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Best Financial Advisors in Kirkland, WA
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Kirkland, WA by verified customer ratings and review volume. The highest-rated is Sound Planning Group with a 5.0-star rating from 299 verified reviews. Also in the top tier: Home Trust Financial and Robinswood Financial. The average rating across all listed financial advisors in Kirkland is 4.7 stars from 25 reviews per business on average.
Financial advisors in Kirkland 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
4.7★
Avg rating
25
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Sound Planning Group
11411 NE 124th St #255, Kirkland, WA 98034, USA
Home Trust Financial
135 Lake St S STE 230, Kirkland, WA 98033, USA
Financial Advisors Rankings in Kirkland, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sound Planning Group11411 NE 124th St #255, Kirkland, WA 98034, USA | 5.0★ | 299 |
| #2 | Home Trust Financial135 Lake St S STE 230, Kirkland, WA 98033, USA | 4.7★ | 92 |
| #3 | Robinswood Financial3425 Carillon Point, Kirkland, WA 98033, USA | 4.8★ | 16 |
| #4 | Kirkland Financial Advisers1524 Market St #100, Kirkland, WA 98033, USA | 4.4★ | 5 |
| #5 | Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services, LLC4055 Lake Washington Blvd NE #200, Kirkland, WA 98033, USA | 5.0★ | 1 |
| #6 | RBC Wealth Management Branch - Kirkland3760 Carillon Point, Kirkland, WA 98033, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Kevin T Kramer, CFP®14314 124th Ave NE, Kirkland, WA 98034, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Loren P Winter, CFP®9710 NE 119th Way, Kirkland, WA 98034, USA | 4.2★ | 5 |
| #9 | EP Wealth Advisors4030 Lake Washington Blvd NE Suite 305, Kirkland, WA 98033, USA | 4.3★ | 3 |
| #10 | Elite Wealth Management1014 Market St, Kirkland, WA 98033, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Kirkland
Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services, LLC
4055 Lake Washington Blvd NE #200, Kirkland, WA 98033, USA
RBC Wealth Management Branch - Kirkland
3760 Carillon Point, Kirkland, WA 98033, USA
Edward Jones - Financial Advisor: Kevin T Kramer, CFP®
14314 124th Ave NE, Kirkland, WA 98034, USA
Edward Jones - Financial Advisor: Loren P Winter, CFP®
9710 NE 119th Way, Kirkland, WA 98034, USA
EP Wealth Advisors
4030 Lake Washington Blvd NE Suite 305, Kirkland, WA 98033, USA
Prevail Wealth Management, LLC
520 Kirkland Way Suite 201, Kirkland, WA 98033, USA
B.O.S.S. Retirement Solutions and Advisors
10210 Points Dr NE # 110, Kirkland, WA 98033, USA
Schmidt Financial Management, Inc.
3435 Carillon Point 3000 Building, Kirkland, WA 98033, USA
Chinook Capital Advisors
1st Floor, 5145 Carillon Point BLDG 5000, Kirkland, WA 98033, USA
Edward Jones - Financial Advisor: Zach DeBoer, CFP®
610 Market St Ste 102, Kirkland, WA 98033, USA
Crosby Wealth Advisors - Ameriprise Financial Services, LLC
4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033, USA
Ben Hicks - Edelman Financial Engines
11400 98th Ave NE # 301, Kirkland, WA 98033, USA
Morgan Stanley Financial Advisors
4000 Carillon Point Ste 600, Kirkland, WA 98033, USA
Kaizen Financial Advisors, LLC
4030 Lake Washington Blvd NE # 308, Kirkland, WA 98033, USA
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Frequently Asked Questions — Financial Advisors in Kirkland
What is a fiduciary financial advisor and why does it matter in Kirkland?
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 Kirkland, 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 Kirkland?
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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