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Find The Best Financial Advisors in Lynnwood, Washington

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lynnwood is a tedious task to do. give you extensive options to compare best advisors in Lynnwood & pick the one as per your needs

How To Find The Best Financial Advisors in Lynnwood, Washington

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Lynnwood, Washington, is a useful resource. We've compiled a list of the 4 vetted financial advisors and 7 non-vetted financial advisors in Lynnwood, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lynnwood, Washington have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lynnwood, Washington


Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115



John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle, WA 98121



Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue, WA 98005



Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004


Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
3500 188th Street Sw, Suite #445 Lynnwood, WA 98037
116511 $342,000,000 910 A percentage of AUM, Hourly charges
3500 188th St Sw, Suite 102 Lynnwood, WA 98037-4757
116958 $328,788,543 1527 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
19020 33rd Avenue W, Suite 390 Lynnwood, WA 98036
306208 $261,464,606 979 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Washington

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Edward Jones
Inquire with Edward
16108 Ash Way, Suite 112 Lynnwood, WA 98087 425-743-2317
Edward Jones
Inquire with Edward
13624 Highway 99, Suite D10 Lynnwood, WA 98087 425-743-7986
Edward Jones
Inquire with Edward
16108 Ash Way, Suite 112 Lynnwood, WA 98087 425-743-2317
Edward Jones
Inquire with Edward
3405 188th St SW, #101 Lynnwood, WA 98037 425-775-0305
Edward Jones
Inquire with Edward
19707 44th Ave W, Ste 105 Lynnwood, WA 98036 425-775-2761
Edward Jones
Inquire with Edward
19707 44th Ave West, Suite 102 Lynnwood, WA 98036 425-361-7007
Edward Jones
Inquire with Edward
5105 200th St SW, Suite 100 Lynnwood, WA 98036 425-678-6972

Select other cities around Washington to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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