Best Financial Planners in Seattle, Washington
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Seattle
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-21 of 21 Financial Planners listings in Seattle, WA · page 1 of 1
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 258-5000
- brightonjones.com
Brighton Jones of Seattle is a Financial planner in Seattle, WA. The firm provides comprehensive wealth management, tax advisory, family office, retirement‑plan advisory, and women’s‑wealth services, tailoring its Personal CFO approach to individuals...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 207-8426
- millennialwealthllc.com
Score breakdown
- Financial Planner
- Seattle, Washington
- (425) 484-1110
- marinerfinance.com
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 971-1710
- missionwealth.com
Sea to Peak Financial Advisors delivers integrated wealth management solutions tailored for high-net-worth clients, combining investment management, tax strategy, and estate planning with a focus on generational wealth preservation. Their team of specialized...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 417-5600
- beaconpointe.com
Beacon Pointe Advisors of Seattle is a financial planner in Seattle, Washington. The firm provides personalized financial planning and investment management services to individuals, families, business owners, and entrepreneurs. Their expertise extends to...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 728-0222
- epwealth.com
EP Wealth Advisors of Seattle is a financial planner in Seattle, WA. The firm provides customized investment portfolio guidance, retirement income planning, estate planning, and tax planning to Washington individuals, families, and entrepreneurs. Their...
Score breakdown
- Financial Planner
- Seattle, Washington
- ignitefinancialplanning.com
Ignite Financial Planning, LLC is a financial planner in Seattle, WA, located at 500 Yale Ave N. The firm helps pre-retirees and retirees across Bellevue, Seattle, and the Pacific Northwest turn a lifetime of savings into reliable, lasting retirement income...
Score breakdown
- Financial Planner
- Seattle, Washington
- (650) 336-0598
- craftedfinance.com
Crafted Finance is a financial planner in Seattle, Washington. The firm provides a variety of specialized services, including financial planning, investment management, and real estate strategies. Their offerings encompass retirement and education planning...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 682-4840
- bbjsadvisors.com
BBJS Financial Advisors, LLC is a financial planner in Seattle, WA. The firm provides independent financial planning and wealth management services, operating as a registered investment advisor with the U.S. Securities and Exchange Commission. As fiduciaries...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 285-8877
- wealth.focuspartners.com
Focus Partners Wealth of Seattle is a financial planner in Seattle, WA, located at 920 5th Ave Suite 2720. The firm provides personalized wealth management built around individual goals, values, and life circumstances. Services include investment planning...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 264-8000
- northern.edu
Northern Trust of Seattle: Northern Trust is a Financial Planner in Seattle, WA. They provide comprehensive financial planning services tailored to meet the needs of their clients, including retirement planning, investment management, and tax strategies. With years of experience, they...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 832-0400
- bondfinancial.biz
Bond Financial, PLLC is a financial planner in Seattle, WA, located at 155 NE 100th St #301. It holds a rating of 5.00 based on customer reviews. The firm provides comprehensive wealth management services to successful individuals and business owners...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 359-1319
- salmonbaywealthmanagement.com
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 628-4400
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Seattle: Morgan Stanley Seattle Market Office offers bespoke financial planning and investment services, leveraging over 85 years of experience to provide premium solutions tailored to each client's unique circumstances.
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 652-4314
- truenorthwa.com
trueNorth Wealth Advisors is a financial planner in Seattle, WA. The firm operates as a fee-only wealth management practice, meaning it does not accept commissions or referral fees for the advice it provides. It serves wealth builders, pre-retirees, and...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 745-5505
- carltonwm.com
Carlton Wealth Management, Inc. is a financial planner in Seattle, WA. The firm provides integrated financial planning, investment management, and risk management strategies to individuals and families across the country. Their services include retirement...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 264-8000
- northerntrust.com
Score breakdown
- Financial Planner
- Seattle, Washington
- (253) 655-7627
- bettertomorrowfinancial.com
Better Tomorrow Financial is a financial planner in Seattle, WA. Providing personal finance services for the 99%, this firm offers comprehensive one-on-one financial planning for individuals, couples, business owners, and non-profits. Their services include...
Score breakdown
- Financial Planner
- Seattle, Washington
- (206) 686-4020
- pnwfinancial.net
PNW Financial of Seattle: PNW Financial is a financial planner in Seattle, WA. This community-centered firm provides comprehensive financial, insurance, and consulting solutions to both individuals and organizations. Their professional services include wealth management, retirement...
Score breakdown
- Financial Planner
- Seattle, Washington
- 2020financialplanningllc.com
2020 Financial Planning LLC is a financial planner in Seattle, WA. They specialize in providing objective advice and services for professionals and pre-retirees seeking to achieve financial freedom. The firm's founder, Stacy Ployhar, is a Fee-Only CFP (R) who...
Score breakdown
- Financial Planner
- Seattle, Washington
- (541) 604-2738
- creativemoney.biz
Creative Money LLC is a financial planner in Seattle, WA, located at 1201 3rd Ave #2200. The firm operates as an independent, fee-only financial advisor serving clients in Seattle, Bellevue, Redmond, Bellingham, and the Eastside areas. They provide...
What the Data Shows for Financial Planners in Seattle
29% of the 21 financial planners we measured in Seattle reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 43, compared with an average SEO score of 69.
The average Google rating across 15 rated financial planners is 4.9.
None of the 21 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 21 financial planners in Seattle, Washington by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Seattle ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Seattle, Washington does BizScoreAI track?
21 financial planners in Seattle currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 74.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 29% of measured financial planners in Seattle score 50 or higher.
Is being listed free?
Yes. Every financial planner in Seattle is listed and scored for free, and claiming a listing is free too.
