James Russell
“Compared to previous Business Tax consultant companies we had used in the past, Tracy has been by far more readily available to us and extremely knowledgeable about current tax law.”
Best Financial Advisors in Lynnwood, WA
15 firms listed · 9 in Lynnwood · 1 open weekends · 11 rated 4.5+
Data verified October 21, 2026
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
Summit Financial
Premier Wealth Management
“They offer prudent, thoughtful, and logical advice that has helped me create a solid financial plan for my future and the future of my family.”
Esoteric Wealth Partners
The 15 firms listed for Lynnwood, 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: Lynnwood, WA
Of the 15 firms we list here, 9 are in Lynnwood itself and 6 come from Kirkland (3, 10 mi) and Seattle (2, 14 mi). 12 of the firms on this page have a rating, from 4.2 to 5.0 across 268 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), our firm (2), our locations (2), our qualifications (2) and retirement planning (2). 3 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 3 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 Lynnwood listed here?
9 of the 15 firms are located in Lynnwood. 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.
Harsin Wealth Management
Great Practices Sound Solutions
Stein Financial Services
Medical Financial Specialist
CEG Life Insurance Services
“We worked with Daniel to secure life insurance for my husband and myself, he is attentive and quick with updates which made the process easy to navigate.”
Sound Planning Group
“We have been working with our personal advisor Loren, he's awesome in explaining everything and happy with his knowledge in helping us achieve our goal.”
Better Tomorrow Financial
“Ward Williams not only has a name that sounds straight out of a Marvel comic but he is also in fact a superhero financial advisor.”
Silva Business Solutions
“Silva very patiently and thoroughly handled all the tax related business around my sister's estate - including the closing of her small law office - and walked me through what I needed to know and do.”
Accountability Services
“Ernie has handled everything I've needed financially and tax wise for as long as I can remember.”
Why these companies made our list
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