AdvisorGrade

Financial advisers in Lynnwood, WA

3 registered investment adviser firms in Lynnwood managing $1.1B in assets, based on public SEC Form ADV filings.

Chaney Capital Management INC.

Lynnwood, WA · Est. 2007

Local
Fee-only
AUM
$456M
Per adviser
$76M
Advisers
6

No reported disclosures

Wayfinding Financial, LLC

Lynnwood, WA · Est. 2020

LocalInternational
Fee-based
AUM
$353M
Per adviser
$177M
Advisers
2

No reported disclosures

Comprehensive Wealth Management

Lynnwood, WA · Est. 2008

LocalInternational
Fee-based
AUM
$338M
Per adviser
$85M
Advisers
4

No reported disclosures