Best Financial Advisors in Renton, WA

24 firms listed · 5 in Renton · 7 open weekends · 20 rated 4.5+

Data verified October 17, 2026

Elevated Financial Management

Elevated Financial Management

(24)
  • Knowledge
  • Confident
  • Funds
“He offered me advice that actually released many financial constraints that I would have had if I went with my already elaborate plan, and in addition, it opened more financial possibilities!”
In Business Since 2020
900 SW 16th St #300, Renton, WA
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Better Business Tax & Accounting Corp.

Better Business Tax & Accounting Corp.

(7)
“Hi Everyone , We are customer with B,B TAX long time ago and owner of the company is very nice ,kind, knowledgeable , understandable , AFFORDABLE FEES, professional with punctuality, Always Phone answered on time.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2012
Accepts All Major Credit Cards
241 S 4th Pl b, Renton, WA
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Tremper and Roper

Tremper and Roper

In Business Since 2007
Accepts All Major Credit Cards
3900 E Valley Rd, Renton, WA
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Fairwood Financial Services

Fairwood Financial Services

(4)
“Sylvia is amazing helping with my aging parents and my own taxes.”
In Business Since 2000
Transparent Fees & Pricing
14410 SE Petrovitsky Rd, Renton, WA
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World Financial Group

World Financial Group

1800 NE 44th St, Renton, WA
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CEG Life Insurance Services

CEG Life Insurance Services

(50)
  • Team
  • Communication
  • Responsive
“Super responsive, excellent follow through and knowledgeable Bethany helped navigate the process for Long Term Care insurance in very challenging times and delivered every step of the way.”
In Business Since 2009
Transparent Fees & Pricing
Kirkland, WA · 15 mi from Renton
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The 24 firms listed for Renton, 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: Renton, WA

Of the 24 firms we list here, 5 are in Renton itself and 19 come from towns including Bellevue (7, 8 mi), Seattle (5, 12 mi) and Issaquah (2, 8 mi). The firms on this page are rated from 3.9 to 5.0 across 366 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and value (71%). 7 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), personal financial planning (2), real estates (2), tax services (2) and wealth management (2). 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 37 years. 4 offer payment plans and 6 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 21 list a public email and 8 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 Renton listed here?

5 of the 24 firms are located in Renton. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Sam

Sam

(12)
  • Tax Refund
“The entire process took a bit less than 1 hr given I have lots of 1099 and other forms.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2005
Seattle, WA · 12 mi from Renton
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Alterra Advisors

Alterra Advisors

(39)
  • Decisions
  • Questions
  • Feel
“We've worked with Alterra for what is coming up on a decade now and have always appreciated their diligence, thoughtfulness, and calm in the face of the rollercoaster of life - whether that looks like the externalities of the market or the craziness...”
In Business Since 2013
Bellevue, WA · 8 mi from Renton
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Moser Wealth Advisors

Moser Wealth Advisors

Transparent Fees & Pricing
Offers Financing Options
In Business Since 2009
BBB Rating: A+
Bellevue, WA · 8 mi from Renton
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Atkinson Wealth Strategies

Atkinson Wealth Strategies

(5)
“It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.”
In Business Since 2018
BBB Rating: A+
Bellevue, WA · 8 mi from Renton
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Truewealth Financial Partners

Truewealth Financial Partners

(25)
  • Portfolio
  • Goals
  • Information
“Not only does he take the time to make sure you fully understand what he can do for you and your investments but he takes the time to understand YOU and your needs and goals then works to put in place plans to support those.”
In Business Since 2016
Bellevue, WA · 8 mi from Renton
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Evergreen Gavekal

Evergreen Gavekal

Accepts Cash
In Business Since 2013
BBB Rating: A+
Bellevue, WA · 8 mi from Renton
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Gale E Smith CPA

Gale E Smith CPA

(15)
  • Responsive
  • Financial
“Gale Smith CPA has been extremely valuable in helping our family start a new small business, and to integrate our personal and business finances in a manner that works for both interests.”
In Business Since 2006
Remote Consultations Available
Bellevue, WA · 8 mi from Renton
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Leading Retirement Solutions

Leading Retirement Solutions

(13)
  • Communication
  • Account
  • Email
“We appreciate all their great follow-through and strong project management skills which help in getting clients Retirement Plan Audits wrapped quickly and efficiently.”
In Business Since 2011
Offers Financing Options
Seattle, WA · 12 mi from Renton
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Gevers Wealth Management - Financial Advisors

Gevers Wealth Management - Financial Advisors

(20)
  • Questions
  • Trust
  • Retirement
“For establishing a will, power of attorney, trust, long term health care plus many others items then referring us to a law firm to draw up all the paperwork was something we could never have completed without their help and advice.”
In Business Since 2005
Issaquah, WA · 8 mi from Renton
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Capital Partners Wealth Management

Capital Partners Wealth Management

(13)
  • Financial Advisor
  • Portfolio
  • Market
“His knowledge, integrity, and passion make him a great resource for anyone looking to better plan for their financial future while taking into consideration the factors in life we cannot control.”
In Business Since 2022
Issaquah, WA · 8 mi from Renton
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The Retirement Solution

The Retirement Solution

(13)
  • Retirement Planning
  • Mind
  • Risk
“We are in our 2nd year with them and very pleases with the rate of returns we have in various "Buckets" and being able to manage our lifestyle and stay within "The Plan".”
Free Initial Consultation
In Business Since 2012
Accepts Cash, Debit
Redmond, WA · 14 mi from Renton
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Data Driven Decisions

Data Driven Decisions

(9)
  • Questions
  • Information
  • Team
“In less than 20 minutes Katy was able to direct me to the relevant sections of the WA State Department of Revenue (DOR) website and advised me on the right number to call and the questions to pose to the DOR staff.”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
Browns Point, WA · 16 mi from Renton
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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.”
In Business Since 2017
Free Initial Consultation
Seattle, WA · 12 mi from Renton
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Stone 8 Wealth Management

Stone 8 Wealth Management

(9)
  • Hands
  • Assets
“From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative.”
In Business Since 2013
Free Initial Consultation
Bellevue, WA · 8 mi from Renton
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Jays Financial Services

Jays Financial Services

(6)
  • Tax
“One of the most helpful services I have dealt with so far, highly recommended.”
In Business Since 2022
Free Initial Consultation
Kent, WA · 6 mi from Renton
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Creative Money

Creative Money

(10)
  • Goals
  • Information
  • Team
“She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadn't even thought of, and she was fantastic at explaining the what and why of every recommendation.”
Seattle, WA · 12 mi from Renton
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Hersman, Serles, Almond

Hersman, Serles, Almond

(6)
  • Accountant
“Whether you are an individual, family, small business or large business owner, they are top of the line when it comes to timeliness and professionalism.”
In Business Since 1989
Accepts All Major Credit Cards
Kirkland, WA · 15 mi from Renton
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Bbjs Financial Advisors

Bbjs Financial Advisors

In Business Since 2004
BBB Accredited
Seattle, WA · 12 mi from Renton
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HomeWealth Management AdvisorsWashingtonRenton, WA

Why these companies made our list

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