The first market of the 🤫 Directory, starting at ZIP 98033 in Kirkland. 32 registered investment adviser firms and 23 independent insurance agencies & brokers across Kirkland, Bellevue, Seattle, Redmond, Renton, Bothell, and more — the advisers listed from the SEC's public data, the agencies from their own public presence. Is one of them yours? Claim it to verify and own it.
Firm-level data from the SEC's public Investment Adviser Public Disclosure — confirm current status with the SEC.
Registered investment adviser (RIA) firms, listed from the SEC's public Investment Adviser Public Disclosure, each linked to its official record. Grouped by city, starting in Kirkland.
Independent wealth management
Kirkland, 98034 · CRD 284496 · 801-118756
Financial planning & wealth management
Kirkland, 98033 · CRD 143417 · 801-68234
Wealth management (Carillon Point)
Kirkland, 98033 · CRD 328247 · 801-128860
Wealth management
Kirkland, 98033 · CRD 164532 · 801-122532
Financial & estate planning
Kirkland, 98033 · CRD 318092 · 801-132413
Financial planning & investment advisory
Kirkland, 98033 · CRD 125381
Investment management / engagement fund adviser
Kirkland, 98033 · CRD 160930 · 801-73713
Asset & wealth management
Bellevue, 98004 · CRD 129194 · 801-62579
Wealth management
Bellevue, 98004 · CRD 336350 · 801-132828
Financial planning & wealth management
Bellevue, 98004 · CRD 297284 · 801-113796
Wealth management (CPA-affiliated)
Bellevue, 98004 · CRD 116276
Fee-based financial planning & wealth management
Bellevue, 98004 · CRD 316079 · 801-122242
Wealth management
Bellevue, 98004 · CRD 305125 · 801-117515
Fee-for-service financial planning
Bellevue, 98004 · CRD 333296 · 801-131758
Wealth planning & advisory
Bellevue, 98004 · CRD 300689 · 801-116893
Wealth management
Bellevue, 98004 · CRD 145179 · 801-68424
Investment management
Bellevue, 98005 · CRD 283260 · 801-113312
Financial planning & wealth management
Bellevue, 98004 · CRD 317970 · 801-123307
Wealth management
Bellevue, 98004 · CRD 155162 · 801-71859
Financial planning & portfolio management
Seattle, 98115 · CRD 285877 · 801-108935
Financial planning & wealth management
Seattle, 98101 · CRD 118273 · 801-116702
Fee-based portfolio management & financial planning
Seattle, 98121 · CRD 172429
Wealth advisory / financial planning
Seattle, 98126 · CRD 306966
Institutional investment management
Seattle, 98101 · CRD 155782 · 801-79447
Investment management & financial planning
Seattle, 98154 · CRD 134545
Investment management
Seattle, 98101 · CRD 105556 · 801-35638
Investment management
Seattle, 98109 · CRD 330793 · 801-130825
Financial planning & portfolio management
Mercer Island · CRD 283752
Wealth management
Mercer Island, 98040 · CRD 153678
Wealth & institutional asset management
Mercer Island, 98040 · CRD 147923 · 801-69483
Wealth management
Mercer Island, 98040 · CRD 281758 · 801-126853
Fee-based financial planning & portfolio management
Redmond, 98052 · CRD 292154
Independent (multi-carrier) agencies who own their book of business and shop the market for their clients — the local agents your neighbors already find on Google and Yelp. Listed from each agency's own public presence, and free to claim, update, or remove.
Auto, home, business & specialty lines
Kirkland, 98033 · Independent agency representing multiple carriers
Personal & commercial lines
Kirkland, 98033 · Independent multi-carrier brokerage
Auto, home & business insurance
Kirkland, 98033 · Independent agency comparing multiple carriers
Insurance & financial planning
Kirkland, 98033 · Independent broker across carriers and products
Personal & commercial lines
Bellevue, 98006 · Independent agency representing multiple carriers
Business & personal insurance
Bellevue, 98005 · Independent brokerage, multiple carrier appointments
Home, auto & business insurance
Bellevue, 98007 · Independent agency comparing carriers
Home, auto & business insurance
Seattle, 98199 · Independent neighborhood agency, multiple carriers
Personal & commercial lines
Seattle, 98121 · Independent agency representing multiple carriers
Auto, home & business insurance
Seattle, 98103 · Independent multi-carrier agency
Personal & commercial lines
Seattle, 98116 · Independent West Seattle agency, multiple carriers
Commercial & personal insurance
Seattle, 98101 · Independent agency (ISU network member)
Home, auto & business insurance
Redmond, 98052 · Independent agency representing multiple carriers
Personal & commercial lines
Sammamish, 98074 · Independent brokerage, multiple carriers
Personal & commercial lines
Renton, King County · Independent brokerage across multiple carriers
Auto, home & business insurance
Renton, 98058 · Independent multi-carrier agency
Personal & commercial lines
Renton, 98057 · Independent agency comparing carriers
Home, auto & business insurance
Renton, 98057 · Independent multi-carrier agency
Personal & commercial lines
Auburn, 98002 · Independent agency representing multiple carriers
Commercial & personal insurance
Woodinville, 98072 · Independent agency (ISU network member)
Home, auto & business insurance
Woodinville, 98072 · Independent multi-carrier agency
Personal & commercial lines
Bothell, 98011 · Independent agency representing multiple carriers
Auto, home & business insurance
Bothell, 98011 · Independent multi-carrier agency
Claim your listing to verify your registration, tell your story, add your specialties and the clients you serve best, and be found by the people and answer engines looking for exactly your help. Your listing is yours — update it, or remove it, anytime.
The adviser listings are compiled from the SEC's public-domain Investment Adviser Public Disclosure (IAPD) data, verified against each firm's SEC record as of 2026-07-14. The independent insurance agencies are listed from each agency's own public website, confirmed independent (multi-carrier) as of 2026-07-14; producer license status is verified against Washington's Office of the Insurance Commissioner at claim time. A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.