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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shoreline, WA

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

The short answer

27 registered advisors work in Shoreline; the most are at State Farm Investment Management Corp. (4). 2 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Shoreline

FirmAdvisors in Shoreline
State Farm Investment Management Corp.4
Edward Jones news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Strategic Advisers LLC3
Equitable Advisors, LLC news2
Thrivent Investment Management Inc.2
Wells Fargo Clearing Services, LLC news2
Creative Planning news1
Ijd Evergreen Financial Services LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Principal Securities, Inc.1
U.S. Bancorp Advisors, LLC1
Winthrop Wealth1

Advisors in Shoreline, A to Z

CFP advisors in Shoreline →

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 Shoreline, WA?

27 investment adviser representatives are registered at firm offices in Shoreline, Washington, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Shoreline?

State Farm Investment Management Corp., with 4 registered advisors in Shoreline, followed by Edward Jones with 3.

How do I check a financial advisor in Shoreline?

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.