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
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shelton, WA

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

12 registered advisors work in Shelton; the most are at Edward Jones (7). 1 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Shelton

FirmAdvisors in Shelton
Edward Jones news7
Ae Wealth Management, LLC1
Eagle Strategies LLC1
Key Investment Services LLC1
LPL Financial LLC news1
State Farm Investment Management Corp.1

Advisors in Shelton, A to Z

CFP advisors in Shelton →

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 Shelton, WA?

12 investment adviser representatives are registered at firm offices in Shelton, Washington, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Shelton?

Edward Jones, with 7 registered advisors in Shelton, followed by Ae Wealth Management, LLC with 1.

How do I check a financial advisor in Shelton?

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.