Local Pros · Edmonds
Local Financial Advisors in Edmonds, WA
Locally owned and operated financial advisors serving Edmonds and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 10 financial advisors in Edmonds, WA by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Laura A Thramer with a 5.0-star rating from 11 verified reviews. Also in the top tier: Olympic Investment Group and Edward Jones - Financial Advisor: Juliana R Van Buskirk. The average rating across all listed financial advisors in Edmonds is 4.8 stars from 4 reviews per business on average.
Financial advisors in Edmonds typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 16, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
10
Businesses listed
4.8★
Avg rating
4
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Laura A Thramer
210 5th Ave S Suite 201, Edmonds, WA 98020, USA
Olympic Investment Group
144 Railroad Ave # 301, Edmonds, WA 98020, USA
Edward Jones - Financial Advisor: Juliana R Van Buskirk
313 Main St, Edmonds, WA 98020, USA
Financial Advisors Rankings in Edmonds, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Laura A Thramer210 5th Ave S Suite 201, Edmonds, WA 98020, USA | 5.0★ | 11 |
| #2 | Olympic Investment Group144 Railroad Ave # 301, Edmonds, WA 98020, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Juliana R Van Buskirk313 Main St, Edmonds, WA 98020, USA | 4.8★ | 5 |
| #4 | RBC Wealth Management Branch - Edmonds303 5th Ave S Suite 100, Edmonds, WA 98020, USA | 4.7★ | 3 |
| #5 | Adept Wealth Management120 W Dayton St B10, Edmonds, WA 98020, USA | 5.0★ | 1 |
| #6 | Sage Advisors, LLC115 2nd Ave N #200, Edmonds, WA 98020, USA | 5.0★ | 1 |
| #7 | Jeffrey Mushen - Private Wealth Advisor, Ameriprise Financial Services, LLC110 James St STE 100, Edmonds, WA 98020, USA | 4.2★ | 5 |
| #8 | Koenig Financial Group120 5th Ave S Suite B, Edmonds, WA 98020, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Ron Kukes, CFP®1300 Olympic View Dr, Edmonds, WA 98020, USA | 5.0★ | 2 |
| #10 | Pacific Sage Partners505 5th Ave S Suite 104, Edmonds, WA 98020, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Edmonds
RBC Wealth Management Branch - Edmonds
303 5th Ave S Suite 100, Edmonds, WA 98020, USA
Adept Wealth Management
120 W Dayton St B10, Edmonds, WA 98020, USA
Jeffrey Mushen - Private Wealth Advisor, Ameriprise Financial Services, LLC
110 James St STE 100, Edmonds, WA 98020, USA
Koenig Financial Group
120 5th Ave S Suite B, Edmonds, WA 98020, USA
Edward Jones - Financial Advisor: Ron Kukes, CFP®
1300 Olympic View Dr, Edmonds, WA 98020, USA
Pacific Sage Partners
505 5th Ave S Suite 104, Edmonds, WA 98020, USA
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Frequently Asked Questions — Financial Advisors in Edmonds
What is a fiduciary financial advisor and why does it matter in Edmonds?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Edmonds, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Edmonds?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 16, 2026.
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