24 financial advisors & firms and 24 insurance agents verified near Seattle, WA โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Seattle, WA 98122 ยท Registered investment adviser ยท $412M AUM
CRD 104540 ยท verify at the regulator
RIA firm ยท Seattle, WA 98122 ยท Registered investment adviser
CRD 135079 ยท verify at the regulator
RIA firm ยท Seattle, WA 98122 ยท Registered investment adviser ยท $268M AUM
CRD 158899 ยท verify at the regulator
RIA firm ยท Seattle, WA 98122 ยท Registered investment adviser ยท $727M AUM
CRD 300264 ยท verify at the regulator
RIA firm ยท Seattle, WA 98122 ยท Registered investment adviser ยท $265M AUM
CRD 324639 ยท verify at the regulator
RIA firm ยท Seattle, WA 98122 ยท Registered investment adviser ยท $346M AUM
CRD 330361 ยท verify at the regulator
Advisor ยท Raymond James ยท Seattle, WA ยท Portfolio management & financial planning
Advisor ยท Charles Schwab ยท Seattle, WA ยท Investing, wealth management & retirement
Advisor ยท Charles Schwab ยท Seattle, WA ยท Investing, wealth management & retirement
Advisor ยท UBS ยท Seattle, WA 98104 ยท Wealth planning, investment management, banking and lending
Advisor ยท UBS ยท Seattle, WA 98104 ยท Private wealth management for ultra-high-net-worth clients
Advisor ยท UBS ยท Seattle, WA 98104 ยท Wealth management for business owners and executives
Advisor ยท UBS ยท Seattle, WA 98104 ยท Comprehensive wealth management for families and retirees
Advisor ยท UBS ยท Seattle, WA 98104 ยท Wealth management and financial planning
Advisor ยท UBS ยท Seattle, WA 98104 ยท Comprehensive wealth management
Advisor ยท UBS ยท Seattle, WA 98104 ยท Wealth management and investment advice
Advisor ยท UBS ยท Seattle, WA 98104 ยท Institutional and financial-plan-driven wealth management
Advisor ยท Wells Fargo Advisors ยท Seattle, WA 98104 ยท Full-service wealth management branch
Advisor ยท Baird ยท Seattle, WA 98104 ยท Private wealth management branch
RIA firm ยท Seattle, WA 98154 ยท Investment management & financial planning
CRD 134545 ยท verify at the regulator
RIA firm ยท Seattle, WA 98104 ยท Registered investment adviser ยท $12.2B AUM
CRD 107341 ยท verify at the regulator
RIA firm ยท Seattle, WA 98104 ยท Registered investment adviser ยท $684.8B AUM
CRD 114310 ยท verify at the regulator
RIA firm ยท Seattle, WA 98104 ยท Registered investment adviser ยท $2.5B AUM
CRD 116569 ยท verify at the regulator
RIA firm ยท Seattle, WA 98104 ยท Registered investment adviser
CRD 122686 ยท verify at the regulator
Insurance ยท State Farm ยท Seattle, WA 98122 ยท Auto, home, life & financial services
Insurance ยท State Farm ยท Seattle, WA 98122 ยท Auto, home, life & financial services
Insurance ยท Farmers Insurance ยท Seattle, WA 98144 ยท Auto, home, business & life
Insurance ยท Allstate ยท Seattle, WA 98104 ยท Auto, home & life insurance
Insurance ยท Allstate ยท Seattle, WA 98104 ยท Auto, home & life insurance
Insurance ยท State Farm ยท Seattle, WA 98104 ยท Auto, home, life & financial services
Insurance ยท Nationwide ยท Seattle, WA 98104 ยท Auto, home & business
Insurance ยท MassMutual ยท Seattle, WA 98104 ยท Life insurance & financial planning
Insurance ยท MassMutual ยท Seattle, WA 98104 ยท Life insurance & financial planning
Insurance ยท MassMutual ยท Seattle, WA 98104 ยท Life insurance & financial planning
Insurance ยท MassMutual ยท Seattle, WA 98104 ยท Life insurance & financial planning
Insurance ยท MassMutual ยท Seattle, WA 98104 ยท Life insurance & financial planning
Insurance ยท Seattle, WA 98101 ยท Commercial & personal insurance
Insurance ยท Seattle, WA 98101 ยท Auto, home, business & commercial
Insurance ยท Seattle, WA 98101 ยท Auto, home & commercial
Insurance ยท Allstate ยท Seattle, WA 98112 ยท Auto, home & life insurance
Insurance ยท State Farm ยท Seattle, WA 98112 ยท Auto, home, life & financial services
Insurance ยท Nationwide ยท Seattle, WA 98112 ยท Auto, home & business
Insurance ยท State Farm ยท Seattle, WA 98102 ยท Auto, home, life & financial services
Insurance ยท Seattle, WA 98121 ยท Personal & commercial lines
Insurance ยท State Farm ยท Seattle, WA 98121 ยท Auto, home, life & financial services
Insurance ยท Nationwide ยท Seattle, WA 98121 ยท Auto, home & business
Insurance ยท Seattle, WA 98109 ยท Auto, home, commercial auto/trucking & business
Insurance ยท Seattle, WA 98109 ยท Auto, home, commercial & umbrella
Verified advisors and insurance agents in the places closest to Seattle, WA.
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 โ always confirm licensure directly with the regulator.