Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Walla Walla, WA
Every SEC-registered investment adviser representative at a firm office in Walla Walla, with the firms that employ the most of them.
27 registered advisors work in Walla Walla; the most are at Edward Jones (9). 3 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Walla Walla
| Firm | Advisors in Walla Walla |
|---|---|
| Edward Jones news | 9 |
| D.A. Davidson & Co. | 3 |
| Lifefocus Financial Advisors, LLC | 2 |
| Walla Walla Wealth Advisors | 2 |
| Advisory Alpha, LLC | 1 |
| Arkadios Wealth Advisors | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Creative Planning news | 1 |
| Cwm, LLC | 1 |
| Empower Advisory Group, LLC | 1 |
| Fondahn Financial | 1 |
| LPL Financial LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Osaic Advisory Services, LLC news | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
Advisors in Walla Walla, A to Z
CFP advisors in Walla Walla →- Elizabeth A. ArmstrongCetera Investment Advisers LLC
- Jacob B. BarnhartMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew BlockWalla Walla Wealth Advisors
- Harold T. BoucherRaymond James Financial Services Advisors, Inc.
- Brian K. BruggemanWalla Walla Wealth Advisors · Certified Financial Planner
- Robert V. DealLifefocus Financial Advisors, LLC
- Seth R. DealLifefocus Financial Advisors, LLC
- Shannon M. EbdingCwm, LLC · Certified Financial Planner
- Karee A. EliasonLPL Financial LLC
- William P. FleenorD.A. Davidson & Co.
- Joseph A. FondahnFondahn Financial
- Deirdre HafenAdvisory Alpha, LLC
- Chase T. HesslerEdward Jones
- George T. HesslerEdward Jones
- Patrick JonesEmpower Advisory Group, LLC
- Ginger M. KesselArkadios Wealth Advisors
- Lawson F. KnightEdward Jones · Certified Financial Planner
- Jaymee L. LeamerEdward Jones
- Michael T. OdmanD.A. Davidson & Co.
- Holly C. RamirezEdward Jones
- Emily A. ReevesCreative Planning
- Andre C. SelfaOsaic Advisory Services, LLC
- Carolyn D. StiverEdward Jones
- Samuel N. WellsEdward Jones
- Melissa WilcoxEdward Jones
- Henry O. Worden IIIEdward Jones
- Brandon A. ZaroD.A. Davidson & Co.
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 Walla Walla, WA?
27 investment adviser representatives are registered at firm offices in Walla Walla, Washington, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Walla Walla?
Edward Jones, with 9 registered advisors in Walla Walla, followed by D.A. Davidson & Co. with 3.
How do I check a financial advisor in Walla Walla?
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.