City
Wealth management firms in Bellingham, Washington
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | 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 |
Wealth management firms 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.