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GUIDE ADVISORS, INC.

BOTHELL, WA · CRD 281828 · IAPD ↗ · 206-486-2477

$0Regulatory AUM
5Advisory reps
5Employees
279Clients
0Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — GUIDE ADVISORS, INC. notice-filed in MA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2026 — GUIDE ADVISORS, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2026 — GUIDE ADVISORS, INC. notice-filed in NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — GUIDE ADVISORS, INC. (BOTHELL, WA) is newly SEC-registered with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.