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Find Best Financial Advisors in Washington

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A densely populated state like Washington has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Washington and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Washington
Last Updated - 29-Jun-2022

Washington has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1569 non-vetted advisors in your local area. These financial advisors in Washington have an average of 19 years of experience.

NOTE: The list of financial advisors in Washington mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Washington.

List of Qualified Financial Advisors in Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
Craig Brown
CRPC®
MULTIGEN WEALTH SERVICES, INC. (LPL FINANCIAL)
113 W Chestnut Street,
Bellingham, WA 98225
22 100 Million 250,000 Fee-Only
Daniel Wiersma
AIF®
HARBOR WEALTH MANAGEMENT / LPL FINANCIAL
5801 Soundview Drive #250,
Gig Harbor, WA 98335
30 $40,000,000 250000 Fee-Based
Jim Falcone
CFP®, AIF®, Accredited Investment Fiduciary® (AIF)
FULCRUM WEALTH ADVISORS, LLC
10940 NE 33rd Place,
Suite #210,
Bellevue, WA 98004
25 Not Specified $250,000 Fee-Based
Kevin Pentz
CFP®
WEALTHMARK ADVISORS
2819 NW Kitsap Place,
Suite 201,
Silverdale, WA 98383
9 Not Specified $100,000 Fee-Based
Bret Butcher
CFP®
ALLWORTH FINANCIAL
9706 4th Avenue NE Suite 315,
Seattle, WA 98115
Not Disclosed Not Specified Not Specified Fee-Based
Michael Oldenburg
EDELMAN FINANCIAL ENGINES, LLC
2505 S. 320th Street, Suite 220,
Federal Way, WA 98003
23 Not Specified Not Specified Fee-Based
William Cartee
EDELMAN FINANCIAL ENGINES, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based
S. R. Schill & Associates Financial Planners & Advisors
S. R. SCHILL & ASSOCIATES FINANCIAL PLANNERS & ADVISORS
2448 76th Ave SE, Suite 107,
Mercer Island, WA 98040
Not Disclosed $260,000,000 Not Specified Fee-Only

Information on Qualified Financial Advisors in Washington

Qualifications CRD# 4157722
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 113 W Chestnut Street,
Bellingham,
WA
98225
Phone Number 360-392-2882

Craig and his wife Jill married in 1999, they have two daughters Hannah (2003), Faith (2011) and Son Ethan (2012) they are proud to be raising them in Washington. Outside of work and family, Craig has been involved with Rugby for over 30 years as an Athlete, Coach and Leader at the Local, Regional and National level with USA Rugby as a National Team Manager for 7 years and has served on many local, regional and national boards or committees for various organizations.

About MultiGen Wealth Services, Inc. (LPL Financial)

Independent Financial Services firm utilizing LPL Financial as its Broker/Dealer. Attention to detail with focused skill set on Financial Planning, Investment Management and Insurance. A complete detailed structure around services and the annual client experience in working with us.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2126442
Firm CRD# 2126442
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly


Office Location 5801 Soundview Drive #250,
Gig Harbor,
WA
98335
Phone Number 253-858-6004

Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them. Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals. Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers. Dan holds the following Registrations and Licenses through LPL Financial: FINRA Series 6,7,63,65 Insurance License State of WA, CA AIF Designation - Accredited Investment Fiduciary

About Harbor Wealth Management / LPL Financial

At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2536341
Firm CRD# 13572
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 10940 NE 33rd Place,
Suite #210,
Bellevue,
WA
98004
Phone Number 425-250-6280

Our Mission is to help protect, preserve and grow family wealth as it pertains to our client's individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our client's wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting-edge investment strategy, modern portfolio theory, and non-traditional systems modeling into a complete plan.

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications CRD# 5570151
Firm CRD# 8032
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 2819 NW Kitsap Place,
Suite 201,
Silverdale,
WA
98383
Phone Number 360-516-2400

Kevin has always been driven by a desire to make a lasting impact in people's lives. Kevin is a Washington State native. He has always had a passion to help people and a knack for finance and investing. Growing up in a family that owned a local small business, Kevin was exposed from a young age to the work ethic and discipline it took to build wealth from the ground up. He paid his way through college by working as a commercial fisherman in Bristol Bay, Alaska, for seven consecutive summers beginning at age 14. And although he has always had a strong drive and work ethic, he is most passionate about helping people. Throughout college and the years following, he spent his time working in a full-time non-profit position where he worked with youth and young adults of both Whatcom and Kitsap counties. Through this nonprofit work, he developed one of his deepest guiding philosophies; the idea that the most important things in life are "caught not taught." That is why he is so passionate about coming alongside and guiding his clients to help them strategize, develop, and implement plans to accomplish their financial goals. After high school, Kevin went on as a student-athlete in track and field to earn an undergraduate degree in finance from Western Washington University. Shortly after that, he went on to earn his FINRA Series 7 - General Securities Representative License and his Series 66 - Uniform Combined State Law Examination. These qualify him to work as an Investment Advisor Representative in fee-based relationships. Additionally, Kevin went on to earn his CERTIFIED FINANCIAL PLANNERTM certification, enabling him to provide an even more robust level of knowledge and service to his clients. Kevin Pentz is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Kevin Pentz is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Kevin Pentz is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Kevin Pentz is required to act in a fiduciary capacity.

More information is available in Commonwealth's Form CRS.

About Wealthmark Advisors

We believe it's all about you. Your money should work hard to create a future for what matters most to you. That's why our advisors specialize in understanding the wealth-building options specific to your profession. We offer you personalized solutions so you can stop worrying about your future and instead, let us help you build it.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5257622
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 9706 4th Avenue NE Suite 315,
Seattle,
WA
98115
Phone Number 888-242-6766

Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 3013655
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2505 S. 320th Street, Suite 220,
Federal Way,
WA
98003
Phone Number 425-386-8433

I have worked in domestic and international financial markets, which included around 10 years in Tokyo, Japan. I have always believed in the importance of having a financial game plan. So together, my clients and I work in partnership to establish, monitor and adjust their financial game plan as they pursue their financial goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA
98683
Phone Number 425-247-2970

I am a financial professional with experience in financial planning, internal consulting, financial technology, and equity and capital market research.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 105864
Series 7, 63, 65

Compensation/Fee Fee-Only


Office Location 2448 76th Ave SE, Suite 107,
Mercer Island,
WA
98040
Phone Number 206-275-2700

About S. R. Schill & Associates Financial Planners & Advisors

S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.

Advisory Services Provided:

Portfolio Management, Financial Advice & Consulting


Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Parametric Portfolio Associates
800 Fifth Avenue , Suite 2800,
Seattle, WA 98104
$428,918,167,506 114998 A percentage of AUM
Fixed fees
Performance Based
Bentallgreenoak (U.S.) Limited Partnership
1201 Third Avenue , Suite 3000,
Seattle, WA 98101
$20,712,000,000 16 A percentage of AUM
Performance Based
Rainier Investment Management Llc
600 University Street , Suite 2412,
Seattle, WA 98101
$856,310,488 6 A percentage of AUM
Synergy Asset Management, Llc
13231 Se 36th Street , Suite 215,
Bellevue, WA 98006
$488,586,218 2160 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
First Washington Corporation
2001 6th Ave , Ste 3400,
Seattle, WA 98121
$354,254,778 35 A percentage of AUM
Snider Financial Group
12505 Bel-Red Road , Suite 200,
Bellevue, WA 98005
$329,435,663 870 A percentage of AUM
Hourly charges
Fixed fees
Bac Capital Advisors Llc
601 Union St. , Suite 1450,
Seattle, WA 98101
$288,258,279 43 A percentage of AUM
Fixed fees
Palouse Capital Management, Inc.
2026 N Washington St,
Spokane, WA 99205
$264,363,444 497 A percentage of AUM
Fixed fees
Sander Capital Advisors, Inc.
4105 E. Madison St. , Suite 300,
Seattle, WA 98112
$250,000,000 15 A percentage of AUM
Wealth Asset Managers
9718 N Morton Ct,
Spokane, WA 99218
$215,109,200 1989 A percentage of AUM
Olson Investment Advisors, Llc
520 Pike Street , Suite 2225,
Seattle, WA 98101-4093
$150,107,006 356 A percentage of AUM
Newground Social Investment
111 Queen Anne Ave N, Suite 500,
Seattle, WA 98109
$128,000,000 150 A percentage of AUM
Hourly charges
Other (SET-UP FEE)
Johnson & Shute Investment Advisors, Inc.
11130 Ne 33rd Pl , Suite 102,
Bellevue, WA 98004-1466
$115,174,333 80 A percentage of AUM
Martin Nelson & Co., Inc.
1500 Westlake Ave North #200,
Seattle, WA 98109-3031
$108,000,000 155 A percentage of AUM
Leader Capital Corp.
315 W. Mill Plain Blvd. , Suite 204,
Vancouver, WA 98660
$59,119,967 2 A percentage of AUM

    List of Additional Advisors in Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Blackwell Financial Services
    Inquire with Blackwell
    7307 N Division St, Ste 305, Spokane, WA  99208 509-359-9788
    Amy M Waller
    Inquire with Amy
    3909 Castlevale Rd, Ste 100, Yakima, WA  98902 509-454-2313
    Brian Swearingen
    Inquire with Brian
    8202 W Quinault Ave, Suite A, Kennewick, WA  99336 509-735-0179
    Brian McCann
    Inquire with Brian
    717 W Sprague Ave, Suite 500, Spokane, WA  99201 509-325-8228
    Brian P Sullivan
    Inquire with Brian
    4000 Carillon Point, Ste 600, Kirkland, WA  98033 425-455-8061
    Amy Y Allen
    Inquire with Amy
    601 Union Street, Suite 5200, Seattle, WA  98101 206-344-3514
    Atkinson Wealth Strategies
    Inquire with Atkinson
    11900 NE 1st Street, Suite 300, Bellevue, WA  98005 425-747-1464
    Ashlie Marie Johnson
    Inquire with Ashlie
    717 W Sprague Ave, Suite 500, Spokane, WA  99201 509-325-8204
    Bruce B. Trang
    Inquire with Bruce
    1701 SE Columbia River Dr Ste120, Vancouver, WA  98661 360-992-7981
    Aaron Smith
    Inquire with Aaron
    126 Wells Ave S, Renton, WA  98057 425-228-1000
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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