Top Rated Financial Advisors in Seattle, Washington

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Seattle, Washington is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Seattle, Washington with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Seattle, Washington near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Seattle, Washington area.

Seattle, WA

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

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Additional Information:

Fee Structure


• Fee-Based

Financial Services Provided:


• Retirement Planning
• Tax Advice and Services
• Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Michael Oldenburg

Edelman Financial Engines, LLC

Michael Oldenburg, a financial fiduciary, provides financial services to clients in the Bellevue, Washington area. Michael has over 26 years of experience.

Bellevue, WA

Telephone Advisor

Telephone: 425-386-8433

Visit Advisor Website

https://www.edelmanfinancialengines.com/

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Additional Information:

Years of Experience:
26 Years

Snider Financial Group

RICP^®, CRPC^®, ChSNC, ChFC, ABFP,, APMA^®, CDFA^®

Snider Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Bellevue, Washington area.

Bellevue, WA

Telephone Advisor

Telephone: 425-453-7080

Visit Advisor Website

https://www.sniderfinancialgroup.com/

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Additional Information:

Years of Experience:
25 Years

Fee Structure


• Fee-Only
• Based on Assets

Asset Requirement: $200,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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A.J. Frega

Edelman Financial Engines, LLC

CRPC^®

A.J. Frega, a financial fiduciary, provides financial services to clients in the Lynnwood, Washington area. A.J. holds a CRPC^® certification. A.J. has over 13 years of experience.

Lynnwood, WA

Telephone Advisor

Telephone: 425-780-7959

Visit Advisor Website

https://www.edelmanfinancialengines.com/

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Additional Information:

Years of Experience:
13 Years

John Carty Jr.

Edelman Financial Engines, LLC

CRPC^™

John Carty Jr., a financial fiduciary, provides financial services to clients in the Federal Way, Washington area. John holds a CRPC^™ certification. John has over 8 years of experience.

Federal Way, WA

Telephone Advisor

Telephone: 425-451-0497

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Years of Experience:
8 Years