Seattle, WA

Popular Cities

Seattle, WA
Join as a Pro

Best Financial Advisors in Seattle, WA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Seattle area.

View Profile
Creditceo

Creditceo

(34)
  • Results
  • Questions
  • Credit Score
“Jesse provided us a free consultation and the information he gave us was extremely helpful, he was honest and didn't do any high pressure sales and he assisted us in getting some disputed items removed from our credit so that we could get into a home...”
Licensed, BBB Accredited
Free Initial Consultation
In Business Since 2015
Emergency Services
701 5th Ave Suite 4200, Seattle, WA
i
View Profile
Raymond Lyle CPA

Raymond Lyle CPA

(37)
Industries, Business Services, Services For Quickbooks
“Filing for adoption benefits was described to us as quite a challenge, so it was great to have someone who knew the process help make sure we received the best refund.”
Transparent Fees & Pricing
In Business Since 2019
Free Initial Consultation
4701 SW Admiral Wy #128, Seattle, WA
i
View Profile
Sam

Sam

(12)
Investment Strategies, Business Accounting Solutions, Real Estates
“They say you always report the text, you are really kind.”
Free Initial Consultation
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2004
1400 S Jackson St #3, Seattle, WA
i
View Profile
Francis & Company

Francis & Company

(9)
Quickbooks Training, Innocent Spouse Relief, IRS Wage Garnishment
“She was very knowledgeable and helpful.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1984
Accepts All Major Credit Cards
200 W Mercer St Ste 208, Seattle, WA
i
View Profile
Better Tomorrow Financial

Better Tomorrow Financial

(19)
  • Health
  • Communication
  • Retirement
“My wife and I were looking for assistance in navigating our finances and planning our future - we have some complex circumstances which other financial advisors in the area were not familiar with.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
i
View Profile
Leading Retirement Solutions

Leading Retirement Solutions

(13)
Consulting & Correction Services, Plan Termination, Plan Administration
“We chose leading retirement solutions to help using our 401(k) and ROB's program to purchase our Flower company- AVOIDING- bank loans for a fast purchase.”
Offers Financing Options
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
i
View Profile
Millward Accounting & Bookkeeping

Millward Accounting & Bookkeeping

(8)
Services For Quickbooks, Business Services, Industries
“I have had several opportunities to work with Tim Millward - his expertise, understanding, ability to explain complicated issues and follow through to completion is excellent.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2021
Offers Financing Options
5608 17th Ave NW Ste 1285, Seattle, WA
i
View Profile
Genuity B2B

Genuity B2B

(3)
Industries, Business Services, Services For Quickbooks
“I definitely recommend Genuity B2B Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
Offers Financing Options
1700 7th Ave #2100, Seattle, WA
i
View Profile
Accountability Services

Accountability Services

(14)
Financial Planning & Analysis, Tax Services, Business Advisory & Consulting
“I'm a long time client of Boulder Valley CPA and when they joined with Accountability Services, their support only improved.”
In Business Since 2004
10564 5th Ave NE #201, Seattle, WA
i
View Profile
Seattle Tax Group

Seattle Tax Group

(4)
Business Services, Industries, Services For Individuals
“There was something my past accountant did not understand about filing Restricted Stock Units (RS Us) which had the IRS decide to send me bills after they reassessed my tax burden for two separate tax years.”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
12537 15th Ave NE UNIT 105, Seattle, WA
i
View Profile
Millennial Wealth

Millennial Wealth

(9)
  • Questions
“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
View Profile
Bbjs Financial Advisors

Bbjs Financial Advisors

Asset Management, Estate Planning, Wealth Management
“At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of g...”
Licensed
In Business Since 2003
1501 4th Ave #2880, Seattle, WA
i
View Profile
Creative Money

Creative Money

(10)
  • Questions
  • Information
  • Team
“Mindy manages no assets for us and receives no commission for any action taken we always feel confident that she is giving us the best advice for us without personal incentive.”
1201 3rd Ave #2200, Seattle, WA
i
View Profile
American Financial Solutions

American Financial Solutions

(6)
Why Choose Afs?, Housing Counseling, Student Loan Counseling
“What I wish I would have done is just CALLED MY CREDITORS and set up a payment plan and eliminated this middle company that has made $1350 just on their Monthly Service Fee.”
In Business Since 2006
600 University St Suite 2409, Seattle, WA
i
View Profile
Smith & Just

Smith & Just

(1)
“Very professional and great team to work with.”
Transparent Fees & Pricing
In Business Since 1998
Offers Financing Options
401 2nd Ave S #505, Seattle, WA
i
View Profile
Andersen

Andersen

(1)
Forensic Services, Financial Reporting, Valuation
“They really care about doing the right thing and guiding you to the best solution and will take the time to help with good referrals even when what you need is a expert in another field.”
Transparent Fees & Pricing
In Business Since 1988
1200 5th Ave #1600, Seattle, WA
i
View Profile
Newman Dierst Hales

Newman Dierst Hales

Business Services, Services For Individuals, Tax Services
“Accurate bookkeeping is essential to your company's long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2001
Accepts All Major Credit Cards
221 1st Ave W #515, Seattle, WA
i
View Profile
Foundations Divorce Solutions

Foundations Divorce Solutions

(4)
Mediation, Divorce Financial Planning, Litigation Support
“Caroline never wavered in her belief that this ending was the beginning of my creating a new bigger dream for myself and encouraged me to walk towards a life calling me to be my best self.”
In Business Since 2020
1424 11th Ave Ste 400, Seattle, WA
i
View Profile
Housing Finance Commission

Housing Finance Commission

(3)
“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.”
Transparent Fees & Pricing
In Business Since 1998
1000 2nd Ave #2700, Seattle, WA
i
View Profile
Carlton & Company Financial

Carlton & Company Financial

(2)
Risk Management & Insurance, Financial Planning, Sustainable and ESG Investing
“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”
In Business Since 2012
2107 Elliott Ave Suite 305, Seattle, WA
i
View Profile
Verus

Verus

(1)
Outsourced CIO, Consulting
“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 1991
800 5th Ave #3900, Seattle, WA
i
View Profile
Business Factors & Finance

Business Factors & Finance

“Business Factors & Finance understands the freight, trucking and logistics industries better than most of the competition, and our unique finance offering can help keep trucking companies and owner operators profitable and running smoothly. From cont...”
Offers Financing Options
In Business Since 2003
2211 Elliott Ave #200, Seattle, WA
i
View Profile
Logic20/20 Consulting

Logic20/20 Consulting

(4)
“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 2007
1501 1st Ave S #310, Seattle, WA
i
View Profile
Brighton Jones

Brighton Jones

(7)
Tax Advisory, Wealth Management, Retirement Plan Advisory
“I trust them with any of my finance-related questions and highly recommend them to anyone looking to have an ethical, client focused firm working on your behalf.”
In Business Since 1999
2030 1st Ave 3rd floor, Seattle, WA
i

Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Nearby Financial Advisors

Popular in Seattle

, WA
Back To Top