Guide Advisors, INC.: new SEC registration, Bothell, WA
Guide Advisors, INC. (Bothell, Washington): new SEC registration, Bothell, WA. Dated 302 days ago, it serves as a historical benchmark. Score 30/100. 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)
Free preview: all 9 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Guide Advisors, INC. |
| Legal name | Guide Advisors, INC. |
| CRD | 281828 |
| Status | Approved |
| Registered with the SEC | 2026-01-06 |
| Latest Form ADV filing | 2026-09-17 |
| Location | Bothell, WA, United States |
| Employees | 5 |
| Website | https://www.instagram.com/randalle.davey/# |
| 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: 2026-01-06
- 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: Guide Advisors, INC. and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- 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)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Guide Advisors, INC. in Bothell, Washington?
Guide Advisors, INC. received SEC registration as an investment adviser (2026-01-06), based in Bothell, WA.
How does Guide Advisors, INC. compare to other Washington NewRiaPulse records?
It is 302 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Guide Advisors, INC. vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Guide Advisors, INC. | Bothell, WA | 2026-01-06 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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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.