RIAs in Bellingham, Washington
Explore 11 RIAs headquartered in Bellingham, with $14.6B in combined reported AUM.
RIAs11Headquartered here
Total AUM$14.6BReported regulatory AUM
Total Employees155Reported by these RIAs
% of Total State AUM1.2%% Of total State AUM Reported
All RIAs in Bellingham
11 RIAsShowing 1–11 of 11 RIAs
Saturna Capital Corporation
BELLINGHAM, WAReported AUM$10.5B
Employees92
71.8% of city AUMView RIA ↗
Financial Plan, Inc.
BELLINGHAM, WAReported AUM$1.6B
Employees12
11.0% of city AUMView RIA ↗
Tradewinds Capital Management, LLC
BELLINGHAM, WAReported AUM$727.3M
Employees10
5.0% of city AUMView RIA ↗
Skyline Advisors, Inc.
BELLINGHAM, WAReported AUM$386.5M
Employees8
2.6% of city AUMView RIA ↗
West Invest
BELLINGHAM, WAReported AUM$304.5M
Employees10
2.1% of city AUMView RIA ↗
Waycross Investment Management Co
BELLINGHAM, WAReported AUM$252.4M
Employees5
1.7% of city AUMView RIA ↗
Capstone RIA
BELLINGHAM, WAReported AUM$241.1M
Employees3
1.7% of city AUMView RIA ↗
Baring Financial LLC
BELLINGHAM, WAReported AUM$210.3M
Employees3
1.4% of city AUMView RIA ↗
Bellingham Capital
BELLINGHAM, WAReported AUM$149.2M
Employees5
1.0% of city AUMView RIA ↗
Wealthmark, LLC
BELLINGHAM, WAReported AUM$132M
Employees3
0.9% of city AUMView RIA ↗
Trail Financial Planning LLC
BELLINGHAM, WAReported AUM$117.3M
Employees4
0.8% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.