Major AUM McAdams Wright Ragen manages approximately $8 billion in client assets, including brokerage and advisory assets, indicating scale and potential for multi-service cross-sell opportunities across investment advisory, brokerage, asset management, and institutional services.

Ownership Structure The firm is majority employee-owned, which can be a strong selling point for candidate-agnostic client onboarding and alignment storytelling when pursuing client segments that value independence and client-first fiduciary positioning.

Pacific Northwest Headquartered in the Pacific Northwest with likely regional client base and relationships; opportunity to expand geographic coverage, win new institutional and nonprofit clients, and tailor offerings to local market needs.

Broad Service Offering Portfolio of services includes investment advisory, brokerage, equity research, bond and equity trading, asset management, institutional sales, and corporate finance, enabling cross-sell of integrated solutions to existing and prospective clients.

Growth Potential Revenue range of $50M-$100M and a history of merger activity suggest openness to strategic partnerships, advisory-friendly pricing models, and scaled services for mid-market institutions and high-net-worth families seeking comprehensive wealth management.