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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellingham, WA

Every SEC-registered investment adviser representative at a firm office in Bellingham, with the firms that employ the most of them.

The short answer

202 registered advisors work in Bellingham; the most are at Saturna Capital Corporation (29). 35 list the CFP designation and 141 are also registered broker representatives.

Firms with the most advisors in Bellingham

FirmAdvisors in Bellingham
Saturna Capital Corporation29
Edward Jones news18
LPL Financial LLC news18
Morgan Stanley news13
Financial Plan, Inc.10
Merrill Lynch, Pierce, Fenner & Smith Incorporated news10
Wells Fargo Clearing Services, LLC news8
Skyline Advisors, Inc.7
D.A. Davidson & Co.6
Tradewinds Capital Management, LLC6
West Invest6
Ameriprise Financial Services, LLC news5
Waycross Investment Management Co.4
Bellingham Capital3
Clearbrook Investment Management, LLC3
J.P. Morgan Securities LLC news3
Raymond James Financial Services Advisors, Inc. news3
Trail Financial Planning LLC3
&Partners news2
Cetera Investment Advisers LLC news2
Lg Financial Services, LLC2
Mariner Independent news2
Savvy2
State Farm Investment Management Corp.2
United Planners' Financial Services Of America A Limited Partner2

Advisors in Bellingham, A to Z

CFP advisors in Bellingham →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66Puyallup 64

Questions

How many financial advisors are in Bellingham, WA?

202 investment adviser representatives are registered at firm offices in Bellingham, Washington, according to the SEC's Investment Adviser Public Disclosure records. 141 of them are also registered as broker representatives, and 35 list the CFP designation.

Which firm has the most financial advisors in Bellingham?

Saturna Capital Corporation, with 29 registered advisors in Bellingham, followed by Edward Jones with 18.

How do I check a financial advisor in Bellingham?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.