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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wenatchee, WA

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

65 registered advisors work in Wenatchee; the most are at Cetera Investment Advisers LLC (11). 9 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Wenatchee

FirmAdvisors in Wenatchee
Cetera Investment Advisers LLC news11
D.A. Davidson & Co.10
Stifel, Nicolaus & Company, Incorporated news9
Valic Financial Advisors, Inc.6
Edward Jones news5
Eagle Strategies LLC4
Raymond James Financial Services Advisors, Inc. news3
Ameriprise Financial Services, LLC news2
Cascade Wealth Advisors, Inc.2
Captrust news1
Charles Schwab & Co., Inc. news1
Equilus Group Inc.1
J. W. Cole Advisors, Inc.1
James Capital Management LLC1
LPL Financial LLC news1
Northwestern Mutual Investment Services, LLC1
Planit Financial LLC1
State Farm Investment Management Corp.1
Telos Wealth1
U.S. Bancorp Advisors, LLC1
United Planners' Financial Services Of America A Limited Partner1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Wenatchee, A to Z

CFP advisors in Wenatchee →

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 Wenatchee, WA?

65 investment adviser representatives are registered at firm offices in Wenatchee, Washington, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Wenatchee?

Cetera Investment Advisers LLC, with 11 registered advisors in Wenatchee, followed by D.A. Davidson & Co. with 10.

How do I check a financial advisor in Wenatchee?

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.