Best Value · Lynnwood
Affordable Financial Advisors in Lynnwood, WA
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Lynnwood, WA by verified customer ratings and review volume. The highest-rated is LPL Financial with a 4.6-star rating from 9 verified reviews. Also in the top tier: Douglas Custer - Edelman Financial Engines and AJ Frega - Edelman Financial Engines. The average rating across all listed financial advisors in Lynnwood is 4.8 stars from 11 reviews per business on average.
Financial advisors in Lynnwood 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
16
Businesses listed
4.8★
Avg rating
11
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Douglas Custer - Edelman Financial Engines
20700 44th Ave W #500, Lynnwood, WA 98036, USA
AJ Frega - Edelman Financial Engines
20700 44th Ave W #500, Lynnwood, WA 98036, USA
Financial Advisors Rankings in Lynnwood, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | LPL Financial152 3rd Ave S #108, Edmonds, WA 98020, USA | 4.6★ | 9 |
| #2 | Douglas Custer - Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 5.0★ | 13 |
| #3 | AJ Frega - Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 5.0★ | 12 |
| #4 | Premier Wealth Washington19101 36th Ave W #211, Lynnwood, WA 98036, USA | 5.0★ | 2 |
| #5 | Comprehensive Wealth Management3500 188th St SW #102, Lynnwood, WA 98037, USA | 5.0★ | 4 |
| #6 | Wells Fargo Advisors3400 188th St SW Suite 500, Lynnwood, WA 98037, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: John Call, AAMS®5105 200th St SW #100, Lynnwood, WA 98036, USA | 5.0★ | 1 |
| #8 | Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 3.0★ | 5 |
| #9 | BOSS Retirement Solutions & Advisors19401 40th Ave W UNIT 210, Lynnwood, WA 98036, USA | 4.8★ | 20 |
| #10 | Wayfinding Financial19020 33rd Ave W #390, Lynnwood, WA 98036, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lynnwood
Premier Wealth Washington
19101 36th Ave W #211, Lynnwood, WA 98036, USA
Comprehensive Wealth Management
3500 188th St SW #102, Lynnwood, WA 98037, USA
Wells Fargo Advisors
3400 188th St SW Suite 500, Lynnwood, WA 98037, USA
Edward Jones - Financial Advisor: John Call, AAMS®
5105 200th St SW #100, Lynnwood, WA 98036, USA
Edelman Financial Engines
20700 44th Ave W #500, Lynnwood, WA 98036, USA
BOSS Retirement Solutions & Advisors
19401 40th Ave W UNIT 210, Lynnwood, WA 98036, USA
Wayfinding Financial
19020 33rd Ave W #390, Lynnwood, WA 98036, USA
Edward Jones - Financial Advisor: Adam K Pickrell, CFP®
914 164th St SE, Mill Creek, WA 98012, USA
Edward Jones - Financial Advisor: Darin M Elkins, AAMS®
13624 Hwy 99 Suite D10, Lynnwood, WA 98087, USA
Briarwood Financial
2801 Hollycroft St Suite B #1, Gig Harbor, WA 98335, USA
Carla Forney, Forney Financial
19401 40th Ave W STE 460, Lynnwood, WA 98036, USA
Bradley Holly - Edelman Financial Engines
20700 44th Ave W #500, Lynnwood, WA 98036, USA
Cameron Fyhrie - Edelman Financial Engines
20700 44th Ave W #500, Lynnwood, WA 98036, USA
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Frequently Asked Questions — Financial Advisors in Lynnwood
What is a fiduciary financial advisor and why does it matter in Lynnwood?
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 Lynnwood, 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 Lynnwood?
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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