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
David Lund Chfc, Ricp, FIC
CEG Life Insurance Services
Alterra Advisors
Sound Planning Group
Avier Wealth Advisors
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.