Top Picks · Marysville
Best Financial Advisors in Marysville, WA
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Marysville, WA by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Dan Cicu with a 5.0-star rating from 21 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Pedro Gonzales and Edward Jones - Financial Advisor: Angie Lane, ABFP®. The average rating across all listed financial advisors in Marysville is 5 stars from 4 reviews per business on average.
Financial advisors in Marysville 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
5★
Avg rating
4
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Dan Cicu
9623 32nd St SE Bldg B Ste 101, Lake Stevens, WA 98258, USA
Edward Jones - Financial Advisor: Pedro Gonzales
1800 Fourth St STE C, Marysville, WA 98270, USA
Edward Jones - Financial Advisor: Angie Lane, ABFP®
3710 168th St NE c101, Arlington, WA 98223, USA
Financial Advisors Rankings in Marysville, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Dan Cicu9623 32nd St SE Bldg B Ste 101, Lake Stevens, WA 98258, USA | 5.0★ | 21 |
| #2 | Edward Jones - Financial Advisor: Pedro Gonzales1800 Fourth St STE C, Marysville, WA 98270, USA | 5.0★ | 6 |
| #3 | Edward Jones - Financial Advisor: Angie Lane, ABFP®3710 168th St NE c101, Arlington, WA 98223, USA | 5.0★ | 6 |
| #4 | Edward Jones - Financial Advisor: Greg Jensen, CFP®|ChFC®|AAMS®12421 State Ave UNIT 101, Marysville, WA 98271, USA | 5.0★ | 3 |
| #5 | McKeon Financial1507 172nd St NE Suite 201, Marysville, WA 98271, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Loren R Van Loo1246 State Ave Suite D, Marysville, WA 98270, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Andy Smith, CFP®4229 76th St NE Suite 102, Marysville, WA 98270, USA | 4.8★ | 4 |
| #8 | Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP®3710 168th St NE c101, Arlington, WA 98223, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Daniel R Reisdorff, CFP®|CEPA®|AAMS®|CRPS™3707 172nd St NE #14, Arlington, WA 98223, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Taylor M Aitken221 State Ave #104, Marysville, WA 98270, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Marysville
Edward Jones - Financial Advisor: Greg Jensen, CFP®|ChFC®|AAMS®
12421 State Ave UNIT 101, Marysville, WA 98271, USA
McKeon Financial
1507 172nd St NE Suite 201, Marysville, WA 98271, USA
Edward Jones - Financial Advisor: Loren R Van Loo
1246 State Ave Suite D, Marysville, WA 98270, USA
Edward Jones - Financial Advisor: Andy Smith, CFP®
4229 76th St NE Suite 102, Marysville, WA 98270, USA
Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP®
3710 168th St NE c101, Arlington, WA 98223, USA
Edward Jones - Financial Advisor: Daniel R Reisdorff, CFP®|CEPA®|AAMS®|CRPS™
3707 172nd St NE #14, Arlington, WA 98223, USA
Edward Jones - Financial Advisor: Taylor M Aitken
221 State Ave #104, Marysville, WA 98270, USA
Edward Jones - Financial Advisor: Lance D Curry
815 State Ave Suite B, Marysville, WA 98270, USA
U.S. Bancorp Advisors - Financial Advisors: Jesse Axtell
1020 State Ave, Marysville, WA 98270, USA
Edward Jones - Financial Advisor: Warren D Phillips
3719 168th St NE, Arlington, WA 98223, USA
Edward Jones - Financial Advisor: Diana L Jackson
1803 Main St Suite 105, Lake Stevens, WA 98258, USA
Edward Jones - Financial Advisor: Tammy M Holten
517 9th St NE Suite 51, Lake Stevens, WA 98258, USA
Edward Jones - Financial Advisor: James N Hafner
1604 Hewitt Ave Ste. 310, Everett, WA 98201, USA
Edward Jones - Financial Advisor: Rich Carton, ChFC®|AAMS®
10309 20th St SE Bldg A, Lake Stevens, WA 98258, USA
Waypoint Wealth Advisors - Ameriprise Financial Services, Inc.
1816 S Lake Stevens Rd Ste 201, Lake Stevens, WA 98258, USA
Wyatt Wealth Management - Financial Advisor: Brian Wyatt, CFP
3710 168th St NE Suite B-202, Arlington, WA 98223, USA
Raymond James
1601 3rd St, Marysville, WA 98270, USA
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Frequently Asked Questions — Financial Advisors in Marysville
What is a fiduciary financial advisor and why does it matter in Marysville?
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 Marysville, 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 Marysville?
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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