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Best Financial Advisors in Tacoma, WA
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Tacoma, WA by verified customer ratings and review volume. The highest-rated is Equal Path Investments with a 5.0-star rating from 28 verified reviews. Also in the top tier: Commencement Financial Planning, LLC and Penny Lane Financial. The average rating across all listed financial advisors in Tacoma is 4.8 stars from 8 reviews per business on average.
Financial advisors in Tacoma 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
4.8★
Avg rating
8
Avg reviews
May 16, 2026
Last updated
Top Rated Financial Advisors
Equal Path Investments
539 Broadway Suite J1, Tacoma, WA 98402, USA
Commencement Financial Planning, LLC
6521 Flanegan Rd W, Lakewood, WA 98499, USA
Penny Lane Financial
1804 W Union Ave #202, Tacoma, WA 98405, USA
Financial Advisors Rankings in Tacoma, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Equal Path Investments539 Broadway Suite J1, Tacoma, WA 98402, USA | 5.0★ | 28 |
| #2 | Commencement Financial Planning, LLC6521 Flanegan Rd W, Lakewood, WA 98499, USA | 4.9★ | 31 |
| #3 | Penny Lane Financial1804 W Union Ave #202, Tacoma, WA 98405, USA | 4.8★ | 32 |
| #4 | Financial Insights Wealth Management1551 Broadway 6th Floor, Tacoma, WA 98402, USA | 5.0★ | 2 |
| #5 | Composition Wealth (Formerly Edgewater Wealth Management)2115 N 30th St #202, Tacoma, WA 98403, USA | 5.0★ | 11 |
| #6 | Kimball Creek Partners917 Pacific Ave # 407, Tacoma, WA 98402, USA | 5.0★ | 16 |
| #7 | Puget Sound Financial Strategies4301 S Pine St Ste 363, Tacoma, WA 98409, USA | 4.8★ | 16 |
| #8 | Ark Wealth Management - Ameriprise Financial Services, LLC2323 N 30th St #100, Tacoma, WA 98403, USA | 5.0★ | 2 |
| #9 | Stolz and Associates, PS3102 Ruston Way a, Tacoma, WA 98402, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®12001 Pacific Ave S Suite 202, Tacoma, WA 98444, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Tacoma
Financial Insights Wealth Management
1551 Broadway 6th Floor, Tacoma, WA 98402, USA
Composition Wealth (Formerly Edgewater Wealth Management)
2115 N 30th St #202, Tacoma, WA 98403, USA
Kimball Creek Partners
917 Pacific Ave # 407, Tacoma, WA 98402, USA
Puget Sound Financial Strategies
4301 S Pine St Ste 363, Tacoma, WA 98409, USA
Ark Wealth Management - Ameriprise Financial Services, LLC
2323 N 30th St #100, Tacoma, WA 98403, USA
Stolz and Associates, PS
3102 Ruston Way a, Tacoma, WA 98402, USA
Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®
12001 Pacific Ave S Suite 202, Tacoma, WA 98444, USA
Morgan Stanley Financial Advisors
1301 A St Suite 300, Tacoma, WA 98402, USA
Edward Jones - Financial Advisor: Eugene J Brown, CFP®|AAMS®|CRPC™|CRPS™
3813 6th Ave, Tacoma, WA 98406, USA
JB Wilson - Financial Advisor, Ameriprise Financial Services, LLC
505 Broadway UNIT 400, Tacoma, WA 98402, USA
Merrill Lynch Wealth Management
1201 Pacific Ave #1800, Tacoma, WA 98402, USA
Maclean Wealth Planning
1201 Pacific Ave #600, Tacoma, WA 98402, USA
Northwest Advisor Group
10209 Bridgeport Way SW d10, Tacoma, WA 98499, USA
Mickelson Wealth Management
2518 Bridgeport Way W, University Place, WA 98466, USA
Edward Jones - Financial Advisor: Matthew Jensen
5020 Main St Suite D, Tacoma, WA 98407, USA
Edward Jones - Financial Advisor
5005 Center St ste g, Tacoma, WA 98409, USA
Behm Financial ~ Ken Behm ~ Financial Planning For Educators & Administrators
4424 6th Ave #1A, Tacoma, WA 98406, USA
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Frequently Asked Questions — Financial Advisors in Tacoma
What is a fiduciary financial advisor and why does it matter in Tacoma?
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 Tacoma, 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 Tacoma?
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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