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Fastest Growing RIAs
in Washington

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Karel Capital, Inc.
Spokane, 
WA
3 Year Grow Rate:
277%
AUM (MM):
$75

#

Fulcrum Wealth Advisors, LLC
Bellevue, 
WA
3 Year Grow Rate:
191%
AUM (MM):
$30

#

The Clarius Group, LLC
Seattle, 
WA
3 Year Grow Rate:
185%
AUM (MM):
$2,039

#

Barker Wealth Management, LLC
Camas, 
WA
3 Year Grow Rate:
157%
AUM (MM):
$92

#

Rainier Financial Group, Inc.
Seattle, 
WA
3 Year Grow Rate:
148%
AUM (MM):
$311

#

Talbot Financial, LLC
Bellevue, 
WA
3 Year Grow Rate:
108%
AUM (MM):
$321

#

Cascade Wealth Advisors, Inc
Wenatchee, 
WA
3 Year Grow Rate:
102%
AUM (MM):
$83

#

Sander Capital Advisors, Inc.
Seattle, 
WA
3 Year Grow Rate:
98%
AUM (MM):
$168

#

Empirical Wealth Management
Seattle, 
WA
3 Year Grow Rate:
95%
AUM (MM):
$2,664

#

Evergreen Capital Management LLC
Bellevue, 
WA
3 Year Grow Rate:
87%
AUM (MM):
$2,561

#

Paracle Advisors LLC
Mercer Island, 
WA
3 Year Grow Rate:
82%
AUM (MM):
$1,234

#

Blair Hall Advisors, LLC
Seattle, 
WA
3 Year Grow Rate:
82%
AUM (MM):
$85

#

Capital Investment Services, LLC
Lynnwood, 
WA
3 Year Grow Rate:
74%
AUM (MM):
$50

#

Duncan & Haley, Ltd.
Seattle, 
WA
3 Year Grow Rate:
74%
AUM (MM):
$458

#

Brighton Jones LLC
Seattle, 
WA
3 Year Grow Rate:
73%
AUM (MM):
$6,800

#

Highland Private Wealth Management
Bellevue, 
WA
3 Year Grow Rate:
73%
AUM (MM):
$817

#

BHJ Wealth Advisors
Gig Harbor, 
WA
3 Year Grow Rate:
70%
AUM (MM):
$127

#

Agate Pass Investment, LLC
Bainbridge Island, 
WA
3 Year Grow Rate:
70%
AUM (MM):
$156

#

trueNorth Wealth Advisors
Seattle, 
WA
3 Year Grow Rate:
69%
AUM (MM):
$132

#

Fisher Investments
Camas, 
WA
3 Year Grow Rate:
68%
AUM (MM):
$120,949

#

Moser Wealth Advisors
Bellevue, 
WA
3 Year Grow Rate:
64%
AUM (MM):
$151

#

Kaufman Kampe Advisors
Mercer Island, 
WA
3 Year Grow Rate:
55%
AUM (MM):
$128

#

Informed Investors Group
Seattle, 
WA
3 Year Grow Rate:
53%
AUM (MM):
$74

#

Executive Wealth Group, LLC
Kirkland, 
WA
3 Year Grow Rate:
53%
AUM (MM):
$353

#

WealthMark, LLC
Bellingham, 
WA
3 Year Grow Rate:
51%
AUM (MM):
$77

#

Trellis Advisors, LLC
Ellensburg, 
WA
3 Year Grow Rate:
50%
AUM (MM):
$329

#

Columbia Pacific Wealth Management
Seattle, 
WA
3 Year Grow Rate:
47%
AUM (MM):
$4,472

#

Badgley Phelps Wealth Managers
Seattle, 
WA
3 Year Grow Rate:
45%
AUM (MM):
$3,196

#

Kutscher Benner Barsness & Stevens, Inc.
Seattle, 
WA
3 Year Grow Rate:
34%
AUM (MM):
$385

#

FRG Family Wealth Advisors
Bellevue, 
WA
3 Year Grow Rate:
34%
AUM (MM):
$550

#

Schmidt Financial Group, Inc.
Kirkland, 
WA
3 Year Grow Rate:
32%
AUM (MM):
$414

#

Greene Wealth Management, LLC
Seattle, 
WA
3 Year Grow Rate:
22%
AUM (MM):
$959

#

Ramsey & Associates Inc
Seattle, 
WA
3 Year Grow Rate:
17%
AUM (MM):
$225

#

Asset Planning & Management, Inc.
Spokane, 
WA
3 Year Grow Rate:
12%
AUM (MM):
$117
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