RIA Intel›Advisers›Washington›THOMPSON FINANCIAL LLC

THOMPSON FINANCIAL LLC

Advisory

WA

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in WA

#436

of 505 advisers by AUM

Average account

$329K

across 225 accounts

AUM per adviser

$74M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients225

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

225 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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