Top financial advisors in Lynnwood, WA
We’ve curated a list of the best financial advisors in Lynnwood, take a look at it below
Find an advisor in Lynnwood| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $343,000,000 | 6 advisors | ||
| 2 | $276,433,456 | 12 advisors | ||
| 3 | $247,467,740 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Lynnwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lynnwood. 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.
Chaney Capital Management Inc.
Chaney Capital Management Inc. is a financial advisory firm based in Lynnwood, Washington. It currently has approximately $343,000,000 of assets under management and employs about 6 people. Chaney Capital Management Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$343,000,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-67807
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consultation Services And Public Services
Comprehensive Wealth Management
Comprehensive Wealth Management is a financial advisory firm based in Lynnwood, Washington. It currently has approximately $276,433,456 of assets under management and employs about 12 people. Comprehensive Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$276,433,456
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-69045
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Wayfinding Financial, LLC
Wayfinding Financial, LLC is a financial advisory firm based in Lynnwood, Washington. It currently has approximately $247,467,740 of assets under management and employs about 7 people. Wayfinding Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$247,467,740
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-118057
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.