Best Financial Advisors near Shoreline, WA

We have 2 firms in Shoreline on file, and both are on this list, along with 13 from towns including Bellevue (5, 14 mi), Seattle (4, 9 mi) and Kirkland (3, 8 mi).

2 open weekends · 12 rated 4.5+

Data verified November 7, 2026

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Merrill Edge Business Financial Solutions Advisor

Merrill Edge Business Financial Solutions Advisor

5.0 9 reviews
“Merrill Edge Business Financial Solutions Advisor made the loan application process incredibly easy and stress-free.”
Free consultationVirtual consultationsSince 2010Prices online
15401 Westminster Way N
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David Lund Chfc, Ricp, FIC

David Lund Chfc, Ricp, FIC

19524 Ballinger Way NE
i
CEG Life Insurance Services

CEG Life Insurance Services

5.0 99 reviews
“She was very helpful and patient with all our questions--we had plenty of them, but she was able to help us get the information we needed for our situation.”
Since 2009Prices online
Kirkland, WA · 8 mi from Shoreline
i
Alterra Advisors

Alterra Advisors

5.0 58 reviews
“Everyone is very responsive whenever I need to connect and the whole team is on the same page with our investments and strategy.”
Since 2013
Bellevue, WA · 14 mi from Shoreline
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Sound Planning Group

Sound Planning Group

5.0 142 reviews
“I am pleased to say after working with several members of the team Iam very impressed with their level of expertise.”
Since 2006
Kirkland, WA · 8 mi from Shoreline
i
Avier Wealth Advisors

Avier Wealth Advisors

5.0 75 reviews
“They brought me from knowing nothing about savings to understanding how my contributions to myself make a huge difference in retirement.”
Since 2014
Bellevue, WA · 14 mi from Shoreline
i

The 15 firms listed for Shoreline, 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: Shoreline, WA

The 15 firms on this page are rated from 3.8 to 5.0 across 846 reviews; 4 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication" and "patient". 2 are open on Saturdays and 1 on Sundays. 5 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 11 list a public email and 2 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 Shoreline listed here?

2 of the 15 firms are located in Shoreline. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Better Tomorrow Financial

Better Tomorrow Financial

5.0 28 reviews
“Ward's super helpful and has a great breadth and depth of financial knowledge.”
Free consultationServes United States, greater Seattle areaSince 2020
Seattle, WA · 9 mi from Shoreline
i
Fulcrum Wealth Advisors

Fulcrum Wealth Advisors

4.9 29 reviews
“Jim and FWA have always been available to answer questions and provide updates on our well managed portfolio.”
Since 2013Prices online
Bellevue, WA · 14 mi from Shoreline
i
James Russell

James Russell

4.2 7 reviews
“Compared to previous Business Tax consultant companies we had used in the past, Tracy has been by far more readily available to us and extremely knowledgeable about current tax law.”
Serves Pacific NorthwestBBB A+Since 2001
Lynnwood, WA · 5 mi from Shoreline
i
Atkinson Wealth Strategies

Atkinson Wealth Strategies

5.0 5 reviews
“Excellent ability to breakdown complex strategies and provide a simplified description.”
Free phone consultationBBB A+Since 2018
Bellevue, WA · 14 mi from Shoreline
i
Leading Retirement Solutions

Leading Retirement Solutions

4.5 18 reviews
“They make it so easy for us to be compliant with our 401k plan by providing reminders, completing the majority of our submissions for us and their software is very easy to use.”
Since 2011Financing
Seattle, WA · 9 mi from Shoreline
i
Evergreen Gavekal

Evergreen Gavekal

5.0 2 reviews
“Jeff Dicks is honest, clear, will spend as much time as necessary, does not over promise results and listens carefully to what you have to say.”
40+ yearsBBB A+
Bellevue, WA · 14 mi from Shoreline
i
Accountability Services

Accountability Services

4.4 20 reviews
“I would highly recommend their skills and services to any entrepreneur or business that was looking to focus on growth and working on their business.”
Virtual consultationsServes coast to coastSince 2004
Seattle, WA · 9 mi from Shoreline
i
Brighton Jones

Brighton Jones

4.9 30 reviews
“We've been customers for 5+ years and have been very happy with the service and results.”
Since 1999
Seattle, WA · 9 mi from Shoreline
i
Silva Business Solutions

Silva Business Solutions

5.0 2 reviews
“Silva very patiently and thoroughly handled all the tax related business around my sister's estate - including the closing of her small law office - and walked me through what I needed to know and do.”
BBB A+Since 2005
Kirkland, WA · 8 mi from Shoreline
i
HomeWealth Management AdvisorsWashingtonShoreline, WA

Why these companies made our list

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