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

Directional Financial Services financial advisors in Seattle, WA

Every SEC-registered investment adviser representative at a Directional Financial Services office in Seattle, A to Z.

3 registered advisors work at Directional Financial Services in Seattle, out of 4 at the firm nationwide; it ranks number 77 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Directional Financial Services advisors in Seattle, A to Z

Every Directional Financial Services advisor →

Directional Financial Services advisors in every city and state →Directional Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Seattle

All Seattle advisors →

Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51

Questions

How many financial advisors does Directional Financial Services have in Seattle?

3 investment adviser representatives are registered at Directional Financial Services offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Directional Financial Services one of the largest advisor employers in Seattle?

Directional Financial Services ranks number 77 in Seattle by registered advisors; Morgan Stanley has the most, with 144.

How do I check a Directional Financial Services advisor in Seattle?

Each advisor below links to a profile with their registrations, exams, designations 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 Directional Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.