# 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/9

## 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 9 of 16, 401 to 450 of 779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Lodestone Wealth Management LLC](https://advisorcensus.com/firm/lodestone-wealth-management-llc-spokane-wa-151115) ([md](https://advisorcensus.com/firm/lodestone-wealth-management-llc-spokane-wa-151115.md)) | 151115 | Spokane, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Long Bridge Capital Management](https://advisorcensus.com/firm/long-bridge-capital-management-liberty-lake-wa-305952) ([md](https://advisorcensus.com/firm/long-bridge-capital-management-liberty-lake-wa-305952.md)) | 305952 | Liberty Lake, WA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Other |
| [Lucid Advisors, Inc.](https://advisorcensus.com/firm/lucid-advisors-inc-seattle-wa-116639) ([md](https://advisorcensus.com/firm/lucid-advisors-inc-seattle-wa-116639.md)) | 116639 | Seattle, WA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | Hourly, Fixed fee |
| [Maclachlan Wealth Management](https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927) ([md](https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927.md)) | 298927 | Bellevue, WA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Madison Park Capital Advisors, LLC](https://advisorcensus.com/firm/madison-park-capital-advisors-llc-seattle-wa-172780) ([md](https://advisorcensus.com/firm/madison-park-capital-advisors-llc-seattle-wa-172780.md)) | 172780 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Madrona Financial & CPAS](https://advisorcensus.com/firm/madrona-financial-and-cpas-everett-wa-115753) ([md](https://advisorcensus.com/firm/madrona-financial-and-cpas-everett-wa-115753.md)) | 115753 | Everett, WA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee, Commissions |
| [Madrona Venture Group, LLC](https://advisorcensus.com/firm/madrona-venture-group-llc-seattle-wa-160390) ([md](https://advisorcensus.com/firm/madrona-venture-group-llc-seattle-wa-160390.md)) | 160390 | Seattle, WA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Mainsail Financial Group](https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970) ([md](https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970.md)) | 317970 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Mainspring Wealth Advisors](https://advisorcensus.com/firm/mainspring-wealth-advisors-bellevue-wa-288790) ([md](https://advisorcensus.com/firm/mainspring-wealth-advisors-bellevue-wa-288790.md)) | 288790 | Bellevue, WA | State-registered investment adviser | Not reported | 9 | Other |
| [Mana Industries GP I LLC](https://advisorcensus.com/firm/mana-industries-gp-i-llc-seattle-wa-322932) ([md](https://advisorcensus.com/firm/mana-industries-gp-i-llc-seattle-wa-322932.md)) | 322932 | Seattle, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mana Management, LLC](https://advisorcensus.com/firm/mana-management-llc-seattle-wa-322880) ([md](https://advisorcensus.com/firm/mana-management-llc-seattle-wa-322880.md)) | 322880 | Seattle, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mangan Wealth Management](https://advisorcensus.com/firm/mangan-wealth-management-seattle-wa-143863) ([md](https://advisorcensus.com/firm/mangan-wealth-management-seattle-wa-143863.md)) | 143863 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Marathon Wealth Management, LLC](https://advisorcensus.com/firm/marathon-wealth-management-llc-309337) ([md](https://advisorcensus.com/firm/marathon-wealth-management-llc-309337.md)) | 309337 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Mariposa Wealth Solutions LLC](https://advisorcensus.com/firm/mariposa-wealth-solutions-llc-304883) ([md](https://advisorcensus.com/firm/mariposa-wealth-solutions-llc-304883.md)) | 304883 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Market Street Advisors, LLC](https://advisorcensus.com/firm/market-street-advisors-llc-kirkland-wa-170170) ([md](https://advisorcensus.com/firm/market-street-advisors-llc-kirkland-wa-170170.md)) | 170170 | Kirkland, WA | State-registered investment adviser | Not reported | 12 | Other |
| [Marram Investment Management, LLC](https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821) ([md](https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821.md)) | 155821 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Performance fee |
| [Marsjewett Financial Group](https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388) ([md](https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388.md)) | 297388 | Bellevue, WA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Martel Wealth Advisors, LLC](https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896) ([md](https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896.md)) | 296896 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Martin Nelson & Co., Inc.](https://advisorcensus.com/firm/martin-nelson-and-co-inc-seattle-wa-2903) ([md](https://advisorcensus.com/firm/martin-nelson-and-co-inc-seattle-wa-2903.md)) | 2903 | Seattle, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Martos Wealth Management](https://advisorcensus.com/firm/martos-wealth-management-bellevue-wa-333128) ([md](https://advisorcensus.com/firm/martos-wealth-management-bellevue-wa-333128.md)) | 333128 | Bellevue, WA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Matchpoint Capital Management, LLC](https://advisorcensus.com/firm/matchpoint-capital-management-llc-seattle-wa-148920) ([md](https://advisorcensus.com/firm/matchpoint-capital-management-llc-seattle-wa-148920.md)) | 148920 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Maura Madden Financial Planning](https://advisorcensus.com/firm/maura-madden-financial-planning-314657) ([md](https://advisorcensus.com/firm/maura-madden-financial-planning-314657.md)) | 314657 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Hourly |
| [Maveron LLC](https://advisorcensus.com/firm/maveron-llc-seattle-wa-160495) ([md](https://advisorcensus.com/firm/maveron-llc-seattle-wa-160495.md)) | 160495 | Seattle, WA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [MB GEN Wealth](https://advisorcensus.com/firm/mb-gen-wealth-spokane-wa-327967) ([md](https://advisorcensus.com/firm/mb-gen-wealth-spokane-wa-327967.md)) | 327967 | Spokane, WA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [McHenry Capital, L.L.C.](https://advisorcensus.com/firm/mchenry-capital-l-l-c-leavenworth-wa-136594) ([md](https://advisorcensus.com/firm/mchenry-capital-l-l-c-leavenworth-wa-136594.md)) | 136594 | Leavenworth, WA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Fixed fee |
| [McIlrath & ECK, LLC](https://advisorcensus.com/firm/mcilrath-and-eck-llc-arlington-wa-145252) ([md](https://advisorcensus.com/firm/mcilrath-and-eck-llc-arlington-wa-145252.md)) | 145252 | Arlington, WA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [MCM Advisory, LLC](https://advisorcensus.com/firm/mcm-advisory-llc-richland-wa-143273) ([md](https://advisorcensus.com/firm/mcm-advisory-llc-richland-wa-143273.md)) | 143273 | Richland, WA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Megg Investment, LLC](https://advisorcensus.com/firm/megg-investment-llc-mercer-island-wa-329124) ([md](https://advisorcensus.com/firm/megg-investment-llc-mercer-island-wa-329124.md)) | 329124 | Mercer Island, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Meliorate Management, LLC](https://advisorcensus.com/firm/meliorate-management-llc-mercer-island-wa-328908) ([md](https://advisorcensus.com/firm/meliorate-management-llc-mercer-island-wa-328908.md)) | 328908 | Mercer Island, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mellor & Associates LLC](https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233) ([md](https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233.md)) | 117233 | Bellevue, WA | State-registered investment adviser | Under $25 million | 29 | % of assets |
| [Mercer Island Capital Management, LLC](https://advisorcensus.com/firm/mercer-island-capital-management-llc-283752) ([md](https://advisorcensus.com/firm/mercer-island-capital-management-llc-283752.md)) | 283752 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [Meridan Capital, LLC](https://advisorcensus.com/firm/meridan-capital-llc-seattle-wa-139180) ([md](https://advisorcensus.com/firm/meridan-capital-llc-seattle-wa-139180.md)) | 139180 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee, Performance fee |
| [Meridian Wealth Management](https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853) ([md](https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853.md)) | 285853 | Gig Harbor, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MG Financial, Inc.](https://advisorcensus.com/firm/mg-financial-inc-seattle-wa-169448) ([md](https://advisorcensus.com/firm/mg-financial-inc-seattle-wa-169448.md)) | 169448 | Seattle, WA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee |
| [Middleton & Company](https://advisorcensus.com/firm/middleton-and-company-vancouver-wa-284996) ([md](https://advisorcensus.com/firm/middleton-and-company-vancouver-wa-284996.md)) | 284996 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Millennial Wealth](https://advisorcensus.com/firm/millennial-wealth-fall-city-wa-289970) ([md](https://advisorcensus.com/firm/millennial-wealth-fall-city-wa-289970.md)) | 289970 | Fall City, WA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Milliman Advisors, LLC](https://advisorcensus.com/firm/milliman-advisors-llc-seattle-wa-112245) ([md](https://advisorcensus.com/firm/milliman-advisors-llc-seattle-wa-112245.md)) | 112245 | Seattle, WA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Mitz Wealth Management, LLC](https://advisorcensus.com/firm/mitz-wealth-management-llc-300052) ([md](https://advisorcensus.com/firm/mitz-wealth-management-llc-300052.md)) | 300052 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [MKT and Associates LLC](https://advisorcensus.com/firm/mkt-and-associates-llc-tacoma-wa-329889) ([md](https://advisorcensus.com/firm/mkt-and-associates-llc-tacoma-wa-329889.md)) | 329889 | Tacoma, WA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Momentous Wealth Management, Inc.](https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429) ([md](https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429.md)) | 288429 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Monson Wealth Management, Inc.](https://advisorcensus.com/firm/monson-wealth-management-inc-kennewick-wa-169857) ([md](https://advisorcensus.com/firm/monson-wealth-management-inc-kennewick-wa-169857.md)) | 169857 | Kennewick, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Mont AI](https://advisorcensus.com/firm/mont-ai-seattle-wa-340142) ([md](https://advisorcensus.com/firm/mont-ai-seattle-wa-340142.md)) | 340142 | Seattle, WA | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Moss Bay Capital](https://advisorcensus.com/firm/moss-bay-capital-kirkland-wa-299002) ([md](https://advisorcensus.com/firm/moss-bay-capital-kirkland-wa-299002.md)) | 299002 | Kirkland, WA | State-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee |
| [Moulton Wealth Management, Inc](https://advisorcensus.com/firm/moulton-wealth-management-inc-spokane-valley-wa-304598) ([md](https://advisorcensus.com/firm/moulton-wealth-management-inc-spokane-valley-wa-304598.md)) | 304598 | Spokane Valley, WA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Mountain Lakes Capital Management LLC](https://advisorcensus.com/firm/mountain-lakes-capital-management-llc-union-wa-299413) ([md](https://advisorcensus.com/firm/mountain-lakes-capital-management-llc-union-wa-299413.md)) | 299413 | Union, WA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Mountain Pacific Advisors, LLC](https://advisorcensus.com/firm/mountain-pacific-advisors-llc-bellevue-wa-151666) ([md](https://advisorcensus.com/firm/mountain-pacific-advisors-llc-bellevue-wa-151666.md)) | 151666 | Bellevue, WA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Mountaineer Capital LLC](https://advisorcensus.com/firm/mountaineer-capital-llc-leavenworth-wa-328704) ([md](https://advisorcensus.com/firm/mountaineer-capital-llc-leavenworth-wa-328704.md)) | 328704 | Leavenworth, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mullbry GP, LLC](https://advisorcensus.com/firm/mullbry-gp-llc-seattle-wa-337602) ([md](https://advisorcensus.com/firm/mullbry-gp-llc-seattle-wa-337602.md)) | 337602 | Seattle, WA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [My Personal CFO, LLC](https://advisorcensus.com/firm/my-personal-cfo-llc-vancouver-wa-299424) ([md](https://advisorcensus.com/firm/my-personal-cfo-llc-vancouver-wa-299424.md)) | 299424 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Myicon](https://advisorcensus.com/firm/myicon-kirkland-wa-136554) ([md](https://advisorcensus.com/firm/myicon-kirkland-wa-136554.md)) | 136554 | Kirkland, WA | State-registered investment adviser | Not reported | 16 | Fixed fee |

- Previous page: https://advisorcensus.com/advisors/wa/page/8.md
- Next page: https://advisorcensus.com/advisors/wa/page/10.md

## 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.