Same Day · Shoreline
Same-Day Financial Advisors in Shoreline, WA
Can't wait a week? These financial advisors in Shoreline offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Shoreline, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Shoreline Wealth Management with a 5.0-star rating from 37 Google reviews and an RNM Score of 90/100. Also in the top tier: Chris Dime, CFP® - Dime & Associates (Financial Advisor) and TFS Advisors, LLC. The average rating across all listed financial advisors in Shoreline is 4.6 stars from 7 reviews per business on average.
Financial advisors in Shoreline typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®
Micah K Blair stands out as the top-ranked advisor due to holding both CFP® and ChFC® certifications, indicating advanced expertise in comprehensive financial planning.
Most Reviewed
Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®
A high review count suggests a broad base of client experiences, which can help you gauge consistent service quality and trustworthiness.
When choosing a financial advisor in Shoreline, verify their credentials and fee structure, and consider scheduling initial consultations with multiple advisors to find the best fit for your financial goals.
Local Market Snapshot
17
Businesses listed
4.6★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 37 reviews, consistently earning exceptional praise from local clients.
703 Mill Creek Rd Suite D, Manahawkin, NJ 08050, USAProudly maintains a perfect 5.0-star rating from dozens of client reviews.
123 2nd Ave S Suite 230, Edmonds, WA 98020, USAExceptional 5.0-star rating from 6 reviews for a Shoreline financial advisor.
100 2nd Ave S #300, Edmonds, WA 98020, USAFinancial Advisors Rankings in Shoreline, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Shoreline Wealth Management703 Mill Creek Rd Suite D, Manahawkin, NJ 08050, USA | 5.0★ | 37 |
| #2 | Chris Dime, CFP® - Dime & Associates (Financial Advisor)123 2nd Ave S Suite 230, Edmonds, WA 98020, USA | 5.0★ | 26 |
| #3 | TFS Advisors, LLC100 2nd Ave S #300, Edmonds, WA 98020, USA | 5.0★ | 6 |
| #4 | Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®23815 Edmonds Way, Edmonds, WA 98026, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Jonathon R Johns, CFP®14300 Greenwood Ave N # C, Seattle, WA 98133, USA | 5.0★ | 1 |
| #6 | North Lake Wealth Advisors12352 Lake City Way NE Suite A, Seattle, WA 98125, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Marianne Hepper621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Derrik Sankey, CEPA®|AAMS®|CRPC™621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA | — | — |
| #9 | Merrill Edge Business Financial Solutions Advisor15401 Westminster Way N, Shoreline, WA 98133, USA | 5.0★ | 8 |
| #10 | Edward Jones - Financial Advisor: Stephanie Cumming, AWMA®51 W Dayton St #205, Edmonds, WA 98020, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Shoreline
Exceptional 5.0 rating from 2 reviews for a Shoreline financial advisor.
23815 Edmonds Way, Edmonds, WA 98026, USA
Earns a perfect 5.0-star rating from its early Google reviews.
14300 Greenwood Ave N # C, Seattle, WA 98133, USA
No reviews yet for this Shoreline financial advisor, so check back later.
12352 Lake City Way NE Suite A, Seattle, WA 98125, USA
Rated 5.0 stars from one Google review, this Shoreline financial advisor earns high client praise.
621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA
This financial advisor in Shoreline has no online reviews yet to guide your choice.
621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA
Exceptional 5.0-star rating from 8 Google reviews for a Shoreline financial advisor.
15401 Westminster Way N, Shoreline, WA 98133, USA
Solid 4.2-star rating from a handful of Google reviews in Shoreline.
51 W Dayton St #205, Edmonds, WA 98020, USA
A Shoreline financial advisor with a 3.7-star rating from three Google reviews.
100 2nd Ave S Ste 140, Edmonds, WA 98020, USA
Consistently rated 5.0 stars across early client reviews.
111 Main St UNIT 107, Edmonds, WA 98020, USA
Solid 4.0 stars from 4 reviews for financial advising in Shoreline.
19270 Aurora Ave N Suite 1, Shoreline, WA 98133, USA
Holds a 3.0-star rating across a handful of Google reviews.
17500 Midvale Ave N, Shoreline, WA 98133, USA
Rated 5.0 stars from a handful of Google reviews in Shoreline.
19524 Ballinger Way NE, Shoreline, WA 98155, USA
Trusted Shoreline financial advisor with a perfect 5.0-star rating from clients.
19524 Ballinger Way NE, Shoreline, WA 98155, USA
No client reviews yet; new financial advisor serving the Shoreline, WA community.
18336 Aurora Ave N Ste 101 C, Shoreline, WA 98133, USA
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Financial Advisors in Shoreline, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Shoreline Wealth Management | 90/100 | 5.0 ★ | 37 |
| 2 | Chris Dime, CFP® - Dime & Associates (Financial Advisor) | 88/100 | 5.0 ★ | 26 |
| 3 | TFS Advisors, LLC | 81/100 | 5.0 ★ | 6 |
| 4 | Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC® | 68/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Jonathon R Johns, CFP® | 65/100 | 5.0 ★ | 1 |
| 6 | North Lake Wealth Advisors | 15/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Marianne Hepper | 65/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Derrik Sankey, CEPA®|AAMS®|CRPC™ | 7/100 | — | 0 |
| 9 | Merrill Edge Business Financial Solutions Advisor | 70/100 | 5.0 ★ | 8 |
| 10 | Edward Jones - Financial Advisor: Stephanie Cumming, AWMA® | 58/100 | 4.2 ★ | 5 |
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 Shoreline
What is a fiduciary financial advisor and why does it matter in Shoreline?
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 Shoreline, 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 Shoreline?
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 4, 2026.
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