Best Financial Advisors near Woodinville, WA
We have 2 firms in Woodinville on file, and both are on this list, along with 13 from towns including Bellevue (5, 11 mi), Kirkland (3, 5 mi) and Lynnwood (2, 9 mi).
2 open weekends · 13 rated 4.5+
Data verified October 15, 2026
Tami R. Mrozek CPA
CEG Life Insurance Services
“Daniel was very patient with me and provided a balanced opinion on the various options available.”
Sound Planning Group
“Sound Planning takes the time to educate me on these details within my account and brings me the confidence to override my anxiety and fear in financial matters.”
Alterra Advisors
“At first our retirement planning and management of investments seemed like a daunting task, but they have managed to no not only ease this processes for us, they have educated us along the way.”
Moser Wealth Advisors
The 15 firms listed for Woodinville, 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: Woodinville, WA
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 350 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (86%) and value (72%). 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 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 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 15 of the firms on this page; 13 publish a contact page; all 15 list a public email and 3 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 Woodinville listed here?
2 of the 15 firms are located in Woodinville. 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.
James Russell
“I've known Tracy Moshinsky at James Russell CPA firm for several months now and have referred many clients to her simply because I know I can trust her and that my clients will be in good hands (and ALL of them have come back to me with rave reviews of her work!”
Better Tomorrow Financial
“Ward is very knowledgeable, diligent and always willing to spend time to answer questions.”
Evergreen Gavekal
Gale E Smith CPA
“Been using Gale & Co for the past few years now & they've been MORE than helpful.”
Silva Business Solutions
“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.”
Accountability Services
“They truly care and are diligent of not only doing everything neatly and correct, but the individual business is not overlooked.”
The Retirement Solution
“Jim Black and his team have provided exceptional service to me and my family for many years.”
Stone 8 Wealth Management
“When my parent passed away 6 years ago, he took us under his wing and helped us navigate through the financial red tape to transfer, consolidate and protect and preserve our assets.”
Sparks Financial Services
“We are constantly “in the loop” and meet at least once a year to review investment strategies, but we have the opportunity to meet as often as we'd like.”
Why these companies made our list
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