{ "path": "/advisors/wa", "url": "https://advisorcensus.com/advisors/wa/page/6", "page_type": "state", "title": "Financial advisors in Washington", "filters": {}, "scope_total": 779, "faq": [ { "q": "How many financial advisory firms are there in Washington?", "a": "AdvisorCensus lists 779 investment advisory firms with a principal office in Washington, from Form ADV filings as of October 2026: 294 SEC-registered, 377 state-registered, and 108 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Washington?", "a": "332 of the 779 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Washington offer financial planning?", "a": "438 of the 671 firms in Washington that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Washington fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 779 investment advisory firms with a principal office in Washington, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Washington: 779 firms from Form ADV filings as of October 2026.", "total_firms": 779, "page": 6, "total_pages": 16, "sort": "name", "registration_types": { "sec": 294, "state": 377, "exempt": 108 }, "fee_model_mix": [ { "code": "fee-only", "count": 332 }, { "code": "percentage_of_aum", "count": 590 }, { "code": "hourly", "count": 341 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 309 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 101 }, { "code": "other", "count": 62 }, { "code": "not_reported", "count": 108 } ], "years_registered_distribution": [ { "code": "under_5", "count": 291 }, { "code": "5_to_9", "count": 201 }, { "code": "10_to_19", "count": 174 }, { "code": "20_plus", "count": 109 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 183 }, { "code": "25m_100m", "count": 127 }, { "code": "100m_500m", "count": 184 }, { "code": "500m_1b", "count": 34 }, { "code": "1b_5b", "count": 45 }, { "code": "over_5b", "count": 21 }, { "code": "not_reported", "count": 185 } ], "firms": [ { "crd_number": 126934, "name": "Fiscalis Advisory, Inc.", "name_as_filed": "FISCALIS ADVISORY, INC.", "url": "https://advisorcensus.com/firm/fiscalis-advisory-inc-anacortes-wa-126934", "city": "Anacortes", "state": "WA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173028, "name": "FIT Financial Consulting LLC", "name_as_filed": "FIT FINANCIAL CONSULTING LLC", "url": "https://advisorcensus.com/firm/fit-financial-consulting-llc-morton-wa-173028", "city": "Morton", "state": "WA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319384, "name": "Five Cedars", "name_as_filed": "FIVE CEDARS", "url": "https://advisorcensus.com/firm/five-cedars-kirkland-wa-319384", "city": "Kirkland", "state": "WA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336807, "name": "Fleck Jurenka Wealth Management LLC", "name_as_filed": "FLECK JURENKA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fleck-jurenka-wealth-management-llc-issaquah-wa-336807", "city": "Issaquah", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 159282, "name": "Flohr Asset Management, LLC", "name_as_filed": "FLOHR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/flohr-asset-management-llc-edmonds-wa-159282", "city": "Edmonds", "state": "WA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 288752, "name": "Flying Fish Management, LLC", "name_as_filed": "FLYING FISH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/flying-fish-management-llc-seattle-wa-288752", "city": "Seattle", "state": "WA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146899, "name": "Focus Advisory, LLC", "name_as_filed": "FOCUS ADVISORY, LLC", "url": "https://advisorcensus.com/firm/focus-advisory-llc-seattle-wa-146899", "city": "Seattle", "state": "WA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118068, "name": "Focus Capital, LLC", "name_as_filed": "FOCUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/focus-capital-llc-118068", "city": null, "state": null, "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309348, "name": "Folgmann Financial Group LLC", "name_as_filed": "FOLGMANN FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/folgmann-financial-group-llc-309348", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329680, "name": "Fondahn Financial", "name_as_filed": "FONDAHN FINANCIAL", "url": "https://advisorcensus.com/firm/fondahn-financial-walla-walla-wa-329680", "city": "Walla Walla", "state": "WA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333296, "name": "Foresee Wealth Advisors", "name_as_filed": "FORESEE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/foresee-wealth-advisors-bellevue-wa-333296", "city": "Bellevue", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335705, "name": "Fors Financial", "name_as_filed": "FORS FINANCIAL", "url": "https://advisorcensus.com/firm/fors-financial-port-angeles-wa-335705", "city": "Port Angeles", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157019, "name": "Fort Vancouver Investment Management, LLC", "name_as_filed": "FORT VANCOUVER INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019", "city": "Vancouver", "state": "WA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172198, "name": "Fortis Capital Management LLC", "name_as_filed": "FORTIS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fortis-capital-management-llc-bellevue-wa-172198", "city": "Bellevue", "state": "WA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 116083, "name": "Fortitude Advisory Group L.L.C.", "name_as_filed": "FORTITUDE ADVISORY GROUP L.L.C.", "url": "https://advisorcensus.com/firm/fortitude-advisory-group-l-l-c-gig-harbor-wa-116083", "city": "Gig Harbor", "state": "WA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 313235, "name": "Fortitude Financial LLC", "name_as_filed": "FORTITUDE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/fortitude-financial-llc-spokane-wa-313235", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335027, "name": "Fortson VC", "name_as_filed": "FORTSON VC", "url": "https://advisorcensus.com/firm/fortson-vc-stanwood-wa-335027", "city": "Stanwood", "state": "WA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161880, "name": "Founder's Co-OP Management II, LLC", "name_as_filed": "FOUNDER'S CO-OP MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/founder-s-co-op-management-ii-llc-seattle-wa-161880", "city": "Seattle", "state": "WA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 294007, "name": "Founders IV General Partner LLC", "name_as_filed": "FOUNDERS IV GENERAL PARTNER LLC", "url": "https://advisorcensus.com/firm/founders-iv-general-partner-llc-seattle-wa-294007", "city": "Seattle", "state": "WA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301859, "name": "Founders' Co-OP General Partner III, LLC", "name_as_filed": "FOUNDERS' CO-OP GENERAL PARTNER III, LLC", "url": "https://advisorcensus.com/firm/founders-co-op-general-partner-iii-llc-seattle-wa-301859", "city": "Seattle", "state": "WA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157324, "name": "Frazier Healthcare Partners", "name_as_filed": "FRAZIER HEALTHCARE PARTNERS", "url": "https://advisorcensus.com/firm/frazier-healthcare-partners-seattle-wa-157324", "city": "Seattle", "state": "WA", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335660, "name": "Freedom Asset Management", "name_as_filed": "FREEDOM ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/freedom-asset-management-spokane-wa-335660", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336097, "name": "Freedom Wealth Management LLC", "name_as_filed": "FREEDOM WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/freedom-wealth-management-llc-spokane-wa-336097", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145711, "name": "Freestone Capital Management, LLC", "name_as_filed": "FREESTONE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/freestone-capital-management-llc-seattle-wa-145711", "city": "Seattle", "state": "WA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 171766, "name": "FSR Wealth Management, LLC", "name_as_filed": "FSR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fsr-wealth-management-llc-171766", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145322, "name": "Fulcrum Capital, LLC", "name_as_filed": "FULCRUM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/fulcrum-capital-llc-seattle-wa-145322", "city": "Seattle", "state": "WA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169277, "name": "Fulcrum Wealth Advisors, LLC", "name_as_filed": "FULCRUM WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fulcrum-wealth-advisors-llc-bellevue-wa-169277", "city": "Bellevue", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314167, "name": "Fuse", "name_as_filed": "FUSE", "url": "https://advisorcensus.com/firm/fuse-bellevue-wa-314167", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 129285, "name": "Gallagher Capital Corp.", "name_as_filed": "GALLAGHER CAPITAL CORP.", "url": "https://advisorcensus.com/firm/gallagher-capital-corp-bainbridge-island-wa-129285", "city": "Bainbridge Island", "state": "WA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323381, "name": "Gallo Lupo LLC", "name_as_filed": "GALLO LUPO LLC", "url": "https://advisorcensus.com/firm/gallo-lupo-llc-323381", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151043, "name": "Garde Capital, Inc.", "name_as_filed": "GARDE CAPITAL, INC.", "url": "https://advisorcensus.com/firm/garde-capital-inc-seattle-wa-151043", "city": "Seattle", "state": "WA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335375, "name": "Generative Capital", "name_as_filed": "GENERATIVE CAPITAL", "url": "https://advisorcensus.com/firm/generative-capital-seattle-wa-335375", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340872, "name": "Gensphere Private Wealth, LLC", "name_as_filed": "GENSPHERE PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/gensphere-private-wealth-llc-340872", "city": null, "state": null, "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325584, "name": "GET Rich Slowly LLC", "name_as_filed": "GET RICH SLOWLY LLC", "url": "https://advisorcensus.com/firm/get-rich-slowly-llc-325584", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340092, "name": "Gevers Wealth Management", "name_as_filed": "GEVERS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/gevers-wealth-management-issaquah-wa-340092", "city": "Issaquah", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344342, "name": "GFI Fund Manager", "name_as_filed": "GFI FUND MANAGER", "url": "https://advisorcensus.com/firm/gfi-fund-manager-seattle-wa-344342", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150604, "name": "GK Capital Partners", "name_as_filed": "GK CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/gk-capital-partners-olympia-wa-150604", "city": "Olympia", "state": "WA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300844, "name": "Global Partnerships", "name_as_filed": "GLOBAL PARTNERSHIPS", "url": "https://advisorcensus.com/firm/global-partnerships-seattle-wa-300844", "city": "Seattle", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 153678, "name": "Goldbloom Wealth Management LLC", "name_as_filed": "GOLDBLOOM WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/goldbloom-wealth-management-llc-mercer-island-wa-153678", "city": "Mercer Island", "state": "WA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300919, "name": "Goldfinch Partners", "name_as_filed": "GOLDFINCH PARTNERS", "url": "https://advisorcensus.com/firm/goldfinch-partners-bellevue-wa-300919", "city": "Bellevue", "state": "WA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116462, "name": "Goodrich & Associates, LLC", "name_as_filed": "GOODRICH & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/goodrich-and-associates-llc-bellingham-wa-116462", "city": "Bellingham", "state": "WA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300609, "name": "Gould Capital, LLC", "name_as_filed": "GOULD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/gould-capital-llc-tacoma-wa-300609", "city": "Tacoma", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332231, "name": "GQG Private Capital Solutions LLC", "name_as_filed": "GQG PRIVATE CAPITAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/gqg-private-capital-solutions-llc-tacoma-wa-332231", "city": "Tacoma", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312086, "name": "Graham & Walker LLC", "name_as_filed": "GRAHAM & WALKER LLC", "url": "https://advisorcensus.com/firm/graham-and-walker-llc-seattle-wa-312086", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137810, "name": "Greene Wealth Management, LLC", "name_as_filed": "GREENE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greene-wealth-management-llc-seattle-wa-137810", "city": "Seattle", "state": "WA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310089, "name": "Greenrock Asset Management LLC", "name_as_filed": "GREENROCK ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/greenrock-asset-management-llc-310089", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 318092, "name": "Greystone Financial & Estate Services, Inc.", "name_as_filed": "GREYSTONE FINANCIAL & ESTATE SERVICES, INC.", "url": "https://advisorcensus.com/firm/greystone-financial-and-estate-services-inc-kirkland-wa-318092", "city": "Kirkland", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338187, "name": "Griet Capital LLC", "name_as_filed": "GRIET CAPITAL LLC", "url": "https://advisorcensus.com/firm/griet-capital-llc-clyde-hill-wa-338187", "city": "Clyde Hill", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142448, "name": "Griffiths, 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"firm_count": 3 }, { "path": "/advisors/wa/mount-vernon", "name": "Mount Vernon", "msa_name": "Mount Vernon-Anacortes, WA", "state_code": "WA", "firm_count": 2 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/wa", "label": "Financial advisors in Washington" }, "fee_pages": [ { "path": "/advisors/wa/fee-only", "label": "Fee-only financial advisors in Washington", "firm_count": 332 }, { "path": "/advisors/wa/flat-fee", "label": "Flat-fee financial advisors in Washington", "firm_count": 309 }, { "path": "/advisors/wa/hourly", "label": "Hourly financial advisors in Washington", "firm_count": 341 } ] }, "csv": "https://advisorcensus.com/advisors/wa.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }