{
  "path": "/advisors/wa",
  "url": "https://advisorcensus.com/advisors/wa/page/15",
  "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": 15,
  "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": 341443,
      "name": "Trilogy Investment Advisors",
      "name_as_filed": "TRILOGY INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/trilogy-investment-advisors-bellevue-wa-341443",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 118273,
      "name": "Truenorth Wealth Advisors",
      "name_as_filed": "TRUENORTH WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/truenorth-wealth-advisors-seattle-wa-118273",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316079,
      "name": "Truewealth Financial Partners",
      "name_as_filed": "TRUEWEALTH FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329785,
      "name": "Truvista Advisors LLC",
      "name_as_filed": "TRUVISTA ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/truvista-advisors-llc-redmond-wa-329785",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301548,
      "name": "Tschetter Group",
      "name_as_filed": "TSCHETTER GROUP",
      "url": "https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281758,
      "name": "TSP Advisors, LLC",
      "name_as_filed": "TSP ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tsp-advisors-llc-mercer-island-wa-281758",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117465,
      "name": "Turloff Financial Consulting Inc.",
      "name_as_filed": "TURLOFF FINANCIAL CONSULTING INC.",
      "url": "https://advisorcensus.com/firm/turloff-financial-consulting-inc-poulsbo-wa-117465",
      "city": "Poulsbo",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128086,
      "name": "Twenty Twenty Investment Advisors, LLC",
      "name_as_filed": "TWENTY TWENTY INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/twenty-twenty-investment-advisors-llc-spokane-wa-128086",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157396,
      "name": "Twight Financial Education, LLC",
      "name_as_filed": "TWIGHT FINANCIAL EDUCATION, LLC",
      "url": "https://advisorcensus.com/firm/twight-financial-education-llc-157396",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310260,
      "name": "Twin Harbors Wealth Management LLC",
      "name_as_filed": "TWIN HARBORS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/twin-harbors-wealth-management-llc-aberdeen-wa-310260",
      "city": "Aberdeen",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298206,
      "name": "Two Firs Financial",
      "name_as_filed": "TWO FIRS FINANCIAL",
      "url": "https://advisorcensus.com/firm/two-firs-financial-seattle-wa-298206",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310259,
      "name": "Unico Investment Advisers LLC",
      "name_as_filed": "UNICO INVESTMENT ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/unico-investment-advisers-llc-seattle-wa-310259",
      "city": "Seattle",
      "state": "WA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341858,
      "name": "United Prime Society Inc",
      "name_as_filed": "UNITED PRIME SOCIETY INC",
      "url": "https://advisorcensus.com/firm/united-prime-society-inc-spokane-wa-341858",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 182522,
      "name": "Unleashed Financial LLC",
      "name_as_filed": "UNLEASHED FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/unleashed-financial-llc-182522",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328638,
      "name": "Upfront Financial Planning, LLC",
      "name_as_filed": "UPFRONT FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/upfront-financial-planning-llc-spokane-wa-328638",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298637,
      "name": "Upleft Asset Management",
      "name_as_filed": "UPLEFT ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/upleft-asset-management-port-angeles-wa-298637",
      "city": "Port Angeles",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292094,
      "name": "US Fund Manager LLC",
      "name_as_filed": "US FUND MANAGER LLC",
      "url": "https://advisorcensus.com/firm/us-fund-manager-llc-292094",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315427,
      "name": "UTA LLC",
      "name_as_filed": "UTA LLC",
      "url": "https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427",
      "city": "Vancouver",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173397,
      "name": "Vail Ridge Capital, LLC",
      "name_as_filed": "VAIL RIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/vail-ridge-capital-llc-173397",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333280,
      "name": "Valiant Financial Planning, LLC",
      "name_as_filed": "VALIANT FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/valiant-financial-planning-llc-kirkland-wa-333280",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143908,
      "name": "Van Hubly Investments LLC",
      "name_as_filed": "VAN HUBLY INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/van-hubly-investments-llc-143908",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304550,
      "name": "Van Ray Wealth Management",
      "name_as_filed": "VAN RAY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/van-ray-wealth-management-edmonds-wa-304550",
      "city": "Edmonds",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312036,
      "name": "Vega Financial LLC",
      "name_as_filed": "VEGA FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/vega-financial-llc-mercer-island-wa-312036",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312241,
      "name": "Veltra Capital",
      "name_as_filed": "VELTRA CAPITAL",
      "url": "https://advisorcensus.com/firm/veltra-capital-seattle-wa-312241",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320732,
      "name": "Verve Management Group LLC",
      "name_as_filed": "VERVE MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/verve-management-group-llc-seattle-wa-320732",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 152140,
      "name": "Viceroy Investment Advisors LLC",
      "name_as_filed": "VICEROY INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/viceroy-investment-advisors-llc-everett-wa-152140",
      "city": "Everett",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313240,
      "name": "Vickerman Investment Advisors, Inc.",
      "name_as_filed": "VICKERMAN INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/vickerman-investment-advisors-inc-spokane-wa-313240",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324604,
      "name": "Victor Jones CPA, PC",
      "name_as_filed": "VICTOR JONES CPA, PC",
      "url": "https://advisorcensus.com/firm/victor-jones-cpa-pc-seattle-wa-324604",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158899,
      "name": "Viewpoint Capital Management",
      "name_as_filed": "VIEWPOINT CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/viewpoint-capital-management-seattle-wa-158899",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339711,
      "name": "Vignec Financial LLC",
      "name_as_filed": "VIGNEC FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/vignec-financial-llc-seattle-wa-339711",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313535,
      "name": "Vision Casting Financial Planning, LLC",
      "name_as_filed": "VISION CASTING FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/vision-casting-financial-planning-llc-spokane-wa-313535",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312323,
      "name": "Vita Planning Group LLC",
      "name_as_filed": "VITA PLANNING GROUP LLC",
      "url": "https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323",
      "city": "Camas",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 47548,
      "name": "Vorpahl Wing Advisors, Inc.",
      "name_as_filed": "VORPAHL WING ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/vorpahl-wing-advisors-inc-spokane-wa-47548",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162440,
      "name": "Voyager Capital LLC",
      "name_as_filed": "VOYAGER CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/voyager-capital-llc-seattle-wa-162440",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 337346,
      "name": "Wafd Wealth, Inc",
      "name_as_filed": "WAFD WEALTH, INC",
      "url": "https://advisorcensus.com/firm/wafd-wealth-inc-seattle-wa-337346",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335811,
      "name": "Walker Legacy Investments",
      "name_as_filed": "WALKER LEGACY INVESTMENTS",
      "url": "https://advisorcensus.com/firm/walker-legacy-investments-335811",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335162,
      "name": "Walla Walla Wealth Advisors",
      "name_as_filed": "WALLA WALLA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/walla-walla-wealth-advisors-walla-walla-wa-335162",
      "city": "Walla Walla",
      "state": "WA",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 338770,
      "name": "Wanics Capital Advisors LLC",
      "name_as_filed": "WANICS CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/wanics-capital-advisors-llc-kirkland-wa-338770",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "crd_number": 105253,
      "name": "Washington Capital Management Inc",
      "name_as_filed": "WASHINGTON CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/washington-capital-management-inc-seattle-wa-105253",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 48,
      "raum_band": "over_5b",
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      ],
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    },
    {
      "crd_number": 117090,
      "name": "Waterhill Capital, LLC",
      "name_as_filed": "WATERHILL CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/waterhill-capital-llc-117090",
      "city": null,
      "state": null,
      "years_registered": 25,
      "raum_band": "25m_100m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 151309,
      "name": "Waterrock Global Asset Management",
      "name_as_filed": "WATERROCK GLOBAL ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/waterrock-global-asset-management-bellevue-wa-151309",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 16,
      "raum_band": "25m_100m",
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      ],
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    },
    {
      "crd_number": 105034,
      "name": "Waycross Investment Management Co",
      "name_as_filed": "WAYCROSS INVESTMENT MANAGEMENT CO",
      "url": "https://advisorcensus.com/firm/waycross-investment-management-co-bellingham-wa-105034",
      "city": "Bellingham",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306208,
      "name": "Wayfinding Financial, LLC",
      "name_as_filed": "WAYFINDING FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/wayfinding-financial-llc-lynnwood-wa-306208",
      "city": "Lynnwood",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 328565,
      "name": "Waystone Advisors LLC",
      "name_as_filed": "WAYSTONE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/waystone-advisors-llc-redmond-wa-328565",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 14377,
      "name": "Wealth Asset Managers",
      "name_as_filed": "WEALTH ASSET MANAGERS",
      "url": "https://advisorcensus.com/firm/wealth-asset-managers-spokane-wa-14377",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 34,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301508,
      "name": "Wealth Solutions by Design, PLLC",
      "name_as_filed": "WEALTH SOLUTIONS BY DESIGN, PLLC",
      "url": "https://advisorcensus.com/firm/wealth-solutions-by-design-pllc-poulsbo-wa-301508",
      "city": "Poulsbo",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269840,
      "name": "Wealthcollab",
      "name_as_filed": "WEALTHCOLLAB",
      "url": "https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144948,
      "name": "Wealthmark, LLC",
      "name_as_filed": "WEALTHMARK, LLC",
      "url": "https://advisorcensus.com/firm/wealthmark-llc-bellingham-wa-144948",
      "city": "Bellingham",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328590,
      "name": "Weinand Financial, Inc.",
      "name_as_filed": "WEINAND FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/weinand-financial-inc-lacey-wa-328590",
      "city": "Lacey",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117204,
      "name": "Werner & C0. RIA, PLLC",
      "name_as_filed": "WERNER & C0. RIA, PLLC",
      "url": "https://advisorcensus.com/firm/werner-and-c0-ria-pllc-117204",
      "city": null,
      "state": null,
      "years_registered": 35,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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"
  }
}