Financial advisers in Bellingham, WA

11 registered investment adviser firms in Bellingham managing $12.8B in assets, based on public SEC Form ADV filings.

Saturna Capital Corporation

Bellingham, WA · Est. 1989

RegionalInternational

Fee-based

AUM: $8.6B
Per adviser: $663M
Advisers: 13

No reported disclosures

Financial Plan, INC.

Bellingham, WA · Est. 2012

LocalInternational

Fee-only

AUM: $1.6B
Per adviser: $146M
Advisers: 11

No reported disclosures

Tradewinds Capital Management, LLC

Bellingham, WA · Est. 2008

Local

Fee-based

AUM: $727M
Per adviser: $104M
Advisers: 7

No reported disclosures

Skyline Advisors, INC.

Bellingham, WA · Est. 2015

Local

Fee-based

AUM: $386M
Per adviser: $77M
Advisers: 5

No reported disclosures

West Invest

Bellingham, WA · Est. 2023

Local

Fee-based

AUM: $304M
Per adviser: $38M
Advisers: 8

No reported disclosures

Waycross Investment Management Co

Bellingham, WA · Est. 2020

Local

Fee-only

AUM: $252M
Per adviser: $84M
Advisers: 3

No reported disclosures

Capstone Ria

Bellingham, WA · Est. 2025

Regional

Fee-only

AUM: $241M
Per adviser: $241M
Advisers: 1

No reported disclosures

Baring Financial LLC

Bellingham, WA · Est. 2021

Local

Fee-only

AUM: $210M
Per adviser: $105M
Advisers: 2

No reported disclosures

Bellingham Capital

Bellingham, WA · Est. 2022

Local

Fee-only

AUM: $149M
Per adviser: $37M
Advisers: 4

No reported disclosures

Wealthmark, LLC

Bellingham, WA · Est. 2021

Local

Fee-based

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Trail Financial Planning LLC

Bellingham, WA · Est. 2026

Local

Fee-only

AUM: $117M
Per adviser: $39M
Advisers: 3

No reported disclosures