Seattle, WA

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Best Financial Advisors in Seattle, WA

The highest-rated Financial Planning & Wealth Management firms out of 351 vetted & reviewed in the Seattle area.

Better Tomorrow Financial

Better Tomorrow Financial

Best of 2022
(12)
  • Retirement
“I also especially appreciate that he doesn't push certain products; I've had advisors at large brokerages try to sell me stuff because they get commissions and that's always felt icky (aka unethical) to me.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
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Leading Retirement Solutions

Leading Retirement Solutions

(10)
Plan Administration, Plan Termination, Support & Guidance
“They make it so easy for us to be compliant with our 401k plan by providing reminders, completing the majority of our submissions for us and their software is very easy to use.”
Below Average Price Tag
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
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Logic20/20

Logic20/20

(5)
“We are a consultancy that knows, uses, and implements technology - Robotic Process Automation, Machine Learning, Process Mining, Predictive Models, Roadmap Development, Product Management, Xaa S (X = Platform, Cloud, Automation, etc.”
In Business Since 2005
1501 1st Ave S #310, Seattle, WA
i
Continuous Scale

Continuous Scale

(2)
“If you need a reliable, knowledgeable and professional team to take your financials to the next level, I strongly suggest giving Continuous Scale a call.”
Emergency Services
In Business Since 2020
5510 SW Winthrop St, Seattle, WA
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Pathways To Resolution

Pathways To Resolution

(5)
Divorce Mediation Services, Financial Divorce Planning, Divorce Mediation Process
“It was important to me to use a mediator who had the "CDFA" designation and I'm so glad we did, because there was nothing she couldn't answer about all the financials, even the trickiest items.”
In Business Since 2011
300 Lenora St No. 1076, Seattle, WA
i
Erickson Wealth & Tax Management

Erickson Wealth & Tax Management

(4)
Investment Management, Financial Coaching, Proactive Tax Reduction Planning
“Curtis is a pleasure to work with and we never worry about tax related issues.”
In Business Since 1997
200 1st Ave W #401, Seattle, WA
i
Millennial Wealth

Millennial Wealth

(4)
“This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently.”
Free Initial Consultation
In Business Since 2017
3518 Fremont Ave N #443, Seattle, WA
i
Verus

Verus

(1)
Investment Managers, News & Events, News & Events
“Over the coarse of my 5 years as an electrical contractor I already had over $3 million in my retirement account thanks to the analyst assigned to my union's account.”
In Business Since 1988
800 5th Ave #3900, Seattle, WA
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McKenzie Chase Management

McKenzie Chase Management

(1)
Empowerment Zones and Rural Renewal Communities, Opportunity Zones, Fastrack Onboarding and Recruiting
“You will love the tax credit results at Mckenzie Chase Management.”
In Business Since 2003
2303 W Commodore Way #210, Seattle, WA
i
Whole Mediation & Consulting Services

Whole Mediation & Consulting Services

(1)
Divorce Financial Analyst, Divorce Mediation, Divorce Advisor
“She is well-known as a trusted impartial third party to guide clients through the divorce process in a healthier way.”
In Business Since 2009
2420 8th Ave W, Seattle, WA
i
WMS Financial

WMS Financial

(1)
“I didn't realize how complex planning for my retirement could be, but thanks to WMS I feel like I'm finally in the hands of a Financial planner that cares.”
Accepts All Major Credit Cards
In Business Since 1998
809 Fairview Pl N #130, Seattle, WA
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Salmon Bay Wealth Management

Salmon Bay Wealth Management

(1)
“He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork.”
In Business Since 2014
5708 26th Ave NW, Seattle, WA
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Hearthstone CPA Group

Hearthstone CPA Group

(9)
“Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wife's concerns at home.”
Average Price Tag
In Business Since 2003
Serving Seattle Area
i
Creative Money

Creative Money

(5)
“Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand.”
500 Yale Ave N, Seattle, WA
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Alder Cove Capital

Alder Cove Capital

(4)
  • Investment
  • Fees
“He helped us to organize our messy portfolio and consolidated our investments while decreasing the fees we were paying.”
Transparent Fees & Pricing
In Business Since 2014
Serving Seattle Area
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Securian Advisors Northwest

Securian Advisors Northwest

(1)
“He actually cares about me and what I want, and I don't feel pushed to buy something that I don't want or need.”
In Business Since 2014
2033 6th Ave #1011, Seattle, WA
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Vast Solutions Group.com

Vast Solutions Group.com

(1)
“Vast has provided exceptional customer service, and has gone above and beyond my expectations.”
In Business Since 2004
Serving Seattle Area
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Ignite Financial Planning

Ignite Financial Planning

(1)
“I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds.”
PLANNER Certified
In Business Since 2019
500 Yale Ave N, Seattle, WA
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Merriman Wealth Management

Merriman Wealth Management

(5)
Insurance Planning, Tax Planning, Estate Planning
“They seem to make smart, conservative investment choices that are tuned to how long I plan to keep my money.”
Free Initial Consultation
In Business Since 1986
920 5th Ave Suite 2720, Seattle, WA
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Retirement Planning and Investment Management Services Estimated Cost in Seattle, WA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 199 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 199 cost profiles.

Why these companies made our list

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