Investment advisers in Bellingham, WA
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Saturna Capital Corporation | $8.62 billion | 83 | 0 |
| Financial Plan, Inc. | $1.60 billion | 12 | 0 |
| Tradewinds Capital Management, LLC | $727.3 million | 10 | 0 |
| Skyline Advisors, Inc. | $386.5 million | 8 | 0 |
| West Invest | $304.5 million | 10 | 0 |
| Waycross Investment Management Co | $252.4 million | 5 | 0 |
| Capstone Ria | $241.1 million | 3 | 0 |
| Baring Financial LLC | $210.3 million | 3 | 0 |
| Bellingham Capital | $149.2 million | 5 | 0 |
| Wealthmark, LLC | $132.0 million | 3 | 0 |
| Trail Financial Planning LLC | $117.3 million | 4 | 0 |