Best Financial Advisors in Seattle

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
650+
Advisors
4.8/5.0
Average Rating

Seattle Financial Landscape

Seattle's economy is driven by technology, aerospace, and maritime industries. The city is home to major corporations and a growing startup ecosystem.

Major industries
Technology, Aerospace, Maritime
Population
652K (metro: 4.0M)
Median household income
$102,000
Unique needs
Seattle's unique needs include affordable housing, sustainable development, and tech workforce training.
Market Insights
Economic Growth
According to BEA (2023), Seattle's GDP growth is projected at 3.5%, driven by tech and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Seattle is $102,000, reflecting a high cost of living.
Advisor Specializations
Based on BLS (2023), financial advisors in Seattle are increasingly focusing on tech startups and sustainable investments.
Local Considerations
Cost of Living
According to BLS (2024), Seattle's cost of living index is 50% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Seattle's housing market remains competitive, with median home prices around $850,000, indicating strong demand.
Business Environment
According to Fortune (2024), Seattle ranks high for business innovation but faces challenges from regulatory changes and housing shortages.

Top 5 Financial Advisors in Seattle

Ignite Financial Planning, LLC
★ ★ ★ ★ ★ 5
Creative Money LLC
★ ★ ★ ★ ★ 5
2020 Financial Planning LLC
★ ★ ★ ★ ★ 5
BBJS Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Falcon Wealth Planning
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Seattle, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Seattle-Specific Expertise
For Seattle residents working in Technology, Aerospace, Maritime, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Seattle's tech sector is booming but risks overreliance on it. Housing prices are high, indicating potential bubble risks. Prepare for flooding and economic shifts.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Washington locations

Seattle Spokane Tacoma Vancouver Bellevue Kent Everett Renton