RIA Intel›Advisers›Washington›BETTER FINANCIAL SERVICES, LLC

BETTER FINANCIAL SERVICES, LLC

Advisory

FEDERAL WAY, WA

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in WA

#379

of 505 advisers by AUM

Average account

$651K

across 170 accounts

AUM per adviser

$55M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$111M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$111M

Discretionary AUM$111M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

41 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

ARMOUR WEALTH ADVISORS, LLC

$110M

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DW INVESTMENT SOLUTIONS, INC.

$111M

MADISON PARK ADVISORS

$110M

WAKLEY & ROBERTON INC

MOUNTLAKE TERRACE, WA

$110M

PRIVATE ASSET MANAGEMENT INC

$109M

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