Clients per advisor for Independent firms serving clients in Washington

In Washington, independent financial advisors tend to serve slightly more clients than the national median for this category, with a median of 28 clients per advisor compared to the national median of 26. This suggests that advisors in Washington may balance personalized service with a modestly larger client base, potentially reflecting a mix of early-stage practices and those intentionally maintaining manageable caseloads. With 355 independent firms in the state, clients can expect a range of service models—from highly personalized attention to somewhat more scalable approaches—allowing for flexibility depending on individual preferences for advisor availability and engagement.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

5th 20th 40th 60th 80th 95th

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
2020 Financial Planning LLC	Very Low 1	1	1	1
US Fund Manager LLC	Very Low 1	1	1	1
An Irrational Mind, LLC	Very Low 1	1	1	2
Chaps Lifestyle LLC	Very Low 1	0	1	1
Treeview Capital	Very Low 2	0	1	1
Bedrock Advisors	Very Low 2	2	1	1
Ridge Falls Financial Planning	Very Low 2	2	1	1
Global Freedom Financial LLC	Very Low 2	2	1	1
XSTAR Fund Management LLC	Very Low 2	2	1	2
Quantca Financial	Very Low 2	2	1	2
Strategic Retirement Partners, LLC	Very Low 2	2	1	1
Triangulum Wealth Management	Very Low 2	2	1	1
Moss Bay Capital	Very Low 2	2	1	1
Fidalgo Financial Planning	Very Low 2	2	1	1
Objective Advisors LLC	Very Low 2	2	1	1
Northshore Wealth Management	Very Low 3	3	1	1
Cultivate Wealth LLC	Very Low 3	3	1	1
Creative Retirement Planning, Inc.	Very Low 3	3	1	1
Crossroads Advisor Network LLC	Very Low 3	3	1	2
Eriksen Capital Management	Very Low 3	3	1	2
First Main Capital	Very Low 4	4	1	1
Comus Investment, LLC	Very Low 4	4	1	1
Secondwind Asset Management LLC	Very Low 4	4	1	1
Get Rich Slowly LLC	Very Low 4	0	1	1
PI Square Capital, LLC	Very Low 4	4	1	1
RH2 Wealth Advisors, LLC	Very Low 4	4	1	1
Ravenwood Capital Management, LLC	Very Low 4	4	1	1
Howe Financial Advisory, LLC	Very Low 4	4	1	1
Business Wise Insurance, PLLC	Very Low 4	4	1	1
Vitality Wealth Planning	Very Low 5	5	1	1
Seattle Asset Management, Inc.	Very Low 5	5	1	1
Dual Desert Wealth Management, LLC	Very Low 5	5	1	2
Affirmative Financial Services	Very Low 5	5	1	1
Chair Six Financial Planning, PLLC	Very Low 5	5	1	1
Meridan Capital, LLC	Very Low 5	5	1	1
Streamline Advisory	Very Low 5	5	1	1
Jar Advisor	Very Low 5	5	1	1
Onward Financial Advising LLC	Very Low 5	5	1	1
EnoughFP LLC	Very Low 6	6	1	1
AA Financial Services	Very Low 6	6	1	1
Hart Investment Management, LLC	Very Low 6	6	1	1
American Legacy Capital	Very Low 6	6	1	1
ALC Capital Management, LLC	Very Low 6	6	1	1
Shai Weinbaum Investment Management	Very Low 6	6	1	1
Financial LifeMaps	Very Low 6	6	1	1
Rain Dog Financial	Very Low 7	7	1	1
Steve Pearson Capital Management LLC	Very Low 7	7	1	1
Van Hubly Investments LLC	Very Low 7	7	1	1
Retegy LLC	Very Low 7	7	1	1
CMC Advisors LLC	Very Low 7	7	1	1
Hilty Wealth Management LLC	Very Low 7	7	1	1
Left Coast Investment Strategies LLC	Very Low 7	7	1	1
Wilhelm Financial Services, PLLC	Very Low 7	7	1	1
Conservative Equity Investment Advisors	Very Low 7	7	1	1
Bryant Wealth Management, Inc.	Very Low 7	7	1	1
Alitus Financial Services	Very Low 7	7	1	1
Gillespie Associates LLC	Very Low 8	8	1	1
Kamada Investment Management	Very Low 8	8	1	1
Sound Investment Advice, LLC	Very Low 8	8	1	1
Peak Investments	Very Low 8	8	1	1
Masdevallia LLC	Very Low 8	8	1	1
J Dostal Investments	Very Low 8	8	1	1
Strategic Finance Inc.	Very Low 8	8	1	1
CleverInvesting LLC	Very Low 8	8	1	1
Ninja Wealth Advisors, LLC	Very Low 8	8	1	1
Serene Wealth Planning, LLC	Very Low 8	8	1	1
Denner Capital Management	Very Low 9	9	1	1
Salmon Bay Wealth Management, LLC	Very Low 9	9	1	1
Weikart Advisory Services LLC	Very Low 9	9	1	1
James Capital Management LLC	Very Low 9	9	1	1
Cornerstone Asset Management, LLC	Very Low 9	9	1	1
Zen Trends Capital LLC	Very Low 9	9	1	1
RMA Capital Management, LLC	Very Low 9	9	1	1
Scott Value Investing	Very Low 9	9	1	1
Kirwin Financial LLC	Very Low 9	9	1	1
Edwin Lane Financial Services, LLC	Low 10	10	1	2
Schreiner Financial Solutions	Low 10	10	1	1
JWC Advisors	Low 10	10	1	1
Carlson Financial Advisory, LLC	Low 10	10	1	1
Women's Wealth	Low 10	10	1	1
Altair Investment Management	Low 10	10	1	1
SynergOS Advisory	Low 10	10	1	1
Smith, Blair	Low 10	10	1	1
Nabata Investment Group, LLC	Low 10	10	1	1
Scruggs Advisors, LLC	Low 10	10	1	1
Pegasus Investment Management LLC	Low 11	11	1	1
NW Straits Financial Services	Low 11	11	1	1
Champion Financial Planning LLC	Low 11	11	1	1
Brown PCFO	Low 11	11	1	1
Atrato Asset Management LLC	Low 11	11	1	1
SFM Financial Advisors LLC	Low 11	11	1	1
Informed Investors Group	Low 12	12	1	1
Robert Bergstrom	Low 12	12	1	1
Tiger Mountain Capital	Low 13	13	1	1
Federal Benefits Advisors	Low 13	13	1	1
Williams 360 Financial Advisory, LLC	Low 13	13	1	1
The Road Ahead Wealth Management LLC	Low 13	13	1	1
Chief Capital Management, Inc	Low 14	14	1	1
Fempire Mindset LLC	Low 14	14	1	1
Analogous Investment Management Limited Liability Company	Low 14	14	1	1
Cruz Wealth Management, LLC	Low 14	14	1	1
Short Put Yield	Low 14	14	1	2
Victor Jones CPA, PC	Low 14	14	1	1
HL Wealth Management, LLC	Low 14	14	1	1
Avea Financial Planning, LLC	Low 14	14	1	1
Strategic Asset Management	Low 15	15	1	1
Klahanie Investment LLC	Low 15	15	1	1
Waterhill Capital, LLC	Low 15	15	1	1
Financial Planning for Real People PLLC	Low 15	15	1	1
Evolve Financial	Low 15	15	1	1
Five Cedars	Low 15	15	1	1
Martos Wealth Management	Low 15	15	1	2
Fangorn Wealth Management	Low 16	16	1	1
Ruby Pebble Financial Planning LLC	Low 16	16	1	1
Wonderland Financial Planning	Low 16	16	1	1
Red Haven Advisors, LLC	Low 16	16	1	1
Gallagher Capital Corp.	Low 16	16	1	1
Account Management, LLC	Low 17	17	1	2
Pavilion Financial Planning	Low 17	17	1	1
Julie A. Wurst, CFP, LLC	Low 17	17	1	1
Berets Financial Services LLC	Low 17	17	1	1
IJD Evergreen Financial Services LLC	Low 17	17	1	1
Bedfield Asset Management, LLC	Low 18	18	1	1
Sophos Wealth Management	Low 18	18	1	1
McHenry Capital, L.L.C.	Low 18	18	1	1
Mitz Wealth Management, LLC	Low 18	18	1	1
Scaled Finance LLC	Low 19	19	1	1
Symplectic Capital LLC	Low 19	19	1	1
Paradise Advisor Group LLC	Low 19	19	1	1
Sprylen Wealth Management, LLC	Low 19	19	1	1
Fleet Capital Management, LLC	Low 19	19	1	1
Peridot Capital Management	Low 19	19	1	1
Parkside Family Office LLC	Low 19	19	1	1
John N. Carmody D.D.S. CFP, Inc.	Low 20	20	1	1
Bormann Wealth Management, LLC	Low 20	20	1	1
Guardian Plus Inc	Low 20	20	1	1
BradfordCrane Company LLC	Low 20	20	1	1
APEX Tax & Financial Planning	Typical 21	21	1	1
Samatva Wealth Management LLC	Typical 21	21	1	1
Equal Path Investments	Typical 21	21	1	2
JG Wealth Management, LLC	Typical 21	21	1	2
Vision Casting Financial Planning, LLC	Typical 22	22	1	1
Sapling Wealth Management	Typical 22	22	1	2
Folgmann Financial Group LLC	Typical 22	22	1	1
Van Ray Wealth Management	Typical 22	22	1	1
Focus Advisory, LLC	Typical 22	22	1	1
Icicle Creek Investments	Typical 22	22	1	1
Ellen J Webber, CFP	Typical 23	23	1	2
Anchor Capital Management LLC	Typical 23	23	1	1
Alta Via Financial Planning	Typical 23	23	1	1
Satori Financial LLC	Typical 24	24	1	1
Maura Madden Financial Planning	Typical 24	24	1	1
Viceroy Investment Advisors LLC	Typical 24	24	1	1
Fiscalis Advisory, Inc.	Typical 24	24	1	1
Firm Footing Financial Planning	Typical 24	24	1	1
Church Capital	Typical 25	25	1	1
Stride Financial Planning	Typical 25	25	1	1
Diogenes Financial LLC	Typical 25	25	1	1
Narrative Financial Group	Typical 25	25	1	1
Kenney Wealth Planning & Management	Typical 25	25	1	1
Kindness Financial Planning	Typical 26	26	1	1
Thome Financial	Typical 26	26	1	1
Stag Rock LLC	Typical 26	26	1	1
Wipple Creek, LLC	Typical 26	26	1	1
Advitica Financial Planning LLC	Typical 26	26	1	1
Spencer Financial Planning, LLC	Typical 27	27	1	1
Marathon Wealth Management, LLC	Typical 27	27	1	1
Wealth Management Northwest, Inc.	Typical 27	27	1	1
Sunnybranch Wealth LLC	Typical 27	27	1	1
Skaggs Financial Planning, LLC	Typical 27	27	1	1
Hoover Capital, L.L.C.	Typical 27	27	1	1
TKG Financial LLC	Typical 27	27	1	1
Physician Advising LLC	Typical 28	28	1	1
Signal Financial Planning, LLC	Typical 28	28	1	1
Differential Planning LLC	Typical 28	28	1	1
Wide Eye Capital	Typical 28	28	1	1
Laurelhurst Asset Management LLC	Typical 28	28	1	1
Clarity Northwest Wealth Management, LLC	Typical 28	28	1	1
Vail Ridge Capital, LLC	Typical 28	28	1	1
Columbia Strategic Wealth Advisors, LLC	Typical 29	29	1	1
Robert A. Underhill P.C.	Typical 29	29	1	2
On Course Financial Planning	Typical 30	30	1	1
Quantum Solutions, Inc.	Typical 30	0	1	1
EMP Wealth Management LLC	Typical 30	30	1	1
Alder Cove Capital, LLC	Typical 30	30	1	1
Sequoia Planning & Investments LLC	Typical 30	30	1	2
SKG Investment Services, LLC	Typical 30	30	1	1
Retirement Strategies	Typical 30	30	1	1
Nomad Capital Group, LLC	Typical 31	31	1	1
Pihl Financial Planning	Typical 31	31	1	1
Aloft Financial	Typical 31	31	1	2
DLK Investment Advisors, LLC	Typical 32	32	1	2
Valiant Financial Planning, LLC	Typical 33	33	1	1
Unleashed Financial LLC	Typical 33	33	1	1
Advent Capital Strategies, LLC	Typical 33	33	1	1
Rare Wolf Capital LLC	Typical 33	33	1	1
Hara Capital LLC	Typical 33	33	1	1
Cooper Point Advisors LLC	Typical 33	33	1	1
CSW Partners, LLC	Typical 34	34	1	1
Penn Cove Financial, LLC	Typical 34	34	1	1
Private Wealth Management Solutions, LLC	Typical 34	34	1	1
TDT Financial Inc	Typical 35	35	1	1
Lakeside Financial Inc.	Typical 35	35	1	1
Better Tomorrow Financial	Typical 35	35	1	1
Faire Capital Group	Typical 35	35	1	1
Matchpoint Capital Management, LLC	Typical 35	35	1	1
Flight Capital Management, LLC	Typical 35	35	1	1
McRae Capital Management L.L.C.	Typical 35	35	1	1
Capital Investment Management	High 36	36	1	1
Vessel Wealth Advisors LLC	High 36	36	1	1
Sundowner Capital Management LLC	High 37	37	1	1
Hegdahl Investment Management, LLC	High 37	37	1	1
Pace Wealth Advisors	High 38	38	1	1
Advanced Tax and Financial Services, Inc.	High 38	38	1	2
Timberline Investment Management, LLC	High 39	39	1	1
FIT Financial Consulting LLC	High 40	40	1	1
Boz & Company LLC	High 40	40	1	1
Upfront Financial Planning, LLC	High 40	40	1	1
Toepel Investment Counsel, Inc.	High 41	41	1	1
Sherwood Investments	High 41	41	1	1
Buff Your Finances	High 41	41	1	1
Promenade Wealth	High 42	42	1	1
Wood River Consulting	High 42	42	1	1
Ironstream Capital, LLC	High 43	43	1	2
Franklin Trend Investment Management, LLC	High 44	44	1	1
Sitka Pacific Capital Management, LLC	High 44	44	1	2
Arrowstone Wealth, LLC	High 45	45	1	1
Beacon Rock Wealth Advisors	High 45	45	1	1
Markiz Wealth Management	High 45	45	1	2
Krammer Financial	High 45	45	1	1
Lotusment Advisors, LLC	High 46	46	1	1
Commencement Financial Planning LLC	High 46	46	1	1
Family Retirement LLC	High 47	47	1	2
Polaris Asset Management LLC	High 47	47	1	1
Wright Wealth Management, LLC	High 47	47	1	1
Next Steps Advisors, Inc.	High 47	47	1	1
Simplicity Wealth Management	High 47	47	1	2
Blair Hall Advisors, LLC	High 48	48	1	2
MCM Advisory, LLC	High 48	48	1	1
Petrie Capital Management LLC.	High 48	48	1	1
Mariposa Wealth Solutions LLC	High 49	49	1	1
Esoteric Wealth Partners LLC	High 49	49	1	1
Lin & Company, LLC	High 49	49	1	1
R & R Retirement Services, Inc	High 50	50	1	1
Olympic Financial Advisors, LLC	High 51	51	1	1
Clearstone Wealth Management, LLC	High 51	51	1	1
Aspired Wealth	High 53	53	1	1
1B - Inbundance Wealth Management	High 54	54	1	1
Gabriel Capital, LLC	High 54	54	1	1
Flow Financial Planning, L.L.C.	High 55	55	1	2
Gregory Lyle & Co.	High 56	56	1	1
Westface Financial Advisory	High 57	57	1	2
Busine Wealth	High 58	58	1	1
Viewpoint Advisory, LLC	High 58	58	1	1
Kanso Capital	High 58	58	1	1
Luskin Financial Planning	High 58	58	1	1
Mg Financial, Inc.	High 60	60	1	1
Focus Capital, LLC	High 60	60	1	1
Twin Harbors Wealth Management LLC	High 60	60	1	1
Companion Portfolio Management	High 61	61	1	1
Pariveda Investment Management	High 62	62	1	2
Eugenio Financial	High 62	62	1	2
Marram Investment Management, LLC	High 62	62	1	1
Delphi Advisers	High 62	62	1	1
Dtm3 Corporation	High 62	62	1	1
Elderrock Financial LLC	High 63	63	1	1
Sunrise Capital Management LLC	High 64	64	1	1
Curated Wealth Solutions, LLC	High 64	64	1	1
FIOH Global Asset Management and Strategies, LLC	High 64	64	1	1
Momentum Wealth Strategies	High 65	65	1	1
Gross Domestic Product, Inc	High 65	65	1	2
Birch Elliott Financial, LLC	Very High 67	67	1	1
Ciclo Wealth LLC	Very High 68	68	1	1
Taylor Goddard Investments	Very High 68	68	1	1
Madrona Wealth Management LLC	Very High 68	68	1	1
Long View Financial Services, Inc	Very High 71	71	1	2
Nest Financial Planning, LLC	Very High 71	71	1	2
Blueprint Financial Advisors, LLC	Very High 73	73	1	1
Zeit Capital Advisors	Very High 73	73	1	1
Encompass Financial Planning	Very High 74	74	1	1
Broadview Wealth Management, LLC	Very High 74	74	1	1
True Fiduciary Capital, LLC	Very High 75	75	1	1
Kyarsip Financial Advisors LLC	Very High 75	75	1	1
Your Financial Advocate, LLC	Very High 75	75	1	1
NGP Financial Planning, LLC	Very High 75	75	1	1
Rogowski Wealth Management LLC	Very High 76	76	1	2
Zion Financial Planning, LLC	Very High 76	76	1	1
Whole Family Financial Services, Inc.	Very High 77	77	1	1
Percension Wealth Advisors, LLC	Very High 78	78	1	1
Delphi Wealth Partners	Very High 79	79	1	2
EmboldenFP	Very High 80	80	1	1
Werner & C0. Ria, Pllc	Very High 81	81	1	1
Zetlmaier Wealth Management LLC	Very High 83	83	1	1
Kairos Capital Management, LLC	Very High 84	84	1	1
Wealth Builders, Inc.	Very High 87	87	1	1
Bullseye Investment Group	Very High 89	89	1	1
Rainier Capital Investments LLC	Very High 90	90	1	1
Performance Tracking Inc.	Very High 92	92	1	1
Janis Financial, LLC	Very High 93	93	1	1
InsuraWealth, LLC	Very High 94	94	1	1
Concepts Financial Services, LLC	Very High 94	94	1	1
Toyer Investment Advisors LLC	Very High 95	95	1	1
Peterson Wealth Management	Very High 95	95	1	1
Eureka Financial Planners, LLC	Very High 98	98	1	1
Evoke Financial Services, LLC	Very High 99	99	1	1
Talley Financial	Very High 100	100	1	2
Columbia Wealth Advisors LLC	Very High 101	101	1	1
Hernandez Financial	Very High 101	101	1	1
Scout Asset Management	Very High 103	103	1	1
Brava Financial	Very High 104	104	1	1
Pacific Coast Investment Advisors, LLC	Very High 105	105	1	1
MacLachlan Wealth Management	Very High 105	105	1	1
Ridinger Wealth Management, LLC	Very High 105	105	1	1
Based Capital Wealth LLC	Very High 107	107	1	2
FSR Wealth Management, LLC	Very High 107	107	1	1
Palladio Consulting LLC	Very High 108	108	1	2
GSR Capital Management, Inc.	Very High 113	113	1	1
Tacoma Investment Group	Very High 114	114	1	1
Finn Wealth Management LLC	Very High 118	118	1	1
Wyatt Wealth Management	Very High 118	118	1	1
Freedom Wealth Management LLC	Very High 121	121	1	2
CSLA Financial Inc	Very High 122	122	1	1
Financial Elements, Inc	Very High 122	122	1	2
Clear Resource Group, LLC	Very High 125	125	1	2
Swiss American Asset Management	Very High 127	127	1	1
ERA Capital Management LLC	Very High 127	127	1	1
Provident Living Advisors LLC	Very High 128	128	1	1
Polaris Financial Planning, LLC.	Very High 129	129	1	1
Advisors Asset Management, Inc.	Very High 131	131	1	2
Byrne & Company Wealth Management, LLC	Very High 136	136	1	2
Domo Capital Management, LLC	Very High 137	137	1	1
Balanced Capital	Very High 154	154	1	1
John T. McCarthy, LLC	Very High 155	155	1	1
Financial Trex, LLC	Very High 158	158	1	1
Quantum Financial Planning LLC	Very High 159	159	1	1
Sound Advisory Services Inc.	Very High 160	160	1	1
Enduring Wealth Management, LLC	Very High 170	170	1	1
Firm Foundation Wealth Management, LLC	Very High 173	173	1	1
Northwest Planning Advisors LLC	Very High 185	185	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Parco Wealth Management LLC	Very High 191	191	1	2
Capital Partners Wealth Management	Very High 204	204	1	1
Ascend Wealth Management LLC	Very High 216	216	1	1
McBee Advisors, Inc.	Very High 219	219	1	1
Thompson Financial LLC	Very High 225	225	1	1
DPCM	Very High 270	270	1	1
B P Financial Associates, LLC	Very High 304	304	1	1
Schulmerich & Associates Asset Management, LLC	Very High 392	392	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
A.T. Lloyd's, Inc	Very High 418	418	1	2
Freedom Asset Management	Very High 420	420	1	2
Legacy Cornerstone Wealth	Very High 441	441	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2
Clarion Advisors Inc.	Very High 632	632	1	1

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