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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Everett, WA

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

109 registered advisors work in Everett; the most are at Edward Jones (18). 0 list the CFP designation and 94 are also registered broker representatives.

Firms with the most advisors in Everett

FirmAdvisors in Everett
Edward Jones news18
Merrill Lynch, Pierce, Fenner & Smith Incorporated news16
UBS Financial Services Inc. news15
LPL Financial LLC news12
D.A. Davidson & Co.9
Madrona Financial & CPAS7
Raymond James Financial Services Advisors, Inc. news5
State Farm Investment Management Corp.4
J.P. Morgan Securities LLC news3
Pacific Crest Financial Advisors, LLC3
U.S. Bancorp Advisors, LLC3
Osaic Wealth, Inc. news2
Pfs Investments Inc.2
Ameriprise Financial Services, LLC news1
Capital Planning, LLC1
Cetera Investment Advisers LLC news1
Elderrock Financial LLC1
Focus Advisory, LLC1
Independent Financial Group, LLC1
Integrated Wealth Concepts LLC1
Key Investment Services LLC1
Principal Securities, Inc.1
Stancorp Investment Advisers, Inc.1
Viceroy Investment Advisors LLC1

Advisors in Everett, A to Z

Search all of Washington →

Other cities in Washington

All of Washington →

Seattle 2,047Bellevue 1,462Spokane 536Vancouver 521Tacoma 310Camas 309Kirkland 287Bellingham 208Mercer Island 166Gig Harbor 144Kennewick 130Redmond 114Lynnwood 112Edmonds 111Olympia 109Yakima 105Renton 102Issaquah 97Federal Way 92Silverdale 86Bothell 77Spokane Valley 73Puyallup 68Wenatchee 67

Questions

How many financial advisors are in Everett, WA?

109 investment adviser representatives are registered at firm offices in Everett, Washington, according to the SEC's Investment Adviser Public Disclosure records. 94 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Everett?

Edward Jones, with 18 registered advisors in Everett, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 16.

How do I check a financial advisor in Everett?

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.