Washington · 4 advisers
Financial Advisors in Lynnwood, Washington
Looking for a financial advisor in Lynnwood, Washington? Falists indexes 4 SEC-registered and state-registered investment advisers in Lynnwood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $455.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$455.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lynnwood
Ranked by AUM · Fees, team & specialties at a glance
CHANEY CAPITAL MANAGEMENT INC.
Lynnwood, WA
AUM
$455.5M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
425-673-4060
WAYFINDING FINANCIAL, LLC
Lynnwood, WA
AUM
$353.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
425-361-0707
COMPREHENSIVE WEALTH MANAGEMENT
Lynnwood, WA
AUM
$338.4M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
425-778-6160
CAPITAL INVESTMENT SERVICES, LLC
Lynnwood, WA
AUM
$101.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
425-771-6055
More cities in Washington
Common questions
- How many financial advisors are in Lynnwood, Washington?
- 4 registered investment advisers are listed in our Lynnwood directory, sourced from public SEC filings.
- What types of advisors are in Lynnwood?
- 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 Lynnwood?
- 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.