Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Washington
Every SEC-registered financial advisor in Washington who lists the Chartered Financial Analyst designation, by city.
275 CFA charterholders work in Washington; the most are in Seattle (119).
Cities in Washington with CFA charterholders
Every advisor in Washington →Seattle 119Bellevue 52Kirkland 9Edmonds 8Spokane 8Vancouver 8Bellingham 7Camas 7Mercer Island 7Bainbridge Island 5Gig Harbor 4Puyallup 4Redmond 3Sammamish 3Tacoma 3
26 smaller places with one or two CFA charterholders are in the advisor search.
CFA advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFA financial advisors are in Washington?
275 SEC-registered investment adviser representatives in Washington list the CFA designation; the most work in Seattle (119).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.