles Schwab custodies roughly $324.7 million of firm assets.
• Hidden Cove runs on Black Diamond and lists business owners among its core client personas.

20. Wayfinding Financial, LLC | $353.5 million AUM

Wayfinding Financial serves individuals, families, and businesses from Lynnwood, with a practice built around personalized financial management rather than a one-size-fits-all model.

Key Insights:

• Total AUM grew 12 percent year over year, from $314.7 million to $353.5 million.
• HNW clients hold 76.6 percent of assets ($270.6 million), with Individuals adding 23.2 percent ($82.1 million).
• The firm serves 364 advisory clients through 2 reps and 5 employees out of a single branch.
• Charles Schwab is the firm's primary custodian.
• The firm's tech stack includes RightCapital, Pontera, and Black Diamond, supporting a modern, digitally enabled planning practice.

Closing Thoughts

Seattle's RIA landscape is really a Puget Sound story. The city itself is dominated by asset managers, quant shops, and venture funds that never show up in a ranking built for client-facing wealth managers, while the firms actually built for individuals and families cluster across Bellevue, Redmond, Gig Harbor, and the smaller communities ringing the Sound. Growth here has been strong across the board, with most firms on this list posting double-digit AUM gains over the past year, and a notable share of that growth tracing back to the region's concentration of equity-compensated tech and corporate executives working through liquidity events.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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