{
  "path": "/advisors/wa",
  "url": "https://advisorcensus.com/advisors/wa/page/11",
  "page_type": "state",
  "title": "Financial advisors in Washington",
  "filters": {},
  "scope_total": 779,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Washington?",
      "a": "AdvisorCensus lists 779 investment advisory firms with a principal office in Washington, from Form ADV filings as of October 2026: 294 SEC-registered, 377 state-registered, and 108 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Washington?",
      "a": "332 of the 779 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Washington offer financial planning?",
      "a": "438 of the 671 firms in Washington that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Washington fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 779 investment advisory firms with a principal office in Washington, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Washington: 779 firms from Form ADV filings as of October 2026.",
  "total_firms": 779,
  "page": 11,
  "total_pages": 16,
  "sort": "name",
  "registration_types": {
    "sec": 294,
    "state": 377,
    "exempt": 108
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 332
    },
    {
      "code": "percentage_of_aum",
      "count": 590
    },
    {
      "code": "hourly",
      "count": 341
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 309
    },
    {
      "code": "commissions",
      "count": 11
    },
    {
      "code": "performance_based",
      "count": 101
    },
    {
      "code": "other",
      "count": 62
    },
    {
      "code": "not_reported",
      "count": 108
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 291
    },
    {
      "code": "5_to_9",
      "count": 201
    },
    {
      "code": "10_to_19",
      "count": 174
    },
    {
      "code": "20_plus",
      "count": 109
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 183
    },
    {
      "code": "25m_100m",
      "count": 127
    },
    {
      "code": "100m_500m",
      "count": 184
    },
    {
      "code": "500m_1b",
      "count": 34
    },
    {
      "code": "1b_5b",
      "count": 45
    },
    {
      "code": "over_5b",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 185
    }
  ],
  "firms": [
    {
      "crd_number": 322683,
      "name": "Para Wealth Advisors, Inc.",
      "name_as_filed": "PARA WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/para-wealth-advisors-inc-camas-wa-322683",
      "city": "Camas",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114310,
      "name": "Parametric Portfolio Associates",
      "name_as_filed": "PARAMETRIC PORTFOLIO ASSOCIATES",
      "url": "https://advisorcensus.com/firm/parametric-portfolio-associates-seattle-wa-114310",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305115,
      "name": "Parcion Private Wealth LLC",
      "name_as_filed": "PARCION PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/parcion-private-wealth-llc-bellevue-wa-305115",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151633,
      "name": "Park Wealth Management",
      "name_as_filed": "PARK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/park-wealth-management-federal-way-wa-151633",
      "city": "Federal Way",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144293,
      "name": "Parker Financial LLC",
      "name_as_filed": "PARKER FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/parker-financial-llc-silverdale-wa-144293",
      "city": "Silverdale",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339242,
      "name": "Parkside Family Office LLC",
      "name_as_filed": "PARKSIDE FAMILY OFFICE LLC",
      "url": "https://advisorcensus.com/firm/parkside-family-office-llc-339242",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299217,
      "name": "Pathmont Investment Management",
      "name_as_filed": "PATHMONT INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pathmont-investment-management-seattle-wa-299217",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297284,
      "name": "Paul R. Ried Financial Group, LLC",
      "name_as_filed": "PAUL R. RIED FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/paul-r-ried-financial-group-llc-bellevue-wa-297284",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116752,
      "name": "Paysse Jennison Financial Advisors, Paysse Jennison",
      "name_as_filed": "PAYSSE JENNISON FINANCIAL ADVISORS,  PAYSSE JENNISON",
      "url": "https://advisorcensus.com/firm/paysse-jennison-financial-advisors-paysse-jennison-116752",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114079,
      "name": "Pegasus Investment Management LLC",
      "name_as_filed": "PEGASUS INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pegasus-investment-management-llc-114079",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330085,
      "name": "Pendlebury Hall Advisors, LLC",
      "name_as_filed": "PENDLEBURY HALL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pendlebury-hall-advisors-llc-330085",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106319,
      "name": "Pengra Capital Management Inc",
      "name_as_filed": "PENGRA CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/pengra-capital-management-inc-106319",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137046,
      "name": "Penn Cove Financial, LLC",
      "name_as_filed": "PENN COVE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/penn-cove-financial-llc-137046",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318918,
      "name": "Penny Lane Wealth Management, LLC",
      "name_as_filed": "PENNY LANE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/penny-lane-wealth-management-llc-tacoma-wa-318918",
      "city": "Tacoma",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160134,
      "name": "Percension Wealth Advisors, LLC",
      "name_as_filed": "PERCENSION WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/percension-wealth-advisors-llc-redmond-wa-160134",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116575,
      "name": "Performance Tracking Inc.",
      "name_as_filed": "PERFORMANCE TRACKING INC.",
      "url": "https://advisorcensus.com/firm/performance-tracking-inc-116575",
      "city": null,
      "state": null,
      "years_registered": 34,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172652,
      "name": "Permian Capital I, LLC",
      "name_as_filed": "PERMIAN CAPITAL I, LLC",
      "url": "https://advisorcensus.com/firm/permian-capital-i-llc-seattle-wa-172652",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 105555,
      "name": "Perpetuity",
      "name_as_filed": "PERPETUITY",
      "url": "https://advisorcensus.com/firm/perpetuity-bellingham-wa-105555",
      "city": "Bellingham",
      "state": "WA",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110952,
      "name": "Petersen Hastings Wealth Advisors, Inc.",
      "name_as_filed": "PETERSEN HASTINGS WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/petersen-hastings-wealth-advisors-inc-kennewick-wa-110952",
      "city": "Kennewick",
      "state": "WA",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136480,
      "name": "Petrie Capital Management LLC.",
      "name_as_filed": "PETRIE CAPITAL MANAGEMENT LLC.",
      "url": "https://advisorcensus.com/firm/petrie-capital-management-llc-seattle-wa-136480",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288809,
      "name": "Physician Advising LLC",
      "name_as_filed": "PHYSICIAN ADVISING LLC",
      "url": "https://advisorcensus.com/firm/physician-advising-llc-newport-wa-288809",
      "city": "Newport",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153310,
      "name": "PI Square Capital, LLC",
      "name_as_filed": "PI SQUARE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/pi-square-capital-llc-153310",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323074,
      "name": "Pier 70",
      "name_as_filed": "PIER 70",
      "url": "https://advisorcensus.com/firm/pier-70-seattle-wa-323074",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 300264,
      "name": "Pike Street Capital",
      "name_as_filed": "PIKE STREET CAPITAL",
      "url": "https://advisorcensus.com/firm/pike-street-capital-seattle-wa-300264",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324639,
      "name": "Pinnacle Partner Management LLC",
      "name_as_filed": "PINNACLE PARTNER MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pinnacle-partner-management-llc-seattle-wa-324639",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143609,
      "name": "Pioneer Square Advisors, LLC",
      "name_as_filed": "PIONEER SQUARE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pioneer-square-advisors-llc-gig-harbor-wa-143609",
      "city": "Gig Harbor",
      "state": "WA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292854,
      "name": "Pioneer Square Investment Advisor, LLC",
      "name_as_filed": "PIONEER SQUARE INVESTMENT ADVISOR, LLC",
      "url": "https://advisorcensus.com/firm/pioneer-square-investment-advisor-llc-seattle-wa-292854",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304425,
      "name": "Pithia Inc.",
      "name_as_filed": "PITHIA INC.",
      "url": "https://advisorcensus.com/firm/pithia-inc-seattle-wa-304425",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304426,
      "name": "Pithia Two LLC",
      "name_as_filed": "PITHIA TWO LLC",
      "url": "https://advisorcensus.com/firm/pithia-two-llc-seattle-wa-304426",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 293533,
      "name": "Planit Financial LLC",
      "name_as_filed": "PLANIT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/planit-financial-llc-293533",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172429,
      "name": "PNW Asset Management",
      "name_as_filed": "PNW ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pnw-asset-management-seattle-wa-172429",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114586,
      "name": "Polaris Asset Management LLC",
      "name_as_filed": "POLARIS ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/polaris-asset-management-llc-seattle-wa-114586",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104685,
      "name": "Portfolio Strategies Inc",
      "name_as_filed": "PORTFOLIO STRATEGIES INC",
      "url": "https://advisorcensus.com/firm/portfolio-strategies-inc-tacoma-wa-104685",
      "city": "Tacoma",
      "state": "WA",
      "years_registered": 43,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286565,
      "name": "Prentice Financial Planning, LLC",
      "name_as_filed": "PRENTICE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/prentice-financial-planning-llc-olympia-wa-286565",
      "city": "Olympia",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164532,
      "name": "Prevail Wealth Management",
      "name_as_filed": "PREVAIL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prevail-wealth-management-kirkland-wa-164532",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168530,
      "name": "Prism Financial Planning, LLC",
      "name_as_filed": "PRISM FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/prism-financial-planning-llc-168530",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170043,
      "name": "Private Advisory",
      "name_as_filed": "PRIVATE ADVISORY",
      "url": "https://advisorcensus.com/firm/private-advisory-redmond-wa-170043",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108815,
      "name": "Private Asset Management Inc",
      "name_as_filed": "PRIVATE ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/private-asset-management-inc-kirkland-wa-108815",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 30,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167564,
      "name": "Private Wealth Management Solutions, LLC",
      "name_as_filed": "PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/private-wealth-management-solutions-llc-bellevue-wa-167564",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306891,
      "name": "Promenade Wealth",
      "name_as_filed": "PROMENADE WEALTH",
      "url": "https://advisorcensus.com/firm/promenade-wealth-306891",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289966,
      "name": "Prospero Wealth, LLC",
      "name_as_filed": "PROSPERO WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/prospero-wealth-llc-seattle-wa-289966",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290723,
      "name": "Provident Living Advisors LLC",
      "name_as_filed": "PROVIDENT LIVING ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/provident-living-advisors-llc-silverdale-wa-290723",
      "city": "Silverdale",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140582,
      "name": "Puget Sound Capital Services LLC",
      "name_as_filed": "PUGET SOUND CAPITAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/puget-sound-capital-services-llc-140582",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111765,
      "name": "Pugh Capital Management, Inc.",
      "name_as_filed": "PUGH CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/pugh-capital-management-inc-seattle-wa-111765",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 35,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112299,
      "name": "PWR Financial Services",
      "name_as_filed": "PWR FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/pwr-financial-services-federal-way-wa-112299",
      "city": "Federal Way",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329324,
      "name": "Quantca Financial",
      "name_as_filed": "QUANTCA FINANCIAL",
      "url": "https://advisorcensus.com/firm/quantca-financial-edmonds-wa-329324",
      "city": "Edmonds",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115877,
      "name": "Quantum Financial Planning Services, Inc.",
      "name_as_filed": "QUANTUM FINANCIAL PLANNING SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/quantum-financial-planning-services-inc-spokane-wa-115877",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118309,
      "name": "Quantum Solutions, Inc.",
      "name_as_filed": "QUANTUM SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/quantum-solutions-inc-lacey-wa-118309",
      "city": "Lacey",
      "state": "WA",
      "years_registered": 31,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118776,
      "name": "R & R Retirement Services, Inc",
      "name_as_filed": "R & R RETIREMENT SERVICES, INC",
      "url": "https://advisorcensus.com/firm/r-and-r-retirement-services-inc-seattle-wa-118776",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328633,
      "name": "Rain DOG Financial",
      "name_as_filed": "RAIN DOG FINANCIAL",
      "url": "https://advisorcensus.com/firm/rain-dog-financial-bellevue-wa-328633",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/wa/seattle",
      "name": "Seattle",
      "msa_name": "Seattle-Tacoma-Bellevue, WA",
      "state_code": "WA",
      "firm_count": 449
    },
    {
      "path": "/advisors/wa/spokane",
      "name": "Spokane",
      "msa_name": "Spokane-Spokane Valley, WA",
      "state_code": "WA",
      "firm_count": 48
    },
    {
      "path": "/advisors/wa/bremerton",
      "name": "Bremerton",
      "msa_name": "Bremerton-Silverdale-Port Orchard, WA",
      "state_code": "WA",
      "firm_count": 18
    },
    {
      "path": "/advisors/wa/bellingham",
      "name": "Bellingham",
      "msa_name": "Bellingham, WA",
      "state_code": "WA",
      "firm_count": 17
    },
    {
      "path": "/advisors/wa/olympia",
      "name": "Olympia",
      "msa_name": "Olympia-Lacey-Tumwater, WA",
      "state_code": "WA",
      "firm_count": 13
    },
    {
      "path": "/advisors/wa/wenatchee",
      "name": "Wenatchee",
      "msa_name": "Wenatchee-East Wenatchee, WA",
      "state_code": "WA",
      "firm_count": 8
    },
    {
      "path": "/advisors/wa/kennewick",
      "name": "Kennewick",
      "msa_name": "Kennewick-Richland, WA",
      "state_code": "WA",
      "firm_count": 7
    },
    {
      "path": "/advisors/wa/yakima",
      "name": "Yakima",
      "msa_name": "Yakima, WA",
      "state_code": "WA",
      "firm_count": 7
    },
    {
      "path": "/advisors/wa/longview",
      "name": "Longview",
      "msa_name": "Longview-Kelso, WA",
      "state_code": "WA",
      "firm_count": 3
    },
    {
      "path": "/advisors/wa/walla-walla",
      "name": "Walla Walla",
      "msa_name": "Walla Walla, WA",
      "state_code": "WA",
      "firm_count": 3
    },
    {
      "path": "/advisors/wa/mount-vernon",
      "name": "Mount Vernon",
      "msa_name": "Mount Vernon-Anacortes, WA",
      "state_code": "WA",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/wa",
      "label": "Financial advisors in Washington"
    },
    "fee_pages": [
      {
        "path": "/advisors/wa/fee-only",
        "label": "Fee-only financial advisors in Washington",
        "firm_count": 332
      },
      {
        "path": "/advisors/wa/flat-fee",
        "label": "Flat-fee financial advisors in Washington",
        "firm_count": 309
      },
      {
        "path": "/advisors/wa/hourly",
        "label": "Hourly financial advisors in Washington",
        "firm_count": 341
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/wa.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
