Top Picks · Everett
Best Financial Advisors in Everett, WA
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Everett, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Perry J Grant, AAMS® with a 5.0-star rating from 5 Google reviews and an RNM Score of 68/100. Also in the top tier: Tony Ohl Financial Services and Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS®. The average rating across all listed financial advisors in Everett is 4.8 stars from 2 reviews per business on average.
Financial advisors in Everett typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
D.A. Davidson
D.A. Davidson is a well-established, full-service investment firm with a strong local presence in Everett, offering comprehensive financial planning and wealth management services.
Most Reviewed
Edward Jones - Financial Advisor: James D Kellett
A high number of reviews often reflects a broad base of client experiences, indicating consistent service quality and trustworthiness in the community.
When choosing a financial advisor in Everett, verify their credentials, fee structure, and fiduciary status. It's also wise to read multiple reviews and schedule initial consultations to ensure their approach aligns with your financial goals.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
2
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 5 reviews, reflecting consistently exceptional client service in Everett.
909 Sievers Duecy Blvd Ste A, Everett, WA 98203, USARated 5.0 stars from 4 Google reviews, this Everett financial advisor earns high client praise.
16300 Mill Creek Blvd #121, Mill Creek, WA 98012, USAEarns a perfect 5.0-star rating from a handful of local client reviews.
10521 19th Ave SE Suite 101, Everett, WA 98208, USAFinancial Advisors Rankings in Everett, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Perry J Grant, AAMS®909 Sievers Duecy Blvd Ste A, Everett, WA 98203, USA | 5.0★ | 5 |
| #2 | Tony Ohl Financial Services16300 Mill Creek Blvd #121, Mill Creek, WA 98012, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS®10521 19th Ave SE Suite 101, Everett, WA 98208, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Michael Burke2003 132nd St SE Suite C, Everett, WA 98208, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Peter Smart, CFP®15 SW Everett Mall Way F, Everett, WA 98204, USA | 5.0★ | 2 |
| #6 | Madrona Financial & CPAs2911 Bond St UC Open Office Lobby, Everett, WA 98201, USA | 4.0★ | 4 |
| #7 | Merrill Lynch Wealth Management2707 Colby Ave Suite 1401, Everett, WA 98201, USA | 3.7★ | 3 |
| #8 | UBS Financial Services Inc.1604 Hewitt Ave #601, Everett, WA 98201, USA | 3.7★ | 3 |
| #9 | D.A. Davidson2825 Colby Ave #201, Everett, WA 98201, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: James D Kellett2927 Colby Ave Suite 200, Everett, WA 98201, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Everett
Exceptional 5.0-star rating from multiple positive client reviews.
2003 132nd St SE Suite C, Everett, WA 98208, USA
Rated 5.0 stars from 2 reviews, known for exceptional client feedback.
15 SW Everett Mall Way F, Everett, WA 98204, USA
Rated 4.0 stars from 4 Google reviews for financial guidance in Everett.
2911 Bond St UC Open Office Lobby, Everett, WA 98201, USA
Mixed 3.7-star rating from 3 Google reviews; consider verifying current client experiences.
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
3.7 stars from 3 reviews, offering financial guidance in Everett.
1604 Hewitt Ave #601, Everett, WA 98201, USA
Rated 5.0 stars from one Google review, this Everett financial advisor is highly recommended.
2825 Colby Ave #201, Everett, WA 98201, USA
5.0 stars from 1 Google review for financial advisory in Everett.
2927 Colby Ave Suite 200, Everett, WA 98201, USA
Rated 5.0 stars from a handful of Google reviews in Everett.
2511 Colby Ave, Everett, WA 98201, USA
Rated 5.0 stars from a small number of Google reviews.
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
5.0 stars from 1 review, reflecting exceptional client feedback.
1812 Hewitt Ave Suite 212, Everett, WA 98201, USA
Rated 5.0 stars from a small number of Google reviews in Everett, WA.
1604 Hewitt Ave Suite 704, Everett, WA 98201, USA
Rated 5.0 stars from one review in Everett, WA.
1910 120th Pl SE #102, Everett, WA 98208, USA
A local financial advisor in Everett with no customer reviews yet.
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
A local financial advisor in Everett with no customer reviews yet.
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
A new financial advisor in Everett with no client reviews yet.
2828 Colby Ave #405, Everett, WA 98201, USA
No reviews yet; this Everett financial advisor is unrated on Google.
11611 Airport Rd Ste 202, Everett, WA 98204, USA
Earns a perfect 5.0-star rating from its customers in Everett.
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
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Financial Advisors in Everett, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Perry J Grant, AAMS® | 68/100 | 5.0 ★ | 5 |
| 2 | Tony Ohl Financial Services | 67/100 | 5.0 ★ | 4 |
| 3 | Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS® | 67/100 | 5.0 ★ | 4 |
| 4 | Edward Jones - Financial Advisor: Michael Burke | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Peter Smart, CFP® | 64/100 | 5.0 ★ | 2 |
| 6 | Madrona Financial & CPAs | 50/100 | 4.0 ★ | 4 |
| 7 | Merrill Lynch Wealth Management | 44/100 | 3.7 ★ | 3 |
| 8 | UBS Financial Services Inc. | 44/100 | 3.7 ★ | 3 |
| 9 | D.A. Davidson | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: James D Kellett | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Everett
What is a fiduciary financial advisor and why does it matter in Everett?
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 Everett, 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 Everett?
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: July 4, 2026.
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