City

Independent RIAs in Bellingham, Washington

As of October 2, 2026, 21 independent wealth management RIAs with their main office in Bellingham, Washington reported $4.0 billion in regulatory assets under management; the largest by assets was Financial Plan, Inc., with $1.6 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 21
Regulatory assets under management: $4.0 billion
Average per firm: $189.8 million
SEC-registered, of those listed: 9 of 21 (42.9%)

Firms by assets

Independent RIAs in Bellingham, Washington, largest first
#	Firm	Registration	RAUM	Accounts
1	Financial Plan, Inc.	SEC	$1.6 billion	4,049
2	Tradewinds Capital Management, LLC	SEC	$727.3 million	2,268
3	West Invest	SEC	$304.5 million	1,642
4	Waycross Investment Management Co	SEC	$252.4 million	161
5	Capstone RIA	SEC	$241.1 million	636
6	Baring Financial LLC	SEC	$210.3 million	1,014
7	Bellingham Capital	SEC	$149.2 million	594
8	Wealthmark, LLC	SEC	$132.0 million	388
9	Trail Financial Planning LLC	SEC	$117.3 million	606
10	Flow Financial Planning, L.L.C.	State	$94.1 million	286
11	FSR Wealth Management, LLC	State	$39.2 million	110
12	Stock Pro	State	$25.9 million	105
13	Clearbrook Investment Management, LLC	State	$23.8 million	174
14	Brown Pcfo	State	$21.9 million	63
15	Fleet Capital Management, LLC	State	$18.6 million	16
16	NW Straits Financial Services	State	$16.5 million	58
17	Vail Ridge Capital, LLC	State	$3.5 million	23
18	Scott Value Investing	State	$2.6 million	9
19	Streamline Advisory	State	$1.5 million	19
20	Goodrich & Associates, LLC	State	$0	0
21	Ridge Falls Financial Planning	State	$0	0

Independent RIAs in Washington, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.