Best Financial Advisors in Seattle, Washington

Sound Planning Group is a fiduciary financial planning firm in Kirkland specializing in retirement planning, wealth management, and personalized income strategies for individuals and families. They build customized financial plans to help optimize your future and prepare for a confident retirement through trusted guidance, education, and a relationship-focused approach. Serving the Greater Seattle area, SPG focuses on objective retirement advice and helping clients simplify complex financial decisions.

Kevin J. Pentz CFP and Wealthmark Advisors is an independent financial advisory firm serving the Kitsap County area with comprehensive wealth management and financial planning services. Led by a CFP® professional, the firm works with individuals and families to develop personalized investment strategies, retirement planning, and long-term financial goals. They focus on building lasting client relationships through knowledgeable, fiduciary-based advice.

Avier Wealth Advisors specializes in comprehensive financial planning and wealth management for high-earning tech professionals, particularly Microsoft and Amazon employees. They offer financial planning, tax planning, equity compensation strategy, and cash flow planning with deep expertise in tech-specific benefits like Microsoft's Deferred Compensation Program (DCP), Amazon RSUs, and Mega Backdoor Roth conversions. Their team helps tech industry professionals optimize their compensation packages and investment strategies to achieve long-term financial goals.

Alterra Advisors is a Bellevue-based wealth management firm specializing in retirement planning, investment management, and comprehensive financial guidance for individuals and business owners. The team takes a holistic approach to financial planning, helping clients organize their assets, understand their readiness for retirement, and develop strategies aligned with their long-term goals and legacy aspirations. They address complex financial situations including estate tax planning for Washington residents, required minimum distributions, and personal and business financial scenarios.

TrueWealth Financial Partners is a fee-only fiduciary financial advisor in Bellevue specializing in comprehensive retirement planning. Unlike advisors who focus solely on investments, they cover six key areas: investment planning, tax planning, retirement planning, estate planning, financial positioning, and protection planning. They work with clients to eliminate financial anxiety around retirement through personalized strategies that address Social Security optimization, tax efficiency, healthcare costs, and legacy planning—with no annuities, commissions, or product sales.

Fulcrum Wealth Advisors is an independent, SEC-registered investment firm in Bellevue specializing in comprehensive wealth management for high-net-worth individuals and business owners. They offer retirement planning, investment management, tax optimization, estate planning, and charitable giving strategies, with a fiduciary commitment to act solely in clients' best interests without product commissions. The team brings over 100 years of combined experience in wealth management, tax strategy, and estate planning, serving aspiring retirees, Boeing employees, business owners, corporate executives, and those managing generational or sudden wealth.

Beacon Pointe Advisors is a Seattle-based wealth management firm offering personalized financial planning and investment management to individuals, families, business owners, and ultra-high-net-worth clients. Their team provides comprehensive guidance on retirement planning, estate planning, college savings strategies, and generational wealth building. With advisors like Kimberly Arnesen, Grant Hartvigson, and James Simone, they focus on a client-first approach with long-term relationships and regular portfolio reviews.

Brighton Jones is a Seattle-based wealth management firm founded in 2000, serving high-net-worth individuals, families, and family offices throughout the Pacific Northwest. They specialize in comprehensive financial planning including investment management, tax planning, estate and legacy planning, and executive compensation advisory—with deep expertise serving employees and executives from major companies like Amazon, Boeing, Microsoft, and Starbucks. Beyond wealth management, the firm offers accounting and tax services, and is recognized as one of Washington's largest corporate philanthropists, actively supporting community organizations.

Pinnacle Private Wealth Advisors is an independent financial advisory firm in Bellevue serving high-net-worth individuals and families with comprehensive wealth management, retirement planning, investment strategy, and estate coordination. The firm provides personalized guidance tailored to each client's unique financial goals and life circumstances, combining disciplined investment management with strategic financial planning to help clients build and preserve wealth across generations.

Falcon Wealth Planning is a fee-only, fiduciary wealth management firm serving clients nationwide from their Seattle headquarters. They specialize in comprehensive financial planning, investment management, tax planning, retirement planning, and estate planning, with particular expertise in helping business owners and those approaching retirement. As CFP® certified professionals and a NAPFA-registered firm, they prioritize transparency and personalized strategies tailored to each client's situation rather than selling products.

Pacific Financial Advisors, Inc. is an independent financial advisory firm based in Bellevue serving the Pacific Northwest with comprehensive wealth management and financial planning services. They specialize in helping clients develop personalized investment strategies, retirement planning, and long-term financial goals through a consultative approach focused on individual client needs.

Millennial Wealth, LLC is a fee-only financial planning and investment management firm based in Seattle specializing in tech professionals. Founded on fiduciary principles, they provide comprehensive financial planning, investment portfolio management, and financial education to help clients align their money with their life goals. Their approach combines transparent, rules-based investment strategies with personalized planning software that consolidates all accounts in one place, making financial management accessible and understandable for their clients.

Creative Money LLC is a fee-only financial advisor serving Seattle, Bellevue, and Bellingham with a mission to make financial planning accessible and stress-free. Founded on the principle of "Financial Planning That Doesn't Suck," they provide comprehensive financial planning using an all-advice, zero-product approach, helping clients gain control of their money through personalized strategies aligned with their values and goals. Their team of highly trained professionals specializes in budgeting, investment organization, retirement planning, and behavioral finance coaching.

Laird Norton Wetherby is an independent financial advisory firm based in Seattle serving high-net-worth individuals, families, and business owners. The firm provides comprehensive wealth management, investment management, retirement planning, and estate planning services tailored to complex financial situations. With deep roots in the Pacific Northwest and a fiduciary commitment to clients, they focus on long-term wealth preservation and growth strategies.

Russell Investments is a global investment management and wealth advisory firm serving individual investors, institutional clients, and financial professionals. Based in Seattle, they provide personalized investment advice, retirement planning solutions, and portfolio management services across multiple markets and asset classes. With a presence in offices worldwide, Russell Investments helps clients invest without boundaries through comprehensive wealth management and institutional advisory services.

Ronin Wealth Management is an independent financial advisory firm based in Seattle that provides comprehensive wealth management, investment management, and financial planning services for individuals and families. They focus on personalized strategies tailored to each client's unique financial goals, offering services that span investment management, retirement planning, and comprehensive financial advice. Their independent status means they work in clients' interests without conflicts inherent to commission-based models.

Carlton Wealth Management is a Seattle-based financial advisory firm specializing in comprehensive wealth management for individuals and families. They offer financial planning, retirement planning, investment management, and risk management strategies tailored to each client's unique goals and values. The firm takes a personalized approach, working closely with clients to clarify objectives, identify opportunities, and build thoughtful, thorough financial plans designed to support their long-term vision.

Morgan Stanley Financial Advisors in Seattle provides comprehensive wealth management and financial planning services to individuals and families. Their team of advisors offers investment management, retirement planning, estate planning, and personalized financial strategies tailored to clients' goals. As part of Morgan Stanley, a globally recognized financial institution, they combine institutional resources with local expertise to help clients build and preserve wealth.

Heritage Wealth Advisors is an independent financial advisory firm serving the Seattle area, specializing in comprehensive wealth management, investment planning, and retirement strategies. The team provides personalized financial guidance to help clients build and preserve wealth through tailored investment solutions and strategic financial planning.

Focus Partners Wealth is a personalized wealth management firm serving individuals, business owners, and institutions in Seattle. They offer comprehensive financial services including wealth planning, investment management, retirement planning, tax services, business management, and family office services. As a Barron's-ranked independent advisory firm, they combine personalized wealth advice with a network of specialized professionals to address clients' complete financial picture and life goals.

Baird Private Wealth Management is a financial advisory firm based in downtown Seattle specializing in comprehensive wealth management services for high-net-worth individuals and families. Their Seattle team provides personalized investment management, retirement planning, estate planning coordination, and financial strategy tailored to clients' long-term goals. They combine sophisticated portfolio management with holistic financial planning to help clients navigate complex financial decisions.

DPA Wealth Partners is an independent financial advisory firm based in Seattle serving clients throughout the Pacific Northwest. They provide comprehensive wealth management, investment advisory, and financial planning services tailored to individual and business needs. The firm focuses on delivering personalized guidance to help clients build and preserve long-term wealth.

BBJS Financial Advisors is an independent financial advisory firm based in Seattle's downtown core. They provide personalized financial planning and investment management services to help clients build and preserve wealth. The firm takes a consultative approach to understanding each client's unique financial goals and circumstances.

Capitol Hill Wealth Management is an Ameriprise Private Wealth Advisory Practice based in Seattle, offering comprehensive financial planning and wealth management services to clients seeking personalized investment strategies and financial guidance. The practice leverages Ameriprise's resources and expertise while maintaining a local presence on Capitol Hill to serve the Seattle community. They focus on helping clients build and protect their wealth through customized financial plans and investment management.

Elliott Bay Financial Partners is a Seattle-based financial advisory firm offering comprehensive wealth management, investment planning, and financial consulting services to individuals and families. The firm specializes in helping clients build and preserve wealth through personalized financial strategies tailored to their unique goals and circumstances.

Coldstream is an independently owned RIA (Registered Investment Advisor) in Bellevue serving clients for over 29 years. They offer comprehensive financial services including wealth management, retirement planning, estate management, tax optimization, risk management, and specialized services for high-net-worth individuals and families. As true fiduciaries with no corporate ownership, their advisors are focused solely on clients' interests rather than product sales.

2020 Financial Planning LLC is an independent financial advisory firm based in Seattle that helps individuals and families develop comprehensive financial strategies. They offer personalized planning services focused on building wealth, managing investments, and achieving long-term financial goals. Their client-centered approach emphasizes understanding each person's unique situation to create actionable financial roadmaps.

Ignite Financial Planning is an independent, fee-only wealth management firm founded by CFP® professional Riley Poppy, serving busy families and retirees throughout the Pacific Northwest. They provide comprehensive financial planning, investment management, tax planning, and retirement income strategies while operating under a fiduciary standard to act in clients' best interests. With credentials including Certified Financial Planner, Retirement Income Certified Professional, and Certified Tax Specialist, they combine professional expertise with personalized guidance to help clients achieve their life goals.

Jennifer Theissing is a CFP-certified Private Wealth Advisor at Ameriprise Financial Services in Seattle, specializing in comprehensive financial planning for high-net-worth individuals and families. With credentials including Accredited Wealth Management Advisor (AWMA), Accredited Estate Planner (AEP), and Certified Long-Term Care (CLTC) designations, she offers services spanning investment management, retirement planning, estate planning, tax planning, insurance products, and long-term care planning. Jennifer combines advanced financial expertise with behavioral finance training to help clients make informed decisions aligned with their personal and family goals.

Salmon Bay Wealth Management is an independent financial advisory firm based in Seattle serving individuals and families across the Pacific Northwest. They provide comprehensive wealth management, investment planning, and financial consulting tailored to each client's goals and circumstances. Their personalized approach focuses on building long-term financial strategies rather than one-size-fits-all solutions.

Moss Adams is a CPA firm with a Seattle office specializing in assurance, tax, and consulting services across multiple industries including manufacturing, construction, real estate, technology, not-for-profit, and financial services. They offer comprehensive tax services (state, local, and international), transaction services, internal audit, due diligence, private client services, and consulting in IT, valuations, and litigation support. The firm is recognized as a Best Place to Work and actively supports the Puget Sound community through partnerships with organizations like Seattle Opera, Pacific Northwest Ballet, and United Way.

Badgley Phelps Wealth Managers is a Seattle-based wealth management and investment advisory firm serving individuals, families, corporations, and foundations. Led by Chief Executive Officer Julie Parisio Roy, CFA®, CFP®, the firm combines planning expertise, innovation, and personalized service to help clients balance their financial lives and achieve their long-term goals.

Ascent Private Capital Management, part of U.S. Bank, provides comprehensive wealth management and family office services to high-net-worth individuals and families in the Seattle area. They offer personalized financial planning, investment management, and wealth preservation strategies designed for affluent clients seeking coordinated financial guidance across multiple areas of their financial lives.

RBC Wealth Management's Seattle branch is a full-service investment firm offering comprehensive wealth management services including portfolio management, retirement planning, estate planning, education funding, and company stock option planning. As part of RBC, one of Wall Street's most respected financial institutions, they combine fiscal strength and global resources with personalized advisory services, prioritizing client needs and responsible stewardship of assets.

Empirical Wealth Management is a Seattle-based financial advisory firm providing comprehensive wealth management, investment management, and financial planning services. They serve individual investors and clients seeking personalized guidance on portfolio strategy, retirement planning, and long-term financial goals.