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Top RIA Firms in Bellevue, Washington
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bellevue, Washington. This hub covers 43 matching firms with $68.8B in total reported AUM and median AUM of $621.3M.
Firms
43
Matching current profiles
Total AUM
$68.8B
Reported regulatory AUM
Median AUM
$621.3M
Across firms with AUM
Largest firm
$13.9B
Coldstream Wealth Management
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Coldstream Wealth Management CRD 108805 · Corporation | BELLEVUE, WA | $13.9B Mar 2026 | +$3.5B+33.1% | +$6.7B+92.9% | +$9.6B+222.2% | +$12.8B+1144.7% | +107 employees+107.0% over 3Y | +2,014 accounts+84.9% over 3Y |
| 2. Cercano Management LLC CRD 315897 · Limited Liability Company | BELLEVUE, WA | $10.6B Mar 2026 | +$106.7M+1.0% | +$2.6B+32.2% | — | +$2.9B+37.5% | +34 employees+75.6% over 3Y | +22 accounts+84.6% over 3Y |
| 3. Evergreen Capital Management LLC CRD 104931 · Limited Liability Company | BELLEVUE, WA | $7.2B Mar 2026 | +$2.6B+57.9% | +$3.3B+82.6% | +$4.6B+180.6% | +$6.1B+589.9% | +7 employees+23.3% over 3Y | +1,069 accounts+45.8% over 3Y |
| 4. Threadline Wealth CRD 108917 · Limited Liability Company | BELLEVUE, WA | $5.8B May 2026 | +$1.0B+21.4% | +$2.4B+73.2% | +$3.0B+107.6% | +$4.6B+379.5% | -8 employees-11.9% over 3Y | +672 accounts+16.3% over 3Y |
| 5. Parcion Private Wealth LLC CRD 305115 · Limited Liability Company | BELLEVUE, WA | $3.0B Mar 2026 | +$758.4M+34.6% | +$838.1M+39.7% | +$1.9B+180.4% | — | +6 employees+27.3% over 3Y | +748 accounts+66.6% over 3Y |
| 6. Tschetter Group CRD 301548 · Limited Liability Company | BELLEVUE, WA | $2.4B May 2026 | +$252.5M+11.8% | +$1.1B+78.9% | +$1.3B+116.8% | +$1.7B+243.5% | +12 employees+100.0% over 3Y | +727 accounts+87.5% over 3Y |
| 7. Goldfinch Partners CRD 300919 · Limited Partnership | BELLEVUE, WA | $2.1B Mar 2026 | +$103.1M+5.2% | +$951.8M+83.9% | +$1.9B+833.8% | +$2.1B+7476.8% | +2 employees+33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Scs CRD 310849 · Limited Liability Company | BELLEVUE, WA | $1.9B Mar 2026 | +$303.9M+18.6% | +$935.7M+93.0% | +$1.5B+317.8% | — | +16 employees+53.3% over 3Y | +1,678 accounts+69.1% over 3Y |
| 9. Auxano Advisors CRD 145179 · Limited Liability Company | BELLEVUE, WA | $1.8B Mar 2026 | +$325.6M+22.4% | +$747.5M+72.6% | +$1.1B+150.5% | +$1.6B+765.2% | 0 employees+0.0% over 3Y | +788 accounts+52.6% over 3Y |
| 10. Altravue Capital, LLC CRD 283260 · Limited Liability Company | BELLEVUE, WA | $1.5B Jan 2026 | +$422.3M+37.8% | +$595.9M+63.1% | +$1.3B+553.1% | +$1.4B+1025.3% | +1 employees+25.0% over 3Y | -32 accounts-65.3% over 3Y |
| 11. Talbot Financial, LLC CRD 155162 · Limited Liability Company | BELLEVUE, WA | $1.3B Mar 2026 | +$403.1M+43.0% | +$819.9M+157.5% | +$1.0B+317.3% | +$1.2B+1280.6% | 0 employees+0.0% over 3Y | +209 accounts+65.1% over 3Y |
| 12. Paul R. Ried Financial Group, LLC CRD 297284 · Limited Liability Company | BELLEVUE, WA | $1.3B Mar 2026 | +$206.7M+19.5% | +$299.5M+30.9% | +$437.1M+52.6% | — | +2 employees+20.0% over 3Y | +275 accounts+12.3% over 3Y |
| 13. Avier Wealth Advisors CRD 161077 · Limited Liability Company | BELLEVUE, WA | $1.2B Mar 2026 | +$222.9M+23.1% | +$546.1M+85.2% | +$655.4M+123.2% | — | +4 employees+25.0% over 3Y | +584 accounts+28.9% over 3Y |
| 14. Fortis Capital Management LLC CRD 172198 · Limited Liability Company | BELLEVUE, WA | $1.2B Apr 2026 | +$435.3M+59.9% | +$891.7M+330.4% | +$1.0B+645.9% | +$1.1B+5253.7% | +15 employees+214.3% over 3Y | +464 accounts+207.1% over 3Y |
| 15. Basecamp Wealth Advisors, LLC CRD 334018 · Limited Liability Company | BELLEVUE, WA | $1.1B Mar 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 16. Asset One Wealth Management, LLC CRD 336350 · Limited Liability Company | BELLEVUE, WA | $982.5M Apr 2026 | — | — | — | — | +18 employees+1800.0% over Total | — |
| 17. Emerald Advisors, LLC CRD 305125 · Limited Liability Company | BELLEVUE, WA | $941.4M Feb 2026 | +$262.5M+38.7% | +$404.1M+75.2% | +$629.7M+202.1% | — | +4 employees+57.1% over 3Y | +448 accounts+83.7% over 3Y |
| 18. Marsjewett Financial Group CRD 297388 · Corporation | BELLEVUE, WA | $901.4M Mar 2026 | +$166.7M+22.7% | +$370.7M+69.8% | +$403.6M+81.1% | — | +3 employees+23.1% over 3Y | +364 accounts+20.8% over 3Y |
| 19. Integrated Quantitative Investments LLC CRD 310106 · Limited Liability Company | BELLEVUE, WA | $844.8M Feb 2026 | +$426.4M+101.9% | — | — | +$818.8M+3149.2% | +1 employees+20.0% over 1Y | +13 accounts+216.7% over 1Y |
| 20. Frg Family Wealth Advisors CRD 282542 · Limited Liability Company | BELLEVUE, WA | $833.7M Mar 2026 | +$167.2M+25.1% | +$148.6M+21.7% | +$283.4M+51.5% | +$445.4M+114.7% | 0 employees+0.0% over 3Y | +75 accounts+12.3% over 3Y |
| 21. Arable Capital Partners, LLC CRD 287629 · Limited Liability Company | BELLEVUE, WA | $671.2M Mar 2026 | +$127.4M+23.4% | +$192.1M+40.1% | +$381.7M+131.8% | — | +1 employees+14.3% over 3Y | 0 accounts+0.0% over 3Y |
| 22. Aviso Wealth Management CRD 108146 · Corporation | BELLEVUE, WA | $621.3M Mar 2026 | +$219.6M+54.7% | +$378.8M+156.2% | +$451.6M+266.1% | +$558.7M+892.6% | +3 employees+50.0% over 3Y | +1,042 accounts+90.4% over 3Y |
| 23. Capital Planning, LLC CRD 169470 · Limited Liability Company | BELLEVUE, WA | $617.7M Mar 2026 | -$59.2M-8.7% | +$156.3M+33.9% | +$122.3M+24.7% | +$274.3M+79.9% | -1 employees-7.7% over 3Y | -227 accounts-16.3% over 3Y |
| 24. Consilio Wealth Advisors, LLC CRD 314466 · Limited Liability Company | BELLEVUE, WA | $555.8M Apr 2026 | +$97.7M+21.3% | +$290.4M+109.4% | — | — | +1 employees+12.5% over 3Y | +145 accounts+13.0% over 3Y |
| 25. Snider Financial Group CRD 117392 · Corporation | BELLEVUE, WA | $549.7M Apr 2026 | +$49.0M+9.8% | +$281.1M+104.6% | +$314.2M+133.4% | +$457.9M+498.9% | +4 employees+36.4% over 3Y | +619 accounts+67.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.