How many financial advisors are in Everett, Washington?

Falists lists 6 registered investment advisers with a principal office or filing address in Everett, Washington, based on public SEC IAPD data.

How do financial advisors in Everett charge fees?

Fee structures vary by firm. In Everett, 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 Everett?

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 · 6 advisers

Financial Advisors in Everett, Washington

Looking for a financial advisor in Everett, Washington? Falists indexes 6 SEC-registered and state-registered investment advisers in Everett — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $691.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$691.8M

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement1 Institutional

Top advisors in Everett

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

View all 6 →

MADRONA FINANCIAL & CPAS

Everett, WA

AUM

$691.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

12 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

425-212-3777

Full profile Visit site →

PACIFIC CREST FINANCIAL ADVISORS, LLC

Everett, WA

AUM

$79.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

425-609-3797

Full profile Visit site →

VICEROY INVESTMENT ADVISORS LLC

Everett, WA

AUM

$34.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

(425)740-7565

Full profile Visit site →

ELDERROCK FINANCIAL LLC

Everett, WA

AUM

$32.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

425-249-6193

Full profile Visit site →

SERENE WEALTH PLANNING, LLC

Everett, WA

AUM

$7.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

425-903-8188

Full profile Visit site →

SBI US GATEWAY FUND MANAGEMENT

Everett, WA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

1-206-548-6098

Full profile Visit site →

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)Federal Way (6)

Common questions

How many financial advisors are in Everett, Washington?: 6 registered investment advisers are listed in our Everett directory, sourced from public SEC filings.
What types of advisors are in Everett?: 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 Everett?: 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.