Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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 saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lacey, WA

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

42 registered advisors work in Lacey; the most are at Edward Jones (14). 7 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Lacey

FirmAdvisors in Lacey
Edward Jones news14
LPL Financial LLC news6
Cetera Investment Advisers LLC news3
State Farm Investment Management Corp.3
Commonwealth Financial Network news2
Osaic Wealth, Inc. news2
Wells Fargo Clearing Services, LLC news2
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
Key Investment Services LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Navy Federal Investment Services, LLC1
Quantum Solutions, Inc.1
Raymond James Financial Services Advisors, Inc. news1
Tiaa-Cref Individual & Institutional Services, LLC1
Wealth Enhancement Advisory Services, LLC news1
Weinand Financial, Inc.1

Advisors in Lacey, A to Z

CFP advisors in Lacey →

Other cities in Washington

All of Washington →

Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67

Questions

How many financial advisors are in Lacey, WA?

42 investment adviser representatives are registered at firm offices in Lacey, Washington, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Lacey?

Edward Jones, with 14 registered advisors in Lacey, followed by LPL Financial LLC with 6.

How do I check a financial advisor in Lacey?

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.