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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lynnwood, WA

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

99 registered advisors work in Lynnwood; the most are at Strategic Advisers LLC (23). 16 list the CFP designation and 68 are also registered broker representatives.

Firms with the most advisors in Lynnwood

FirmAdvisors in Lynnwood
Strategic Advisers LLC23
LPL Financial LLC news17
Edelman Financial Engines news10
Chaney Capital Management Inc.6
Comprehensive Wealth Management6
Charles Schwab & Co., Inc. news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news5
Capital Investment Services, LLC2
Osaic Wealth, Inc. news2
U.S. Bancorp Advisors, LLC2
Wayfinding Financial, LLC2
Wells Fargo Clearing Services, LLC news2
Aksum Wealth, LLC1
Bankers Life Advisory Services, Inc.1
Cetera Investment Advisers LLC news1
Cetera Planning Partners news1
Clear Wealth Management1
Commonwealth Financial Network news1
Creativeone Wealth, LLC1
Eagle Strategies LLC1
Edward Jones news1
Fempire Mindset LLC1
Kestra Advisory Services, LLC news1
LPL Enterprise, LLC news1
Pfs Investments Inc.1

Advisors in Lynnwood, A to Z

CFP advisors in Lynnwood →

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 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67Wenatchee 65

Questions

How many financial advisors are in Lynnwood, WA?

99 investment adviser representatives are registered at firm offices in Lynnwood, Washington, according to the SEC's Investment Adviser Public Disclosure records. 68 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Lynnwood?

Strategic Advisers LLC, with 23 registered advisors in Lynnwood, followed by LPL Financial LLC with 17.

How do I check a financial advisor in Lynnwood?

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.