Best Financial Advisors in EDMONDS, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$575M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in EDMONDS
#1
100
ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDMONDS, WA · Since 2003
$4.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
100
SAGE ADVISORS, LLC
EDMONDS, WA · Since 2019
$575M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
QUANTCA FINANCIAL
EDMONDS, WA · Since 2024
$10K AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
HARBOUR INVESTMENT MANAGEMENT L.L.C.
EDMONDS, WA · Since 1991
$382M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
95
TFS ADVISORS, LLC
EDMONDS, WA · Since 2021
$161M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
95
PACIFIC SAGE PARTNERS, LLC
EDMONDS, WA · Since 2021
$986M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in EDMONDS?
The median advisory fee in EDMONDS, WA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.