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
WM 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 clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sammamish, WA

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

37 registered advisors work in Sammamish; the most are at Strategic Advisers LLC (3). 11 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Sammamish

FirmAdvisors in Sammamish
Strategic Advisers LLC3
Olde Wealth Management, LLC2
Tenere Financial2
Tiaa-Cref Individual & Institutional Services, LLC2
Blackrock Financial Management, Inc.1
Blackrock Investment Management, LLC1
Clear Creek Financial Management, LLC1
Creative Planning news1
Edward Jones news1
Equitable Advisors, LLC news1
Gensphere Private Wealth, LLC1
Helix Advisors LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Latticework Capital1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Missionsquare Retirement1
Ngp Financial Planning, LLC1
Northwest Asset Management1
Onward Financial Advising LLC1
Percension Wealth Advisors, LLC1
Principal Securities, Inc.1
Raymond James Financial Services Advisors, Inc. news1
Robert W. Baird & Co. Incorporated news1

Advisors in Sammamish, A to Z

CFP advisors in Sammamish →

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 Sammamish, WA?

37 investment adviser representatives are registered at firm offices in Sammamish, Washington, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Sammamish?

Strategic Advisers LLC, with 3 registered advisors in Sammamish, followed by Olde Wealth Management, LLC with 2.

How do I check a financial advisor in Sammamish?

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.