Wealth Managers in Washington: Ranked Lists by City (2026)
114 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank wealth managers in 114 Washington cities, 5,482 city rankings in all. The largest lists are Lynden (93), Ferndale (91) and Bremerton (65).
Wealth managers by city in Washington
Every Washington city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 mi of the city.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
Highest RFA Scores among Washington wealth managers
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Kevin J. Pentz CFP and Wealthmark Advisors | 73 | #1 in Silverdale | 5.0★ (80) |
| 2 | Avier Wealth Advisors | 73 | #1 in Mercer Island | 5.0★ (75) |
| 3 | Epic Private Wealth | 73 | #1 in Richland | 4.8★ (80) |
| 4 | Well Built Wealth | 72 | #1 in Lynden | 5.0★ (241) |
| 5 | Gevers Wealth Management - Issaquah Financial Advisors | 72 | #1 in Issaquah | 5.0★ (55) |
| 6 | Walters Wealth Management | 72 | #2 in Poulsbo | 5.0★ (53) |
| 7 | Petersen Hastings Wealth Advisors | 72 | #1 in Kennewick | 4.8★ (66) |
| 8 | Somerset Wealth Strategies | 72 | #1 in Hazel Dell | 5.0★ (94) |
| 9 | Thirty30 Wealth Advisors | 71 | #1 in Spokane Valley | 5.0★ (43) |
| 10 | Parallel Wealth Financial Group Inc. | 71 | #2 in Lynden | 5.0★ (234) |