Better Tomorrow Financial
“He has gone step by step with us through our financials and gave us the knowledge, steps to take and ultimately the confidence that we are on the right track to achieving the financial future that we want.”
Best Financial Advisors in Seattle, WA
24 firms listed · all 24 in Seattle · 2 open weekends · 14 rated 4.5+
Data verified November 7, 2026
Leading Retirement Solutions
“I have worked with various representatives from Leading Retirement Solutions over the past 8 years and found everyone to be highly knowledgeable and very helpful.”
Accountability Services
“We've been clients of Accountability Services for a number of years and have relied on them for individual and business (sole proprietor LLC) tax advice and preparation.”
Brighton Jones
“I highly recommend Brighton Jones to any individual, couple or family that wants a true financial partner, not just an advisor.”
Book onlineBook
Bbjs Financial Advisors
Andersen
“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.”
The 24 firms listed for Seattle, 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: Seattle, WA
All 24 firms we list here are in Seattle itself. We have 67 firms in Seattle on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 3.8 to 5.0 across 178 reviews; 14 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), investment management (2) and wealth management (2). 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1988. 1 offers payment plans; 2 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; 22 publish a contact page; 15 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Seattle take financial planning bookings online?
5 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.
Foundations Divorce Solutions
“Navigating my divorce was one of the most challenging experiences of my life, but having Caroline as my financial consultant turned out to be the most valuable support I could have asked for.”
Creative Money
“During our strategy session, she walked us through how our retirement will look and gave us really helpful action items that'll help us reach our short term goals.”
Housing Finance Commission
“Received detailed and helpful explanation of the State Income Controlled Rent Housing Program from both Allie and Sarah which was invaluable since the Leasing Agent at the property told me it was a HUD program!”
Northern Lights Advisors
“This is a most trusted company and they have been managing my portfolios for more ten years plus.”
Laird Norton Wetherby
“We had the pleasure of working with Debra Smiley at Laird Norton Wetherby on a mutual client engagement, and we cannot speak highly enough of her professionalism and dedication.”
Ignite Financial Planning
“I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds.”
Evolve Financial
“Tejinder is providing great customer service…100% recommendation”
Lesa Sroufe & Company
Trellis Advisors
Truenorth Wealth Advisors
Singer Wealth Management
Focus Partners
“I came upon a blog article and reached out to go deeper into the technical aspects of taxes, and Scott took the time to delve into complex tax topics and answer my questions.”
Collier Sustainable Wealth Management
Continuous Scale
“The real magic is the insights and strategic thinking across operations, finance, GTM design and systems that was essential in increasing the velocity of the turn-around and doing so without it becoming a reboot, with the associated revenue "J" curve that would have really hurt the business”
DPA Wealth Partners
“He actually cares about me and what I want, and I don't feel pushed to buy something that I don't want or need.”
Adams Financial Concepts
Evergreen Wealth Management
Opus 111 Group
Why these companies made our list
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