Wealth Management Firms (RIAs) in Seattle
118 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Brighton Jones is the largest: $18.9 billion through Brighton Jones LLC (filed ).
Freestone Capital Management follows with $14.5 billion. The 115 advisers counted report $145.8 billion together; the ten largest hold 65% of it, and half report less than $348 million.
Updated . Rechecked quarterly; next check . Figures read , as filed to .
- $10BN to $25BN41%4 firms
- $5BN to $10BN20%4 firms
- $1BN to $5BN18%15 firms
- $500MM to $1BN10%20 firms
- Under $500MM12%72 firms
Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.
- Wealth management firms listedList of October 2026; 118 are wealth managers
- 118
- Combined assets115 counted; as filed to Oct 2026
- $145.8BN
- Median firmHalf of the 115 report less
- $348MM
- Held by the ten largestOf the $145.8BN combined
- 65%
Brighton Jones, Freestone Capital Management and Coldstream Wealth Management lead the Seattle wealth management firms by assets
The twenty largest by regulatory assets on their latest Form ADV. Together they report $111.0BN, 76% of the $145.8BN the 115 counted report.
- 1
Brighton Jones
Wealth manager, Seattle, WA
$18.9BNRegulatory assets, Jul 2026
93% high net worth, 5% pension plans, 1% other individuals
- 2
Freestone Capital Management
Wealth manager, Seattle, WA
$14.5BNRegulatory assets, Jun 2026
58% high net worth, 20% other individuals, 18% private funds
- 3
Coldstream Wealth Management
Wealth manager, Bellevue, WA
$13.9BNRegulatory assets, Aug 2026
81% high net worth, 8% businesses, 6% other individuals
- 4
LNW
Wealth manager, Seattle, WA
$12.2BNRegulatory assets, Mar 2026
86% high net worth, 6% charities, 4% businesses
- 5
Empirical Wealth Management
Wealth manager, Seattle, WA
$8.4BNRegulatory assets, Jul 2026
95% high net worth, 3% other individuals, 2% businesses
- 6
Badgley Phelps Wealth Managers
Wealth manager, Seattle, WA
$7.3BNRegulatory assets, Mar 2026
94% high net worth, 3% businesses, 2% charities
- 7
Evergreen Capital Management
Wealth manager, Bellevue, WA
$7.2BNRegulatory assets, Mar 2026
87% high net worth, 5% businesses, 4% other individuals
- 8
Threadline Wealth
Wealth manager, Bellevue, WA
$5.8BNRegulatory assets, May 2026
89% high net worth, 9% businesses, 1% pension plans
- 9
Northwest Asset Management
Wealth manager, Mercer Island, WA
$4.1BNRegulatory assets, Mar 2026
76% high net worth, 22% other individuals, 1% businesses
- 10
Garde Capital
Wealth manager, Seattle, WA
$2.7BNRegulatory assets, Mar 2026
83% high net worth, 8% pension plans, 4% charities
- 11
Tschetter Group
Wealth manager, Bellevue, WA
$2.4BNRegulatory assets, Jul 2026
73% high net worth, 13% government, 7% other individuals
- 12
Private Advisory
Wealth manager, Redmond, WA
$2.1BNRegulatory assets, Aug 2026
83% high net worth, 15% other individuals, 2% businesses
- 13
SCS
Wealth manager, Bellevue, WA
$1.9BNRegulatory assets, Jun 2026
72% high net worth, 16% other individuals, 9% pension plans
- 14
Auxano Advisors
Wealth manager, Bellevue, WA
$1.8BNRegulatory assets, Sep 2026
86% high net worth, 10% other individuals, 2% pension plans
- 15
Greene Wealth Management
Wealth manager, Seattle, WA
$1.4BNRegulatory assets, Apr 2026
80% high net worth, 8% other individuals, 7% businesses
- 16
McIlrath & Eck
Wealth manager, Arlington, WA
$1.4BNRegulatory assets, Mar 2026
72% high net worth, 28% other individuals
- 17
180 Wealth Advisors
Wealth manager, Federal Way, WA
$1.4BNRegulatory assets, Feb 2026
59% high net worth, 36% other individuals, 6% pension plans
- 18
Hohimer Wealth Management
Wealth manager, Seattle, WA
$1.3BNRegulatory assets, Jul 2026
74% high net worth, 15% other individuals, 7% businesses
- 19
Aspire Capital Advisors
Wealth manager, Seattle, WA
$1.2BNRegulatory assets, Apr 2026
49% high net worth, 33% other individuals, 18% pension plans
- 20
Avier Wealth Advisors
Wealth manager, Bellevue, WA
$1.2BNRegulatory assets, Mar 2026
83% high net worth, 17% other individuals
Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .
The ten largest hold 65% of the assets
How the 115 firms counted spread by size: most are small, the dollars sit at the top.
One dot per firm counted; 3 firms with a main office outside Seattle, a second row for the same adviser or only fund assets left out. Read .
Assets each reported in its latest filing; shares are of the $145.8BN combined, one row per firm. Read .
13%
of the assets reported sits with one firm, Brighton Jones. The five largest hold 47%; 92 of 115 report under $1 billion.
- Wealth managers118
Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.
- High net worth81%
- Other individuals10%
- Businesses3%
- Private funds2%
- Pension plans2%
- Charities2%
Client types each adviser reports with its assets, latest filing; sums of filed figures.
Leaders beyond the ranking
Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.
| Rank | Name | Figure |
|---|---|---|
| 1 | Coldstream Wealth Management | 4,199Aug 2026 |
| 2 | Brighton Jones | 3,585Jul 2026 |
| 3 | Freestone Capital Management | 2,906Jun 2026 |
| 4 | Northwest Asset Management | 2,758Mar 2026 |
| 5 | SCS | 2,425Jun 2026 |
| 6 | Empirical Wealth Management | 2,394Jul 2026 |
| 7 | Aspire Capital Advisors | 1,956Apr 2026 |
| 8 | 180 Wealth Advisors | 1,320Feb 2026 |
Counts of clients as filed; a client is an account holder the adviser counts, not a household.
| Rank | Name | Figure |
|---|---|---|
| 1 | Brighton Jones | 3,024Jul 2026 |
| 2 | Coldstream Wealth Management | 2,393Aug 2026 |
| 3 | Empirical Wealth Management | 1,839Jul 2026 |
| 4 | Freestone Capital Management | 1,337Jun 2026 |
| 5 | SCS | 1,110Jun 2026 |
| 6 | Badgley Phelps Wealth Managers | 1,023Mar 2026 |
| 7 | Threadline Wealth | 1,002May 2026 |
| 8 | LNW | 850Mar 2026 |
Counts of clients as filed; a client is an account holder the adviser counts, not a household.
| Rank | Name | Figure |
|---|---|---|
| 1 | Freestone Capital Management | 14Jun 2026 |
| 2 | Evergreen Capital Management | 8Mar 2026 |
| 3 | Brighton Jones | 5Jul 2026 |
| 4 | LNW | 3Mar 2026 |
| 5 | Alethea Capital Management | 2Mar 2026 |
| 6 | Fortis Capital Management | 2Apr 2026 |
| 7 | Hohimer Wealth Management | 2Jul 2026 |
| 8 | Bear Mountain Capital | 1Mar 2026 |
The list is public. The warm path is not. Schedule a conversation
All 118 wealth management firms
A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.
Showing all 118 firms
The first 30 are shown here; find, a kind or a size shows every match.
No row matches. Clear the find field or choose All.
Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.
A few large advisers hold most of the money
Five findings from the filings of the 115 firms counted.
- 13%
of the $145.8 billion the 115 firms counted report is one firm's: Brighton Jones. Without it, the other 114 report $126.9 billion.
Assets, latest Form ADV of each; sums of filed figures
- $348MM
is the median: half of the 115 report less, and 92 report under $1 billion.
Assets, latest Form ADV of each
- 43
private funds are advised by the firms counted; Freestone Capital Management advises the most, 14.
Private funds on each Form ADV (Schedule D); sums of filed figures
- 81%
of their assets is high net worth money; the next largest client type is other individuals, at 10%.
Client types each adviser reports with its assets; sums of filed figures
- 93
of the 115 have their main office in King County, WA; the next place is Snohomish County, WA, with 11.
Main office on each Form ADV
Questions
How many wealth management firms are there in Seattle?
This list holds 118 wealth management firms in the Seattle metro; 115 of them report regulatory assets on Form ADV, $145.8 billion together.
What are the largest wealth management firms in Seattle?
By the regulatory assets they report: Brighton Jones $18.9 billion, Freestone Capital Management $14.5 billion, Coldstream Wealth Management $13.9 billion, LNW $12.2 billion, Empirical Wealth Management $8.4 billion.
How much do wealth management firms in Seattle typically manage?
Of the 115 that report, the median reports $348 million in regulatory assets; 92 report under $1 billion.
How do you start a relationship with wealth management firms in Seattle?
Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.
Sources and method
- Who is listed
- 118 wealth management firms, 118 are wealth managers. Every SEC registered adviser with a main office in Seattle-Tacoma-Bellevue, WA MSA (Census CBSA 42660) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
- Ranking rule
- The top 20, every total, share and median, the charts and the answers to the questions use one set: the 115 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Seattle metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
- Our arithmetic
- The $145.8BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 3 firms with a figure outside it stay listed with the figure and the reason.
- Pins
- Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
- What we searched
- On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 118, 118 report on a current Form ADV and 23 file 13F reports.
- Words
- Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
| Figure | Source | Period, read |
|---|---|---|
| Assets, private funds, client types, main office, employees | SEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 118 advisers | Filings to 2026-10-01; read 2026-10-31 |
| Reports of listed stocks (13F filer) | SEC EDGAR Form 13F, 23 filers, by the CIK on each Form ADV | Latest filing; read 2026-10-31 |
| Main office to metro | HUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023 | Read 2026-10-31 |
| Logos | None shown: each firm has a monogram | Read 2026-10-31 |
Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Seattle," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-seattle