{
  "path": "/advisors/wa/seattle/for-businesses",
  "url": "https://advisorcensus.com/advisors/wa/seattle/for-businesses",
  "page_type": "metro_answer",
  "title": "Financial advisors for businesses in Seattle, WA",
  "filters": {},
  "scope_total": 94,
  "faq": [
    {
      "q": "Which financial advisors in Seattle, WA work with businesses?",
      "a": "94 investment advisory firms with a principal office in the Seattle metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Seattle, WA?",
      "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the Seattle metro area, from Form ADV filings as of October 2026: 201 SEC-registered, 148 state-registered, and 100 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 Seattle, WA?",
      "a": "149 of the 449 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 Seattle, WA offer financial planning?",
      "a": "205 of the 349 firms in Seattle, WA 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 Seattle, WA 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 149 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 94 investment advisory firms with a principal office in the Seattle metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Seattle has 449 investment advisory firms with a principal office in the metro area as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. 149 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 114 report under $100 million in regulatory assets under management. The metro area has 1,608,596 households, 403,953 of them with income of $200,000 or more, or 900 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for businesses in Seattle, WA: 94 firms from Form ADV filings as of October 2026.",
  "total_firms": 94,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 76,
    "state": 18,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 41
    },
    {
      "code": "percentage_of_aum",
      "count": 90
    },
    {
      "code": "hourly",
      "count": 50
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 62
    },
    {
      "code": "commissions",
      "count": 2
    },
    {
      "code": "performance_based",
      "count": 15
    },
    {
      "code": "other",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 20
    },
    {
      "code": "5_to_9",
      "count": 24
    },
    {
      "code": "10_to_19",
      "count": 22
    },
    {
      "code": "20_plus",
      "count": 28
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 35
    },
    {
      "code": "500m_1b",
      "count": 13
    },
    {
      "code": "1b_5b",
      "count": 15
    },
    {
      "code": "over_5b",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 298366,
      "name": "Aspire Capital Advisors LLC",
      "name_as_filed": "ASPIRE CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/aspire-capital-advisors-llc-seattle-wa-298366",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336350,
      "name": "Asset One Wealth Management, LLC",
      "name_as_filed": "ASSET ONE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/asset-one-wealth-management-llc-bellevue-wa-336350",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145179,
      "name": "Auxano Advisors",
      "name_as_filed": "AUXANO ADVISORS",
      "url": "https://advisorcensus.com/firm/auxano-advisors-bellevue-wa-145179",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108146,
      "name": "Aviso Wealth Management",
      "name_as_filed": "AVISO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/aviso-wealth-management-bellevue-wa-108146",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 27,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315440,
      "name": "Badgley Phelps Wealth Managers",
      "name_as_filed": "BADGLEY PHELPS WEALTH MANAGERS",
      "url": "https://advisorcensus.com/firm/badgley-phelps-wealth-managers-seattle-wa-315440",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174336,
      "name": "Barwick & Partners, Inc.",
      "name_as_filed": "BARWICK & PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/barwick-and-partners-inc-shoreline-wa-174336",
      "city": "Shoreline",
      "state": "WA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151151,
      "name": "Bear Mountain Capital Inc.",
      "name_as_filed": "BEAR MOUNTAIN CAPITAL INC.",
      "url": "https://advisorcensus.com/firm/bear-mountain-capital-inc-seattle-wa-151151",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129194,
      "name": "Bellevue Asset Management, LLC",
      "name_as_filed": "BELLEVUE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bellevue-asset-management-llc-bellevue-wa-129194",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329520,
      "name": "Better Financial Services, LLC",
      "name_as_filed": "BETTER FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/better-financial-services-llc-federal-way-wa-329520",
      "city": "Federal Way",
      "state": "WA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116682,
      "name": "Boone Wealth Advisors, LLC",
      "name_as_filed": "BOONE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/boone-wealth-advisors-llc-bellevue-wa-116682",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174429,
      "name": "Broadview Wealth Management, LLC",
      "name_as_filed": "BROADVIEW WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/broadview-wealth-management-llc-bellevue-wa-174429",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297580,
      "name": "Business Wise Insurance, PLLC",
      "name_as_filed": "BUSINESS WISE INSURANCE, PLLC",
      "url": "https://advisorcensus.com/firm/business-wise-insurance-pllc-snohomish-wa-297580",
      "city": "Snohomish",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158636,
      "name": "Cadence Wealth Management, LLC",
      "name_as_filed": "CADENCE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cadence-wealth-management-llc-seattle-wa-158636",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169470,
      "name": "Capital Planning, LLC",
      "name_as_filed": "CAPITAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/capital-planning-llc-bellevue-wa-169470",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288579,
      "name": "Cedar River Capital, LLC",
      "name_as_filed": "CEDAR RIVER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/cedar-river-capital-llc-seattle-wa-288579",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315897,
      "name": "Cercano Management LLC",
      "name_as_filed": "CERCANO MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cercano-management-llc-bellevue-wa-315897",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333806,
      "name": "Chaps Lifestyle LLC",
      "name_as_filed": "CHAPS LIFESTYLE LLC",
      "url": "https://advisorcensus.com/firm/chaps-lifestyle-llc-seattle-wa-333806",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317325,
      "name": "Cloud Capital Management",
      "name_as_filed": "CLOUD CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cloud-capital-management-seattle-wa-317325",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108805,
      "name": "Coldstream Wealth Management",
      "name_as_filed": "COLDSTREAM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/coldstream-wealth-management-bellevue-wa-108805",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 35,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289191,
      "name": "Colmina, LLC",
      "name_as_filed": "COLMINA, LLC",
      "url": "https://advisorcensus.com/firm/colmina-llc-seattle-wa-289191",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116958,
      "name": "Comprehensive Wealth Management",
      "name_as_filed": "COMPREHENSIVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/comprehensive-wealth-management-lynnwood-wa-116958",
      "city": "Lynnwood",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305925,
      "name": "Concepts Financial Services, LLC",
      "name_as_filed": "CONCEPTS FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/concepts-financial-services-llc-kirkland-wa-305925",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108089,
      "name": "Eagle Harbor Asset Management, Inc.",
      "name_as_filed": "EAGLE HARBOR ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/eagle-harbor-asset-management-inc-seattle-wa-108089",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123636,
      "name": "Elliott Cove Capital Management",
      "name_as_filed": "ELLIOTT COVE CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/elliott-cove-capital-management-seattle-wa-123636",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305125,
      "name": "Emerald Advisors, LLC",
      "name_as_filed": "EMERALD ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/emerald-advisors-llc-bellevue-wa-305125",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152622,
      "name": "Empirical Wealth Management",
      "name_as_filed": "EMPIRICAL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/empirical-wealth-management-seattle-wa-152622",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299739,
      "name": "Ervin Investment Management",
      "name_as_filed": "ERVIN INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ervin-investment-management-seattle-wa-299739",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104931,
      "name": "Evergreen Capital Management LLC",
      "name_as_filed": "EVERGREEN CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/evergreen-capital-management-llc-bellevue-wa-104931",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 42,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 6681,
      "name": "First Washington Corporation",
      "name_as_filed": "FIRST WASHINGTON CORPORATION",
      "url": "https://advisorcensus.com/firm/first-washington-corporation-seattle-wa-6681",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333296,
      "name": "Foresee Wealth Advisors",
      "name_as_filed": "FORESEE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/foresee-wealth-advisors-bellevue-wa-333296",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145711,
      "name": "Freestone Capital Management, LLC",
      "name_as_filed": "FREESTONE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/freestone-capital-management-llc-seattle-wa-145711",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145322,
      "name": "Fulcrum Capital, LLC",
      "name_as_filed": "FULCRUM CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/fulcrum-capital-llc-seattle-wa-145322",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151043,
      "name": "Garde Capital, Inc.",
      "name_as_filed": "GARDE CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/garde-capital-inc-seattle-wa-151043",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300609,
      "name": "Gould Capital, LLC",
      "name_as_filed": "GOULD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/gould-capital-llc-tacoma-wa-300609",
      "city": "Tacoma",
      "state": "WA",
      "years_registered": 7,
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        "label": "Financial advisors for charitable organizations in Seattle, WA"
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  "csv": null,
  "source": {
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    "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"
  }
}
