Serene Divorce Planning
“She's very knowledgeable in many different aspects of divorce, law, and finances in general and with specifics in my case.”
Best Financial Advisors in Everett, WA
15 firms listed · 7 in Everett · 12 rated 4.5+
Data verified November 8, 2026
Elderrock Financial
“He took his time in explaining portfolio management and has been very responsive to our questions.”
Helium Advisors
Bailey Wealth Services / LPL Financial
Constellation Wealth Services - Aaron Wartes
“That's what you want when you're putting your future in someone's hands.”
Pacific Crest Financial Advisors
The 15 firms listed for Everett, 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.
Area overview: Everett, WA
Of the 15 firms we list here, 7 are in Everett itself and 8 come from towns including Lynnwood (4, 11 mi), Bothell (2, 12 mi) and Mill Creek (1, 7 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 53 reviews; 12 are rated 4.5 or higher. 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 25 years. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 12 list a public email and 4 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.
Why are financial advisers outside Everett listed here?
7 of the 15 firms are located in Everett. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
LPL Financial
James Russell
“I've known Tracy Moshinsky at James Russell CPA firm for several months now and have referred many clients to her simply because I know I can trust her and that my clients will be in good hands (and ALL of them have come back to me with rave reviews of her work!”
Sparks Financial Services
“We are constantly “in the loop” and meet at least once a year to review investment strategies, but we have the opportunity to meet as often as we'd like.”
Comprehensive Wealth Management
“When we do need help (a good example is working on the capital gains aspects from the sale of our house) the information and advice we get is of the highest profession caliber.”
Palisade Investments
Summit Financial
Premier Wealth Management
“Knowledgeable and friendly they've done well by us.”
Sophos Wealth Management
Inflection Wealth Management
“And then the financial advice is outstanding, we have worked with these guys for 15 years through all phases of protecting us financially due to disability and now just strictly investments for retirement”
Why these companies made our list
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