# Financial advisors in Washington

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wa/page/14

## At a glance

- Investment advisory firms: 779
- Registration: SEC-registered investment adviser: 294, State-registered investment adviser: 377, Exempt reporting adviser: 108
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 332 (49%); Percentage of assets 590 (88%); Hourly charges 341 (51%); Subscription fees (newsletter or periodical) 2 (0%); Fixed fees 309 (46%); Commissions 11 (2%); Performance-based fees 101 (15%); Other 62 (9%); No compensation arrangements reported 108
- Regulatory assets under management (Item 5.F): Under $25 million 183 (23%); $25 million to $100 million 127 (16%); $100 million to $500 million 184 (24%); $500 million to $1 billion 34 (4%); $1 billion to $5 billion 45 (6%); Over $5 billion 21 (3%); Not reported 185 (24%)
- Years registered: Under 5 years 291 (37%); 5 to 9 years 201 (26%); 10 to 19 years 174 (22%); 20 years or more 109 (14%); Not reported 4 (1%)

## Firms (page 14 of 16, 651 to 700 of 779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Stolz & Associates, PS](https://advisorcensus.com/firm/stolz-and-associates-ps-tacoma-wa-117216) ([md](https://advisorcensus.com/firm/stolz-and-associates-ps-tacoma-wa-117216.md)) | 117216 | Tacoma, WA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Strait & Sound](https://advisorcensus.com/firm/strait-and-sound-seattle-wa-309306) ([md](https://advisorcensus.com/firm/strait-and-sound-seattle-wa-309306.md)) | 309306 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Strategic Asset Alliance](https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763) ([md](https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763.md)) | 148763 | Bellevue, WA | SEC-registered investment adviser | Not reported | 17 | Fixed fee |
| [Strategic Asset Management](https://advisorcensus.com/firm/strategic-asset-management-federal-way-wa-117549) ([md](https://advisorcensus.com/firm/strategic-asset-management-federal-way-wa-117549.md)) | 117549 | Federal Way, WA | State-registered investment adviser | Under $25 million | 31 | % of assets |
| [Strategic Income Management, LLC](https://advisorcensus.com/firm/strategic-income-management-llc-seattle-wa-151956) ([md](https://advisorcensus.com/firm/strategic-income-management-llc-seattle-wa-151956.md)) | 151956 | Seattle, WA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [Strategic Retirement Partners, LLC](https://advisorcensus.com/firm/strategic-retirement-partners-llc-seattle-wa-297011) ([md](https://advisorcensus.com/firm/strategic-retirement-partners-llc-seattle-wa-297011.md)) | 297011 | Seattle, WA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Streamline Advisory](https://advisorcensus.com/firm/streamline-advisory-bellingham-wa-335789) ([md](https://advisorcensus.com/firm/streamline-advisory-bellingham-wa-335789.md)) | 335789 | Bellingham, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Stride Exchange Inc](https://advisorcensus.com/firm/stride-exchange-inc-spokane-wa-335268) ([md](https://advisorcensus.com/firm/stride-exchange-inc-spokane-wa-335268.md)) | 335268 | Spokane, WA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Strong Retirement Solutions](https://advisorcensus.com/firm/strong-retirement-solutions-silverdale-wa-335968) ([md](https://advisorcensus.com/firm/strong-retirement-solutions-silverdale-wa-335968.md)) | 335968 | Silverdale, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Strong Tower Financial Group](https://advisorcensus.com/firm/strong-tower-financial-group-343008) ([md](https://advisorcensus.com/firm/strong-tower-financial-group-343008.md)) | 343008 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Summit Family Office Services, LLC](https://advisorcensus.com/firm/summit-family-office-services-llc-171313) ([md](https://advisorcensus.com/firm/summit-family-office-services-llc-171313.md)) | 171313 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sunrise Capital Management LLC](https://advisorcensus.com/firm/sunrise-capital-management-llc-235789) ([md](https://advisorcensus.com/firm/sunrise-capital-management-llc-235789.md)) | 235789 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Sunrise Financial Services LLC](https://advisorcensus.com/firm/sunrise-financial-services-llc-burien-wa-325955) ([md](https://advisorcensus.com/firm/sunrise-financial-services-llc-burien-wa-325955.md)) | 325955 | Burien, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Sunrise Planning & Advisory LLC](https://advisorcensus.com/firm/sunrise-planning-and-advisory-llc-redmond-wa-305095) ([md](https://advisorcensus.com/firm/sunrise-planning-and-advisory-llc-redmond-wa-305095.md)) | 305095 | Redmond, WA | State-registered investment adviser | Not reported | 6 | Other |
| [Surience Private Wealth LLC](https://advisorcensus.com/firm/surience-private-wealth-llc-yakima-wa-313055) ([md](https://advisorcensus.com/firm/surience-private-wealth-llc-yakima-wa-313055.md)) | 313055 | Yakima, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Sustain Financial Inc.](https://advisorcensus.com/firm/sustain-financial-inc-lacey-wa-289303) ([md](https://advisorcensus.com/firm/sustain-financial-inc-lacey-wa-289303.md)) | 289303 | Lacey, WA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Symplectic Capital LLC](https://advisorcensus.com/firm/symplectic-capital-llc-camas-wa-283186) ([md](https://advisorcensus.com/firm/symplectic-capital-llc-camas-wa-283186.md)) | 283186 | Camas, WA | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Synergos Advisory](https://advisorcensus.com/firm/synergos-advisory-seattle-wa-304021) ([md](https://advisorcensus.com/firm/synergos-advisory-seattle-wa-304021.md)) | 304021 | Seattle, WA | State-registered investment adviser | Under $25 million | 7 | Hourly, Fixed fee |
| [Synergy Asset Management, LLC](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201) ([md](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201.md)) | 117201 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Performance fee |
| [Tacoma Investment Group](https://advisorcensus.com/firm/tacoma-investment-group-tacoma-wa-116741) ([md](https://advisorcensus.com/firm/tacoma-investment-group-tacoma-wa-116741.md)) | 116741 | Tacoma, WA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets |
| [Taiyo Pacific Partners L.P.](https://advisorcensus.com/firm/taiyo-pacific-partners-l-p-kirkland-wa-160930) ([md](https://advisorcensus.com/firm/taiyo-pacific-partners-l-p-kirkland-wa-160930.md)) | 160930 | Kirkland, WA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Talbot Financial, LLC](https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162) ([md](https://advisorcensus.com/firm/talbot-financial-llc-bellevue-wa-155162.md)) | 155162 | Bellevue, WA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Talley Financial](https://advisorcensus.com/firm/talley-financial-117053) ([md](https://advisorcensus.com/firm/talley-financial-117053.md)) | 117053 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 29 | % of assets, Hourly |
| [Tapas Capital, LLC](https://advisorcensus.com/firm/tapas-capital-llc-bellevue-wa-296781) ([md](https://advisorcensus.com/firm/tapas-capital-llc-bellevue-wa-296781.md)) | 296781 | Bellevue, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Telos Wealth](https://advisorcensus.com/firm/telos-wealth-wenatchee-wa-327439) ([md](https://advisorcensus.com/firm/telos-wealth-wenatchee-wa-327439.md)) | 327439 | Wenatchee, WA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Tenere Financial](https://advisorcensus.com/firm/tenere-financial-171808) ([md](https://advisorcensus.com/firm/tenere-financial-171808.md)) | 171808 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [TFS Advisors, LLC](https://advisorcensus.com/firm/tfs-advisors-llc-edmonds-wa-167653) ([md](https://advisorcensus.com/firm/tfs-advisors-llc-edmonds-wa-167653.md)) | 167653 | Edmonds, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [The Dayton Company Inc](https://advisorcensus.com/firm/the-dayton-company-inc-gig-harbor-wa-297471) ([md](https://advisorcensus.com/firm/the-dayton-company-inc-gig-harbor-wa-297471.md)) | 297471 | Gig Harbor, WA | State-registered investment adviser | Not reported | 8 | % of assets |
| [The Ensemble Team](https://advisorcensus.com/firm/the-ensemble-team-seattle-wa-331144) ([md](https://advisorcensus.com/firm/the-ensemble-team-seattle-wa-331144.md)) | 331144 | Seattle, WA | State-registered investment adviser | Not reported | 0 | Other |
| [The Fauser Group, LLC](https://advisorcensus.com/firm/the-fauser-group-llc-mercer-island-wa-282351) ([md](https://advisorcensus.com/firm/the-fauser-group-llc-mercer-island-wa-282351.md)) | 282351 | Mercer Island, WA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [The Planner's Edge LLC](https://advisorcensus.com/firm/the-planner-s-edge-llc-mercer-island-wa-114616) ([md](https://advisorcensus.com/firm/the-planner-s-edge-llc-mercer-island-wa-114616.md)) | 114616 | Mercer Island, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [The Retirement Solution LLC](https://advisorcensus.com/firm/the-retirement-solution-llc-redmond-wa-148106) ([md](https://advisorcensus.com/firm/the-retirement-solution-llc-redmond-wa-148106.md)) | 148106 | Redmond, WA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [The Road Ahead Wealth Management LLC](https://advisorcensus.com/firm/the-road-ahead-wealth-management-llc-327403) ([md](https://advisorcensus.com/firm/the-road-ahead-wealth-management-llc-327403.md)) | 327403 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [The Stalder Group](https://advisorcensus.com/firm/the-stalder-group-ellensburg-wa-293297) ([md](https://advisorcensus.com/firm/the-stalder-group-ellensburg-wa-293297.md)) | 293297 | Ellensburg, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Third Stage Investment Group, LLC](https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951) ([md](https://advisorcensus.com/firm/third-stage-investment-group-llc-bellevue-wa-141951.md)) | 141951 | Bellevue, WA | SEC-registered investment adviser | Under $25 million | 19 | % of assets |
| [Thome Financial](https://advisorcensus.com/firm/thome-financial-bellevue-wa-129190) ([md](https://advisorcensus.com/firm/thome-financial-bellevue-wa-129190.md)) | 129190 | Bellevue, WA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Thompson Financial LLC](https://advisorcensus.com/firm/thompson-financial-llc-282915) ([md](https://advisorcensus.com/firm/thompson-financial-llc-282915.md)) | 282915 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Threadline Wealth](https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917) ([md](https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917.md)) | 108917 | Bellevue, WA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Tieton Capital Management](https://advisorcensus.com/firm/tieton-capital-management-yakima-wa-135769) ([md](https://advisorcensus.com/firm/tieton-capital-management-yakima-wa-135769.md)) | 135769 | Yakima, WA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Timberlane Real Asset Management, LLC](https://advisorcensus.com/firm/timberlane-real-asset-management-llc-seattle-wa-338133) ([md](https://advisorcensus.com/firm/timberlane-real-asset-management-llc-seattle-wa-338133.md)) | 338133 | Seattle, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Timepiece Financial Planning, Inc.](https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475) ([md](https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475.md)) | 158475 | Battle Ground, WA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Timothy Chen Advisors, LLC](https://advisorcensus.com/firm/timothy-chen-advisors-llc-bothell-wa-305778) ([md](https://advisorcensus.com/firm/timothy-chen-advisors-llc-bothell-wa-305778.md)) | 305778 | Bothell, WA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Toepel Investment Counsel, Inc.](https://advisorcensus.com/firm/toepel-investment-counsel-inc-port-hadlock-wa-117174) ([md](https://advisorcensus.com/firm/toepel-investment-counsel-inc-port-hadlock-wa-117174.md)) | 117174 | Port Hadlock, WA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets |
| [Tola Capital Management, LLC](https://advisorcensus.com/firm/tola-capital-management-llc-seattle-wa-173304) ([md](https://advisorcensus.com/firm/tola-capital-management-llc-seattle-wa-173304.md)) | 173304 | Seattle, WA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Toyer Investment Advisors LLC](https://advisorcensus.com/firm/toyer-investment-advisors-llc-308378) ([md](https://advisorcensus.com/firm/toyer-investment-advisors-llc-308378.md)) | 308378 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Tracker Research LLC](https://advisorcensus.com/firm/tracker-research-llc-seattle-wa-166767) ([md](https://advisorcensus.com/firm/tracker-research-llc-seattle-wa-166767.md)) | 166767 | Seattle, WA | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [Tradewinds Capital Management, LLC](https://advisorcensus.com/firm/tradewinds-capital-management-llc-bellingham-wa-145934) ([md](https://advisorcensus.com/firm/tradewinds-capital-management-llc-bellingham-wa-145934.md)) | 145934 | Bellingham, WA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [Trail Financial Planning LLC](https://advisorcensus.com/firm/trail-financial-planning-llc-bellingham-wa-165063) ([md](https://advisorcensus.com/firm/trail-financial-planning-llc-bellingham-wa-165063.md)) | 165063 | Bellingham, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Traner Smith Wealth Management, Inc.](https://advisorcensus.com/firm/traner-smith-wealth-management-inc-edmonds-wa-153166) ([md](https://advisorcensus.com/firm/traner-smith-wealth-management-inc-edmonds-wa-153166.md)) | 153166 | Edmonds, WA | State-registered investment adviser | Not reported | 16 | Other |
| [Triangulum Wealth Management](https://advisorcensus.com/firm/triangulum-wealth-management-306929) ([md](https://advisorcensus.com/firm/triangulum-wealth-management-306929.md)) | 306929 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Washington?**
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.

**How many fee-only financial advisors are in Washington?**
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.

**How many financial advisors in Washington offer financial planning?**
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.

**Are the financial advisors in Washington fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Washington](https://advisorcensus.com/advisors/wa) (https://advisorcensus.com/advisors/wa.md)
- [Fee-only financial advisors in Washington](https://advisorcensus.com/advisors/wa/fee-only) (https://advisorcensus.com/advisors/wa/fee-only.md)
- [Flat-fee financial advisors in Washington](https://advisorcensus.com/advisors/wa/flat-fee) (https://advisorcensus.com/advisors/wa/flat-fee.md)
- [Hourly financial advisors in Washington](https://advisorcensus.com/advisors/wa/hourly) (https://advisorcensus.com/advisors/wa/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/wa.csv

Cite as: AdvisorCensus. Financial advisors in Washington: 779 firms from Form ADV filings as of October 2026.