Investment adviser firms in BELLINGHAM, Washington
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
11 firms · Source months shown: August 2026
- BARING FINANCIAL LLCCRD 173761 · BELLINGHAM, WA$210,327,061.00Regulatory AUM · August 2026
- BELLINGHAM CAPITAL MANAGEMENT, INC.CRD 151684 · BELLINGHAM, WA$149,233,075.00Regulatory AUM · August 2026
- FINANCIAL PLAN, INC.CRD 116073 · BELLINGHAM, WA$1,604,659,908.00Regulatory AUM · August 2026
- NORTHWEST WEALTH ADVISORS, LLCCRD 327641 · BELLINGHAM, WA$304,491,157.00Regulatory AUM · August 2026
- SATURNA CAPITAL CORPORATIONCRD 25586 · BELLINGHAM, WA$8,624,828,208.00Regulatory AUM · August 2026
- SKYLINE ADVISORS, INC.CRD 188511 · BELLINGHAM, WA$386,462,616.00Regulatory AUM · August 2026
- TRADEWINDS CAPITAL MANAGEMENT, LLCCRD 145934 · BELLINGHAM, WA$727,324,070.00Regulatory AUM · August 2026
- TRAIL FINANCIAL PLANNING LLCCRD 165063 · BELLINGHAM, WA$117,334,223.00Regulatory AUM · August 2026
- VVR HOLDINGS LLCCRD 334343 · BELLINGHAM, WA$241,081,561.00Regulatory AUM · August 2026
- WAYCROSS INVESTMENT MANAGEMENT COMPANYCRD 105034 · BELLINGHAM, WA$252,424,231.00Regulatory AUM · August 2026
- WEALTHMARK, LLCCRD 144948 · BELLINGHAM, WA$132,000,000.00Regulatory AUM · August 2026