Rialytix insights

Top RIA Firms in Gig Harbor, Washington

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Gig Harbor, Washington. This hub covers 7 matching firms with $3.2B in total reported AUM and median AUM of $467.5M.

Firms

7

Matching current profiles

Total AUM

$3.2B

Reported regulatory AUM

Median AUM

$467.5M

Across firms with AUM

Largest firm

$844.4M

Lighthouse Wealth Strategies, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Lighthouse Wealth Strategies, LLC
CRD 299334 · Limited Liability Company
GIG HARBOR, WA$844.4M
Mar 2026
+$207.8M+32.6%+$389.0M+85.4%+$660.4M+358.9%+5 employees+62.5% over 3Y+489 accounts+31.2% over 3Y
2. Benchmark Plus Management
CRD 127471 · Limited Liability Company
GIG HARBOR, WA$767.4M
Mar 2026
-$180.0M-19.0%-$253.7M-24.8%-$239.5M-23.8%-$1.8B-70.2%-3 employees-37.5% over 3Y0 accounts+0.0% over 3Y
3. Aerie Advisory Group LLC
CRD 333610 · Limited Liability Company
GIG HARBOR, WA$618.1M
Apr 2026
+$136.2M+28.3%+6 employees+100.0% over 1Y+4 accounts+50.0% over 1Y
4. Fortitude Advisory Group L.l.c.
CRD 116083 · Limited Liability Company
GIG HARBOR, WA$467.5M
Mar 2026
+$37.9M+8.8%+$100.2M+27.3%+$276.5M+144.7%+$199.3M+74.3%-10 employees-40.0% over 3Y-208 accounts-13.3% over 3Y
5. Pacific Asset Management, LLC
CRD 115157 · Limited Liability Company
GIG HARBOR, WA$384.8M
Mar 2026
+$105.3M+37.7%+$148.6M+62.9%+$183.9M+91.6%+$264.1M+218.8%0 employees+0.0% over 3Y-12 accounts-3.1% over 3Y
6. Harborview Asset Management LLC
CRD 332767 · Limited Liability Company
GIG HARBOR, WA$124.7M
Mar 2026
+$16.3M+15.0%+$16.3M+15.0%0 employees+0.0% over 1Y0 accounts+0.0% over 1Y
7. P3 Asset Management
CRD 327327 · Limited Liability Company
GIG HARBOR, WA$40.3M
May 2026
-2 employees-40.0% 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.