How many financial advisors are in Bellingham, Washington?

Falists lists 15 registered investment advisers with a principal office or filing address in Bellingham, Washington, based on public SEC IAPD data.

How do financial advisors in Bellingham charge fees?

Fee structures vary by firm. In Bellingham, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bellingham?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Washington · 15 advisers

Financial Advisors in Bellingham, Washington

Looking for a financial advisor in Bellingham, Washington? Falists indexes 15 SEC-registered and state-registered investment advisers in Bellingham — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $8.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$8.62B

Financial planning

Filter by specialty

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

All Wealth13 Planning12 Trusts13 Retirement7 Institutional5

Top advisors in Bellingham

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

View all 15 →

SATURNA CAPITAL CORPORATION

Bellingham, WA

AUM

$8.62B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

13 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

360-734-9900

Full profile Visit site →

FINANCIAL PLAN, INC.

Bellingham, WA

AUM

$1.60B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

11 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

360-714-1234

Full profile Visit site →

TRADEWINDS CAPITAL MANAGEMENT, LLC

Bellingham, WA

AUM

$727.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

360-715-9000

Full profile Visit site →

SKYLINE ADVISORS, INC.

Bellingham, WA

AUM

$386.5M

Wealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

360-671-1621

Full profile Visit site →

WEST INVEST

Bellingham, WA

AUM

$304.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

360-738-6019

Full profile Visit site →

WAYCROSS INVESTMENT MANAGEMENT CO

Bellingham, WA

AUM

$252.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

360-671-0148

Full profile Visit site →

CAPSTONE RIA

Bellingham, WA

AUM

$241.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

877-739-6007

Full profile Visit site →

BELLINGHAM CAPITAL

Bellingham, WA

AUM

$149.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

Fees

Percentage of AUM; Hourly charges

360-685-4240

Full profile Visit site →

WEALTHMARK, LLC

Bellingham, WA

AUM

$132.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +2 more

(360) 734-1323

Full profile Visit site →

TRAIL FINANCIAL PLANNING LLC

Bellingham, WA

AUM

$117.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

(360) 399-6486

Full profile Visit site →

STOCK PRO

Bellingham, WA

AUM

$39.2M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; MONTHLY SUBSCRIPTION FEE

360-778-2340

Full profile Visit site →

STREAMLINE ADVISORY

Bellingham, WA

AUM

$1.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

360-207-5200

Full profile Visit site →

GOODRICH & ASSOCIATES, LLC

Bellingham, WA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; Fixed fees

360-671-0226

Full profile Visit site →

LG FINANCIAL SERVICES, LLC

Bellingham, WA

AUM

—

Team

1 advisors

Clients

Fees

REFERRAL FEES

360-734-4280

Full profile Visit site →

BARING FINANCIAL LLC

Bellingham, WA

AUM

$210.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM

360-671-7257

Full profileNo website

More cities in Washington

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

Common questions

How many financial advisors are in Bellingham, Washington?: 15 registered investment advisers are listed in our Bellingham directory, sourced from public SEC filings.
What types of advisors are in Bellingham?: 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 Bellingham?: 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.