Top 7 advisors in Bellingham
We’ve curated a list of the best financial advisors in Bellingham, take a look at it below
Find an advisor in Bellingham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $845,050,649 | 15 advisors | ||
| 2 | $515,039,229 | 7 advisors | ||
| 3 | $233,939,624 | 7 advisors | ||
| 4 | $152,525,135 | 4 advisors | ||
| 5 | $110,320,048 | 3 advisors | ||
| 6 | $108,868,487 | 4 advisors | ||
| 7 | $82,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Bellingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bellingham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Financial Plan, Inc.
Assets under management
$845,050,649
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
2. Tradewinds Capital Management, LLC
Assets under management
$515,039,229
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
3. Skyline Advisors, Inc.
Assets under management
$233,939,624
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Waycross Investment Management Co
Assets under management
$152,525,135
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
One Time Portfolio Analysis (invoiced At An Hourly Rate)
5. Baring Financial LLC
Assets under management
$110,320,048
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Bellingham Capital
Assets under management
$108,868,487
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Analysis And Recommendations For Private Placement Securities
- Not sure which one to choose?Use our smart matching tool
7. Wealthmark, LLC
Assets under management
$82,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SUBADVISORY SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Your first meeting is free.