The Lowest-Fee RIAs in Washington State for $2 Million Portfolios (2026)

The 50 registered investment advisors headquartered in Washington State with the lowest advisory fees on a $2 million portfolio, ranked by annual fee amount. Analysis based on the latest SEC Form ADV Part 2A regulatory filings.

Methodology

  • Universe: RIAs headquartered in Washington State
  • Portfolio size: $2 million
  • Fee calculation: Blended rate across all disclosed fee tiers, applied to a $2 million portfolio
  • Minimum clients: 50+ high-net-worth clients
  • Minimum avg client AUM: $1.5 million
  • Exclusions: Firms with negotiable-only fee rates, and firms with a disclosed minimum account size above $2 million
  • Source: SEC Form ADV Part 2A regulatory filings
#1 Lowest-Fee RIA in Washington State for $2M Portfolios
$12,000
Annual Fee
0.60%
Avg Rate
$3.1M
Avg Client AUM
$376M
Total AUM
99
HNW Clients
#2 Lowest-Fee RIA in Washington State for $2M Portfolios
$13,000
Annual Fee
0.65%
Avg Rate
$4.3M
Avg Client AUM
$574.0B
Total AUM
57,045
HNW Clients
#3 Lowest-Fee RIA in Washington State for $2M Portfolios
$13,750
Annual Fee
0.69%
Avg Rate
$2.5M
Avg Client AUM
$575M
Total AUM
150
HNW Clients
#4 Lowest-Fee RIA in Washington State for $2M Portfolios
$14,500
Annual Fee
0.72%
Avg Rate
$4.6M
Avg Client AUM
$628M
Total AUM
129
HNW Clients
#5 Lowest-Fee RIA in Washington State for $2M Portfolios
$14,750
Annual Fee
0.74%
Avg Rate
$3.7M
Avg Client AUM
$8.6B
Total AUM
50
HNW Clients
#6 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,000
Annual Fee
0.75%
Avg Rate
$6.1M
Avg Client AUM
$741M
Total AUM
104
HNW Clients
#7 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,000
Annual Fee
0.75%
Avg Rate
$3.4M
Avg Client AUM
$382M
Total AUM
78
HNW Clients
#8 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,000
Annual Fee
0.75%
Avg Rate
$1.5M
Avg Client AUM
$24.6B
Total AUM
481
HNW Clients
#9 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,000
Annual Fee
0.75%
Avg Rate
$1.9M
Avg Client AUM
$463M
Total AUM
142
HNW Clients
#10 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,250
Annual Fee
0.76%
Avg Rate
$2.3M
Avg Client AUM
$603M
Total AUM
142
HNW Clients
#11 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,500
Annual Fee
0.78%
Avg Rate
$2.6M
Avg Client AUM
$228M
Total AUM
82
HNW Clients
#12 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,500
Annual Fee
0.78%
Avg Rate
$2.4M
Avg Client AUM
$735M
Total AUM
202
HNW Clients
#13 Lowest-Fee RIA in Washington State for $2M Portfolios
$15,875
Annual Fee
0.79%
Avg Rate
$1.8M
Avg Client AUM
$824M
Total AUM
320
HNW Clients
#14 Lowest-Fee RIA in Washington State for $2M Portfolios
$16,000
Annual Fee
0.80%
Avg Rate
$4.3M
Avg Client AUM
$263M
Total AUM
53
HNW Clients
#15 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,000
Annual Fee
0.85%
Avg Rate
$2.3M
Avg Client AUM
$237M
Total AUM
82
HNW Clients
#16 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,000
Annual Fee
0.85%
Avg Rate
$5.3M
Avg Client AUM
$1.3B
Total AUM
250
HNW Clients
#17 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,500
Annual Fee
0.88%
Avg Rate
$2.1M
Avg Client AUM
$663M
Total AUM
214
HNW Clients
#18 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,500
Annual Fee
0.88%
Avg Rate
$3.8M
Avg Client AUM
$418M
Total AUM
78
HNW Clients
#19 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,500
Annual Fee
0.88%
Avg Rate
$3.6M
Avg Client AUM
$632M
Total AUM
150
HNW Clients
#20 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,750
Annual Fee
0.89%
Avg Rate
$3.2M
Avg Client AUM
$310M
Total AUM
73
HNW Clients
#21 Lowest-Fee RIA in Washington State for $2M Portfolios
$17,750
Annual Fee
0.89%
Avg Rate
$1.8M
Avg Client AUM
$173M
Total AUM
70
HNW Clients
#22 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,000
Annual Fee
0.90%
Avg Rate
$2.9M
Avg Client AUM
$964M
Total AUM
282
HNW Clients
#23 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,000
Annual Fee
0.90%
Avg Rate
$7.1M
Avg Client AUM
$5.9B
Total AUM
783
HNW Clients
Ranked #96 by Barron's 2025 Ranked #113 by Forbes 2025
#24 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,000
Annual Fee
0.90%
Avg Rate
$6.1M
Avg Client AUM
$941M
Total AUM
151
HNW Clients
Ranked #249 by Forbes 2025
#25 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,000
Annual Fee
0.90%
Avg Rate
$2.3M
Avg Client AUM
$1.3B
Total AUM
284
HNW Clients
#26 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,500
Annual Fee
0.92%
Avg Rate
$6.1M
Avg Client AUM
$2.3B
Total AUM
297
HNW Clients
#27 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,750
Annual Fee
0.94%
Avg Rate
$2.6M
Avg Client AUM
$1.5B
Total AUM
382
HNW Clients
#28 Lowest-Fee RIA in Washington State for $2M Portfolios
$18,750
Annual Fee
0.94%
Avg Rate
$3.6M
Avg Client AUM
$345M
Total AUM
101
HNW Clients
#29 Lowest-Fee RIA in Washington State for $2M Portfolios
$19,000
Annual Fee
0.95%
Avg Rate
$7.9M
Avg Client AUM
$4.8B
Total AUM
190
HNW Clients
#30 Lowest-Fee RIA in Washington State for $2M Portfolios
$19,500
Annual Fee
0.98%
Avg Rate
$2.2M
Avg Client AUM
$458M
Total AUM
183
HNW Clients
#31 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$6.5M
Avg Client AUM
$1.9B
Total AUM
310
HNW Clients
#32 Lowest-Fee RIA in Washington State for $2M Portfolios

CAPSTONE RIA

BELLINGHAM, WA
View Profile
$20,000
Annual Fee
1.00%
Avg Rate
$1.9M
Avg Client AUM
$241M
Total AUM
87
HNW Clients
#33 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$6.8M
Avg Client AUM
$12.4B
Total AUM
1,044
HNW Clients
Ranked #60 by Barron's 2025 Ranked #52 by Forbes 2025
#34 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$6.0M
Avg Client AUM
$5.2B
Total AUM
712
HNW Clients
Ranked #99 by Barron's 2025
#35 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$3.4M
Avg Client AUM
$497M
Total AUM
177
HNW Clients
#36 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$2.7M
Avg Client AUM
$221M
Total AUM
79
HNW Clients
#37 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$2.2M
Avg Client AUM
$404M
Total AUM
132
HNW Clients
#38 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$2.4M
Avg Client AUM
$462M
Total AUM
132
HNW Clients
#39 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$4.1M
Avg Client AUM
$331M
Total AUM
71
HNW Clients
#40 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$1.8M
Avg Client AUM
$175M
Total AUM
62
HNW Clients
#41 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,000
Annual Fee
1.00%
Avg Rate
$2.7M
Avg Client AUM
$233M
Total AUM
89
HNW Clients
#42 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,100
Annual Fee
1.00%
Avg Rate
$2.8M
Avg Client AUM
$549M
Total AUM
208
HNW Clients
#43 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,500
Annual Fee
1.02%
Avg Rate
$2.5M
Avg Client AUM
$185M
Total AUM
52
HNW Clients
#44 Lowest-Fee RIA in Washington State for $2M Portfolios
$20,875
Annual Fee
1.04%
Avg Rate
$2.3M
Avg Client AUM
$308M
Total AUM
95
HNW Clients
#45 Lowest-Fee RIA in Washington State for $2M Portfolios
$21,000
Annual Fee
1.05%
Avg Rate
$3.3M
Avg Client AUM
$404M
Total AUM
81
HNW Clients
#46 Lowest-Fee RIA in Washington State for $2M Portfolios
$21,000
Annual Fee
1.05%
Avg Rate
$4.3M
Avg Client AUM
$1.3B
Total AUM
252
HNW Clients
#47 Lowest-Fee RIA in Washington State for $2M Portfolios
$21,250
Annual Fee
1.06%
Avg Rate
$2.0M
Avg Client AUM
$286M
Total AUM
77
HNW Clients
#48 Lowest-Fee RIA in Washington State for $2M Portfolios
$21,250
Annual Fee
1.06%
Avg Rate
$2.8M
Avg Client AUM
$274M
Total AUM
93
HNW Clients
#49 Lowest-Fee RIA in Washington State for $2M Portfolios
$21,500
Annual Fee
1.08%
Avg Rate
$1.7M
Avg Client AUM
$374M
Total AUM
165
HNW Clients
#50 Lowest-Fee RIA in Washington State for $2M Portfolios
$22,500
Annual Fee
1.12%
Avg Rate
$2.6M
Avg Client AUM
$311M
Total AUM
77
HNW Clients
Disclaimer: Fee calculations are based on the most recently published SEC Form ADV Part 2A filings. Actual fees may vary based on account size, relationship, and negotiation. This is not investment advice.