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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Seattle, WA

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

331 CFP professionals work in Seattle; the most are at Brighton Jones LLC (61). 96 are also registered broker representatives.

CFP advisors in Seattle, A to Z

Every advisor in Seattle →

Firms with the most CFP professionals in Seattle

Brighton Jones LLC 61Edward Jones 21Lnw 18Freestone Capital Management, LLC 14Empirical Wealth Management 13Focus Partners Wealth, LLC 13LPL Financial LLC 11Corient 7Composition Wealth, LLC 6Oppenheimer & Co. Inc. 6RBC Capital Markets, LLC 6Badgley Phelps Wealth Managers 5Commonwealth Financial Network 5Wells Fargo Clearing Services, LLC 5Arrivity Financial Planning 4

CFP advisors in other Washington cities

All of Washington →

Bellevue 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 9

Questions

How many CFP financial advisors are in Seattle, WA?

331 SEC-registered investment adviser representatives at firm offices in Seattle, Washington list the CFP designation; Brighton Jones LLC employs the most of them (61).

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.

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