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 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 saysRB 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 leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sunnyside, WA

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

5 registered advisors work in Sunnyside; the most are at White & Company Financial Planning, Inc. (4). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Sunnyside

FirmAdvisors in Sunnyside
White & Company Financial Planning, Inc.4
Edward Jones news1

Advisors in Sunnyside, A to Z

Search all of Washington →

Other cities in Washington

All of Washington →

Seattle 2,047Bellevue 1,462Spokane 536Vancouver 521Tacoma 310Camas 309Kirkland 287Bellingham 208Mercer Island 166Gig Harbor 144Kennewick 130Redmond 114Lynnwood 112Edmonds 111Everett 109Olympia 109Yakima 105Renton 102Issaquah 97Federal Way 92Silverdale 86Bothell 77Spokane Valley 73Puyallup 68

Questions

How many financial advisors are in Sunnyside, WA?

5 investment adviser representatives are registered at firm offices in Sunnyside, Washington, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sunnyside?

White & Company Financial Planning, Inc., with 4 registered advisors in Sunnyside, followed by Edward Jones with 1.

How do I check a financial advisor in Sunnyside?

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.