Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Snohomish, WA
Every SEC-registered investment adviser representative at a firm office in Snohomish, with the firms that employ the most of them.
The short answer
17 registered advisors work in Snohomish; the most are at Edward Jones (4). 3 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Snohomish
| Firm | Advisors in Snohomish |
|---|---|
| Edward Jones news | 4 |
| Raymond James Financial Services Advisors, Inc. news | 3 |
| Sila Financial, LLC | 3 |
| Business Wise Insurance, Pllc | 1 |
| LPL Financial LLC news | 1 |
| Osaic Wealth, Inc. news | 1 |
| RBC Rochdale, LLC news | 1 |
| State Farm Investment Management Corp. | 1 |
| The Mather Group, LLC | 1 |
| UBS Financial Services Inc. news | 1 |
Advisors in Snohomish, A to Z
CFP advisors in Snohomish →- Kevin S. Brady JrEdward Jones
- Sean E. BreenRaymond James Financial Services Advisors, Inc.
- Anthony EdwardsState Farm Investment Management Corp. · Chartered Financial Consultant
- Sterling M. GurneyEdward Jones · Certified Financial Planner
- Marne H. HeadUBS Financial Services Inc.
- Joseph A. JraitinyRBC Rochdale, LLC · Chartered Financial Analyst
- Gregory L. KnottEdward Jones
- Neil LanceLPL Financial LLC
- Robert P. LockyerBusiness Wise Insurance, Pllc
- Joshua R. MasonThe Mather Group, LLC
- Henry J. SchliiterSila Financial, LLC
- Todd W. SchliiterSila Financial, LLC · Certified Financial Planner
- Warren W. SchliiterSila Financial, LLC
- Robert V. SchultzRaymond James Financial Services Advisors, Inc.
- Mark A. SterleyOsaic Wealth, Inc. · Certified Financial Planner
- Kelly R. TannhauserEdward Jones
- Charles D. WieseRaymond James Financial Services Advisors, Inc.
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 Snohomish, WA?
17 investment adviser representatives are registered at firm offices in Snohomish, Washington, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Snohomish?
Edward Jones, with 4 registered advisors in Snohomish, followed by Raymond James Financial Services Advisors, Inc. with 3.
How do I check a financial advisor in Snohomish?
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.