Falists

Washington · 8 advisers

Financial Advisors in Edmonds, Washington

Looking for a financial advisor in Edmonds, Washington? Falists indexes 8 SEC-registered and state-registered investment advisers in Edmonds — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $4.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

7

Largest AUM

$4.57B

Financial planning

5

Filter by specialty

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

AllWealth7Planning5Trusts6Retirement3Institutional4

Top advisors in Edmonds

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

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Common questions

How many financial advisors are in Edmonds, Washington?
8 registered investment advisers are listed in our Edmonds directory, sourced from public SEC filings.
What types of advisors are in Edmonds?
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 Edmonds?
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.