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Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Bellingham.
29 scored firmsTop 3 recognizedfidelon.com/markets/bellingham-wa
1IA-only—91Arank within Top 3; below the 80 standard
2IA-only$117M90.7ARecognized · Top 3
3IA-only$94.1M90ARecognized · Top 3
4
Capstone Ria
CRD 334343
IA-only$241M89.9A—
5
Financial Plan
CRD 116073
IA-only$1.6B89.9A—
6IA-only$252M89.4A—
7IA-only$16.5M89.1A—
8IA-only$29.8M88.5A—
9IA-only—88.5A—
10IA-only—88.3A—
11IA-only$2.3M88.2A—
12
Brown Pcfo
CRD 330769
IA-only$21.9M87.7B+—
13IA-only$149M87.7B+—
14IA-only$18.6M87.2B+—
15IA-only$1.5M86.5B+—
16IA-only$210M85.5B+—
17IA-only$3.5M84.3B+—
18IA-only$727M84B+—
19
West Invest
CRD 327641
IA-only$304M84B+—
20IA-only$39.2M82B+—
21IA-only$386M81.8B+—
22IA-only$2.6M81.4B+—
23
Wealthmark
CRD 144948
IA-only$132M81.3B+—
24
Stock Pro
CRD 285362
IA-only$25.9M79.6B—
25IA-only$43.8M79.4B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.