Rialytix insights

Largest RIA Firms in Kirkland, Washington by AUM

Explore registered investment advisers headquartered in Kirkland, Washington, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 10 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 Sep 2026	+$72.6M+15.7%	+$254.3M+90.5%	+$301.9M+129.3%	+$403.5M+305.8%	0 employees+0.0% over 3Y	+662 accounts+38.8% 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	$453.2M Jul 2026	+$86.6M+23.6%	+$147.5M+48.3%	+$116.3M+34.5%	+$230.6M+103.6%	+1 employees+20.0% over 3Y	+340 accounts+32.0% 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 sufficient historical filing data is unavailable for the lookback period.