City
Wealth management firms in Lynnwood, Washington
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Lynnwood, Washington reported $1.4 billion in regulatory assets under management; the largest by assets was Chaney Capital Management Inc., with $455.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $169.3 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Chaney Capital Management Inc. | SEC | $455.5 million | 1,227 |
| 2 | Wayfinding Financial, LLC | SEC | $353.5 million | 925 |
| 3 | Comprehensive Wealth Management | SEC | $338.4 million | 1,700 |
| 4 | Clear Wealth Management | State | $101.8 million | 348 |
| 5 | Capital Investment Services, LLC | State | $101.1 million | 45 |
| 6 | Sar Wealth Management | State | $3.8 million | 67 |
| 7 | Aksum Wealth, LLC | State | $0 | 0 |
| 8 | Fempire Mindset LLC | 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.