SEC-registered investment advisers in Edmonds
5 SEC-registered investment advisers are headquartered in Edmonds, WA, with $6.67B in combined regulatory assets under management. 4 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 5
- Investment advisers
- $6.67B
- Combined regulatory AUM
- 4
- Financial advisor firms
All 5 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Zevenbergen Capital Investments | Mutual funds & ETFs | $4.57B |
| Pacific Sage Partners | RIA | $986M |
| Sage Advisors | RIA | $575M |
| Harbour Investment Management | RIA | $382M |
| TFS Advisors | RIA | $161M |
Edmonds at a glance
Advisers headquartered here, by type
5
advisers
- Financial advisor firms (RIAs)$2.1B regulatory AUM4 (80%)
- Mutual fund, ETF and BDC managers$4.57B regulatory AUM1 (20%)
Other cities in Washington
- Seattle76
- Bellevue43
- Spokane20
- Vancouver20
- Bellingham11
- Kirkland10
- Tacoma8
- Gig Harbor6
- Mercer Island6
- Olympia5
- Yakima4
- Bainbridge Island3