Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Washington

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Washington, by city and A to Z.

The short answer

388 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, out of 22,881 nationwide; it's the firm's number 17 state by advisors, and the most are in Seattle (116). 1 list the CFP designation and 388 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors by city in Washington

Every firm in Washington →

Seattle 116Bellevue 108Spokane 30Tacoma 24Vancouver 16Everett 15Bellingham 9Bainbridge Island 8Kennewick 8Lynnwood 5Redmond 5Gig Harbor 3Kirkland 3Shoreline 3Des Moines 2Issaquah 2Mill Creek 2Monroe 2Olympia 2Puyallup 2Renton 2Richland 2Woodinville 2Bainbridge 1Battle Ground 1Bothell 1Burlington 1Camas 1Edmonds 1Kenmore 1Kent 1Lacey 1Marysville 1Mercer Island 1Mukilteo 1Port Orchard 1Sammamish 1Stanwood 1Tukwila 1University Place 1

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Washington, A to Z

Search by name →

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in every state →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news and advisor moves →Advisor Moves: who changed firms this week →

Merrill Lynch, Pierce, Fenner & Smith Incorporated in other states

New York 3,452California 2,652Florida 2,497New Jersey 1,702Texas 1,642Illinois 896North Carolina 787Massachusetts 755Arizona 700Pennsylvania 698Georgia 595Maryland 568Connecticut 545Michigan 536Ohio 460Virginia 414Rhode Island 347South Carolina 264Missouri 235Tennessee 234Colorado 216Minnesota 209Indiana 186Nevada 181District of Columbia 177Louisiana 142Alabama 135Oregon 122Utah 120Oklahoma 89Kentucky 86Wisconsin 84New Mexico 80Arkansas 78New Hampshire 71Delaware 67Kansas 62Hawaii 52Iowa 45Nebraska 42Montana 37Mississippi 33Idaho 29Maine 28West Virginia 27South Dakota 17Vermont 17Alaska 16North Dakota 12

Questions

How many Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors are in Washington?

388 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 at the firm nationwide. 1 list the CFP designation and 388 are also registered as broker representatives.

Where in Washington does Merrill Lynch, Pierce, Fenner & Smith Incorporated have the most advisors?

Seattle, with 116, then Bellevue (108). Merrill Lynch, Pierce, Fenner & Smith Incorporated has advisors in 40 cities in Washington.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Washington?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.