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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Bellingham, Washington | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Allworth Financial
ALLWORTH FINANCIAL 9706 4th Avenue NE Suite 315, Seattle, WA 98115 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number
888-242-6766
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Bellingham, Washington (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SATURNA CAPITAL CORPORATION
1300 N State St., Bellingham, WA 98225-4730 |
$5,496,421,727 | 101 |
A percentage of AUM Fixed fees Performance Based |
| FINANCIAL PLAN, INC.
2115 Barkley Blvd. , Suite 101, Bellingham, WA 98226 |
$935,880,675 | 3207 |
A percentage of AUM Hourly charges |
| TRADEWINDS CAPITAL MANAGEMENT, LLC
2211 Rimland Drive , Suite 401, Bellingham, WA 98226 |
$492,913,967 | 2313 |
A percentage of AUM Hourly charges Fixed fees |
| SKYLINE ADVISORS, INC.
405 32nd Street , Suite 201, Bellingham, WA 98225 |
$264,861,587 | 1035 |
A percentage of AUM Fixed fees |
| WAYCROSS INVESTMENT MANAGEMENT CO
119 N Commercial St , Ste 191, Bellingham, WA 98225 |
$158,476,095 | 313 |
A percentage of AUM Hourly charges |
| BELLINGHAM CAPITAL
316 E Mcleod Rd , Suite 105, Bellingham, WA 98226 |
$114,509,868 | 658 |
A percentage of AUM Hourly charges |
| BARING FINANCIAL LLC
1310 10th St , Suite 101, Bellingham, WA 98225 |
$109,979,464 | 733 |
A percentage of AUM |
| WEALTHMARK, LLC
1329 N. State St , Suite 206, Bellingham, WA 98225 |
$98,500,000 | 338 |
A percentage of AUM Fixed fees Performance Based Other (SUBADVISORY SERVICES) |
| STRATEGIC ASSET ALLIANCE
11 Bellwether Way , Suite 209, Bellingham, WA 98225 |
$0 | 0 |
Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Austin Neufeld Inquire with Austin |
2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-788-7000 |
| BayPort Financial Inquire with BayPort |
2620 North Harbor Loop Drive, #26, Bellingham, WA 98225 | 360-332-8900 |
| Blayne Barnhart Inquire with Blayne |
119 N Commercial St, Ste 325, Bellingham, WA 98225 | 360-333-8258 |
| Adam J Faber Inquire with Adam |
119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 |
| Timothy T Anderson Inquire with Timothy |
1140 10th St, Ste 207, Bellingham, WA 98225 | 360-392-2836 |
| Jeffrey Keown Inquire with Jeffrey |
119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 |
| Thomas Bajema Inquire with Thomas |
119 N Commercial St, Ste 170, Bellingham, WA 98225 | 360-734-9000 |
| Gene Hanacek Inquire with Gene |
114 W Magnolia St, Ste 416, Bellingham, WA 98225 | 360-733-1248 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-734-8500 |
| Terry Davis Inquire with Terry |
2200 Rimland Drive, Suite 105, Bellingham, WA 98226 | 360-650-1780 |
Grow your AUM with pre-qualified leads!
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