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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Edmonds, WA

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

The short answer

106 registered advisors work in Edmonds; the most are at Edward Jones (12). 15 list the CFP designation and 70 are also registered broker representatives.

Firms with the most advisors in Edmonds

FirmAdvisors in Edmonds
Edward Jones news12
Zevenbergen Capital Investments LLC12
Ameriprise Financial Services, LLC news11
LPL Financial LLC news9
RBC Capital Markets, LLC news7
J.P. Morgan Securities LLC news5
Cetera Investment Advisers LLC news4
Harbour Investments, Inc.4
Pacific Sage Partners, LLC4
Sage Advisors, LLC3
State Farm Investment Management Corp.3
Strategic Advisers LLC3
Harbour Investment Management L.L.C.2
MML Investors Services, LLC2
Mindstate Capital LLC2
Tfs Advisors, LLC2
American Independent Securities Group, LLC1
Bear Mountain Capital Inc.1
Capital Investment Management1
Charles Schwab & Co., Inc. news1
Cooper McManus1
Eagle Strategies LLC1
Equitable Advisors, LLC news1
Lincoln Investment1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Edmonds, A to Z

CFP advisors in Edmonds →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66Puyallup 64

Questions

How many financial advisors are in Edmonds, WA?

106 investment adviser representatives are registered at firm offices in Edmonds, Washington, according to the SEC's Investment Adviser Public Disclosure records. 70 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Edmonds?

Edward Jones, with 12 registered advisors in Edmonds, followed by Zevenbergen Capital Investments LLC with 12.

How do I check a financial advisor in Edmonds?

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.