#1Hallett Advisors
HALLETT INVESTMENTS, LLC
Serves this area from Port Angeles, WA (22 mi)
Retirement Plan Advisors in Jefferson County, WA
The top-ranked retirement plan advisors serving Jefferson County, WA are Hallett Advisors, Clear Creek Financial Management, LLC and Reliant Consulting & Research, Inc.. We list 4 retirement plan advisors serving Jefferson County, WA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jefferson County, WA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Jefferson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hallett Advisors | SEC-registered investment adviser (CRD)#306187 | Port Angeles, WA (22 mi) | (360) 457-6000 |
| 2 | Clear Creek Financial Management, LLC | SEC-registered investment adviser (CRD)#170602 | Silverdale, WA (39 mi) | (360) 308-8239 |
| 3 | Reliant Consulting & Research, Inc. | SEC-registered investment adviser (CRD)#114445 | WA | (877) 855-8172 |
| 4 | Hidden Cove Wealth Management | SEC-registered investment adviser (CRD)#318677 | Bainbridge Island, WA (49 mi) | (206) 397-4890 |
#2Clear Creek Financial Management, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLCServes this area from Silverdale, WA (39 mi)#3Reliant Consulting & Research, Inc.
RELIANT CONSULTING & RESEARCH, INC.Serves this area from WA#4Hidden Cove Wealth Management
HIDDEN COVE WEALTH MANAGEMENT, LLCServes this area from Bainbridge Island, WA (49 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 4 retirement plan advisors serving Jefferson County, WA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, WA are Hallett Advisors, Clear Creek Financial Management, LLC, Reliant Consulting & Research, Inc. and Hidden Cove Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
4 of the top 4 match an active official record: Hallett Advisors (U.S. Securities and Exchange Commission), Clear Creek Financial Management, LLC (U.S. Securities and Exchange Commission), Reliant Consulting & Research, Inc. (U.S. Securities and Exchange Commission) and Hidden Cove Wealth Management (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Port Townsend, Port Hadlock-Irondale, Port Ludlow, Marrowstone, Brinnon, Quilcene