Rialytix insights

Top RIA Firms in Kirkland, Washington

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Kirkland, Washington. This hub covers 10 matching firms with $3.6B in total reported AUM and median AUM of $339.5M.

Firms

Matching current profiles

Total AUM

$3.6B

Reported regulatory AUM

Median AUM

$339.5M

Across firms with AUM

Largest firm

$861.3M

Elite Wealth Management, INC.

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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. Elite Wealth Management, INC. CRD 132122 · Corporation	KIRKLAND, WA	$861.3M Mar 2026	-$134.8M-13.5%	+$119.1M+16.1%	+$266.0M+44.7%	+$805.3M+1437.5%	-1 employees-16.7% over 3Y	+4 accounts+0.3% over 3Y
2. Spg Advisors LLC CRD 284496 · Limited Liability Company	KIRKLAND, WA	$535.4M Mar 2026	+$72.6M+15.7%	+$266.8M+99.3%	+$301.9M+129.3%	+$403.5M+305.8%	0 employees+0.0% over 3Y	+822 accounts+53.2% over 3Y
3. Schmidt Financial Management CRD 328247 · Corporation	KIRKLAND, WA	$497.5M Mar 2026	+$85.4M+20.7%	—	—	—	+1 employees+16.7% over 1Y	+128 accounts+18.3% over 1Y
4. Robinswood Financial CRD 143417 · Limited Liability Company	KIRKLAND, WA	$433.3M May 2026	+$66.8M+18.2%	+$127.7M+41.8%	+$96.5M+28.6%	+$210.7M+94.7%	+1 employees+20.0% over 3Y	+320 accounts+30.1% over 3Y
5. Taiyo Pacific Partners L.p. CRD 160930 · Limited Partnership	KIRKLAND, WA	$395.3M Mar 2026	-$1.3B-77.0%	-$2.0B-83.7%	-$2.3B-85.2%	-$1.4B-77.5%	-24 employees-63.2% over 3Y	+1 accounts+16.7% over 3Y
6. Kaizen Financial Advisors, LLC CRD 155353 · Limited Liability Company	KIRKLAND, WA	$283.7M Mar 2026	+$39.5M+16.2%	+$101.7M+55.9%	+$81.7M+40.5%	+$162.3M+133.6%	+1 employees+33.3% over 3Y	+163 accounts+35.2% over 3Y
7. Prevail Wealth Management CRD 164532 · Limited Liability Company	KIRKLAND, WA	$260.8M Mar 2026	+$46.2M+21.5%	+$132.6M+103.4%	—	+$151.8M+139.2%	-1 employees-16.7% over 3Y	+232 accounts+45.1% over 3Y
8. Hot Creek Capital, L.l.c. CRD 162371 · Limited Liability Company	KIRKLAND, WA	$135.7M Feb 2026	+$8.6M+6.8%	+$12.8M+10.4%	—	+$15.3M+12.7%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
9. Greystone Financial & Estate Services, INC. CRD 318092 · Corporation	KIRKLAND, WA	$117.1M Feb 2026	—	—	—	+$13.5M+13.0%	-2 employees-66.7% over Total	+41 accounts+8.0% over Total
10. Private Asset Management INC CRD 108815 · Corporation	KIRKLAND, WA	$109.5M Apr 2026	+$4.3M+4.1%	-$57.8M-34.6%	-$41.2M-27.3%	+$14.1M+14.8%	+1 employees+33.3% over 3Y	+77 accounts+77.0% 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.