Investment advisers in Washington
271 SEC-registered advisers with a main office in Washington, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|---|---|---|
| Private Asset Management Inc | Kirkland | $109.5M | — |
| Simcoe Capital, LLC | Spokane | $109.4M | — |
| Kairos Capital Management, LLC | Bellevue | $105.9M | — |
| Petrie Capital Management LLC. | Seattle | $105.2M | — |
| Vita Planning Group LLC | Camas | $83.7M | — |
| Portfolio Strategies Inc | Tacoma | $50.2M | — |
| American Northwest Advisory Services L.L.C. | Federal Way | $41.3M | — |
| P3 Asset Management, LLC | Gig Harbor | $40.3M | — |
| Brueske Advisory Services, LLC | Bellevue | $35.8M | — |
| Directional Financial Services, LLC | Seattle | $11.5M | — |
| Concreit Fund Management LLC | Seattle | $9M | — |
| Quantca Financial LLC | Edmonds | $10K | — |
| Third Stage Investment Group, LLC | Bellevue | — | — |
| Optimal Tax Asset Management, Inc. | Bellevue | — | — |
| Russell Investments Credit Adviser, LLC | Seattle | — | — |
| Russell Investments Infrastructure Adviser, LLC | Seattle | — | — |
| Sharebuilder Advisors, LLC | Seattle | — | — |
| Calpa Advisors LLC | Kirkland | — | — |
| Saa Advisors, Inc. | Bellevue | — | — |
| Guide Advisors, Inc. | Bothell | — | — |
| Highland Capital Advisors, LLC | Issaquah | — | — |
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