Rialytix insights

Top RIA Firms in Bellingham, Washington

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bellingham, Washington. This hub covers 11 matching firms with $12.8B in total reported AUM and median AUM of $252.4M.

Firms

Matching current profiles

Total AUM

$12.8B

Reported regulatory AUM

Median AUM

$252.4M

Across firms with AUM

Largest firm

$8.6B

Saturna Capital Corporation

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Saturna Capital Corporation CRD 25586 · Corporation	BELLINGHAM, WA	$8.6B Feb 2026	+$230.1M+2.7%	+$3.5B+67.4%	+$4.6B+112.0%	-$28.7B-76.9%	+10 employees+13.7% over 3Y	+11 accounts+9.4% over 3Y
2. Financial Plan, INC. CRD 116073 · Corporation	BELLINGHAM, WA	$1.6B Mar 2026	+$551.5M+52.4%	+$668.8M+71.5%	+$1.0B+182.9%	+$1.5B+1027.9%	-2 employees-14.3% over 3Y	+842 accounts+26.3% over 3Y
3. Tradewinds Capital Management, LLC CRD 145934 · Limited Liability Company	BELLINGHAM, WA	$727.3M Mar 2026	+$124.5M+20.7%	+$234.4M+47.6%	-$282.3M-28.0%	+$596.1M+454.2%	+4 employees+66.7% over 3Y	-45 accounts-1.9% over 3Y
4. Skyline Advisors, INC. CRD 188511 · Corporation	BELLINGHAM, WA	$386.5M Jan 2026	+$98.1M+34.0%	+$121.6M+45.9%	+$193.9M+100.7%	—	+1 employees+14.3% over 3Y	+169 accounts+16.3% over 3Y
5. West Invest CRD 327641 · Limited Liability Company	BELLINGHAM, WA	$304.5M May 2026	+$110.9M+57.3%	—	—	—	+4 employees+66.7% over 1Y	+458 accounts+38.7% over 1Y
6. Waycross Investment Management CO CRD 105034 · Corporation	BELLINGHAM, WA	$252.4M Mar 2026	+$35.7M+16.5%	+$93.9M+59.3%	+$117.6M+87.2%	+$181.8M+257.2%	+1 employees+25.0% over 3Y	-152 accounts-48.6% over 3Y
7. Capstone RIA CRD 334343 · Limited Liability Company	BELLINGHAM, WA	$241.1M Feb 2026	—	—	—	—	0 employees+0.0% over 1Y	—
8. Baring Financial LLC CRD 173761 · Limited Liability Company	BELLINGHAM, WA	$210.3M Feb 2026	+$73.9M+54.2%	+$100.3M+91.2%	—	+$99.2M+89.3%	0 employees+0.0% over 3Y	+281 accounts+38.3% over 3Y
9. Bellingham Capital CRD 151684 · Corporation	BELLINGHAM, WA	$149.2M Mar 2026	+$7.3M+5.1%	+$40.0M+36.6%	—	+$34.7M+30.3%	+1 employees+25.0% over 3Y	+29 accounts+5.1% over 3Y
10. Wealthmark, LLC CRD 144948 · Limited Liability Company	BELLINGHAM, WA	$132.0M Mar 2026	+$31.0M+30.7%	+$33.5M+34.0%	—	+$30.0M+29.4%	+1 employees+50.0% over 3Y	+50 accounts+14.8% over 3Y
11. Trail Financial Planning LLC CRD 165063 · Limited Liability Company	BELLINGHAM, WA	$117.3M Mar 2026	—	—	—	+$13.5M+13.0%	0 employees+0.0% over Total	+456 accounts+304.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.