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Top 3 financial advisor firms in Lynnwood

3 SEC-registered financial advisor firms are headquartered in Lynnwood, WA, with $1.15B in combined regulatory assets under management. The largest by assets are Chaney Capital Management ($456M), Wayfinding Financial ($353M) and Comprehensive Wealth Management ($338M).

3
Financial advisor firms
$1.15B
Their combined AUM
$353M
Median firm AUM
1,141
Clients of the top 3

The 3 largest by assets

  1. 1
    Chaney Capital Management

    RIA

    $456M

  2. 2
    Wayfinding Financial

    RIA

    $353M

  3. 3
    Comprehensive Wealth Management

    RIA

    $338M

Profiles of the top 3

No. 1 · RIA

Chaney Capital Management

Chaney Capital Management is an investment adviser based in Lynnwood, WA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $456 million, as filed on 3 September 2026.

Chaney Capital Management charges up to 2.00% a year for its Asset management.

Regulatory AUM
$456M
Clients
388
Advisory staff
6
Founded
1996
Fee schedule
Up to 2.00% a year
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
3400 188th Street SW, Suite #570, Lynnwood, WA 98037
Phone
425-673-4060
Website
chaneycapital.com

No. 2 · RIA

Wayfinding Financial

Wayfinding Financial is an investment adviser based in Lynnwood, WA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $353 million, as filed on 25 February 2026.

Wayfinding Financial charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM
$353M
Clients
364
Advisory staff
2
Founded
2019
Fee schedule
Up to 1.25% a year
Custodians
Charles Schwab
Headquarters
19020 33rd Avenue W, Suite 390, Lynnwood, WA 98036
Phone
425-361-0707
Website
wayfindingfinancial.com

No. 3 · RIA

Comprehensive Wealth Management

Comprehensive Wealth Management is an investment adviser based in Lynnwood, WA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $338 million, as filed on 31 March 2026.

Comprehensive Wealth Management charges 0.50%–2.00% a year for its proVest Management Fee.

Regulatory AUM
$338M
Clients
389
Advisory staff
4
Founded
2001
Fee schedule
0.50% to 2.00% a year
Custodians
Charles Schwab
Headquarters
3500 188th St SW, Suite 102, Lynnwood, WA 98037-4757
Phone
425-778-6160
Website
comprehensivewealthmanagement.com

Questions about financial advisors in Lynnwood

How many financial advisor firms are headquartered in Lynnwood?

3 SEC-registered financial advisor firms report their principal office in Lynnwood, WA, managing $1.15B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lynnwood?

Chaney Capital Management, with $456M in regulatory assets under management on its latest Form ADV. The next largest are Wayfinding Financial ($353M) and Comprehensive Wealth Management ($338M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lynnwood?

The median firm manages $353M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lynnwood.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Lynnwood charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Lynnwood?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Lynnwood has 3 financial advisor firms; see every adviser in the city →

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