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.

Millennial Wealth

Millennial Wealth

(4)
“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.”
Free Initial Consultation
In Business Since 2017
3518 Fremont Ave N #443, Seattle, WA
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Scott & Nelson, Cpa's

Scott & Nelson, Cpa's

(5)
“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.”
Transparent Fees & Pricing
PLLC, PLLC, PLLC, PLLC Certified
In Business Since 2017
Serving Seattle Area
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Creditceo

Creditceo

(28)
  • 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.”
Emergency Services
Licensed, BBB Accredited
In Business Since 2015
Free Initial Consultation
701 5th Ave #4200, Seattle, WA
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Francis & Company

Francis & Company

(9)
Audits - Reviews - Compilations, Elder Care, Why Quickbooks?
“Went to a seminar by Francis company.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1985
Transparent Fees & Pricing
200 W Mercer St Ste 208, Seattle, WA
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SAM Income TAX

SAM Income TAX

(3)
Insurance Solutions, Business Accounting Solutions, Investment Strategies
“"Fast service"”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2003
1400 S Jackson St #3, Seattle, WA
i
Best of 2023

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
Better Tomorrow Financial

Better Tomorrow Financial

(16)
  • 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.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
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Millward Accounting & Bookkeeping

Millward Accounting & Bookkeeping

(8)
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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
Remote Consultations Available
5608 17th Ave NW Ste 1285, Seattle, WA
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Seattle Tax Group

Seattle Tax Group

(4)
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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2020
12537 15th Ave NE Suite 105, Seattle, WA
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Leading Retirement Solutions

Leading Retirement Solutions

(10)
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.”
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
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Andersen Tax

Andersen Tax

(1)
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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1988
1200 5th Ave #1600, Seattle, WA
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Trumbauer Kathleen L CPA

Trumbauer Kathleen L CPA

(3)
Tax Preparation, Payroll Tax Problems, Financial Statements
“She's a very detailed CPA!”
Transparent Fees & Pricing
In Business Since 2004
927 N Northlake Way # 125, Seattle, WA
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Foster Financial Services

Foster Financial Services

(16)
  • 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.”
Remote Consultations Available
30+ Years Experience
Serving Seattle Area
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Fidelity Accounting & Tax Services

Fidelity Accounting & Tax Services

(1)
“Owner Dianna take care our tax 。After done he mentioned he is going to business trip soon ,Dianna gave him (N95 ) mask to him .”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2000
2519 15th Ave S, Seattle, WA
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Kevin J. Pentz CFP and Wealthmark Advisors

Kevin J. Pentz CFP and Wealthmark Advisors

(29)
  • 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.”
In Business Since 2021
Serving Seattle Area
i
Smith & Just

Smith & Just

(1)
“Very professional and great team to work with.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1998
401 2nd Ave S #505, Seattle, WA
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Foundations Divorce Solutions

Foundations Divorce Solutions

(3)
Collaborative, Mediation, Divorce Financial Planning
“We both came to the table with strong opinions about what we wanted from our settlement.”
In Business Since 2020
1424 11th Ave Suite 400, Seattle, WA
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Housing Finance Commission

Housing Finance Commission

(3)
“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.”
Transparent Fees & Pricing
In Business Since 1998
1000 2nd Ave #2700, Seattle, WA
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Carlton & Company Financial

Carlton & Company Financial

(1)
Retirement Planning, Financial Planning, Risk Management & Insurance
“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”
In Business Since 2012
2107 Elliott Ave Suite 305, Seattle, WA
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Logic20/20

Logic20/20

(5)
“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.”
In Business Since 2005
1501 1st Ave S #310, Seattle, WA
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Verus

Verus

(1)
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.”
In Business Since 1990
800 5th Ave #3900, Seattle, WA
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Retirement Planning and Investment Management Services in Seattle, WA Cost Estimates

Minimum cost
$1245
Maximum cost
$10579
National Average
$3734
Avg Per Hour Rates
$374
$2489
$6845
Typical price range is based on 516 cost profiles
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Average Cost $3734
Minimum cost $1245
Maximum cost $10579
Avg Per Hour Rates $374

Typical range $2489 to $6845 is based on 516 cost profiles.

Why these companies made our list

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