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2024

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Best Financial Advisors in Seattle, WA

Our Recommended Top 17

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Seattle Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

154Reviewed

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17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Bellevue, WA 98004
Website

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to the residents of Seattle. Its wealth management team, which is composed of CFPs, CFAs, and CPAs, provides technology professionals with direct access to the financial group. The team offers scenario analysis, financial planning, institutional-level investment insights, and tax advice across the areas of financial management to help clients manage and grow their portfolios. Fortis’ mission is to enrich the lives of people through financial freedom and security.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning
  • Certified Financial Planner (CFP)
Synergos Advisory LLC logo

Synergos Advisory LLCExpertise.com

1700 Westlake Ave N, Suite 200, Seattle, WA 98109
WebsiteLicense: 304021
Website
Schedule Your Free Consultation

Expertise.com Rating

Why choose this provider?

As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. Synergos provides you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations. Synergos offers comprehensive financial planning, retirement savings strategies, Roth 401(K) and IRA conversion strategies, tax planning, cash flow management, risk management, and estate planning strategies.

  • Asset Allocation & Risk
  • Investment Planning
  • Equity Compensation Planning
  • Comprehensive Financial Planning
  • Certified Financial Planner (CFP)

500 Yale Avenue North, Seattle, WA 98109

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Ignite Financial Planning caters to individuals and families across the Seattle metro. It is an independent firm dedicated to helping clients understand and manage their finances to reach certain life goals. It teaches financial strategies that aid in repaying student loans, buying home properties, reducing taxes, and building long-term investment portfolios. Riley Poppy, the company's founder, is a Certified Financial Planner and serves as a CFP board mentor supporting other professionals in the financial planning community.

  • Certified Financial Planner (CFP)

Mercer Island, WA 98040

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

S.R. Schill & Associates is a Mercer Island family-run business that has been serving clients for over 28 years. The business serves business owners, individuals, families, and endowments and foundations. Services include financial planning, wealth management, and financial advisory. S.R. Schill & Associates provides tax strategies, asset protection, estate planning, business succession planning, charitable strategies, and retirement planning. The business provides free notary service to clients in Mercer Island.

121 Lakeside Avenue, Seattle, WA 98122

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Wiegand Financial Group has been serving clients in Seattle and the surrounding areas for more than 35 years. It offers retirement income planning and strategies that incorporate clients' income sources, such as pensions, rental property, and Social Security. It also empowers clients through distribution strategies, estate planning, investment management, and tax efficiency and strategy. Graham Miller, the owner, is a Certified Financial Planner. He has been leading the business since founder Andy Wiegand's retirement in 2019.

  • Certified Financial Planner (CFP)

3500 188th Street Southwest, Lynnwood, WA 98037

Expertise.com Rating

Review Sources

Yelp
3.0 (2)

Why choose this provider?

Comprehensive Wealth Management (CWM) is a firm that collaborates with clients in the Pacific Northwest. As a financial planning and wealth management firm, CWM helps clients clearly identify and pursue their lifestyle goals by utilizing a family-oriented approach. It offers high-touch, client-focused investment planning and implementation that helps strengthen the client’s financial health. It also covers insurance planning, tax strategies and coordination with tax advisors, and portfolio management. President Shilo Lockett and her team collectively bring decades of experience in financial services.

  • Estate Planning
  • Certified Financial Planner (CFP)

500 108th Avenue Northeast, Bellevue, WA 98004

Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

Alterra Advisors provides wealth management solutions to retirees, business owners, and working professionals in Seattle. Its team offers personalized financial plans designed according to clients' lifestyles, situations, objectives, and legacy & retirement plans. Its consultants assist its customers in planning for taxes, insurances, businesses, and estate & legacies. In addition, the business helps in transforming charitable intentions into action plans through its philanthropy services. The owners of Alterra Advisors are Certified Financial Planners. Its name comes from "alter," the Latin term for "altruism," and "terra," meaning land.

  • Certified Financial Planner (CFP)

520 Pike Street, Seattle, WA 98101

Expertise.com Rating

Why choose this provider?

Olson Investment Advisors is a Seattle-based financial services company that helps clients in a wide range of areas such as investments, variable annuities, common stocks, brokerage accounts, and educational IRAs. The advisors also assist clients in attaining retirement goals through financial plans and address concerns regarding estate, college, and 401(k) plans. Dan Goldman, Olson Investment Advisors' portfolio manager and president, is a Certified Financial Advisor who joined the firm in 2006. He is a former senior financial analyst for Microsoft Corporation.

  • Estate Planning
  • Retirement Planning

2236 32nd Avenue West, Seattle, WA 98199

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Mainspring Wealth Advisors LLC is a financial advisory agency that serves Seattle and the surrounding areas. It caters to different types of clients, including business owners, families, and pre-retirees or retirees. The firm offers a wide array of services, including asset preservation, cash flow maximization, charitable giving, tax mitigation, and wealth preservation and transfer. Mainspring Wealth Advisors has been in the business since 2013. Kevin Skogen, the CEO, holds various designations, such as Certified Financial Planner and Chartered Financial Consultant.

  • Retirement Planning

1200 Westlake Avenue North, Seattle, WA 98109

Expertise.com Rating

Why choose this provider?

Arrivity Financial Planning is an independent team of financial advisors offering services to clients in Seattle and its surrounding areas. The firm provides financial planning services that help clients understand their financial situation and uses available investment opportunities. Its financial planning approach is personalized to suit each of its client's financial needs and interests. Nancy Dienes, the president of Arrivity Financial Planning, is a member of the National Association of Professional Financial Advisors and the Financial Planning Association of Puget Sound.

  • Certified Financial Planner (CFP)

1400 112th Avenue Southeast, Bellevue, WA 98004

Expertise.com Rating

Why choose this provider?

WealthCollab is a wealth management firm serving Seattle clients. It offers financial planning and investment management services, including decision framework, strategic reviews, benefits analysis, tax-loss harvesting, and 401(k) allocation. Services for the family office are also provided. The firm has an online financial dashboard that provides 24/7 access to performance reporting and financial plans. It has been featured in different publications, such as Forbes and U.S. News & World Report. The founding principal, Daniel Frankel, is a Certified Financial Planner with ten years of expertise in the business.

  • Certified Financial Planner (CFP)

10655 Northeast Fourth Street Suite 810, Bellevue, WA 98004
WebsiteLicense: 147363

Expertise.com Rating

Why choose this provider?

Miller Advisors is a wealth management firm that serves high-net-worth individuals and families in Seattle and the surrounding areas. The firm offers a wide range of services, including financial planning, investment management, and retirement strategies. It also provides family business planning, legacy planning, divorce planning, and elder care services. The Miller Advisors team has a combined experience of more than 50 years in wealth management. The firm is a member of the Investment Advisors Division of Raymond James Financial Services, Inc.

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

1000 2nd Avenue, Seattle, WA 98104

Expertise.com Rating

Why choose this provider?

SoundView Advisors is a Pacific Northwest wealth management firm that serves clients in Seattle. It helps clients in reaching their financial goals by guiding them on matters related to taxes, investments, and retirement. The firm practices financial life planning, which links a successful financial plan to a thorough understanding of a client's life plan. It takes on a limited number of clients to provide quality and continuous services. Co-owner Kevin Slater founded the firm in 2007 with the goal of providing thoughtful financial planning services.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

6501 Perimeter Road South, Seattle, WA 98108

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Leonard Rickey Investment Advisors P.L.L.C. is a family-owned and family-operated financial advisory firm serving clients in Seattle. It offers a wide range of financial planning services that include wealth management, ESG portfolios, asset allocation, and cash flow management. The firm's financial advisors and planners offer a portfolio of individual stocks that suit clients' needs and preferences. As a way to give back to the community, the firm supports several organizations that include Southwest Rotary, Yakima Symphony, and Crime Stoppers.

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

701 5th Avenue, Seattle, WA 98104

Expertise.com Rating

Why choose this provider?

Madison Park Capital Advisors is a wealth management firm that serves individuals, families, and small businesses from Seattle and the surrounding areas. It utilizes tactical asset allocation strategies to help clients attain financial goals such as converting wealth to income, planning for retirement, and preparing for a major purchase. Co-founder Jeffrey Mullen worked in the investment industry for more than three decades. He also served on the board of directors of the Seattle Pacific University Foundation.

  • Certified Financial Planner (CFP)

1501 4th Avenue, Seattle, WA 98101

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

BBJS Financial Advisors, LLC, is an independent firm that caters to clients in Seattle and the surrounding communities. Its financial services include asset management, diversification and risk tolerance analysis, major purchase planning strategies, net worth calculation, and tax minimization. It also offers estate plan forecasting, investment management, and risk mitigation. William F. Serres, the owner, has been working in the financial services industry since 1997. He is a Certified Financial Planner and a member of the Financial Planning Association.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2107 Elliott Avenue Suite 305, Seattle, WA 98121

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Carlton & Company Financial is an independent, woman-owned wealth management firm based in Seattle, serving those seeking advocacy, organization, and strategic planning. Client services include investment management, retirement, and financial planning and consulting, ESG and sustainable investing, legacy and estate planning, and insurance and risk management. Founded in 2011 by Karalyn Carlton, a Certified Wealth Strategist®, an Accredited Investment Fiduciary, and an investment advisor representative with more than 20 years in the financial industry.

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Fortis Financial Group
Bellevue, WA 98004Free consultation
Synergos Advisory LLC
1700 Westlake Ave N, Suite 200, Seattle, WA 98109Schedule Your Free Consultation
Ignite Financial Planning
500 Yale Avenue North, Seattle, WA 98109
S.R. Schill & Associates
Mercer Island, WA 98040
Wiegand Financial Group
121 Lakeside Avenue, Seattle, WA 98122
Comprehensive Wealth Management
3500 188th Street Southwest, Lynnwood, WA 98037
Alterra Advisors
500 108th Avenue Northeast, Bellevue, WA 98004
Olson Investment Advisors
520 Pike Street, Seattle, WA 98101
Mainspring Wealth Advisors LLC
2236 32nd Avenue West, Seattle, WA 98199
Arrivity Financial Planning
1200 Westlake Avenue North, Seattle, WA 98109
WealthCollab
1400 112th Avenue Southeast, Bellevue, WA 98004
Mercer Advisors
10655 Northeast Fourth Street Suite 810, Bellevue, WA 98004
SoundView Advisors
1000 2nd Avenue, Seattle, WA 98104
Leonard Rickey Investment Advisors P.L.L.C.
6501 Perimeter Road South, Seattle, WA 98108
Madison Park Capital Advisors
701 5th Avenue, Seattle, WA 98104
BBJS Financial Advisors, LLC
1501 4th Avenue, Seattle, WA 98101
Carlton & Company Financial
2107 Elliott Avenue Suite 305, Seattle, WA 98121

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can a part-time employee in Seattle contribute to the WA Cares Fund?

    Yes. In addition to full-time workers, part-time and temporary employees in Seattle and across Washington State can contribute to the fund and obtain long-term care benefits. Some workers are exempt, however, including federal employees. Contributing to WA Cares is optional for those who are self-employed or working in tribal businesses.

  • Why should you consider sustainable investing in Seattle?

    In a nutshell, the motivation behind sustainable investing is the desire to make the world a better place. This could be right for you if you are a value-driven person who would rather invest in, say, a company in Seattle that operates with a minimal carbon footprint. This is an example of socially responsible investing (SRI), as well as environmental, social, and governance (ESG) investing.

  • Which one is more expensive: hiring a “fee-only” or a “fee-based” financial advisor in Seattle?

    While it depends on rates, one might end up spending more when working with a “fee-based” advisor in Seattle. This is because they typically earn commissions from the products bought by their clients, on top of the fees they charge for their services. In contrast, a “fee-only” financial advisor receives compensation solely through direct client payments. These come in the form of hourly fees, subscriptions, or charges based on an “assets under management” model.

  • What expenses should you prepare for as a first-time homeowner in Seattle?

    In addition to mortgage payments, you should set aside funds for things like emergency maintenance and homeowners’ insurance. Check if your mortgage already comes with insurance and whether you should purchase add-on coverage for natural disasters since Seattle faces earthquake and flood risks. You might also need to pay property taxes. Like insurance premiums, these can be bundled into your monthly payments.

  • Why should you save up for a 20% down payment on your first home purchase in Seattle?

    You should aim to make a 20% down payment because otherwise, you will need to pay primary mortgage insurance (PMI) on your Seattle mortgage. This means you will have higher monthly payments until your balance becomes less than 80% of the original appraisal amount for the home. While not required, a 20% down payment would be seen by lenders as less risky.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.