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Financial Advisors in Covington, WA: 2026 rankings

385 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Covington: Humble Sandhu Services, RFA Score 74/100; 4.9★ from 132 Google reviews.

  2. 2

    Most-reviewed: Sound Planning Group, 419 Google reviews at 5.0★, the most of 385 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

385 Covington financial advisors are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.7★ across 385 rated firms.

Top 10 financial advisors in Covington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Covington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Humble Sandhu Services744.9★ (132)Kent, 4 mi away—Top score
2Sound Planning Group735.0★ (419)Kirkland, 25 mi away—Most reviews
3Wave Lending Group #21751725.0★ (166)Puyallup, 14 mi away——
4Apex Tax & Financial Solutions725.0★ (77)Kent, 5 mi away——
5Briarwood Financial705.0★ (163)Artondale, 22 mi away——
6Financial Freedom For Dentists695.0★ (81)Snoqualmie, 16 mi away——
7Avier Wealth Advisors685.0★ (75)Bellevue, 18 mi away——
8Gevers Wealth Management - Issaquah Financial Advisors685.0★ (55)Issaquah, 14 mi away——
9America's Credit Union - South Tacoma Branch684.5★ (179)Tacoma, 20 mi awaySat—
10First Command Financial Advisor - Ryan Feng685.0★ (91)Lakewood, 22 mi away——

All 385 financial advisors in Covington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Covington

    #1 Humble Sandhu Services

    Based in Kent, 4 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    25748 101st Ave SE, Kent, WA 98030
    View profile for Humble Sandhu Services(253) 338-9487

  2. #2 Sound Planning Group

    Based in Kirkland, 25 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 419 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 419 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11411 NE 124th St #255, Kirkland, WA 98034
    View profile for Sound Planning Group(425) 821-9442

  5. #5 Briarwood Financial

    Based in Artondale, 22 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 163 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 163 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2801 Hollycroft St Ste B #1, Gig Harbor, WA 98335
    View profile for Briarwood Financial(360) 443-9993

  7. #7 Avier Wealth Advisors

    Based in Bellevue, 18 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10655 NE 4th St Suite 500, Bellevue, WA 98004
    View profile for Avier Wealth Advisors(425) 467-1011

  9. #9 America's Credit Union - South Tacoma Branch

    Based in Tacoma, 20 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 179 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 179 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat 10 AM–2 PM · Sun closed
    Address
    26 Place Shopping Center, 1917 S 72nd St Ste 25, Tacoma, WA 98408
    View profile for America's Credit Union - South Tacoma Branch(253) 964-3113

  12. #12 Global Credit Union

    Based in Renton, 9 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.3★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 81 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Parking lot, 1107 Southwest Grady Wy Ste 170, Renton, WA 98057
    View profile for Global Credit Union(800) 525-9094

  15. #15 Alterra Advisors

    Based in Bellevue, 18 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Unit 1700, Bellevue, WA 98004
    View profile for Alterra Advisors(425) 749-3300

  17. #17 .

    Based in Kent, 7 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 10 AM–7 PM · Sun 9 AM–7 PM
    Address
    20829 72nd Ave S Ste# 800, Kent, WA 98032
    View profile for .(253) 293-0797

  18. #18 Global Credit Union

    Based in Kent, 2 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.4★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 33 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    13101 SE Kent-Kangley Rd, Kent, WA 98030
    View profile for Global Credit Union(800) 525-9094

  19. #19 BECU credit union

    Based in Maple Valley, 5 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 67 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    26710 Maple Valley Black Diamond Rd SE, Maple Valley, WA 98038
    View profile for BECU credit union(800) 233-2328

  20. #20 Global Credit Union

    Based in Auburn, 6 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 34 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    101 Auburn Way S, Auburn, WA 98002
    View profile for Global Credit Union(800) 525-9094

  23. #23 BECU credit union

    Based in Auburn, 6 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.8★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 87 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    205 10th St NE, Auburn, WA 98002
    View profile for BECU credit union(800) 233-2328

  25. #25 BECU credit union

    Based in Renton, 7 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.9★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    17615 108th Ave SE Suite C, Renton, WA 98055
    View profile for BECU credit union(800) 233-2328

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 385 ranked financial advisors here; the rest are on their profiles.

financial advisors in Covington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Creative Planning654.8★ (49)18 mi
27BECU credit union653.5★ (409)12 mi
28First Command Financial Advisor - Cassy Randolph, RICP®|CMFA™655.0★ (52)22 mi
29Russell Investments654.4★ (86)20 mi
30Credit Team USA654.4★ (32)9 mi
31Seattle MortgageRight - Steve Konwent654.9★ (41)19 mi
32BECU653.7★ (137)10 mi
33First Command Financial Advisor - Mark Claudio, RICP®655.0★ (47)22 mi
34Aaron Gose, ChFC FSCP RICP WMCP - Engineers Financial Group LLC655.0★ (35)18 mi
35E.A. Buck Financial Services654.7★ (45)18 mi
36BECU credit union654.0★ (122)16 mi
37Stabler Wealth Management655.0★ (33)17 mi
38Plannetics655.0★ (33)18 mi
39Larry Han - COUNTRY Financial Agent645.0★ (18)9 mi
40Brighton Jones644.9★ (39)20 mi
41Evergreen Home Loans Bellevue NMLS 3182644.9★ (417)15 mi
42BECU credit union643.9★ (77)13 mi
43BECU credit union643.4★ (108)6 mi
44Equal Path Investments645.0★ (27)17 mi
45BECU643.8★ (64)10 mi
46Pinnacle Private Wealth Advisors645.0★ (28)18 mi
47Penny Lane Financial644.8★ (35)19 mi
48CreditCEO644.7★ (40)20 mi
49Edward Jones - Financial Advisor: Bryan D LaBelle645.0★ (7)In Covington
50BECU credit union643.5★ (124)9 mi

Also serving Covington

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Covington
BusinessGoogle ratingDistance
ClearCourse Financial LLC5.0★ (2)7 mi
Edward Jones - Financial Advisor: Dean S Saggau, CFP®|AAMS®5.0★ (2)1 mi
Edward Jones - Financial Advisor: Dominic M Hernandez5.0★ (2)9 mi
Edward Jones - Financial Advisor: Don Abbott2.5★ (2)6 mi
Edward Jones - Financial Advisor: Eric W Callison, CFP®|ChFC®5.0★ (2)In Covington
Edward Jones - Financial Advisor: Greg Baggenstos, CFP®|ChFC®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Joey Ravotti, CFP®|AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Jonathan E LeffertsIn Covington
Edward Jones - Financial Advisor: Mark Greynerovich5.0★ (2)2 mi
Edward Jones - Financial Advisor: Meleena Bryan, AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Sara Sas, AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Scott F Beusch, ChFC®|CRPS™5.0★ (1)In Covington
Edward Jones - Financial Advisor: Shawn P Fowler, AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Valerie Paganelli, AAMS®5.0★ (1)In Covington
Erik Carlson - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
McKay Wealth Management5.0★ (2)9 mi
Pacific Legacy Wealth Partners5.0★ (2)9 mi
Robert Wagner InvestmentsIn Covington
Shelgren Financial Group Inc5.0★ (2)9 mi
Tremper and Roper5.0★ (2)9 mi

How we ranked Covington financial advisors

We scored 385 Covington financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Covington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Covington: frequently asked questions

Which financial advisor has the highest RFA Score in Covington?

By RFA Score, the highest-ranked financial advisor in Covington, WA is Humble Sandhu Services with an RFA Score of 74/100. It has 4.9★ from 132 Google reviews. Sound Planning Group (#2) and Wave Lending Group #21751 (#3) follow. We ranked 385 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Covington?

RankedFinancialAdvisors ranks 385 financial advisors serving Covington, WA. 1 of them is based in Covington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Covington work on weekends?

60 of 385 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - South Tacoma Branch (#9), Jays Financial Services LLC (#14) and . (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Covington financial advisors have?

The median Google rating among 385 rated financial advisors in Covington is 4.7★, with a median of 10 reviews. Sound Planning Group has the most, 419 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Covington count in this ranking?

Yes, if they are within 25 mi of the Covington city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Covington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Covington a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Covington

  1. November 2026: RFA Scores recalculated for 385 financial advisors serving Covington.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Covington pages