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 Woodinville, WA

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

The short answer

35 registered advisors work in Woodinville; the most are at Edward Jones (4). 4 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Woodinville

FirmAdvisors in Woodinville
Edward Jones news4
Strategic Advisers LLC4
Helmsman Financial Group, LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Wells Fargo Clearing Services, LLC news3
Ameriprise Financial Services, LLC news2
Ceva Advisors2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Summit Family Office Services, LLC2
Folgmann Financial Group LLC1
On Course Financial Planning1
Osaic Wealth, Inc. news1
Retirement Planning Partner LLC1
Sophos Wealth Management1
State Farm Investment Management Corp.1
The Road Ahead Wealth Management LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Woodinville, A to Z

CFP advisors in Woodinville →

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 Woodinville, WA?

35 investment adviser representatives are registered at firm offices in Woodinville, Washington, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Woodinville?

Edward Jones, with 4 registered advisors in Woodinville, followed by Strategic Advisers LLC with 4.

How do I check a financial advisor in Woodinville?

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.