Rialytix insights

Top RIA Firms in Tacoma, Washington

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Tacoma, Washington. This hub covers 10 matching firms with $4.6B in total reported AUM and median AUM of $291.7M.

Firms

Matching current profiles

Total AUM

$4.6B

Reported regulatory AUM

Median AUM

$291.7M

Across firms with AUM

Largest firm

$1.9B

D'Annunzio Consulting Group, 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. D'Annunzio Consulting Group, LLC CRD 144422 · Limited Liability Company	TACOMA, WA	$1.9B Mar 2026	+$184.1M+10.7%	+$67.7M+3.7%	+$291.9M+18.1%	+$622.4M+48.7%	-1 employees-20.0% over 3Y	-2 accounts-4.7% over 3Y
2. Financial Insights Wealth Management CRD 108797 · Corporation	TACOMA, WA	$746.7M Mar 2026	-$42.3M-5.4%	+$125.7M+20.2%	+$284.9M+61.7%	+$646.7M+646.3%	-1 employees-5.9% over 3Y	-1,280 accounts-62.5% over 3Y
3. Mkt And Associates LLC CRD 329889 · Limited Liability Company	TACOMA, WA	$378.7M May 2026	+$103.2M+37.5%	—	—	—	+3 employees+100.0% over 1Y	+209 accounts+62.2% over 1Y
4. Rainier Family Wealth, INC. CRD 332062 · Corporation	TACOMA, WA	$331.5M May 2026	+$93.8M+39.5%	—	—	—	+1 employees+25.0% over 1Y	+154 accounts+52.7% over 1Y
5. Seneschal Family Office CRD 131618 · Limited Liability Company	TACOMA, WA	$301.3M Mar 2026	+$27.4M+10.0%	+$73.8M+32.4%	+$140.0M+86.8%	+$227.8M+309.8%	+1 employees+25.0% over 3Y	+106 accounts+19.0% over 3Y
6. Stolz & Associates, Ps CRD 117216 · Corporation	TACOMA, WA	$282.2M Feb 2026	+$82.8M+41.5%	+$112.6M+66.4%	+$148.3M+110.8%	+$179.3M+174.2%	+1 employees+25.0% over 3Y	+146 accounts+34.6% over 3Y
7. Gqg Private Capital Solutions LLC CRD 332231 · Limited Liability Company	TACOMA, WA	$266.8M Mar 2026	+$162.8M+156.5%	—	—	+$174.0M+187.5%	-1 employees-9.1% over 1Y	+1 accounts+33.3% over 1Y
8. Columbia River Advisors CRD 154571 · Limited Liability Company	TACOMA, WA	$191.1M Apr 2026	+$1.6M+0.8%	-$234.9M-55.1%	-$250.8M-56.7%	+$146.1M+324.8%	-1 employees-14.3% over 3Y	-477 accounts-45.3% over 3Y
9. Gould Capital, LLC CRD 300609 · Limited Liability Company	TACOMA, WA	$175.2M Mar 2026	+$25.9M+17.3%	+$16.0M+10.0%	+$28.2M+19.2%	—	-1 employees-25.0% over 3Y	+3 accounts+0.8% over 3Y
10. Portfolio Strategies INC CRD 104685 · Corporation	TACOMA, WA	$50.2M Mar 2026	-$5.2M-9.4%	-$22.8M-31.2%	-$72.6M-59.1%	-$179.2M-78.1%	0 employees+0.0% over 3Y	-223 accounts-42.9% 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.