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Financial Advisors in Everett, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Everett: Sound Planning Group, RFA Score 74/100; 5.0★ from 419 Google reviews.

  2. 3

    Most-reviewed: BECU credit union, 349 Google reviews at 3.8★, the most of 203 ranked after Sound Planning Group; ranked #3.

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

203 Everett financial advisors are ranked here by RFA Score, from eight published factors. 34 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 203 rated firms.

Top 10 financial advisors in Everett 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 Everett at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sound Planning Group745.0★ (419)Kirkland, 19 mi away—Top score
2Bank of America Financial Center724.3★ (173)EverettSat—
3BECU credit union703.8★ (349)EverettSatMost reviews
4Paramount Tax & Accounting Kirkland685.0★ (89)Kirkland, 19 mi away——
5BECU credit union674.1★ (56)EverettSat—
6Jason Johns Agency, LLC674.7★ (36)Marysville, 5 mi away——
7Bank of America (with Drive-thru ATM)664.0★ (101)Lynnwood, 9 mi away——
8Edward Jones - Financial Advisor: Dan Cicu665.0★ (23)Lake Stevens, 5 mi away——
9BECU credit union664.5★ (69)Woodinville, 16 mi awaySat—
10BECU credit union653.8★ (84)Marysville, 6 mi awaySat—

All 203 financial advisors in Everett, 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 Everett

    #1 Sound Planning Group

    Based in Kirkland, 19 mi away

    74/100RFA Score

    Ranked #1 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

  3. #3 BECU credit union

    Based in Everett

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.8★ from 349 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 349 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
    11127 Evergreen Wy, Everett, WA 98204
    View profile for BECU credit union(800) 233-2328

  5. #5 BECU credit union

    Based in Everett

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.1★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 56 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
    5006 132nd St SE, Everett, WA 98208
    View profile for BECU credit union(800) 233-2328

  9. #9 BECU credit union

    Based in Woodinville, 16 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ 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
    17705 140th Ave NE Ste A-12, Woodinville, WA 98072
    View profile for BECU credit union(800) 233-2328

  10. #10 BECU credit union

    Based in Marysville, 6 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.8★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 84 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
    1262 State Ave C, Marysville, WA 98270
    View profile for BECU credit union(800) 233-2328

  11. #11 BECU credit union

    Based in Lake Stevens, 5 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.7★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 86 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
    303 91st Ave NE Ste C-301, Lake Stevens, WA 98258
    View profile for BECU credit union(800) 233-2328

  12. #12 BECU credit union

    Based in Shoreline, 15 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 48 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
    20011 Ballinger Way NE, Shoreline, WA 98155
    View profile for BECU credit union(800) 233-2328

  15. #15 BECU credit union

    Based in Bothell, 12 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.4★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 45 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
    20611 Bothell Everett Hwy, Bothell, WA 98012
    View profile for BECU credit union(800) 233-2328

  17. #17 BECU credit union

    Based in Monroe, 13 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 37 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
    19145 Tjerne Pl SE Ste 145, Monroe, WA 98272
    View profile for BECU credit union(800) 233-2328

  18. #18 Global Credit Union

    Based in Everett

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.4★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 34 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    11031 19th Ave SE, Everett, WA 98208
    View profile for Global Credit Union(800) 525-9094

  20. #20 Better Tomorrow Financial

    Based in Seattle, 19 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat 9 AM–3 PM · Sun closed
    Address
    12526 Dayton Ave N, Seattle, WA 98133
    View profile for Better Tomorrow Financial(253) 655-7627

  23. #23 BECU credit union

    Based in Marysville, 12 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.7★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 66 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
    2701 171st Pl NE Ste 201, Marysville, WA 98271
    View profile for BECU credit union(800) 233-2328

  25. #25 BECU credit union

    Based in Bothell, 15 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 73 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
    18333 Bothell Way NE, Bothell, WA 98011
    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 203 ranked financial advisors here; the rest are on their profiles.

financial advisors in Everett, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Valiant Financial Planning635.0★ (21)16 mi
27Bradley Holly - Edelman Financial Engines625.0★ (16)12 mi
28Global Credit Union624.8★ (25)17 mi
29Bank of America (with Drive-thru ATM)623.3★ (95)9 mi
30AJ Frega - Edelman Financial Engines625.0★ (15)12 mi
31Fulcrum Wealth Advisors624.9★ (33)23 mi
32Edward Jones - Financial Advisor: Perry J Grant, AAMS®625.0★ (5)In Everett
33Cameron Fyhrie - Edelman Financial Engines625.0★ (13)12 mi
34Danta Chase & Co622.9★ (15)In Everett
35Douglas Custer - Edelman Financial Engines625.0★ (13)12 mi
36Absolute Protection625.0★ (22)21 mi
37The Retirement Solution624.7★ (30)22 mi
38Tony Ohl Financial Services615.0★ (4)In Everett
39Edward Jones - Financial Advisor: Paul Dellino, CFP®|AAMS®615.0★ (4)In Everett
40LifePlan Financial Inc.614.8★ (23)20 mi
41BECU credit union614.6★ (25)19 mi
42Linda M. Teachout CPA PLLC615.0★ (13)15 mi
43Fidelity Investments613.4★ (38)11 mi
44BECU credit union613.7★ (89)22 mi
45Merrill Lynch Wealth Management614.0★ (4)In Everett
46Jeffrey McIntosh QPFC®615.0★ (25)25 mi
47Madrona Financial & CPAs614.0★ (4)In Everett
48BECU credit union613.6★ (69)19 mi
49Edward Jones - Financial Advisor: Laura A Thramer615.0★ (11)14 mi
50Edward Jones - Financial Advisor: Pedro Gonzales614.3★ (6)5 mi

Also serving Everett

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 Everett
BusinessGoogle ratingDistance
Autumn Doolittle Zarkos - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Everett
Bailey Wealth Services / LPL Financial5.0★ (1)In Everett
Constellation Wealth Services - Aaron Wartes5.0★ (1)In Everett
D.A. Davidson5.0★ (1)In Everett
Edward Jones - Financial Advisor: Adam M Datko5.0★ (1)In Everett
Edward Jones - Financial Advisor: Eric Higgins5.0★ (2)In Everett
Edward Jones - Financial Advisor: James D Kellett5.0★ (1)In Everett
Edward Jones - Financial Advisor: James N Hafner, CEPA®5.0★ (2)In Everett
Edward Jones - Financial Advisor: Jessica Pavish, AAMS®5.0★ (1)In Everett
Edward Jones - Financial Advisor: Michael Burke5.0★ (1)In Everett
Edward Jones - Financial Advisor: Peter Smart, CFP®5.0★ (2)In Everett
Edward Jones - Financial Advisor: Shelly R Ganje3.0★ (2)In Everett
Elderrock Financial LLC5.0★ (1)In Everett
Helium Advisors5.0★ (1)In Everett
Margaret Warner: Primerica - Financial Services1.0★ (1)In Everett
Merrill Lynch Financial Advisor H. Erik Sabiers5.0★ (1)In Everett
Merrill Lynch Financial Advisor Nien Hoang1.0★ (1)In Everett
Merrill Lynch Financial Advisor Rebecca A. Brayton5.0★ (1)In Everett
U.S. Bancorp Advisors - Financial Advisors: Jamie DockensIn Everett
Wells Fargo Advisors5.0★ (1)In Everett

How we ranked Everett financial advisors

We scored 203 Everett 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 Everett 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 Everett: frequently asked questions

Which financial advisor has the highest RFA Score in Everett?

By RFA Score, the highest-ranked financial advisor in Everett, WA is Sound Planning Group with an RFA Score of 74/100. It has 5.0★ from 419 Google reviews. Bank of America Financial Center (#2) and BECU credit union (#3) follow. We ranked 203 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Everett?

RankedFinancialAdvisors ranks 203 financial advisors serving Everett, WA. 14 of them are based in Everett; 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 Everett work on weekends?

34 of 203 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#2), BECU credit union (#3) and BECU credit union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Everett financial advisors have?

The median Google rating among 203 rated financial advisors in Everett is 4.7★, with a median of 9 reviews. Sound Planning Group has the most, 419 reviews, and ranks #1. 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 Everett count in this ranking?

Yes, if they are within 25 mi of the Everett 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 Everett 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 Everett 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 Everett

  1. November 2026: RFA Scores recalculated for 203 financial advisors serving Everett.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Everett pages