Data / Investment advisers / Washington / Bellingham
Investment advisers in Bellingham, WA: 11 firms, $14.6 billion in AUM
11 investment advisers have their main office in Bellingham, Washington: 11 SEC registered and 0 exempt reporting. The registered advisers report $14.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Saturna Capital Corporation with $10.5 billion.
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- 11Advisers
- 11SEC registered
- $14.6 billionTotal AUM
- 11Advisers over $100 million
- 0Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Saturna Capital Corporation | Bellingham | $10.48 billion | 139 | 92 | Not listed | (360) 734-9900 | adviserinfo.sec.gov | |
| Financial Plan, Inc. | Bellingham | $1.60 billion | 4,049 | 12 | Not listed | (360) 714-1234 | adviserinfo.sec.gov | |
| Tradewinds Capital Management, LLC | Bellingham | $727.3 million | 2,268 | 10 | Not listed | (360) 715-9000 | adviserinfo.sec.gov | |
| Skyline Advisors, Inc. | Bellingham | $386.5 million | 1,204 | 8 | Not listed | (360) 671-1621 | adviserinfo.sec.gov | |
| West Invest | Bellingham | $304.5 million | 1,642 | 10 | Not listed | (360) 738-6019 | adviserinfo.sec.gov | |
| Waycross Investment Management Co | Bellingham | $252.4 million | 161 | 5 | Not listed | (360) 671-0148 | waycross.com | adviserinfo.sec.gov |
| Capstone RIA | Bellingham | $241.1 million | 636 | 3 | Not listed | (877) 739-6007 | adviserinfo.sec.gov | |
| Baring Financial LLC | Bellingham | $210.3 million | 1,014 | 3 | Not listed | (360) 671-7257 | adviserinfo.sec.gov | |
| Bellingham Capital | Bellingham | $149.2 million | 594 | 5 | Not listed | (360) 685-4240 | bellinghamcapital.com | adviserinfo.sec.gov |
| Wealthmark, LLC | Bellingham | $132 million | 388 | 3 | Not listed | (360) 734-1323 | wealthmarkllc.com | adviserinfo.sec.gov |
| Trail Financial Planning LLC | Bellingham | $117.3 million | 606 | 4 | Not listed | (360) 399-6486 | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.