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Top Picks · Federal Way
Best Financial Advisors in Federal Way, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Federal Way, TX by verified customer ratings and review volume. The highest-rated is Merrill Lynch Wealth Management. Also in the top tier: Carson Wealth and Vivid Financial Group. The average rating across all listed financial advisors in Federal Way is 4.8 stars from 23 reviews per business on average.
Financial advisors in Federal Way typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 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
23
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Merrill Lynch Wealth Management
601 State St, Southlake, TX 76092, USA
Carson Wealth
601 State St Suite 425, Southlake, TX 76092, USA
Vivid Financial Group
420 N Carroll Ave Suite 160, Southlake, TX 76092, USA
Financial Advisors Rankings in Federal Way, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Merrill Lynch Wealth Management601 State St, Southlake, TX 76092, USA | — | — |
| #2 | Carson Wealth601 State St Suite 425, Southlake, TX 76092, USA | 5.0★ | 21 |
| #3 | Vivid Financial Group420 N Carroll Ave Suite 160, Southlake, TX 76092, USA | 4.6★ | 9 |
| #4 | Morgan Stanley Financial Advisors1400 Civic Pl # 200, Southlake, TX 76092, USA | 4.0★ | 3 |
| #5 | Badii Group Private Wealth Management550 Reserve St Suite 250, Southlake, TX 76092, USA | 5.0★ | 51 |
| #6 | Trajan Wealth550 Reserve St #190, Southlake, TX 76092, USA | 5.0★ | 20 |
| #7 | Foundation Wealth Partners700 N Carroll Ave Suite 120, Southlake, TX 76092, USA | 5.0★ | 21 |
| #8 | ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA | 5.0★ | 30 |
| #9 | Cornerstone Wealth Group2106 E State Hwy 114 #101, Southlake, TX 76092, USA | 5.0★ | 24 |
| #10 | Pro Capital Wealth Management578 N Kimball Ave Suite 120, Southlake, TX 76092, USA | 5.0★ | 44 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Federal Way
Morgan Stanley Financial Advisors
1400 Civic Pl # 200, Southlake, TX 76092, USA
Badii Group Private Wealth Management
550 Reserve St Suite 250, Southlake, TX 76092, USA
Trajan Wealth
550 Reserve St #190, Southlake, TX 76092, USA
Foundation Wealth Partners
700 N Carroll Ave Suite 120, Southlake, TX 76092, USA
ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor
530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA
Cornerstone Wealth Group
2106 E State Hwy 114 #101, Southlake, TX 76092, USA
Pro Capital Wealth Management
578 N Kimball Ave Suite 120, Southlake, TX 76092, USA
Virtus Wealth Management
2535 E Southlake Blvd # 100, Southlake, TX 76092, USA
Merit Financial Advisors
2625 E Southlake Blvd #100, Southlake, TX 76092, USA
Tower View Wealth Mangement
300 Morrison Park Dr ste 110, Southlake, TX 76092, USA
KPC Financial Solutions
300 Morrison Park Dr Suite 130, Southlake, TX 76092, USA
Thorn Financial Group
370 S Nolen Dr #100, Southlake, TX 76092, USA
Schneider Wealth Management
530 Silicon Dr #103, Southlake, TX 76092, USA
Sullivan Financial Partners
141 Countryside Ct Suite 100, Southlake, TX 76092, USA
Mills Wealth Advisors
1207 S White Chapel Blvd #150, Southlake, TX 76092, USA
Puzzle Wealth Solutions, LLC®
1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA
Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®
2200 Pool Rd Suite 101, Grapevine, TX 76051, USA
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Frequently Asked Questions — Financial Advisors in Federal Way
What is a fiduciary financial advisor and why does it matter in Federal Way?
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 Federal Way, 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 Federal Way?
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: June 1, 2026.
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