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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Washington

Every SEC-registered financial advisor in Washington who lists the Certified Financial Planner designation, by city.

1,365 CFP professionals work in Washington; the most are in Seattle (331).

Cities in Washington with CFP professionals

Every advisor in Washington →

Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9Spokane Valley 8Arlington 7Bainbridge Island 7Lacey 7Maple Valley 7Renton 7Tukwila 7Anacortes 6Ridgefield 6Ellensburg 5Enumclaw 5Kent 5Lakewood 5Longview 5Mill Creek 5Auburn 4Ferndale 4Monroe 4Port Angeles 4University Place 4Washougal 4Woodinville 4Battle Ground 3Belfair 3Burien 3Liberty Lake 3Newcastle 3Pasco 3Port Townsend 3Poulsbo 3Snohomish 3Sumner 3Tenino 3Walla Walla 3

76 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFP financial advisors are in Washington?

1,365 SEC-registered investment adviser representatives in Washington list the CFP designation; the most work in Seattle (331).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.