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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Seattle, WA

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

119 CFA charterholders work in Seattle; the most are at Badgley Phelps Wealth Managers (10). 21 are also registered broker representatives.

CFA advisors in Seattle, A to Z

Every advisor in Seattle →

Firms with the most CFA charterholders in Seattle

Badgley Phelps Wealth Managers 10Empirical Wealth Management 7Corient 6United Capital Financial Advisors 6Lnw 4Brighton Jones LLC 3Clearstead; Clearstead Advisory Solutions 3D.A. Davidson & Co. 3Focus Partners Wealth, LLC 3Freestone Capital Management, LLC 3Fulcrum Capital, LLC 3Garde Capital, Inc. 3J.P. Morgan Securities LLC 3Acuitas Investments, LLC 2Beacon Pointe Advisors, LLC 2

CFA advisors in other Washington cities

All of Washington →

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

Questions

How many CFA financial advisors are in Seattle, WA?

119 SEC-registered investment adviser representatives at firm offices in Seattle, Washington list the CFA designation; Badgley Phelps Wealth Managers employs the most of them (10).

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 Seattle?

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.