Retirement Plan Advisors in Walla Walla County, WA
The top-ranked retirement plan advisors serving Walla Walla County, WA are Lifefocus Financial Advisors, LLC, Petersen Hastings Wealth Advisors, Inc. and Hfg Advisors, Inc.. We list 3 retirement plan advisors serving Walla Walla County, WA. 3 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 Walla Walla County, WA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Walla Walla County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Lifefocus Financial Advisors, LLC | SEC-registered investment adviser (CRD)#136020 | Walla Walla, WA | (509) 526-4521 |
| 2 | Petersen Hastings Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#110952 | Kennewick, WA (34 mi) | (509) 735-0484 |
| 3 | Hfg Advisors, Inc. | SEC-registered investment adviser (CRD)#316446 | Kennewick, WA (36 mi) | (509) 735-7507 |
- LIFEFOCUS FINANCIAL ADVISORS, LLCBased in Walla Walla, WA
#2Petersen Hastings Wealth Advisors, Inc.
PETERSEN HASTINGS WEALTH ADVISORS, INC.Serves this area from Kennewick, WA (34 mi)#3Hfg Advisors, Inc.
HFG ADVISORS, INC.Serves this area from Kennewick, WA (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Walla Walla County?
We list 3 retirement plan advisors serving Walla Walla County, WA: 1 based there and 2 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Walla Walla County?
The top-ranked retirement plan advisors serving Walla Walla County, WA are Lifefocus Financial Advisors, LLC, Petersen Hastings Wealth Advisors, Inc. and Hfg Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Walla Walla County are verified against official records?
3 of the top 3 match an active official record: Lifefocus Financial Advisors, LLC (U.S. Securities and Exchange Commission), Petersen Hastings Wealth Advisors, Inc. (U.S. Securities and Exchange Commission) and Hfg Advisors, Inc. (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 .
Cities in Walla Walla County
Communities served
College Place, Burbank, Walla Walla East, Garrett, Waitsburg, Touchet, Prescott, Dixie, Wallula