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Financial Advisors Near You in Seattle, WA
Find financial advisors close to you in Seattle. All results are sorted by proximity and rated by real local customers.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Seattle, WA by verified customer ratings and review volume. The highest-rated is Brighton Jones with a 4.9-star rating from 27 verified reviews. Also in the top tier: Beacon Pointe Advisors and Falcon Wealth Planning. The average rating across all listed financial advisors in Seattle is 4.9 stars from 8 reviews per business on average.
Financial advisors in Seattle 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
4.9★
Avg rating
8
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Beacon Pointe Advisors
5001 25th Ave NE Suite 201E, Seattle, WA 98105, USA
Falcon Wealth Planning
1700 7th Ave #2100, Seattle, WA 98101, USA
Financial Advisors Rankings in Seattle, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Brighton Jones2030 1st Ave 3rd floor, Seattle, WA 98121, USA | 4.9★ | 27 |
| #2 | Beacon Pointe Advisors5001 25th Ave NE Suite 201E, Seattle, WA 98105, USA | 5.0★ | 14 |
| #3 | Falcon Wealth Planning1700 7th Ave #2100, Seattle, WA 98101, USA | 5.0★ | 10 |
| #4 | Heritage Wealth Advisors2630 77th Ave SE #110, Mercer Island, WA 98040, USA | 4.5★ | 16 |
| #5 | Millennial Wealth, LLC3518 Fremont Ave N #443, Seattle, WA 98103, USA | 4.7★ | 13 |
| #6 | Morgan Stanley Financial Advisors601 Union St Suite 5200, Seattle, WA 98101, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Geoff Meno, CFP®|CEPA®|AAMS®2100 Westlake Ave N UNIT 107, Seattle, WA 98109, USA | 5.0★ | 3 |
| #8 | Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice723 Broadway E, Seattle, WA 98102, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP®|AAMS®155 NE 100th St Bldg B Ste 300, Seattle, WA 98125, USA | 5.0★ | 4 |
| #10 | Ignite Financial Planning, LLC500 Yale Ave N, Seattle, WA 98109, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Seattle
Heritage Wealth Advisors
2630 77th Ave SE #110, Mercer Island, WA 98040, USA
Morgan Stanley Financial Advisors
601 Union St Suite 5200, Seattle, WA 98101, USA
Edward Jones - Financial Advisor: Geoff Meno, CFP®|CEPA®|AAMS®
2100 Westlake Ave N UNIT 107, Seattle, WA 98109, USA
Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice
723 Broadway E, Seattle, WA 98102, USA
Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP®|AAMS®
155 NE 100th St Bldg B Ste 300, Seattle, WA 98125, USA
BBJS Financial Advisors, LLC
1501 4th Ave #2880, Seattle, WA 98101, USA
Allworth Financial
9706 4th Ave NE Suite 315, Seattle, WA 98115, USA
Carlton Wealth Management, Inc.
2107 Elliott Ave Suite 305, Seattle, WA 98121, USA
Laird Norton Wetherby
801 2nd Ave Suite 1600, Seattle, WA 98104, USA
Salmon Bay Wealth Management
5708 26th Ave NW, Seattle, WA 98107, USA
Pacific Financial Advisors, Inc.
11400 SE 8th St #460, Bellevue, WA 98004, USA
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Frequently Asked Questions — Financial Advisors in Seattle
What is a fiduciary financial advisor and why does it matter in Seattle?
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 Seattle, 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 Seattle?
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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