RIA Intel›Advisers›Washington›MCADAMS WRIGHT RAGEN, INC.

MCADAMS WRIGHT RAGEN, INC.

Advisory

N·SEATTLE, WA

Data as of Jul 31, 2014 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+21.2%

3-Year CAGR

+25.6%

Employees

121

Assets Under Management

Total AUM$3.5B

Discretionary AUM$3.2B

Non-Discretionary AUM$298M

Discretionary %91.6%

Total Clients—

Team

Total Employees121

Investment Advisers171

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingMar 15, 2001

Latest FilingJul 31, 2014

🔒 Full AUM trend chart and 41 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCADAMS WRIGHT RAGEN, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.