77 wealth management firms in Washington grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Private Advisory REDMOND | $900.5M → $2.14B | 2.38× 1.8× typical | 6 → 12 | +3 | Organic | Schwab | 95.6 |
| 2 | Mkt and Associates LLC TACOMA | $113M → $378.7M | 3.35× 2.5× typical | 1 → 3 | +1 | Organic or recruited | Schwab | 94.5 |
| 3 | Capstone Investment Group OLYMPIA | $139.1M → $342.7M | 2.46× 1.8× typical | 4 → 8 | +1 | Organic or recruited | Schwab | 92.6 |
| 4 | West Invest BELLINGHAM | $152.3M → $304.5M | 2× 1.5× typical | 4 → 8 | +1 | Organic | LPL Financial | 91.0 |
| 5 | Lnw SEATTLE | $7.28B → $12.18B | 1.67× 1.2× typical | 62 → 96 | +27 | Organic or recruited | Schwab | 90.5 |
| 6 | Clear Creek Financial Management, LLC SILVERDALE | $1.18B → $1.86B | 1.57× 1.2× typical | 35 → 48 | +3 | Organic or recruited | Schwab | 84.8 |
| 7 | Hohimer Wealth Management, LLC SEATTLE | $796M → $1.26B | 1.58× 1.2× typical | 6 → 10 | +1 | Organic or recruited | Wells Fargo | 84.1 |
| 8 | Synergy Asset Management, LLC VANCOUVER | $823.7M → $1.3B | 1.58× 1.2× typical | 6 → 10 | +1 | Organic | Schwab | 84.1 |
| 9 | Scs BELLEVUE | $1.29B → $1.94B | 1.5× 1.1× typical | 20 → 32 | +3 | Organic or recruited | LPL Financial | 83.9 |
| 10 | Parker Financial LLC SILVERDALE | $174.7M → $272M | 1.56× 1.2× typical | 2 → 3 | +1 | Organic or recruited | Fidelity | 81.7 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.