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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Langley, WA

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

The short answer

9 registered advisors work in Langley; the most are at Raymond James Financial Services Advisors, Inc. (3). 2 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Langley

FirmAdvisors in Langley
Raymond James Financial Services Advisors, Inc. news3
Cetera Investment Advisers LLC news1
Peachcap Tax & Advisory, LLC1
Quantum Financial Planning LLC1
Sound Investment Strategies, Inc.1
UBS Financial Services Inc. news1
Waterhill Capital, LLC1

Advisors in Langley, A to Z

CFP advisors in Langley →

Other cities in Washington

All of Washington →

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

Questions

How many financial advisors are in Langley, WA?

9 investment adviser representatives are registered at firm offices in Langley, Washington, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Langley?

Raymond James Financial Services Advisors, Inc., with 3 registered advisors in Langley, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Langley?

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.