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AdvisorCensus / Financial advisors / Washington / Seattle, WA / Branch offices

Advisory firms with an office in Seattle, WA, headquartered elsewhere

223 investment advisory firms with a principal office outside the Seattle, WA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Seattle, WA ยท How this list is built

FirmOfficeHeadquartersRegistration
Accelerate RetirementSnohomish, WAAliso Viejo, CASEC-registered investment adviser
ACP Investment ManagementSeattle, WAKailua-Kona, HISEC-registered investment adviser
Advice and Planning ServicesSeattle, WANew York, NYSEC-registered investment adviser
Advisors Capital Management, LLCSeattle, WARidgewood, NJSEC-registered investment adviser
Advisory Alpha, LLCGig Harbor, WAHolland, MISEC-registered investment adviser
Advisory Solutions GroupBellevue, WAPlymouth, MNSEC-registered investment adviser
AIO Financial, LLCIssaquah, WATucson, AZSEC-registered investment adviser
Alera Investment Advisors, LLCTacoma, WADeerfield, ILSEC-registered investment adviser
Alliancebernstein L.P.Seattle, WANashville, TNSEC-registered investment adviser
Allstate Financial Advisors, LLCPuyallup, WALincoln, NESEC-registered investment adviser
Allworth Financial, L.P.Seattle, WAFolsom, CASEC-registered investment adviser
Alongside, LLCMill Creek, WAAustin, TXSEC-registered investment adviser
Altitude Capital Management LLCTacoma, WADes Moines, IASEC-registered investment adviser
American Independent Securities Group, LLCEdmonds, WAEagle, IDSEC-registered investment adviser
Ameriprise Financial Services, LLCBellevue, WAMinneapolis, MNSEC-registered investment adviser
Angel Oak Capital Advisors, LLCBellevue, WAAtlanta, GASEC-registered investment adviser
Anthos CapitalSeattle, WASanta Monica, CASEC-registered investment adviser
AON Investments USA Inc.Seattle, WAChicago, ILSEC-registered investment adviser
Apella WealthBellevue, WAWest Hartford, CTSEC-registered investment adviser
Arch Venture PartnersMercer Island, WAChicago, ILExempt reporting adviser
Ares Commercial Real Estate Management LLCBellevue, WALos Angeles, CASEC-registered investment adviser
Arrowroot Family Office, LLCTacoma, WAMarina del Rey, CASEC-registered investment adviser
Ascentis Independent Advisors, LLCNorth Bend, WADallas, TXSEC-registered investment adviser
Assuredpartners Investment AdvisorsSeattle, WATampa, FLSEC-registered investment adviser
Avior Wealth Management, LLCMercer Island, WAOmaha, NESEC-registered investment adviser
Axxcess Wealth Management, LLCSeattle, WACarlsbad, CASEC-registered investment adviser
B.o.s.s. Retirement Advisors, LLCKirkland, WALehi, UTSEC-registered investment adviser
Balyasny Asset Management L.P.Bellevue, WAChicago, ILSEC-registered investment adviser
Bankers Life Advisory Services, Inc.University Place, WAChicago, ILSEC-registered investment adviser
Beacon Capital Partners, LLCSeattle, WABoston, MASEC-registered investment adviser
Beacon Pointe Advisors, LLCBellevue, WANewport Beach, CASEC-registered investment adviser
Becker Capital Management, Inc.Seattle, WAPortland, ORSEC-registered investment adviser
Blackrock Advisors, LLCSeattle, WANew York, NYSEC-registered investment adviser
Blackrock Financial Management, IncSeattle, WANew York, NYSEC-registered investment adviser
Blue Water WealthSeattle, WAPortland, ORSEC-registered investment adviser
BPM Wealth Advisors, LLCBellevue, WASan Francisco, CASEC-registered investment adviser
BTG Pactual Asset Management US , LLCSeattle, WANew York, NYSEC-registered investment adviser
Buck Wealth Strategies, LLCBellevue, WADenver, COSEC-registered investment adviser
Build Asset ManagementSeattle, WAJefferson City, MOSEC-registered investment adviser
Calvert Research and ManagementSeattle, WAWashington, DCSEC-registered investment adviser
Camelotta AdvisorsSeatle, WASan Francisco, CASEC-registered investment adviser
Canterbury Consulting IncorporatedSeattle, WANewport Beach, CASEC-registered investment adviser
Capital AnalystsRenton, WAFort Washington, PASEC-registered investment adviser
Capstone Wealth Advisors, LLCTacoma, WASalem, ORSEC-registered investment adviser
Carmel PartnersSeattle, WASan Francisco, CASEC-registered investment adviser
Catalys Pacific, LLCSeattle, WATokyo, JapanExempt reporting adviser
Cbre Investment Management Indirect LimitedSeattle, WALondon, United KingdomSEC-registered investment adviser
Cerity Partners Retirement Plan ConsultantsSeattle, WANew York, NYSEC-registered investment adviser
Chandler Asset Management IncSeattle, WASan Diego, CASEC-registered investment adviser
Charles Schwab & Co., Inc.Bellevue, WASan Francisco, CASEC-registered investment adviser
Chelsea Advisory Services, IncKirkland, WAStaten Island, NYSEC-registered investment adviser
Choreo, LLCSeattle, WARockford, ILSEC-registered investment adviser
Clara Partners Management LLCMercer Island, WABeverly Hills, CAExempt reporting adviser
Clear Creek Financial Management, LLCSeattle, WASilverdale, WASEC-registered investment adviser
Clearstead; Clearstead Advisory SolutionsSeattle, WACleveland, OHSEC-registered investment adviser
Clearwater Management Co., Inc.Tacoma, WASt Paul, MNSEC-registered investment adviser
Cliftonlarsonallen Wealth Advisors, LLCBellevue, WAMinneapolis, MNSEC-registered investment adviser
Composition Wealth, LLCSeattle, WALos Angeles, CASEC-registered investment adviser
Concorde Asset Management, LLCSeattle, WAAnn Arbor, MISEC-registered investment adviser
Concurrent Investment Advisors, LLCBellevue, WATampa, FLSEC-registered investment adviser
Cooper McManusEdmunds, WAIrvine, CASEC-registered investment adviser
CorientBellevue, WAMiami, FLSEC-registered investment adviser
Corient IA LPSeattle, WAMiami, FLSEC-registered investment adviser
Cornerstone Wealth Management, LLCBellevue, WADes Peres, MOSEC-registered investment adviser
Creative PlanningBellevue, WAOverland Park, KSSEC-registered investment adviser
CS Planning CorpSeattle, WAPortland, ORSEC-registered investment adviser
Cutler Investment GroupBellevue, WAJacksonville, ORSEC-registered investment adviser
D.A. Davidson & Co.Bellevue, WAGreat Falls, MTSEC-registered investment adviser
Davidson Investment Advisors, Inc.Seattle, WAGreat Falls, MTSEC-registered investment adviser
Decisionpoint Financial, LLCGig Harbor, WAMesa, AZSEC-registered investment adviser
Decker Retirement Planning Inc.Bellevue, WALehi, UTSEC-registered investment adviser
Diversify Advisory Services, LLCKirkland, WASouth Jordan, UTSEC-registered investment adviser
Duncan Financial Planning AdvisorsBellevue, WAIrwin, PASEC-registered investment adviser
Eagle Strategies LLCBellevue, WANew York, NYSEC-registered investment adviser
Echo Health Ventures LLCSeattle, WADurham, NCExempt reporting adviser
Edelman Financial EnginesFederal Way, WASanta Clara, CASEC-registered investment adviser
Endeavour CapitalSeattle, WAPortland, ORSEC-registered investment adviser
EP Wealth AdvisorsKirkland, WATorrance, CASEC-registered investment adviser
Equitable Advisors, LLCBellevue, WANew York, NYSEC-registered investment adviser
Evensky & KATZ/FOLDES Wealth ManagementBellevue, WACoral Gables, FLSEC-registered investment adviser
Exodus Wealth, LLCSeattle, WAFort Lauderdale, FLSEC-registered investment adviser
Fairview Asset Management LLCSeattle, WASan Juan, PRSEC-registered investment adviser
Falcon Wealth Planning, LLCSeattle, WAOntario, CASEC-registered investment adviser
Ferguson Wellman Capital Management, Inc.Bellevue, WAPortland, ORSEC-registered investment adviser
Fiduciary Counselling IncTacoma, WASt Paul, MNSEC-registered investment adviser
First Command Advisory ServicesLakewood, WAFort Worth, TXSEC-registered investment adviser
First Pacific Financial, Inc.Bellevue, WAVancouver, WASEC-registered investment adviser
Fisher InvestmentsBellevue, WAPlano, TXSEC-registered investment adviser
Focus Partners Wealth, LLCBellevue, WASt. Louis, MOSEC-registered investment adviser
Forum Financial Management, LPEdmonds, WALombard, ILSEC-registered investment adviser
FSA Investment Group, LLCSeattle, WAPensacola, FLSEC-registered investment adviser
Gallagher Fiduciary Advisors, LLCBellevue, WARolling Meadows, ILSEC-registered investment adviser
Galvin, Gaustad & Stein, LLCBellevue, WAScottsdale, AZSEC-registered investment adviser
Gannett Wealth AdvisorsBellevue, WAAustin, TXSEC-registered investment adviser
GC Wealth Management RIA, LLCBellevue, WACambridge, MASEC-registered investment adviser
Gerber Kawasaki Wealth & Investment ManagementBellevue, WASanta Monica, CASEC-registered investment adviser
Gibbs Wealth Management, LLCBellevue, WAAlpharetta, GASEC-registered investment adviser
Goldman Sachs & Co. LLCSeattle, WANew York, NYSEC-registered investment adviser
Goldman Sachs Asset Management, L.P.Seattle, WANew York, NYSEC-registered investment adviser
Goldman Sachs Wealth Services, L.P.Seattle, WACohoes, NYSEC-registered investment adviser
GQG PartnersSeattle, WAFort Lauderdale, FLSEC-registered investment adviser
Graycliff Partners LPSeattle, WANew York, NYSEC-registered investment adviser
Grayhawk Capital, LLCSeattle, WAMesa, AZExempt reporting adviser
Greystar Investment Group, LLCSeattle, WACharleston, SCSEC-registered investment adviser
Halbert HargroveBellevue, WALong Beach, CASEC-registered investment adviser
Harbour Investments, Inc.Edmonds, WAMadison, WISEC-registered investment adviser
Hightower Advisors, LLCBellevue, WAChicago, ILSEC-registered investment adviser
Hines Capital Advisors LLCSeattle, WAHouston, TXSEC-registered investment adviser
HPS Advisors, LLCSeattle, WANew York, NYSEC-registered investment adviser
HPS Investment Partners, LLCSeattle, WANew York, NYSEC-registered investment adviser
HSBC Securities (USA) Inc.Bellevue, WANew York, NYSEC-registered investment adviser
Independent Advisor Alliance, LLCSeattle, WACharlotte, NCSEC-registered investment adviser
Independent Financial PartnersMill Creek, WATampa, FLSEC-registered investment adviser
Integrated Advisors Network LLCKirkland, WADallas, TXSEC-registered investment adviser
Integrated Wealth Concepts LLCGig Harbor, WAWaltham, MASEC-registered investment adviser
Integrity Advisory SolutionsFederal Way, WADallas, TXSEC-registered investment adviser
Integrity Alliance, LLCBellevue, WAUrbandale, IASEC-registered investment adviser
Integrity Financial CorporationBellevue, WAJackson, WYSEC-registered investment adviser
Invesco Advisers, Inc.Seattle, WAAtlanta, GASEC-registered investment adviser
Ironvine Capital Partners, LLCKirkland, WAOmaha, NESEC-registered investment adviser
Kayne Anderson Rudnick Investment Management, LLCSeattle, WALos Angeles, CASEC-registered investment adviser
KCD Financial, Inc.Bellevue, WAGreen Bay, WISEC-registered investment adviser
Key Investment Services LLCIssaquah, WABrooklyn, OHSEC-registered investment adviser
Kingsview Wealth Management, LLCSeattle, WAGrants Pass, ORSEC-registered investment adviser
LCG Associates, Inc.Seattle, WAAtlanta, GASEC-registered investment adviser
Leonard Rickey Investment Advisors, P.L.L.C.Kirkland, WAYakima, WASEC-registered investment adviser
LidoBellevue, WALos Angeles, CASEC-registered investment adviser
Lincoln InvestmentRenton, WAFort Washington, PASEC-registered investment adviser
LPL Enterprise, LLCMercer Island, WAFort Mill, SCSEC-registered investment adviser
LPL Financial LLCTukwila, WAFort Mill, SCSEC-registered investment adviser
M Holdings Securities, Inc.Seattle, WAPortland, ORSEC-registered investment adviser
Mainsail PartnersBellevue, WAAustin, TXSEC-registered investment adviser
Manning & Napier Advisors, LLCSeattle, WAFairport, NYSEC-registered investment adviser
MarinerBellevue, WAOverland Park, KSSEC-registered investment adviser
Mariner Advisor NetworkEdmonds, WAOverland Park, KSSEC-registered investment adviser
Mariner IndependentVashon, WAOverland Park, KSSEC-registered investment adviser
Mercer Global Advisors Inc.Bellevue, WADenver, COSEC-registered investment adviser
Mercer Investments LLCSeattle, WABoston, MASEC-registered investment adviser
Merit Financial AdvisorsIssaquah, WAAlpharetta, GASEC-registered investment adviser
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBellevue, WANew York, NYSEC-registered investment adviser
Mesirow Financial Investment Management, Inc.Seattle, WAChicago, ILSEC-registered investment adviser
Millennium Management LLCBellevue, WANew York, NYSEC-registered investment adviser
Miri Capital Management LLCTacoma, WABoston, MASEC-registered investment adviser
Mission Wealth Management, LPBellevue, WASanta Barbara, CASEC-registered investment adviser
Morgan StanleySeattle, WAPurchase, NYSEC-registered investment adviser
Morgan Stanley Investment Management Inc.Seattle, WANew York, NYSEC-registered investment adviser
Mutual Advisors, LLCMercer Island, WAOmaha, NESEC-registered investment adviser
Newedge AdvisorsBellevue, WANew Orleans, LASEC-registered investment adviser
Northwest Capital Management Inc.Seattle, WALake Oswego, ORSEC-registered investment adviser
Oak Harbor Capital, LLCSeattle, WALas Vegas, NVSEC-registered investment adviser
Oppenheimer & Co. Inc.Bellevue, WANew York, NYSEC-registered investment adviser
Orix Advisers, LLCBellevue, WANew York, NYSEC-registered investment adviser
Osaic Wealth, Inc.Bellevue, WAScottsdale, AZSEC-registered investment adviser
Parallax Volatility Advisers, L.P.Seattle, WASan Francisco, CASEC-registered investment adviser
PathstoneBellevue, WAEnglewood, NJSEC-registered investment adviser
PCM Encore, LLCBellevue, WAAspen, COSEC-registered investment adviser
Pinegrove Venture Partners, LLCSeattle, WAMenlo Park, CASEC-registered investment adviser
Planmember Securities CorporationPuyallup, WACarpinteria, CASEC-registered investment adviser
POINT72 Asset Management, L.P.Bellevue, WAStamford, CTSEC-registered investment adviser
Principal Asset ManagementSeattle, WADes Moines, IASEC-registered investment adviser
Prota FinancialBellevue, WAHouston, TXSEC-registered investment adviser
Pure Financial Advisors, LLCMercer Island, WASan Diego, CASEC-registered investment adviser
Qiming U.S. Ventures Management, LLCBellevue, WACambridge, MAExempt reporting adviser
Range Advisory, LLCBellevue, WAMcLean, VASEC-registered investment adviser
Raymond James Financial Services Advisors, IncBellevue, WASaint Petersburg, FLSEC-registered investment adviser
RBC Capital Markets, LLCKirkland, WANew York, NYSEC-registered investment adviser
Realta Investment Advisors, IncBellevue, WAWilmington, DESEC-registered investment adviser
Retirement and Wealth at Alliant, LLCSeattle, WAWayne, PASEC-registered investment adviser
RFG Advisory, LLCTacoma, WAVestavia Hills, ALSEC-registered investment adviser
Robert W. Baird & Co. IncorporatedSeattle, WAMilwaukee, WISEC-registered investment adviser
Robertson StephensBellevue, WASan Francisco, CASEC-registered investment adviser
Rockefeller Capital ManagementBellevue, WANew York, NYSEC-registered investment adviser
Rreef America L.L.C.Seattle, WAChicago, ILSEC-registered investment adviser
Sanford C. Bernstein & Co., LLCSeattle, WANashville, TNSEC-registered investment adviser
Saratoga Research & Investment ManagementSeattle, WASaratoga, CASEC-registered investment adviser
SB Advisory, LLCSumner, WAAtlanta, GASEC-registered investment adviser
Schonfeld Strategic Advisors LLCBellevue, WANew York, NYSEC-registered investment adviser
Schroder Investment Management North America IncNewport Beach, CANew York, NYSEC-registered investment adviser
Schwab Wealth Advisory, Inc.Bellevue, WASan Francisco, CASEC-registered investment adviser
Secure Asset Management, L.L.C.Kirkland, WATroy, MISEC-registered investment adviser
SEI Investments Management CorpSeattle, WAOaks, PASEC-registered investment adviser
Sentry Advisors, LLCIssaquah, WASan Francisco, CASEC-registered investment adviser
Shannon River Fund Management, LLCKirkland, WANew York, NYSEC-registered investment adviser
Simplicity WealthGig Harbor, WASummit, NJSEC-registered investment adviser
SLC ManagementRedmond, WAWellesley Hills, MASEC-registered investment adviser
Soltis Investment Advisors, LLCBellevue, WASt. George, UTSEC-registered investment adviser
Soundview AdvisorsSeattle, WAOlympia, WASEC-registered investment adviser
Southfield Capital LPBellevue, WAGreenwich, CTSEC-registered investment adviser
Sowell ManagementGig Harbor, WANorth Little Rock, ARSEC-registered investment adviser
Stifel, Nicolaus & Company, IncorporatedBellevue, WASt Louis, MOSEC-registered investment adviser
Strategic Blueprint, LLCBothell, WAAtlanta, GASEC-registered investment adviser
Strategic Wealth Investment Group, LLCBellevue, WALouisville, KYSEC-registered investment adviser
Summit Trail Advisors, LLCSeattle, WANew York, NYSEC-registered investment adviser
Symetra Investment Management CompanyBellevue, WAFarmington, CTSEC-registered investment adviser
The Caprock Group, LLCMercer Island, WABoise, IDSEC-registered investment adviser
The Fiduciary AllianceKirkland, WAGreenville, SCSEC-registered investment adviser
The InstituteSeattle, WADenver, COSEC-registered investment adviser
The Mather Group, LLCBellevue, WAChicago, ILSEC-registered investment adviser
Thrivent Investment Management Inc.Bellevue, WAMinneapolis, MNSEC-registered investment adviser
Tiedemann Advisors, LLCSeattle, WANew York, NYSEC-registered investment adviser
TLG Advisors, Inc.Mercer Island, WASummit, NJSEC-registered investment adviser
Towers Watson Investment Services, Inc.Seattle, WAChicago, ILSEC-registered investment adviser
Transamerica Financial Advisors, LLCBellevue, WAPhiladelphia, PASEC-registered investment adviser
Transglobal Advisory, LLCBellevue, WAMonrovia, CASEC-registered investment adviser
Trek FinancialTacoma, WAScottsdale, AZSEC-registered investment adviser
U.S. Bancorp Advisors, LLCSeattle, WASaint Paul, MNSEC-registered investment adviser
UBS Financial Services Inc.Seattle, WAWeehawken, NJSEC-registered investment adviser
United Capital Financial AdvisorsSeattle, WAIrving, TXSEC-registered investment adviser
Urban Investment AdvisorsSeattle, WAMill Valley, CASEC-registered investment adviser
USA Financial Securities LLCPuyallup, WAAda, MISEC-registered investment adviser
USI AdvisorsSeattle, WAGlastonbury, CTSEC-registered investment adviser
Valor Equity PartnersSeattle, WAChicago, ILSEC-registered investment adviser
Vincimus Capital, LLCKirkland, WAMalibu, CASEC-registered investment adviser
Voya Financial Advisors, Inc.Tacoma, WAWindsor, CTSEC-registered investment adviser
Waverly Advisors, LLCSeattle, WABirmingham, ALSEC-registered investment adviser
Wealth Enhancement Advisory Services, LLCBellevue, WAPlymouth, MNSEC-registered investment adviser
Wealthspire AdvisorsSeattle, WANew York, NYSEC-registered investment adviser
WealthspringSeattle, WALong Beach, CASEC-registered investment adviser
Wedbush Securities Inc.Seattle, WAPasadena, CASEC-registered investment adviser
Wells Fargo AdvisorsBellevue, WASt. Louis, MOSEC-registered investment adviser
Winthrop WealthBellevue, WABoston, MASEC-registered investment adviser
Xena Financial Planning, LLCSeattle, WAPortland, ORSEC-registered investment adviser
Zacks Investment Management, Inc.Seattle, WAChicago, ILSEC-registered investment adviser

Firms with an office here that publish no principal office location

These 5 firms list an office in Seattle, WA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.

FirmOfficeRegistration
Abraham & Co., Inc.Lynnwood, WASEC-registered investment adviser
Investor FANLa Grande, ORSEC-registered investment adviser
South Cove Financial, LLCSeattle, WASEC-registered investment adviser
Sphinx Investments LLCFederal Way, WASEC-registered investment adviser
Tactivest, LLCSeattle, WASEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

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AdvisorCensus. Advisory firms with an office in Seattle, WA, headquartered elsewhere. https://advisorcensus.com/advisors/wa/seattle/branch-offices
https://advisorcensus.com/advisors/wa/seattle/branch-offices