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Financial Advisors in Seattle, WA — Free Estimates

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As of May 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: Better Tomorrow Financial and Beacon Pointe Advisors. 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 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

4.9★

Avg rating

8

Avg reviews

May 16, 2026

Last updated

Top Rated Financial Advisors

🥇

Brighton Jones

4.9(27 reviews)

2030 1st Ave 3rd floor, Seattle, WA 98121, USA

🥈

Better Tomorrow Financial

5.0(28 reviews)

12526 Dayton Ave N, Seattle, WA 98133, USA

🥉

Beacon Pointe Advisors

5.0(14 reviews)

5001 25th Ave NE Suite 201E, Seattle, WA 98105, USA

Financial Advisors Rankings in Seattle, WA

#BusinessRatingReviews
#1Brighton Jones2030 1st Ave 3rd floor, Seattle, WA 98121, USA4.927
#2Better Tomorrow Financial12526 Dayton Ave N, Seattle, WA 98133, USA5.028
#3Beacon Pointe Advisors5001 25th Ave NE Suite 201E, Seattle, WA 98105, USA5.014
#4Ignite Financial Planning, LLC500 Yale Ave N, Seattle, WA 98109, USA5.02
#5BBJS Financial Advisors, LLC1501 4th Ave #2880, Seattle, WA 98101, USA5.02
#6Creative Money LLC1201 3rd Ave #2200, Seattle, WA 98101, USA4.711
#7EP Wealth Advisors1301 5th Ave #1350, Seattle, WA 98101, USA
#8Allworth Financial9706 4th Ave NE Suite 315, Seattle, WA 98115, USA5.01
#9Carlton Wealth Management, Inc.2107 Elliott Ave Suite 305, Seattle, WA 98121, USA5.03
#10Falcon Wealth Planning1700 7th Ave #2100, Seattle, WA 98101, USA5.010

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Seattle

4

Ignite Financial Planning, LLC

5.0· 2 reviews

500 Yale Ave N, Seattle, WA 98109, USA

5

BBJS Financial Advisors, LLC

5.0· 2 reviews

1501 4th Ave #2880, Seattle, WA 98101, USA

6

Creative Money LLC

4.7· 11 reviews

1201 3rd Ave #2200, Seattle, WA 98101, USA

7

EP Wealth Advisors

· 0 reviews

1301 5th Ave #1350, Seattle, WA 98101, USA

8

Allworth Financial

5.0· 1 reviews

9706 4th Ave NE Suite 315, Seattle, WA 98115, USA

9

Carlton Wealth Management, Inc.

5.0· 3 reviews

2107 Elliott Ave Suite 305, Seattle, WA 98121, USA

10

Falcon Wealth Planning

5.0· 10 reviews

1700 7th Ave #2100, Seattle, WA 98101, USA

11

Laird Norton Wetherby

5.0· 6 reviews

801 2nd Ave Suite 1600, Seattle, WA 98104, USA

12

Bond Financial, PLLC

5.0· 3 reviews

155 NE 100th St #301, Seattle, WA 98125, USA

13

Salmon Bay Wealth Management

5.0· 1 reviews

5708 26th Ave NW, Seattle, WA 98107, USA

14

Pacific Financial Advisors, Inc.

4.9· 10 reviews

11400 SE 8th St #460, Bellevue, WA 98004, USA

15

Heritage Wealth Advisors

4.5· 16 reviews

2630 77th Ave SE #110, Mercer Island, WA 98040, USA

16

Millennial Wealth, LLC

4.7· 13 reviews

3518 Fremont Ave N #443, Seattle, WA 98103, USA

17

Morgan Stanley Financial Advisors

5.0· 3 reviews

601 Union St Suite 5200, Seattle, WA 98101, USA

18

Edward Jones - Financial Advisor: Geoff Meno, CFP®|CEPA®|AAMS®

5.0· 3 reviews

2100 Westlake Ave N UNIT 107, Seattle, WA 98109, USA

19

Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice

5.0· 2 reviews

723 Broadway E, Seattle, WA 98102, USA

20

Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP®|AAMS®

5.0· 4 reviews

155 NE 100th St Bldg B Ste 300, Seattle, WA 98125, USA

Data from Google Business listings
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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: May 16, 2026.

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About This Financial Advisors Directory — Seattle, WA

This page lists and ranks 20 financial advisors serving Seattle, WA as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 8 customer reviews per business. The top-ranked financial advisors in Seattle by our algorithm is Brighton Jones (4.9 stars, 27 reviews). Financial advisors in Seattle typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Seattle: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the WA licensing board before hiring.

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