Falists

Washington · 5 advisers

Financial Advisors in Bothell, Washington

Looking for a financial advisor in Bothell, Washington? Falists indexes 5 SEC-registered and state-registered investment advisers in Bothell — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $137.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

4

Largest AUM

$137.3M

Financial planning

3

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning3Trusts4Retirement2Institutional

Top advisors in Bothell

Ranked by AUM · Fees, team & specialties at a glance

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More cities in Washington

Seattle (173)Bellevue (85)Spokane (37)Vancouver (25)Kirkland (23)Bellingham (15)Tacoma (15)Gig Harbor (13)Mercer Island (12)Olympia (9)Edmonds (8)Everett (6)

Common questions

How many financial advisors are in Bothell, Washington?
5 registered investment advisers are listed in our Bothell directory, sourced from public SEC filings.
What types of advisors are in Bothell?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bothell?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.