Laurels

Best Financial Advisors in Seattle
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 160 105 23

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Brighton Jones FEATURED Expertise.com

Brighton Jones is a wealth management company located in the Seattle area. It offers services as a personal corporate financial officer to individuals who need advice across their whole balance sheet. The company also provides real estate, private equity, and philanthropic advice, as well as institutional asset management and tax planning services. Additionally, Brighton Jones delivers a personalized strategic plan that considers the short- and long-term strategies of its client's financial life. It also serves individuals in Minneapolis and Portland.

2030 1st Avenue
Seattle, WA 98121

Website

2020 Financial Planning LLC

2020 Financial Planning LLC is a Seattle business that provides fee-only financial planning services. The firm’s services include investment management, tailored financial planning, and hourly financial planning. Founder Stacy Gallagher Ployhar is a Certified Financial Planner™ who serves near-retirees and working professionals in many sectors including the not-for-profit, public and tech sectors. She has more than 10 years of experience and Credit Card Insider, Seattle Times, Dice, Business Insider, High Beam, and others have quoted her. Stacy is a member of the Financial Planning Association. She has done pro bono financial planning for over a decade.

Seattle, WA 98101

Website

Carlton & Company Financial

Carlton & Company Financial is a wealth management firm in Seattle that serves families, individuals, and small businesses. The firm's financial advisors help clients in several areas such as investment management, financial planning and consulting, retirement planning, impact and ESG investing, legacy and estate planning, and insurance and risk management planning. Managing director Karalyn Carlton founded the firm in 2011. She has more than 28 years of experience in the industry. She is a certified wealth strategist, an accredited investment fiduciary, and an investment advisor representative.

Seattle, WA 98121

Website

Laurus Financial Group

Laurus Financial Group is a Federal Way business that serves Seattle, Tacoma, and Federal Way and has more than 80 years of combined experience. Services include financial planning solutions, retirement income planning, small business solutions, insurance and annuity products, investment products, and individual and group retirement plans. Laurus Financial Group has an A+ rating from the Better Business Bureau. Dennis Hulse is the President, OSAJ, and Principal, and he has over 32 years of financial services experience. He is on the board of directors of the South King County Multi-Service Center.

Federal Way, WA 98003

Website

Mainsail Financial Group

Mainsail Financial Group is a boutique financial advisory firm servicing the residents of Seattle. Its team of financial advisors manages the clients' taxation, helps them preserve their wealth, and works with them in creating retirement plans. They offer situational and comprehensive planning services and are committed to providing a holistic approach to financial planning. Adam Laibson, one of the firm's financial advisors, has nearly 20 years of industry experience. For four consecutive years, he received Seattle Magazine's Five Star Wealth Manager award.

11245 Southeast 6th Street
Bellevue, WA 98004

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MyICON

MyICON is a Kirkland locally owned and independently operated business that serves clients in Bellevue, the Northwest, Seattle, and Kirkland. The firm provides fee-based wealth management and financial planning. MyICON’s services include estate planning, tax planning, financial planning, cash management, risk management, retirement income, liability management, and asset management. The business has more than 70 years of experience. MyICON’s advisors have designations including Chartered Financial Analyst, Certified Financial Planner, Accredited Asset Management Specialist, Chartered Financial Consultant, and Accredited Investment Fiduciary. They also have Masters in Business Administration.

Kirkland, WA 98033

Website

Pacific Crest Financial Advisors, LLC

Pacific Crest Financial Advisors, LLC is a Seattle firm that provides fee-only financial planning services. Wealth management services include tax planning, cash flow management, estate planning, education planning, performance reporting, and investment management. Alexander Williamson is a Certified Financial Planner and has over 23 years of experience. Darron L. Kuehn has over 12 years of financial industry experience.

Seattle, WA 98101

Website

S.R. Schill & Associates

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.

Mercer Island, WA 98040

Website

True North Wealth Advisors

True North Wealth Advisors is a Seattle fee-only firm that has been providing financial services for over 15 years. The firm’s services include investment management and financial planning services such as income tax planning, retirement planning, estate planning, education planning, cash flow planning, goal setting, risk analysis, portfolio rebalancing, and asset allocation. Karen O’Brien is the co-founder and is a Certified Financial Planner. Her affiliations include the Financial Planning Association and the American Society of Women Accountants. Joseph Hebert is a co-founder and he is a Certified Financial Planner. His affiliations are the National Association of Personal Financial Advisors and the Financial Planning Association.

Seattle, WA 98101

Website

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