NewRiaPulse: records in Washington
14 newRiaPulse: records in Washington are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-13 to 2026-09-11; the most frequent is Better Financial Services, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
14 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-13 to 2026-09-11. Most frequent: Better Financial Services, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Better Financial Services, LLC (1)
- Lifefocus Financial Advisors, LLC (1)
- Brackenwood Capital Management, LLC (1)
- Armour Wealth Advisors, LLC (1)
- Kairos Capital Management, LLC (1)
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What are the top newRiaPulse: records in Washington right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Better Financial Services, LLC | $110,750,000 | 170 | Federal Way |
| Lifefocus Financial Advisors, LLC | $103,509,339 | 225 | Walla Walla |
| Brackenwood Capital Management, LLC | $126,631,575 | 292 | Bainbridge Island |
| Armour Wealth Advisors, LLC | $110,366,065 | 306 | Tumwater |
| Kairos Capital Management, LLC | $105,940,110 | 195 | Bellevue |
| Gevers Wealth Management | $223,697,704 | 502 | Issaquah |
| Integrated Wealth Advisors, LLC | $122,360,346 | 288 | Bellevue |
| Trail Financial Planning LLC | $117,334,223 | 606 | Bellingham |
| Signia Capital Management | $109,440,888 | 16 | Spokane |
| Soundpath Retirement Strategies, LLC | $158,522,563 | 776 | Bellevue |
| Interchange Advisers LLC | Vancouver | ||
| Sloy Dahl & Holst Holdings, INC | $186,620,841 | 1 | Vancouver |
| Optimal Tax Asset Management | Bellevue | ||
| Guide Advisors, INC. | Bothell |
Which related categories and locations should I check?
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in Washington are listed?
14 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-11.
Can I get alerts for Washington?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records