Better Financial Services, LLC: new SEC registration, $111M AUM, Federal Way, WA
Better Financial Services, LLC (Federal Way, Washington): new SEC registration, $111M AUM, Federal Way, WA. Its amount of 111 is below the median of 134 (25th percentile). Dated 54 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 111 · 25th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Better Financial Services, LLC |
| Legal name | Better Financial Services, LLC |
| CRD | 329520 |
| Status | Approved |
| Registered with the SEC | 2026-09-11 |
| Latest Form ADV filing | 2026-09-15 |
| Location | Federal Way, WA, United States |
| Regulatory AUM | $110,750,000 |
| Accounts | 170 |
| Employees | 2 |
| Website | https://www.gotobfs.com |
| amount percentile | 25th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WA first): Gevers Wealth Management · Sloy Dahl & Holst Holdings, INC · Soundpath Retirement Strategies, LLC · Brackenwood Capital Management, LLC · Integrated Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Better Financial Services, LLC and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Better Financial Services, LLC's amount: 25th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $111M under management.
- Website on file.
What is the NewRiaPulse record for Better Financial Services, LLC in Federal Way, Washington?
Better Financial Services, LLC received SEC registration as an investment adviser (2026-09-11) with $110,750,000 in regulatory assets under management, based in Federal Way, WA.
How does Better Financial Services, LLC compare to other Washington NewRiaPulse records?
Its amount of 111 is below the median (25th percentile); smaller records often move faster and face less competition. It is 54 days old; check the official source for later updates before acting. Its Score of 75/100 puts it among the stronger signals in this feed.
Better Financial Services, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Better Financial Services, LLC | Federal Way, WA | 111 | 25th | 2026-09-11 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.