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Financial ADVSR advisor directory · SEC adviser records

Badgley Phelps Wealth Managers financial advisors

Every SEC-registered investment adviser representative at Badgley Phelps Wealth Managers, by the state and city of the office they work from.

28 registered advisors work at Badgley Phelps Wealth Managers, in 2 states and 2 cities; the most are in Seattle, WA (27). 6 list the CFP designation and 0 are also registered broker representatives.

Cities with the most Badgley Phelps Wealth Managers advisors

Seattle, WA 27Crozet, VA 1

Badgley Phelps Wealth Managers advisors by state

Questions

How many financial advisors does Badgley Phelps Wealth Managers have?

28 investment adviser representatives are registered with Badgley Phelps Wealth Managers, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 6 list the CFP designation and 0 are also registered as broker representatives.

Where does Badgley Phelps Wealth Managers have the most advisors?

Seattle, WA, with 27 registered advisors, then Crozet, VA (1). By state, Washington has the most, with 27.

How do I find a Badgley Phelps Wealth Managers financial advisor near me?

Pick your state below, then your city, to see every Badgley Phelps Wealth Managers advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Badgley Phelps Wealth Managers offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →