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Financial Advisors Near You in Everett, WA
Find financial advisors close to you in Everett. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Everett, WA by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Perry J Grant, AAMS® with a 5.0-star rating from 5 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS® and Tony Ohl Financial Services. 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 May 16, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
2
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Perry J Grant, AAMS®
909 Sievers Duecy Blvd Ste A, Everett, WA 98203, USA
Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS®
10521 19th Ave SE Suite 101, Everett, WA 98208, USA
Tony Ohl Financial Services
16300 Mill Creek Blvd #121, Mill Creek, WA 98012, USA
Financial 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 | Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS®10521 19th Ave SE Suite 101, Everett, WA 98208, USA | 5.0★ | 4 |
| #3 | Tony Ohl Financial Services16300 Mill Creek Blvd #121, Mill Creek, WA 98012, USA | 5.0★ | 4 |
| #4 | Bailey Wealth Services / LPL Financial1604 Hewitt Ave Suite 704, Everett, WA 98201, USA | 5.0★ | 1 |
| #5 | Merrill Lynch Wealth Management2707 Colby Ave Suite 1401, Everett, WA 98201, USA | 3.7★ | 3 |
| #6 | Merrill Lynch Financial Advisor H. Erik Sabiers2707 Colby Ave Suite 1401, Everett, WA 98201, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Peter Smart, CFP®15 SW Everett Mall Way F, Everett, WA 98204, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Jessica Pavish, AAMS®2511 Colby Ave, Everett, WA 98201, USA | 5.0★ | 1 |
| #9 | Pacific Crest Financial Advisors, LLC2828 Colby Ave #405, Everett, WA 98201, USA | — | — |
| #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 May 2026
All Financial Advisors in Everett
Bailey Wealth Services / LPL Financial
1604 Hewitt Ave Suite 704, Everett, WA 98201, USA
Merrill Lynch Wealth Management
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
Merrill Lynch Financial Advisor H. Erik Sabiers
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
Edward Jones - Financial Advisor: Peter Smart, CFP®
15 SW Everett Mall Way F, Everett, WA 98204, USA
Edward Jones - Financial Advisor: Jessica Pavish, AAMS®
2511 Colby Ave, Everett, WA 98201, USA
Pacific Crest Financial Advisors, LLC
2828 Colby Ave #405, Everett, WA 98201, USA
Edward Jones - Financial Advisor: James D Kellett
2927 Colby Ave Suite 200, Everett, WA 98201, USA
Madrona Financial & CPAs
2911 Bond St UC Open Office Lobby, Everett, WA 98201, USA
Merrill Lynch Financial Advisor Sarah Frauenholtz
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
UBS Financial Services Inc.
1604 Hewitt Ave #601, Everett, WA 98201, USA
Merrill Lynch Financial Advisor David Osburn
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
Edward Jones - Financial Advisor: Michael Burke
2003 132nd St SE Suite C, Everett, WA 98208, USA
Merrill Lynch Financial Advisor Rebecca A. Brayton
2707 Colby Ave Suite 1401, Everett, WA 98201, USA
D.A. Davidson
2825 Colby Ave #201, Everett, WA 98201, USA
Elderrock Financial LLC
1812 Hewitt Ave Suite 212, Everett, WA 98201, USA
Bob Kovich - Financial Advisor, Ameriprise Financial Services, LLC
11611 Airport Rd Ste 202, Everett, WA 98204, USA
Helium Advisors
1910 120th Pl SE #102, Everett, WA 98208, USA
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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: May 16, 2026.
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