#1Hallett Advisors
HALLETT INVESTMENTS, LLC
Serves this area from Port Angeles, WA (31 mi)
Retirement Plan Advisors in San Juan County, WA
The top-ranked retirement plan advisors serving San Juan County, WA are Hallett Advisors, Baring Financial LLC and Skyline Advisors, Inc.. We list 5 retirement plan advisors serving San Juan County, WA. 5 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 San Juan County, WA. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for San Juan County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hallett Advisors | SEC-registered investment adviser (CRD)#306187 | Port Angeles, WA (31 mi) | (360) 457-6000 |
| 2 | Baring Financial LLC | SEC-registered investment adviser (CRD)#173761 | Bellingham, WA (31 mi) | (360) 671-7257 |
| 3 | Skyline Advisors, Inc. | SEC-registered investment adviser (CRD)#188511 | Bellingham, WA (33 mi) | (360) 671-1621 |
| 4 | Trail Financial Planning LLC | SEC-registered investment adviser (CRD)#165063 | Bellingham, WA (33 mi) | (360) 399-6486 |
| 5 | Tradewinds Capital Management, LLC | SEC-registered investment adviser (CRD)#145934 | Bellingham, WA (35 mi) | (360) 715-9000 |
#2Baring Financial LLC
BARING FINANCIAL LLCServes this area from Bellingham, WA (31 mi)#3Skyline Advisors, Inc.
SKYLINE ADVISORS, INC.Serves this area from Bellingham, WA (33 mi)#4Trail Financial Planning LLC
TRAIL FINANCIAL PLANNING LLCServes this area from Bellingham, WA (33 mi)#5Tradewinds Capital Management, LLC
TRADEWINDS CAPITAL MANAGEMENT, LLCServes this area from Bellingham, WA (35 mi)
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Frequently asked questions
How many retirement plan advisors serve San Juan County?
We list 5 retirement plan advisors serving San Juan County, WA: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve San Juan County?
The top-ranked retirement plan advisors serving San Juan County, WA are Hallett Advisors, Baring Financial LLC, Skyline Advisors, Inc., Trail Financial Planning LLC and Tradewinds Capital Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Juan County are verified against official records?
5 of the top 5 match an active official record: Hallett Advisors (U.S. Securities and Exchange Commission), Baring Financial LLC (U.S. Securities and Exchange Commission), Skyline Advisors, Inc. (U.S. Securities and Exchange Commission), Trail Financial Planning LLC (U.S. Securities and Exchange Commission) and Tradewinds Capital Management, LLC (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
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