| 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 3Y | 0 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 1Y | 0 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 | — |