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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Washington

Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Washington, by city and A to Z.

The short answer

8 registered advisors work at United Capital Financial Advisors in Washington, out of 149 nationwide; it's the firm's number 8 state by advisors, and the most are in Seattle (7). 3 list the CFP designation and 0 are also registered broker representatives.

United Capital Financial Advisors advisors by city in Washington

Every firm in Washington →

Seattle 7Covington 1

United Capital Financial Advisors advisors in Washington, A to Z

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United Capital Financial Advisors advisors in every state →United Capital Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

United Capital Financial Advisors in other states

California 19Texas 17Pennsylvania 11Florida 10Tennessee 10Indiana 9New York 8Colorado 7Virginia 7Georgia 5Arizona 4Illinois 4North Carolina 4Iowa 3Massachusetts 3New Jersey 3New Mexico 3

Questions

How many United Capital Financial Advisors financial advisors are in Washington?

8 investment adviser representatives are registered at United Capital Financial Advisors offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 149 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does United Capital Financial Advisors have the most advisors?

Seattle, with 7, then Covington (1). United Capital Financial Advisors has advisors in 2 cities in Washington.

How do I check a United Capital Financial Advisors 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 United Capital Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.