Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Sammamish, WA

Every SEC-registered financial advisor at a firm office in Sammamish who lists the Chartered Financial Analyst designation, A to Z.

3 CFA charterholders work in Sammamish; the most are at Northwest Asset Management (1). 0 are also registered broker representatives.

CFA advisors in Sammamish, A to Z

Every advisor in Sammamish →
  • Gregory C. ArquetteTiger Mountain Capital · Chartered Financial Analyst
  • Eric NeufeldTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
  • Robert E. Toomey Jr.Northwest Asset Management · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Sammamish

Northwest Asset Management 1Tiaa-Cref Individual & Institutional Services, LLC 1Tiger Mountain Capital 1

CFA advisors in other Washington cities

All of Washington →

Seattle 119Bellevue 52Kirkland 9Edmonds 8Spokane 8Vancouver 8Bellingham 7Camas 7Mercer Island 7Bainbridge Island 5Gig Harbor 4Puyallup 4Redmond 3Tacoma 3

Questions

How many CFA financial advisors are in Sammamish, WA?

3 SEC-registered investment adviser representatives at firm offices in Sammamish, Washington list the CFA designation; Northwest Asset Management employs the most of them (1).

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.

How do I check a CFA in Sammamish?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

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.