AUM per client for Team firms serving clients in Washington

Team firms active in Washington 296 firms

Very Low $250K-$480K

Low $480K-$850K

Typical $850K-$1.2M

High $1.2M-$1.8M

Very High $1.8M-$4.1M

5th 20th 40th 60th 80th 95th

Median: $970K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Uniplan Investment Counsel, Inc.	Very Low $430K	$740M	1,715	0%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
Kiley Juergens Wealth Management, LLC	Low $590K	$1.7B	2,937	21%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
Oliver Capital Management	Typical $950K	$430M	452	24%
180 Wealth Advisors, LLC	Typical $970K	$1.3B	1,320	41%
Weinand Financial, Inc.	High $1.4M	$610M	437	38%
Wilsey Asset Management Incorporated	Low $810K	$690M	844	18%
Ridgecrest Wealth Partners, LLC	Typical $950K	$700M	739	78%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Castle Rock Wealth Management, LLC	Very Low $290K	$580M	2,024	5%
Tradewinds Capital Management, LLC	Very Low $330K	$720M	2,224	9%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
Elite Wealth Management, Inc.	Very High $1.9M	$860M	465	37%
Nelson Securities,Inc.	Very Low $130K	$270M	2,016	0%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
Tolsma Investments, LLC	Very High $2.6M	$550M	215	56%
McIlrath & Eck, LLC	Typical $1.1M	$1.4B	1,287	32%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Pacific Sage Partners, LLC	High $1.2M	$950M	804	28%
Vision Capital Management Inc	Low $620K	$1.1B	1,755	64%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Fellowship Financial Planning	Very Low $410K	$470M	1,130	11%
Nectarine	Very Low $0	$0	3,210	19%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
American Wealth Management	Low $840K	$730M	873	23%
Saratoga Research & Investment Management	Low $750K	$1.9B	2,554	18%
Sage Advisors, LLC	Low $770K	$520M	675	22%
Capital Advisors Wealth Management	Typical $920K	$910M	993	29%
Valley Wealth Strategies, LLC	Very Low $340K	$1.4B	3,966	7%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Aspire Capital Advisors LLC	Low $520K	$1B	1,956	14%
Everest Financial Group	Low $520K	$1B	1,940	18%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Martel Wealth Advisors, LLC	High $1.2M	$1.2B	998	38%
Richards Merrill Wealth Management	Very Low $430K	$550M	1,270	14%
Evans Capital Management Associates	High $1.2M	$490M	422	31%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Planned Solutions, Inc.	Low $810K	$670M	827	28%
Talbot Financial, LLC	Very High $5M	$1.3B	269	93%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Werba Rubin Papier Wealth Management, LLC	Very High $2M	$1.4B	670	47%
Check Capital Management Inc	Very High $1.9M	$2.2B	1,192	100%
Measured Risk Portfolios	Low $580K	$460M	793	21%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Alongside, LLC	Very Low $410K	$870M	2,103	9%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
von Borstel & Associates	High $1.4M	$680M	499	52%
United Advisors America	Very Low $160K	$450M	2,809	2%
Leonard Rickey Investment Advisors, P.L.L.C.	Low $830K	$900M	1,078	25%
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low $420K	$300M	708	2%
Paul R. Ried Financial Group, LLC	High $1.2M	$1.3B	1,059	38%
West Invest	Very Low $440K	$300M	684	20%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Albitz/Miloe and Associates, Inc.	High $1.2M	$810M	657	32%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Vantage Wealth Management, LLC	High $1.8M	$1.1B	635	42%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
MarsJewett Financial Group	High $1.3M	$900M	717	52%
Griffiths, Dreher & Evans, P.S., CPAs	Very Low $340K	$310M	915	8%
Aviso Wealth Management	Low $640K	$580M	913	17%
Pinnacle Wealth Advisors	Low $580K	$470M	810	9%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Armstrong Advisory Group Inc.	Typical $1.1M	$1.7B	1,489	50%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Palisade Investments, LLC	Low $570K	$330M	578	24%
Financial Insights Wealth Management	Typical $970K	$740M	768	31%
Keudell Morrison Wealth Management, LLC	Typical $1M	$800M	766	23%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Greene Wealth Management, LLC	Very High $3.3M	$1.2B	377	53%
Truvestments Capital LLC	Low $490K	$640M	1,316	9%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
Harlow Wealth Management, Inc.	Low $640K	$410M	649	15%
NOVA FINANCIAL SERVICES	Low $640K	$470M	738	20%
Tencap Wealth Coaching	Very Low $370K	$270M	736	7%
Auxano Advisors	Very High $2.4M	$1.7B	724	37%
FRG Family Wealth Advisors	Very High $2.9M	$760M	265	43%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
GK Wealth Management LLC	Low $490K	$260M	525	24%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Van Hulzen Financial Advisors	High $1.2M	$1.7B	1,389	27%
DLK Investment Management	Low $730K	$320M	433	7%
SPG Advisors LLC	Low $770K	$540M	692	23%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Epsilon Financial Group, Inc.	High $1.4M	$600M	428	38%
Vickerman Investment Advisors, Inc.	High $1.5M	$630M	428	35%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Price Financial Group Wealth Management, Inc.	Very Low $330K	$170M	511	3%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Martin Nelson & Co., Inc.	Low $680K	$290M	422	0%
TrueNorth Wealth	High $1.3M	$1.1B	843	31%
Baker Ellis Asset Management LLC	Very High $3M	$1B	334	41%
RVW Wealth LLC	High $1.4M	$1.2B	834	3%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Creative Money LLC	Very Low $0	$0	413	0%
Boldin Advisors	Very Low $0	$0	821	63%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Fortitude Financial LLC	Low $690K	$280M	408	17%
Pekin Hardy Strauss, Inc.	Very High $2M	$1.5B	725	48%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Omega Financial Group, LLC	High $1.7M	$540M	319	46%
Strong Retirement Solutions	Very Low $400K	$160M	388	14%
Pinkerton Wealth Partners	Typical $1.1M	$1.3B	1,233	31%
Roberts, Glore & Co.	Very High $1.9M	$730M	383	49%
Boone Wealth Advisors, LLC	High $1.6M	$500M	305	58%
Occidental Asset Management, LLC	High $1.2M	$1.1B	908	100%
Integrity Financial Corporation	Low $500K	$600M	1,209	14%
Financial Plan, Inc.	High $1.8M	$1.6B	905	34%
Trinity Capital Management, LLC	Typical $1.1M	$430M	376	46%
SLOY, DAHL & HOLST, LLC	Very High $2M	$890M	448	37%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Pacific Asset Management, LLC	Typical $1M	$370M	370	33%
Peregrine Asset Advisers, Inc.	High $1.3M	$580M	441	12%
Petersen Hastings Wealth Advisors, Inc.	Typical $960K	$1.2B	1,232	30%
Northern Capital Management, Inc.	Low $720K	$520M	719	20%
Momentous Wealth Management, Inc.	Low $740K	$360M	492	31%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Decker Retirement Planning Inc.	Very Low $470K	$360M	767	7%
Robinswood Financial	Typical $860K	$420M	488	26%
Madrona Financial & CPAs	Typical $980K	$680M	689	41%
First Pacific Financial, Inc.	High $1.4M	$1.8B	1,291	44%
New Millennium Group	Very Low $280K	$250M	881	4%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Diversified Portfolios, Inc.	Very High $2.8M	$1.9B	660	28%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
Asset One Wealth Management, LLC	Low $800K	$940M	1,170	24%
Chaney Capital Management Inc.	High $1.2M	$460M	388	36%
Insight Folios	Very Low $270K	$330M	1,228	6%
Falcon Wealth Planning, Inc.	Typical $1M	$1.5B	1,478	29%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Abundo Wealth	—	—	695	0%
Comprehensive Wealth Management	Typical $880K	$330M	378	29%
Whitwell Advisors	Very Low $320K	$100M	312	18%
Capstone Investment Group	Very Low $300K	$170M	560	9%
Brio Financial Group	High $1.3M	$1.1B	800	42%
Bright Road Wealth Management, LLC	Low $680K	$420M	614	17%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Arrivity Financial Planning	—	—	366	0%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Christensen, King & Associates Investment Services, Inc.	Low $540K	$290M	540	18%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Etesian Wealth Advisors, Inc.	Typical $1.1M	$460M	415	5%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
EQ Wealth Management	High $1.8M	$940M	525	70%
Milestone Investment Advisors, LLC	Very High $2M	$800M	408	53%
Investor FAN	Typical $900K	$790M	874	27%
Verus Financial Partners	Very High $1.9M	$1.2B	636	42%
Capital Planning, LLC	Very High $2.1M	$610M	289	59%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Range Financial Group, LLC	Typical $1M	$400M	400	33%
Snider Financial Group	Typical $1.1M	$550M	514	31%
Strategic Financial Partners, LTD	Typical $940K	$320M	340	25%
The H Group, Inc.	Low $710K	$520M	735	20%
Guide Advisors, Inc.	—	—	279	0%
Cimarron Wealth Management, Inc.	Low $550K	$300M	552	13%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Elliott Cove Capital Management	Very Low $250K	$150M	584	5%
Mainsail Financial Group	Typical $940K	$400M	424	31%
Quantum Financial Planning Services, Inc.	Typical $910K	$720M	790	32%
Skyline Advisors, Inc.	Typical $1M	$370M	365	44%
Helium Advisors LLC	Low $830K	$220M	260	26%
Prota Financial	Very Low $400K	$270M	673	13%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Johnson Bixby	High $1.2M	$930M	776	39%
Oarsman Capital, Inc	High $1.7M	$1.2B	670	53%
Garde Capital, Inc.	Very High $4.9M	$2.3B	462	74%
Interwise	Typical $1M	$310M	307	49%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Go Wealth Management	Very Low $270K	$120M	457	9%
Alaska Wealth Advisors	High $1.7M	$1.1B	660	50%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
The Institute	High $1.7M	$1.3B	803	24%
Doceo Wealth, LLC	Low $820K	$250M	300	65%
Wealth Advisors NW	Typical $1.2M	$350M	299	35%
Sound Financial, LLC	Typical $850K	$210M	248	27%
Summit Wealth and Retirement Partners	Very High $2.8M	$970M	346	56%
Blue Anchor Wealth Advisors, LLC	Very Low $450K	$130M	296	13%
Sierra Investment Management, LLC	Typical $1.1M	$340M	294	34%
Bellingham Capital	Low $600K	$150M	243	10%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Blue Jean Financial LLC	Very Low $350K	$130M	385	8%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
SGL Investment Advisors, Inc.	Low $480K	$340M	712	14%
Alliance Advisory & Securities, LLC	Typical $1M	$680M	663	34%
Meridian Investment Counsel, Inc.	Very High $3.8M	$720M	187	63%
Stansberry Asset Management, LLC	High $1.3M	$1.3B	975	59%
Decisionpoint Financial, LLC	Typical $990K	$590M	602	24%
CWC Advisors, LLC	Typical $860K	$200M	231	100%
The Retirement Solution LLC	Typical $850K	$700M	823	39%
Chicory Wealth	High $1.5M	$830M	539	42%
Financial Alternatives, Inc.	Very High $2.3M	$610M	269	55%
Hohimer Wealth Management, LLC	Very High $2.1M	$1.1B	535	33%
Forthright Capital	Very Low $110K	$110M	978	1%
Fortis Capital Management LLC	High $1.5M	$990M	665	40%
Horizons Sustainable Financial Services, Inc.	Low $490K	$150M	310	33%
Mengis Capital Management, Inc.	Very High $2.2M	$580M	263	49%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Dominion Portfolio Management, Inc.	Very Low $350K	$280M	782	3%
Invicta Financial Group	Low $780K	$370M	477	38%
Cutler Investment Group	Typical $1M	$980M	949	39%
Emerald Advisors, LLC	Very High $4.4M	$940M	215	70%
Nepsis, Inc.	Low $580K	$340M	590	16%
Roehl & Yi Investment Advisors, LLC	Very High $1.9M	$890M	460	38%
Progressive Investment Management Corporation	Very High $4.1M	$680M	167	84%
Fortitude Advisory Group L.L.C.	Low $750K	$470M	622	0%
IBN Financial Services, Inc.	Very Low $150K	$75M	497	8%
Union Capital Company	Very Low $360K	$150M	414	6%
Consilio Wealth Advisors, LLC	Very High $1.9M	$560M	288	69%
Wise Planning, Inc.	Very High $3M	$610M	203	71%
Strait & Sound	High $1.4M	$330M	243	12%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Peachcap Tax & Advisory, LLC	Low $570K	$140M	237	25%
Hidden Cove Wealth Management	High $1.2M	$330M	273	30%
TrueWealth Financial Partners	High $1.8M	$270M	156	53%
Avier Wealth Advisors	Very High $2M	$1.2B	583	48%
Everspire	Very Low $310K	$250M	803	6%
Ims Capital Management	Low $820K	$220M	264	23%
Columbia Advisory Partners, LLC	Very Low $470K	$300M	630	29%
Sentry Advisors, LLC	Very High $16M	$2.3B	148	82%
Opal Advisors	Typical $890K	$160M	184	33%
Blue Water Wealth	High $1.2M	$470M	403	54%
MYeCFO	High $1.4M	$260M	183	17%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
Centura Wealth Advisory	Very High $2M	$1.2B	574	37%
Tandem Wealth Advisors	Typical $920K	$230M	251	38%
Private Advisory	Very High $2.4M	$1.7B	678	42%
trueNorth Wealth Advisors	Very High $1.8M	$320M	178	54%
Harbour Investment Management L.L.C.	High $1.8M	$320M	177	44%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
WaFd Wealth, Inc	High $1.3M	$350M	274	64%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Tschetter Group	Very High $3.8M	$1.9B	503	34%
Apforia	Very Low $270K	$98M	368	15%
Allium Financial Advisors, LLC	Very High $3M	$690M	232	74%
Innovative Advisory Group	Low $640K	$190M	298	9%
Fulcrum Capital, LLC	Very High $2.6M	$770M	296	100%
Willow Grove Advisors, LLC	Very High $1.9M	$370M	194	48%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
SoundView Advisors	Very High $2M	$390M	189	59%
Anchor Bay Capital, Inc.	High $1.3M	$240M	187	24%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
AIRE Advisors, LLC	Very High $2.8M	$940M	340	88%
Eastsound Capital Advisors, LLC	Low $830K	$200M	244	20%
TPG Financial Advisors, LLC	High $1.7M	$900M	545	32%
West Ridge Advisors	Low $510K	$190M	361	15%
Kutscher Benner Barsness & Stevens, Inc.	Very High $3.4M	$610M	180	72%
Lifetime Financial, Inc.	Very Low $240K	$56M	237	8%
Green Ocean Global Advisors LLC	Low $780K	$110M	147	38%
Ballast Rock Private Wealth	High $1.6M	$380M	235	40%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Avise Financial	Typical $1M	$170M	170	28%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Sivia Capital Partners, LLC	Very High $23M	$1.2B	55	98%
Cordant Wealth Partners	Very High $2.3M	$370M	164	77%
HFG Advisors, Inc.	Low $850K	$110M	133	25%
Feltl Advisors	Very Low $390K	$160M	395	0%
Optas, LLC	Very High $6.6M	$860M	131	63%
Cloud Capital Management	Very High $2.3M	$300M	130	50%
Bear Mountain Capital Inc.	High $1.6M	$360M	232	39%
Goldbloom Wealth Management LLC	Low $690K	$100M	145	26%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
Avalan, LLC	High $1.6M	$430M	265	46%
Sage Rhino Capital LLC	Very High $4.5M	$870M	192	72%
Northwest Investment Advisors, Inc.	Very Low $390K	$45M	115	0%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Clear Capital Management LP	Low $550K	$61M	112	15%
Forefront	Very Low $420K	$240M	572	18%
Aletheian Wealth Advisors LLC	Very High $3.9M	$410M	105	66%
Basecamp Wealth Advisors, LLC	Very High $13M	$1.1B	80	100%
LRI Investments	Very High $4M	$1.9B	477	45%
PracticeCFO Investments	Low $800K	$170M	211	60%
American Northwest Advisory Services L.L.C.	Very Low $430K	$41M	95	38%
D'Annunzio Consulting Group, LLC	Very High $38M	$1.4B	38	84%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
JRS Investments and Wealth Preservation, LLC	Very Low $170K	$15M	91	2%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Colorado Financial Service Corporation	Very Low $450K	$84M	188	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Prospero Wealth, LLC	Typical $1.1M	$90M	80	53%
Parcion Private Wealth LLC	Very High $18M	$3B	165	64%
Q3 Advisors, LLC	—	—	224	0%
Carapace Financial Advisors LLC	High $1.2M	$59M	49	100%
Colmina, LLC	Very High $2.1M	$85M	40	45%
First Washington Corporation	Very High $13M	$310M	24	92%
Highland Capital Advisors, LLC	Very Low $0	$0	17	65%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Advice Only	—	—	—	—

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support