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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 Seattle is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Seattle & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Seattle?

Looking for a qualified financial advisor in Seattle? We can help you by narrowing down your options & listing the best financial advisors in Seattle as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Seattle near you with the list of certified and vetted Seattle financial advisors.

List of Qualified Financial Advisors in Seattle, Washington

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Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle, WA 98104
(253) 7337131

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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103
(206) 2289671

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Maria Hare

Creative Planning

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Sammamish, WA 98117
(425) 9413457

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004
(877) 4000260

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004
(425) 2472961

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue, WA 98005
(425) 5982919

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Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP

Synergy Financial Management, LLC

13231 SE 36th St
Suite 215

Bellevue, WA 98006
(206) 2289671

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Pete Moormeier

Creative Planning

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Kirkland, WA 98034
(425) 3653611

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Peter Boyack

Creative Planning

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Sammamish, WA 98074
(425) 4175777

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Carlos Lopez

Creative Planning

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Sammamish, WA 98075
(425) 2476474

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Cathie Arthurs

Edelman Financial Engines, LLC

20700 44th Ave. W
Suite 240

Lynnwood, WA 98036
(425) 2472964

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Anya Berezow

Creative Planning

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Sammamish, WA 98072
(253) 5140291

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Nick Bedlan

Creative Planning

---

Tacoma, WA 98332
(253) 4958802

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003
(253) 7337131

List of Additional Financial Advisors in Seattle, Washington*

* Additional advisor listing is provided in partnership with Yext

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Albert Israel - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265330

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Amy Y Allen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443514

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Amanda Wilson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443533

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Alissa B Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442428

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Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2066170611

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
4257771316

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Bareq A. Peshtaz - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063445024

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644068

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Brian D Chase - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432766

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Alyssa Drew - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443530

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Brigid Stackpool - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442488

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Brian R Acarregui - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432924

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Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644542

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Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195258

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Brian C Oliger - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284408

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Andrea Singleton - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2062850260

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Stanley Tse - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2062850812

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Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2065282601

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Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265312

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Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265309

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David Woosley - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
2063242707

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Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644126

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Kirsten Kinnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442407

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Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
2065506232

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
2063898000

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Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284400

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Scott Rethke - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265321

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John Bender - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265351

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David Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2069069835

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Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265344

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Jason DeMarre

1601 5th Ave.
Suite 1100

Seattle, WA 98101
4254952936

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Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442474

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Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443529

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NOW CFO

600 First Ave.
#244

Seattle, WA 98104
8778840232

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Kevin Forrest - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288871

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Frances Williams - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644554

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284428

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Susan D Donnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443555

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Burton Douglass Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644103

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Michael J Garbooshian - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063462847

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Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443541

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Doug A. Webb - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284867

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
2065172342

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644144

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The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284888

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Jeanette Stofleth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2065832823

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Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644087

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Roger E Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244141

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Luke Tracy - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644086

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Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284448

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Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644092

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Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288878

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Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432775

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The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284875

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Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644161

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Steven M Knudsen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288862

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2064644124

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John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443589

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Nicholas Paget - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432787

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James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244163

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Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284852

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Dana Elwell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288870

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644081

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Seattle's Mortgage Broker - Joe Tafolla

506 2nd Ave
Suite 1400

Seattle, WA 98104
2062510818

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Nick McCarty - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443517

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Michael Johnson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432784

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David D. Powell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443522

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Sam Coleman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063448054

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Tracey Suzanne Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288865

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Matthew F Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432770

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Rod Greenshields - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063445027

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Miryam Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644128

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284410

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Timothy W Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443509

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David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442471

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Michael Vint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284427

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Tony Delateur - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644018

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284444

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Jack Almo - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442435

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Sarem Mukhtar - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432902

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Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644032

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432769

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Stephanie Dallas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644084

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288874

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244144

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James Stevens - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284875

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Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644124

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Michael B Healey - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284415

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Steven Hoke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442410

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Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2063361626

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Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244163

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Russell Schmidtke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284877

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The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644126

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G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284855

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Regan M. Mueller - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442449

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Robert Lipman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442438

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James Patterson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443542

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James R. Carney - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442453

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Todd E. Bonime - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432930

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644026

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Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442460

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Jordan Tonani - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284861

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Jerry C Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288863

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Patrick B Shook - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244145

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Marc Warren W Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432947

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Kathleen Cummins - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442422

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C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2062080593

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Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443507

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442461

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Risha M. Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644020

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Ken Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644193

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Ronald C Mulberg - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288872

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Matthew S. Harsch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244140

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Sue Hou - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244153

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The Cummins Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442422

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Todd Smith - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443583

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Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284681

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Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432908

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Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2062850813

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Allstate Personal Financial Representative: Johnny Lo

11613 Rainier Ave S

Seattle, WA 98178
2067720045

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Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195254

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Spencer O'Brien - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432788

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Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
2065246994

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
8558015445

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432936

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Brian Silkworth - Ameriprise Financial Services, LLC

1080 W Ewing Pl
Ste 200

Seattle, WA 98119
2062855489

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Jennifer Theissing - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265320

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Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265364

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Greg Rupert - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2065282613

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Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
2069265347

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Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195255

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Allstate Personal Financial Representative: Michael Segall

3430 NE 45th St
Ste 102

Seattle, WA 98105
2066508548

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Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265355

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Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2062817250

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Heather C Leach - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195254

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Tiffany Shifflette - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432780

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
2069324247

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Austin Collins - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265332

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Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
2063156256

* Additional advisor listing is provided in partnership with Yext

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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