Near You · Marysville
Financial Advisors Near You in Marysville, WA
Find financial advisors close to you in Marysville. All results are sorted by proximity and rated by real local customers.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Marysville, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Dan Cicu with a 5.0-star rating from 21 Google reviews and an RNM Score of 75/100. Also in the top tier: Edward Jones - Financial Advisor: Angie Lane, ABFP® and Edward Jones - Financial Advisor: Pedro Gonzales. 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 July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Warren D Phillips
Warren D Phillips is top-ranked based on his strong reputation and consistent client satisfaction among Marysville advisors.
Most Reviewed
Edward Jones - Financial Advisor: Warren D Phillips
A high number of reviews indicates broad client experience and trust, helping consumers gauge reliability.
When choosing a financial advisor in Marysville, consider scheduling introductory meetings with multiple Edward Jones advisors to find the best fit for your goals and communication style. Always verify credentials and ask about fee structures before committing.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
4
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 21 Google reviews for Marysville financial advising.
9623 32nd St SE Bldg B Ste 101, Lake Stevens, WA 98258, USAEarns a perfect 5.0-star rating from six local Google reviews.
3710 168th St NE c101, Arlington, WA 98223, USAA local financial advisor with a perfect 5.0-star rating from 6 reviews.
1800 Fourth St STE C, Marysville, WA 98270, USAFinancial 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: Angie Lane, ABFP®3710 168th St NE c101, Arlington, WA 98223, USA | 5.0★ | 6 |
| #3 | Edward Jones - Financial Advisor: Pedro Gonzales1800 Fourth St STE C, Marysville, WA 98270, USA | 5.0★ | 6 |
| #4 | Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP®3710 168th St NE c101, Arlington, WA 98223, USA | 5.0★ | 3 |
| #5 | McKeon Financial1507 172nd St NE Suite 201, Marysville, WA 98271, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Greg Jensen, CFP®|ChFC®|AAMS®12421 State Ave UNIT 101, Marysville, WA 98271, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Daniel R Reisdorff, CFP®|CEPA®|AAMS®|CRPS™3707 172nd St NE #14, Arlington, WA 98223, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Taylor M Aitken221 State Ave #104, Marysville, WA 98270, USA | — | — |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Jesse Axtell1020 State Ave, Marysville, WA 98270, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Lance D Curry815 State Ave Suite B, Marysville, WA 98270, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Marysville
Exceptional 5.0-star rating from three Google reviews for financial advising.
3710 168th St NE c101, Arlington, WA 98223, USA
Rated 5.0 stars from 3 Google reviews, a trusted local financial advisor.
1507 172nd St NE Suite 201, Marysville, WA 98271, USA
Earned a perfect 5.0-star rating from customers on Google.
12421 State Ave UNIT 101, Marysville, WA 98271, USA
Earned a perfect 5.0-star rating from satisfied clients in Marysville.
3707 172nd St NE #14, Arlington, WA 98223, USA
This financial advisor in Marysville has no Google reviews yet to display a rating.
221 State Ave #104, Marysville, WA 98270, USA
No reviews yet for this Marysville financial advisor; check back for client feedback.
1020 State Ave, Marysville, WA 98270, USA
No Google reviews yet; no customer ratings available for this Marysville financial advisor.
815 State Ave Suite B, Marysville, WA 98270, USA
Exceptional 5.0-star rating based on 4 Google reviews from local clients.
517 9th St NE Suite 51, Lake Stevens, WA 98258, USA
Exceptionally rated with a perfect 5.0-star score from early client reviews.
1803 Main St Suite 105, Lake Stevens, WA 98258, USA
Exceptional 5.0-star rating based on a few Google reviews.
1816 S Lake Stevens Rd Ste 201, Lake Stevens, WA 98258, USA
Rated 5.0 stars from one review, providing personalized financial guidance in Marysville.
10309 20th St SE Bldg A, Lake Stevens, WA 98258, USA
Currently unrated with no Google reviews, offering financial advisory services in Marysville.
1601 3rd St, Marysville, WA 98270, USA
A new financial advisor in Marysville, WA, with no customer reviews yet.
3710 168th St NE Suite B-202, Arlington, WA 98223, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1604 Hewitt Ave Ste. 310, Everett, WA 98201, USA
5.0 stars from 1 review, offering financial guidance in Marysville.
1246 State Ave Suite D, Marysville, WA 98270, USA
Earning a perfect 5.0-star rating from early clients in Marysville.
3719 168th St NE, Arlington, WA 98223, USA
Rated 4.8 stars from 4 Google reviews for financial guidance in Marysville.
4229 76th St NE Suite 102, Marysville, WA 98270, USA
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Financial Advisors in Marysville, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Dan Cicu | 75/100 | 5.0 ★ | 21 |
| 2 | Edward Jones - Financial Advisor: Angie Lane, ABFP® | 69/100 | 5.0 ★ | 6 |
| 3 | Edward Jones - Financial Advisor: Pedro Gonzales | 69/100 | 5.0 ★ | 6 |
| 4 | Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP® | 66/100 | 5.0 ★ | 3 |
| 5 | McKeon Financial | 66/100 | 5.0 ★ | 3 |
| 6 | Edward Jones - Financial Advisor: Greg Jensen, CFP®|ChFC®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: Daniel R Reisdorff, CFP®|CEPA®|AAMS®|CRPS™ | 64/100 | 5.0 ★ | 2 |
| 8 | Edward Jones - Financial Advisor: Taylor M Aitken | 3/100 | — | 0 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Jesse Axtell | 3/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Lance D Curry | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 5, 2026.
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