Rialytix insights

Top RIA Firms in Edmonds, Washington

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Edmonds, Washington. This hub covers 6 matching firms with $6.7B in total reported AUM and median AUM of $478.4M.

Firms

Matching current profiles

Total AUM

$6.7B

Reported regulatory AUM

Median AUM

$478.4M

Across firms with AUM

Largest firm

$4.6B

Zevenbergen Capital Investments LLC

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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. Zevenbergen Capital Investments LLC CRD 128990 · Limited Liability Company	EDMONDS, WA	$4.6B Mar 2026	-$425.0M-8.5%	+$1.5B+50.7%	+$1.8B+66.8%	+$2.1B+88.4%	+1 employees+4.3% over 3Y	+14 accounts+4.3% over 3Y
2. Pacific Sage Partners, LLC CRD 315663 · Limited Liability Company	EDMONDS, WA	$986.3M Mar 2026	+$128.5M+15.0%	+$290.2M+41.7%	—	—	+3 employees+60.0% over 3Y	+306 accounts+14.1% over 3Y
3. Sage Advisors, LLC CRD 301328 · Limited Liability Company	EDMONDS, WA	$575.1M Jan 2026	+$92.7M+19.2%	+$194.1M+51.0%	+$368.1M+177.8%	—	+1 employees+10.0% over 3Y	+108 accounts+18.6% over 3Y
4. Harbour Investment Management L.l.c. CRD 111166 · Limited Liability Company	EDMONDS, WA	$381.6M Mar 2026	-$89.0M-18.9%	+$13.6M+3.7%	+$36.4M+10.5%	+$165.0M+76.2%	+2 employees+50.0% over 3Y	-29 accounts-5.6% over 3Y
5. Tfs Advisors, LLC CRD 167653 · Limited Liability Company	EDMONDS, WA	$161.2M Mar 2026	+$39.8M+32.8%	+$39.6M+32.6%	—	+$58.1M+56.4%	0 employees+0.0% over 3Y	+81 accounts+23.5% over 3Y
6. Quantca Financial CRD 329324 · Limited Liability Company	EDMONDS, WA	$10.4K Mar 2026	+$390+3.9%	—	—	—	+1 employees+100.0% over 1Y	0 accounts+0.0% over 1Y

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.