Washington · 3 advisers
Financial Advisors in Port Angeles, Washington
Looking for a financial advisor in Port Angeles, Washington? Falists indexes 3 SEC-registered and state-registered investment advisers in Port Angeles — 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 $157.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$157.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Port Angeles
Ranked by AUM · Fees, team & specialties at a glance
HALLETT ADVISORS
Port Angeles, WA
AUM
$157.9M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
360-457-6000
FORS FINANCIAL
Port Angeles, WA
AUM
$134.9M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
360-457-6116
UPLEFT ASSET MANAGEMENT
Port Angeles, WA
AUM
$54.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 850-9713
More cities in Washington
Common questions
- How many financial advisors are in Port Angeles, Washington?
- 3 registered investment advisers are listed in our Port Angeles directory, sourced from public SEC filings.
- What types of advisors are in Port Angeles?
- 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 Port Angeles?
- 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.