Data / Investment advisers / Washington / Better Financial Services, LLC
Better Financial Services, LLC, Federal Way, WA: $111 million AUM, SEC registered investment adviser
Better Financial Services, LLC is an SEC registered investment adviser with its main office in Federal Way, Washington and reports $111 million in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 329520
- SEC file number
- 801-137261
- SEC status
- Approved, effective September 11, 2026
- Main office
- 31919 6th Ave S Suite A300, Federal Way, WA 98003
- Phone
- (206) 234-7516
- Website
- gotobfs.com
- Regulatory AUM
- $110,750,000 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $110,750,000
- Accounts
- 170
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $90 million |
| Individuals (other than high net worth individuals) | 41 | $20 million |
| Pension and profit sharing plans | Fewer than 5 | $500,000 |
| Corporations or other businesses | Fewer than 5 | $250,000 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allen Capital Management, LLC | Vancouver | $200 million | Not listed | adviserinfo.sec.gov |
| Global Partnerships | Seattle | $197.3 million | 5 | adviserinfo.sec.gov |
| Columbia River Financial Group | Vancouver | $194.8 million | Not listed | adviserinfo.sec.gov |
| Columbia River Advisors | Tacoma | $191.1 million | 1 | adviserinfo.sec.gov |
| Helmsman Financial Group, LLC | Woodinville | $187.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Better Financial Services, LLC on the SEC's adviser search
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.