Falists

Washington · 15 advisers

Financial Advisors in Tacoma, Washington

Looking for a financial advisor in Tacoma, Washington? Falists indexes 15 SEC-registered and state-registered investment advisers in Tacoma — 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 $1.90B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

14

Largest AUM

$1.90B

Financial planning

8

Filter by specialty

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

AllWealth13Planning8Trusts10Retirement8Institutional6

Top advisors in Tacoma

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

View all 15 →

More cities in Washington

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

Common questions

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