Top Financial Advisors in Bellingham, Washington
Finding the right financial advisor in Bellingham is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bellingham, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bellingham, WA.
Find the Best Financial Advisor Firms in Bellingham:
SATURNA CAPITAL CORPORATION
CRD#: 25586
Address: 1300 N State St., Bellingham, WA 98225-4730
Clients: 32
In Business for: 37 Years
Average Clients per Advisor: 2
AUM: $ 10.5B
FINANCIAL PLAN, INC.
CRD#: 116073
Address: 11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956
Clients: 596
Average Clients per Advisor: 54
AUM: $ 1.6B
TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD#: 145934
Address: 2211 Rimland Drive Suite 401, Bellingham, WA 98226
Clients: 2,028
Average Clients per Advisor: 289
AUM: $ 727M
WEST INVEST
CRD#: 327641
Address: 1801 F Street, Bellingham, WA 98225
Clients: 548
Average Clients per Advisor: 68
AUM: $ 304M
CAPSTONE RIA
CRD#: 334343
Address: 114 W Magnolia Street Suite #444, Bellingham, WA 98225
Clients: 175
Average Clients per Advisor: 175
AUM: $ 241M
WAYCROSS INVESTMENT MANAGEMENT CO
CRD#: 105034
Address: 119 N Commercial St Ste 191, Bellingham, WA 98225
Clients: 87
Average Clients per Advisor: 43
AUM: $ 217M
How We Chose the Top Financial Advisors in Bellingham, Washington
To create this list of top financial advisor firms in Bellingham, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bellingham has to offer.
Search Financial Advisors in Bellingham, Washington
Terrell Vaughn Goertz
Registered Affiliation(s):EDWARD JONES
Toni Lorraine Taft
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Joseph David Carpenter
Registered Affiliation(s):LPL FINANCIAL LLC
Troy William Kunz
Registered Affiliation(s):EDWARD JONES
Adam J Faber
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Lydiard
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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