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Research / Organic Growers

The fastest-growing RIAs in Washington.

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.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1Private Advisory
REDMOND
$900.5M → $2.14B2.38×
1.8× typical
6 → 12+3
Organic
Schwab95.6
2Mkt and Associates LLC
TACOMA
$113M → $378.7M3.35×
2.5× typical
1 → 3+1
Organic or recruited
Schwab94.5
3Capstone Investment Group
OLYMPIA
$139.1M → $342.7M2.46×
1.8× typical
4 → 8+1
Organic or recruited
Schwab92.6
4West Invest
BELLINGHAM
$152.3M → $304.5M2×
1.5× typical
4 → 8+1
Organic
LPL Financial91.0
5Lnw
SEATTLE
$7.28B → $12.18B1.67×
1.2× typical
62 → 96+27
Organic or recruited
Schwab90.5
6Clear Creek Financial Management, LLC
SILVERDALE
$1.18B → $1.86B1.57×
1.2× typical
35 → 48+3
Organic or recruited
Schwab84.8
7Hohimer Wealth Management, LLC
SEATTLE
$796M → $1.26B1.58×
1.2× typical
6 → 10+1
Organic or recruited
Wells Fargo84.1
8Synergy Asset Management, LLC
VANCOUVER
$823.7M → $1.3B1.58×
1.2× typical
6 → 10+1
Organic
Schwab84.1
9Scs
BELLEVUE
$1.29B → $1.94B1.5×
1.1× typical
20 → 32+3
Organic or recruited
LPL Financial83.9
10Parker Financial LLC
SILVERDALE
$174.7M → $272M1.56×
1.2× typical
2 → 3+1
Organic or recruited
Fidelity81.7

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.

How we ranked