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Selecting the right financial advisor is an essential step in reaching your financial goals. Whether you’re preparing for retirement, expanding your investments, or managing business finances, Seattle provides a wide variety of advisory firms to meet different needs. To simplify your search, we’ve put together a list of 10 highly regarded financial advisors in Seattle, recognized for their expertise, tailored strategies, and excellent reputations.
BBJS Financial Advisors LLC
BBJS Advisors is a financial consulting firm specializing in providing strategic advisory services to businesses and investors. The platform offers expertise in areas such as mergers and acquisitions, capital raising, and business development, helping clients achieve growth and success through tailored solutions and actionable insights.
Website: http://www.bbjsadvisors.com/
Phone: 12066824840
Email: cosborne@bbjsllp.com
Address: 1501 4th Ave #2880 Seattle WA 98101
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers, established over 50 years ago, is a Seattle-based wealth management firm serving high-net-worth individuals, families, corporations, and foundations nationwide. They offer personalized financial planning, investment management, and risk management services, emphasizing a holistic approach tailored to each client’s unique goals. In 2021, Badgley Phelps joined Focus Financial Partners, enhancing their resources while maintaining their commitment to individualized service.
Website: http://www.badgley.com/
Phone: 12066236172
Email: info@badgley.com
Address: 1420 5th Ave Seattle WA 98101
Advisory Services
ASI Wealth Management & Consulting Services, based in Bend, Oregon, is a prominent financial advisory firm managing approximately $1.7 billion in assets for over 400 clients. Established in 1998 by Randy Miller, the firm offers personalized wealth management and consulting services to individuals, families, and organizations. In 2024, ASI joined forces with OneDigital, enhancing its resources and client offerings.
Website: https://asiwealthmanagement.com/
Phone: 15416170898
Email: info@asiwealthmanagement.com
Address: 1700 7th Ave Seattle WA 98101
A Michael Adams
Adams Financial Concepts (AFC) is a Seattle-based registered investment advisory firm focused on long-term wealth building through personalized portfolios. Led by Mike Adams, AFC operates as a 3(38) fiduciary, managing around $60.4 million in assets.
Website: http://www.adamsfinancialconcepts.com/
Phone: 12062511616
Email: croth@adamsfinancialconcepts.com
Address: 1001 4th Ave #4330 Seattle WA 98154
2020 Financial Planning LLC
2020 Financial Planning LLC is a Seattle-based, fee-only financial planning firm founded in 2010 by Certified Financial Planner™ Stacy Ployhar. The firm specializes in helping working professionals and near-retirees achieve financial freedom through tailored, comprehensive financial plans. As a fee-only firm, 2020 Financial Planning LLC receives compensation exclusively from clients, ensuring objective and unbiased advice.
Website: https://www.2020financialplanningllc.com/
Phone: 10202017007
Email: stacy@2020financialplanningllc.com
Address: th Ave Seattle WA 98101
William C Larson Financial Advisor
Larson Financial Group specializes in financial services for physicians and high-income professionals. Their expertise includes practice financing, asset protection, and retirement planning solutions. Medical professionals benefit from strategies addressing both personal wealth and practice management.
Website: https://www.larson-financialgroup.com/
Phone: 12062466110
Email: samuel@larson-financialgroup.com
Address: 4025 Delridge Way SW Seattle WA 98106
Vinoble Group
Vinoble Group – Based in Seattle, Washington, Vinoble Group delivers comprehensive financial advisory and investment strategies to help clients navigate complex financial landscapes. Learn more at vinoblegroup.com.
Website: http://www.vinoblegroup.com/
Phone: 12063176822
Email: amandap@vinoblegroup.com
Address: 1215 4th Ave #935 Seattle WA 98101
Vertical Strategies
Vertical Strategies – A Seattle-based firm, Vertical Strategies specializes in strategic financial planning and investment management for individuals and businesses. Learn more at v-strategies.com.
Website: http://www.v-strategies.com
Phone: 12064451473
Email: info@v-strategies.com
Address: 1735 Westlake Ave N Ste 205 Seattle WA 98109
Turning Point Strategic Advisors
Turning Point Strategic Advisors is a Seattle-based business management consulting firm that assists companies in scaling operations, restructuring, improving cash flow, and enhancing financial information utilization to achieve better business outcomes.
Website: https://www.turning-point.com/
Phone: 12069238880
Email: ericc@turning-point.com
Address: 2003 Western Ave #660 Seattle WA 98104
trueNorth Wealth Advisors
True North Wealth Advisors: A fee-only wealth management firm staffed by a team of CERTIFIED FINANCIAL PLANNER™ professionals. They emphasize aligning financial decisions and resources with clients’ values and life goals, offering a life-centered approach to financial planning and portfolio management.
Website: http://www.truenorthwa.com/
Phone: 12066524314
Email: ballen@truenorthwa.com
Address: 1200 5th Ave #1810 Seattle WA 98101
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