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24 firms listed · 5 in Bothell · 4 open weekends · 19 rated 4.5+
Data verified October 17, 2026
The 24 firms listed for Bothell, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 5 are in Bothell itself and 19 come from towns including Bellevue (7, 13 mi), Seattle (5, 12 mi) and Kirkland (3, 5 mi). 22 of the firms on this page have a rating, from 3.9 to 5.0 across 447 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (87%) and value (76%). The topics that come up most in reviews of the firms on this page are "communication" and "patient". 4 are open on Saturdays and 2 on Sundays. 7 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 3 offer payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 22 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
