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

Bellingham Capital financial advisors in Bellingham, WA

Every SEC-registered investment adviser representative at a Bellingham Capital office in Bellingham, A to Z.

3 registered advisors work at Bellingham Capital in Bellingham, out of 4 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Bellingham Capital advisors in Bellingham, A to Z

Every Bellingham Capital advisor →

Bellingham Capital advisors in every city and state →Bellingham Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bellingham Capital advisors in other cities

Pella, IA 1

Other firms in Bellingham

All Bellingham advisors →

Saturna Capital Corporation 29Edward Jones 18LPL Financial LLC 18Morgan Stanley 13Financial Plan, Inc. 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Wells Fargo Clearing Services, LLC 8Skyline Advisors, Inc. 7D.A. Davidson & Co. 6Tradewinds Capital Management, LLC 6West Invest 6Ameriprise Financial Services, LLC 5

Questions

How many financial advisors does Bellingham Capital have in Bellingham?

3 investment adviser representatives are registered at Bellingham Capital offices in Bellingham, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Bellingham Capital one of the largest advisor employers in Bellingham?

Bellingham Capital ranks number 14 in Bellingham by registered advisors; Saturna Capital Corporation has the most, with 29.

How do I check a Bellingham Capital advisor in Bellingham?

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 Bellingham Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.