Highest Rated · Shoreline
Top-Rated Financial Advisors in Shoreline, WA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Shoreline, WA by verified customer ratings and review volume. The highest-rated is Shoreline Wealth Management with a 5.0-star rating from 37 verified reviews. 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 May 16, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.6★
Avg rating
7
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Shoreline Wealth Management
703 Mill Creek Rd Suite D, Manahawkin, NJ 08050, USA
Chris Dime, CFP® - Dime & Associates (Financial Advisor)
123 2nd Ave S Suite 230, Edmonds, WA 98020, USA
Financial 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: Marianne Hepper621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA | 5.0★ | 1 |
| #5 | Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC100 2nd Ave S Ste 140, Edmonds, WA 98020, USA | 3.7★ | 3 |
| #6 | Financial Strategies111 Main St UNIT 107, Edmonds, WA 98020, USA | 5.0★ | 2 |
| #7 | David Lund ChFC, RICP, FIC19524 Ballinger Way NE, Shoreline, WA 98155, USA | 5.0★ | 1 |
| #8 | Alex Lund - Thrivent19524 Ballinger Way NE, Shoreline, WA 98155, USA | 5.0★ | 1 |
| #9 | IJD Evergreen Financial Services LLC17500 Midvale Ave N, Shoreline, WA 98133, USA | 3.0★ | 2 |
| #10 | North Lake Wealth Advisors12352 Lake City Way NE Suite A, Seattle, WA 98125, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Shoreline
Edward Jones - Financial Advisor: Marianne Hepper
621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA
Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC
100 2nd Ave S Ste 140, Edmonds, WA 98020, USA
IJD Evergreen Financial Services LLC
17500 Midvale Ave N, Shoreline, WA 98133, USA
North Lake Wealth Advisors
12352 Lake City Way NE Suite A, Seattle, WA 98125, USA
Edward Jones - Financial Advisor: Desiree Hajek, AAMS®|CRPC™
18336 Aurora Ave N Ste 101 C, Shoreline, WA 98133, USA
Edward Jones - Financial Advisor: Derrik Sankey, CEPA®|AAMS®|CRPC™
621 B NW Richmond Beach Rd, Shoreline, WA 98177, USA
Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®
23815 Edmonds Way, Edmonds, WA 98026, USA
Edward Jones - Financial Advisor: Stephanie Cumming, AWMA®
51 W Dayton St #205, Edmonds, WA 98020, USA
Edward Jones - Financial Advisor: Jonathon R Johns, CFP®
14300 Greenwood Ave N # C, Seattle, WA 98133, USA
Edward Jones - Financial Advisor: Suzan Shayler, CFP®|ChFC®
19270 Aurora Ave N Suite 1, Shoreline, WA 98133, USA
Merrill Edge Business Financial Solutions Advisor
15401 Westminster Way N, Shoreline, WA 98133, USA
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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: May 16, 2026.
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