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Personalized Advice For Portfolio Size of 100k And Above
Tell Us Your Financial Goals
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Select the Advisor That is Right For You
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Find Top Financial Advisors in Seattle, Washington
Seattle, Washington, where it rains 150 days out of the year, may dampen the Emerald City population's spirits, but that doesn't mean their investment strategy needs to be watered down as well. The right financial advisor could help ensure that one has the best financial plan in place that fits their specific lifestyle. Seattle has a high cost of living that is 49% higher than the national average and, therefore, it may be important for the Seattle residents to seek the help of a fiduciary financial advisor to make the most of their savings and increase the returns from their investments. This may be easier said than done, as there are over 1850 financial advisors available in the Seattle area to choose from. WiserAdvisor may be able help you choose by matching you to 2-3 pre screened advisors to interview and find your best fit. You could also check out the directory below for additional information about the advisors near and around the Seattle, Washington, area.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Seattle, Washington.
How To Find Trusted Financial Advisors in Seattle, Washington
Washington has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Washington have an average of 21 years of experience.
NOTE: The list of vetted financial advisors in Washington mentioned below does 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.
Qualified Financial Advisors in Seattle, Washington
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC203 SE Park Plaza Drive, Park Tower IIVancouver, WA 98684 | Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC32001 32nd Avenue SouthFederal Way, WA 98001 | Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
Fortis Financial GroupCPA, CEPA®, CFP®, CFA®, CFSFortis Financial Group3600 136th Place SE Suite 270Bellevue, WA 98006 | 20 Years | $1,200,000,000 | $500,000 | Fee-Only |
| 22 Years | Not Specified | $500,000 | Fee-Only |
Financial Advisor
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC203 SE Park Plaza Drive, Park Tower IIVancouver, WA 98684
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC32001 32nd Avenue SouthFederal Way, WA 98001
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Fortis Financial GroupCPA, CEPA®, CFP®, CFA®, CFSFortis Financial Group3600 136th Place SE Suite 270Bellevue, WA 98006
Experience20 Years
AUM$1,200,000,000
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
Experience22 Years
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Seattle, Washington
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
20700 44th Ave W.,Suite 500,Lynnwood,WA 98036
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
203 SE Park Plaza Drive, Park Tower II,Suite 115,Vancouver,WA 98684
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
32001 32nd Avenue South,Suite 330,Federal Way,WA 98001
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
10900 NE 8th Street,Suite 1414,Bellevue,WA 98004
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
11400 98th Avenue NE,Suite 301,Kirkland,WA 98033
Phone Number
877-208-7414
VETTED
Fortis Financial Group,CPA, CEPA®, CFP®, CFA®, CFS
Fortis Financial GroupAbout Fortis Financial Group
Fortis Financial Group is a comprehensive wealth management firm dedicated to helping high-net-worth individuals, business owners, and families achieve long-term financial success. Founded with a mission to provide holistic, personalized financial planning, Fortis integrates every aspect of a client's financial life - investments, taxes, estate planning, real estate, risk management and more - into a cohesive strategy tailored to their unique goals.
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
Firm CRD# 172198Series 65, 66
Compensation/Fee
Fee-Only, Based on Assets
Office Location
3600 136th Place SE Suite 270,Bellevue,WA 98006
Phone Number
425-453-5010
VETTED
Matt Ebeling,CFP®
Fort Vancouver Investment Management, LLCAbout Matt Ebeling
Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S.
Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor.
On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.
Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor.
On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.
About Fort Vancouver Investment Management, LLC
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours.
Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1601 Officers Row,Vancouver,WA 98661
Phone Number
360-823-0477
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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