Skip to content

Financial Advisors in Elk Plain, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Elk Plain: Wave Lending Group #21751, RFA Score 75/100; 5.0★ from 166 Google reviews.

  2. 5

    Most-reviewed: America's Credit Union - South Tacoma Branch, 179 Google reviews at 4.5★, the most of 182 ranked; ranked #5.

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

182 Elk Plain financial advisors are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.7★ across 182 rated firms.

Top 10 financial advisors in Elk Plain 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 Elk Plain at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wave Lending Group #21751755.0★ (166)Puyallup, 11 mi away—Top score
2First Command Financial Advisor - Ryan Feng735.0★ (91)Lakewood, 10 mi away——
3Briarwood Financial735.0★ (163)Artondale, 20 mi away——
4America's Credit Union - Madigan Branch734.9★ (85)Joint Base Lewis McChord, 8 mi away——
5America's Credit Union - South Tacoma Branch724.5★ (179)Tacoma, 10 mi awaySatMost reviews
6America's Credit Union - Main Office714.7★ (78)Joint Base Lewis McChord, 10 mi away——
7First Command Financial Advisor - Cassy Randolph, RICP®|CMFA™705.0★ (52)Lakewood, 10 mi away——
8America's Credit Union - DuPont Branch704.6★ (93)Joint Base Lewis McChord, 12 mi away——
9Humble Sandhu Services704.9★ (132)Kent, 24 mi away——
10Seattle MortgageRight - Steve Konwent704.9★ (41)Puyallup, 7 mi awaySat · Sun · Evenings—

All 182 financial advisors in Elk Plain, 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 Elk Plain

    #1 Wave Lending Group #21751

    Based in Puyallup, 11 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 166 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 166 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    219 4th Ave SE, Puyallup, WA 98372
    View profile for Wave Lending Group #21751(253) 539-1700

  3. #3 Briarwood Financial

    Based in Artondale, 20 mi away

    73/100RFA Score

    Ranked #3 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

  5. #5 America's Credit Union - South Tacoma Branch

    Based in Tacoma, 10 mi away

    72/100RFA Score

    Ranked #5 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

  16. #16 BECU credit union

    Based in Puyallup, 9 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.0★ from 122 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 122 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
    3803B S Meridian, Puyallup, WA 98373
    View profile for BECU credit union(800) 233-2328

  21. #21 BECU credit union

    Based in University Place, 13 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.0★ from 115 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 115 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
    3929 Bridgeport Way W, University Place, WA 98466
    View profile for BECU credit union(800) 233-2328

  22. #22 Penny Lane Financial

    Based in Tacoma, 14 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 35 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1804 W Union Ave #202, Tacoma, WA 98405
    View profile for Penny Lane Financial(253) 327-1177

  24. #24 Equal Path Investments

    Based in Tacoma, 14 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    539 Broadway Ste J1, Tacoma, WA 98402
    View profile for Equal Path Investments(253) 254-8354

  25. #25 Global Credit Union

    Based in Puyallup, 7 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 44 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    11501 Canyon Rd E, Puyallup, WA 98373
    View profile for Global Credit Union(800) 525-9094

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 182 ranked financial advisors here; the rest are on their profiles.

financial advisors in Elk Plain, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Scott Reitz - COUNTRY Financial Agent665.0★ (29)18 mi
27O Bee Credit Union664.1★ (33)9 mi
28Mutual of Omaha Mortgage654.5★ (24)12 mi
29BECU653.7★ (137)17 mi
30Kimball Creek Partners655.0★ (19)14 mi
31Batik Financial655.0★ (13)10 mi
32Global Credit Union654.6★ (34)19 mi
33Nate Driggs - Edelman Financial Engines655.0★ (23)19 mi
34Puget Sound Financial Strategies654.8★ (16)12 mi
35Steele Capital Management655.0★ (16)14 mi
36George Martonik & Associates: Primerica Financial Services654.8★ (14)11 mi
37Credit Team USA644.4★ (32)19 mi
38Jays Financial Services LLC645.0★ (27)23 mi
39Investors Portfolio Services - Financial Advisors645.0★ (10)9 mi
40Clarity Capital Management645.0★ (13)13 mi
41Edward Jones - Financial Advisor: Jimmy Morgan, CRPC™645.0★ (7)5 mi
42First Command Financial Advisor - George Calbert644.7★ (12)10 mi
43BECU credit union643.8★ (87)20 mi
44America's Credit Union - Tumwater Branch644.9★ (29)24 mi
45Commencement Bank644.4★ (18)14 mi
46Bank of America (with Drive-thru ATM)643.2★ (38)7 mi
47Bulwark Capital Management634.3★ (17)14 mi
48America's Credit Union - Home Loan Center634.4★ (13)12 mi
49Bank of America Financial Center633.0★ (83)7 mi
50DG Financial - Raymond James634.7★ (11)12 mi

Also serving Elk Plain

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 Elk Plain
BusinessGoogle ratingDistance
BNY Mellon Asset Servicing4.5★ (2)14 mi
CAPitalize Your Finances5.0★ (2)13 mi
Edward Jones - Financial Advisor: Andrew F Brown5.0★ (2)9 mi
Edward Jones - Financial Advisor: Bart Dalton4.5★ (2)10 mi
Edward Jones - Financial Advisor: Brent B Wojtanowicz1.0★ (2)16 mi
Edward Jones - Financial Advisor: Cameron Thrall, CFP®|AAMS®3.0★ (2)15 mi
Edward Jones - Financial Advisor: Charles J Dietrich5.0★ (2)9 mi
Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS®|ADPA®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Michael P Batt5.0★ (2)11 mi
Edward Jones - Financial Advisor: Pamela J Ferris5.0★ (2)12 mi
Ehrin Stumpges - COUNTRY Financial Representative5.0★ (2)11 mi
Financial Insights Wealth Management5.0★ (2)14 mi
First Command5.0★ (2)11 mi
Garth Conner - RBC Wealth Management Financial Advisor5.0★ (2)14 mi
Gould Capital4.5★ (2)16 mi
Maclean Wealth Planning5.0★ (2)14 mi
Matt Sullivan - Raymond James5.0★ (2)11 mi
Portfolio Strategies, Inc.4.0★ (2)14 mi
Sarah Elizabeth Manley: Primerica - Financial Services4.0★ (2)14 mi
Universal Realty Advisors4.0★ (2)11 mi

How we ranked Elk Plain financial advisors

We scored 182 Elk Plain 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 Elk Plain 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 Elk Plain: frequently asked questions

Which financial advisor has the highest RFA Score in Elk Plain?

By RFA Score, the highest-ranked financial advisor in Elk Plain, WA is Wave Lending Group #21751 with an RFA Score of 75/100. It has 5.0★ from 166 Google reviews. First Command Financial Advisor - Ryan Feng (#2) and Briarwood Financial (#3) follow. We ranked 182 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Elk Plain?

RankedFinancialAdvisors ranks 182 financial advisors serving Elk Plain, WA. 1 of them is based in Elk Plain; 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 Elk Plain work on weekends?

31 of 182 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - South Tacoma Branch (#5), Seattle MortgageRight - Steve Konwent (#10) and America's Credit Union - Lakewood Branch (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Elk Plain financial advisors have?

The median Google rating among 182 rated financial advisors in Elk Plain is 4.7★, with a median of 10 reviews. America's Credit Union - South Tacoma Branch has the most, 179 reviews, and ranks #5. 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 Elk Plain count in this ranking?

Yes, if they are within 25 mi of the Elk Plain 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 Elk Plain 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 Elk Plain 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 Elk Plain

  1. November 2026: RFA Scores recalculated for 182 financial advisors serving Elk Plain.

More financial advisors and Elk Plain pages