Best Financial Advisors in Seattle, WA
Handpicked from 273 vetted & reviewed Financial Planning & Wealth Management firms in the Seattle area, explore the top 5 leading options among the selected group of 20 finalists.
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“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.”
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Scott & Nelson, Cpa's
“Parking in their new location is great, and the office space is welcoming and highly professional without that corporate stuffy feel of a corporate place.”
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Creditceo
- Questions
- Loan
- Credit Score
“I can not thank Jesse and his company enough for his hard work, honesty and forthright manner or for his willingness to just be a real person who was concerned about me as a real person.”
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Francis & Company
Audits - Reviews - Compilations, Elder Care, Why Quickbooks?
“Went to a seminar by Francis company.”
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SAM Income TAX
Insurance Solutions, Business Accounting Solutions, Investment Strategies
“"Fast service"”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Better Tomorrow Financial
- Investments
- Retirement
“Ward's guidance and advice was incredibly invaluable -- I can't express enough how much he went out of his way to discuss so many nuanced financial questions with me.”
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Millward Accounting & Bookkeeping
Industries, Services For Quickbooks, Business Services
“I have been with Millward Accounting for the last three years, and find them very knowledgeable, professional and affordable and have no problem recommending them.”
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Seattle Tax Group
Tax Services, Business Services, 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.”
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Leading Retirement Solutions
Plan Termination, Record Keeping, Plan Administration
“From the start it was a different experience, more personable, talking a higher level and the willingness and ability to walk me through some of the issues involved.”
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Andersen Tax
Individuals & Families With International Wealth, Accounting & Reporting For Income Taxes, Forensic Services
“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.”
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Trumbauer Kathleen L CPA
Tax Preparation, Payroll Tax Problems, Financial Statements
“She's a very detailed CPA!”
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Foster Financial Services
- Family
- Questions
- Options
“The Foster's have helped us with our investments over the years, the best advise they gave us was to just start putting money away you will thank us when your 65.”
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Fidelity Accounting & Tax Services
“Owner Dianna take care our tax 。After done he mentioned he is going to business trip soon ,Dianna gave him (N95 ) mask to him .”
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Kevin J. Pentz CFP and Wealthmark Advisors
- Questions
- Retirement
- Investments
“Money conversations can often feel scary and awkward, but this team makes one feel financially confident and comprehensively prepared for whatever lies ahead.”
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Smith & Just
“Very professional and great team to work with.”
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Foundations Divorce Solutions
Collaborative, Mediation, Divorce Financial Planning
“We both came to the table with strong opinions about what we wanted from our settlement.”
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Housing Finance Commission
“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.”
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Carlton & Company Financial
Retirement Planning, Financial Planning, Risk Management & Insurance
“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”
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Logic20/20
“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.”
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Verus
Is Painless Diversification Back?, Investment Managers, Outsourced CIO (Ocio)
“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.”
Retirement Planning and Investment Management Services in Seattle, WA Cost Estimates
Why these companies made our list
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