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Sam
- Tax Refund
“My tax declaration here is very good and reputable”
Best Financial Advisors in Seattle, WA
24 firms listed · all 24 in Seattle · 4 open weekends · 14 rated 4.5+
Data verified October 18, 2026
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Better Tomorrow Financial
- Communication
- Sound
- Retirement
“He has gone above and beyond in explaining how best to manage my money for my unique situation, while also getting me set up to make the process as smooth as possible.”
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Leading Retirement Solutions
- Management
- Communication
- 401k
“We appreciate all their great follow-through and strong project management skills which help in getting clients Retirement Plan Audits wrapped quickly and efficiently.”
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Accountability Services
- Name
- Cost
- Goals
“Staff is extremely knowledgeable and efficient I have referred many family members, friends, and colleagues.”
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Millennial Wealth
- 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.”
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Creative Money
- Goals
- Questions
- 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.”
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. 21 of the firms on this page have a rating, from 3.9 to 5.0 across 147 reviews; 14 are rated 4.5 or higher. 4 are open on Saturdays and 3 on Sundays. 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1988. 2 offer payment plans; 3 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; 23 publish a contact page; 19 list a public email and 6 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?
6 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.
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Bbjs Financial Advisors
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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.”
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Foundations Divorce Solutions
- Financial
- Assets
“Caroline never wavered in her belief that this ending was the beginning of my creating a new bigger dream for myself and encouraged me to walk towards a life calling me to be my best self.”
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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
“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”
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Verus
“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.”
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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.”
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Evolve Financial
“Tejinder is providing great customer service…100% recommendation”
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Salmon Bay Wealth Management
“He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork.”
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Brighton Jones
- Security
- Mind
- Wealth
“I trust them with any of my finance-related questions and highly recommend them to anyone looking to have an ethical, client focused firm working on your behalf.”
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Laird Norton Wetherby
“Kari and lee are amazing.”
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Merriman Wealth Management
- Financial
“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.”
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Singer Wealth Management
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Lesa Sroufe & Company
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Truenorth Wealth Advisors
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Trellis Advisors
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Collier Sustainable Wealth Management
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Continuous Scale
- Team
- Company
- Finance
“If you need a reliable, knowledgeable and professional team to take your financials to the next level, I strongly suggest giving Continuous Scale a call.”
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
Why these companies made our list
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