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Financial Advisors in Joint Base Lewis McChord, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Joint Base Lewis McChord: America's Credit Union - Madigan Branch, RFA Score 75/100; 4.9★ from 85 Google reviews.

  2. 36

    Most-reviewed: Evergreen Home Loans Gig Harbor NMLS 1102863, 188 Google reviews at 5.0★, the most of 173 ranked; ranked #36.

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

173 Joint Base Lewis McChord financial advisors are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.7★ across 173 rated firms.

Top 10 financial advisors in Joint Base Lewis McChord 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 Joint Base Lewis McChord at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1America's Credit Union - Madigan Branch754.9★ (85)Joint Base Lewis McChord—Top score
2Briarwood Financial745.0★ (163)Artondale, 14 mi away——
3Wave Lending Group #21751745.0★ (166)Puyallup, 15 mi away——
4First Command Financial Advisor - Ryan Feng745.0★ (91)Lakewood, 6 mi away——
5America's Credit Union - DuPont Branch734.6★ (93)Joint Base Lewis McChord——
6America's Credit Union - Main Office734.7★ (78)Joint Base Lewis McChord——
7America's Credit Union - South Tacoma Branch734.5★ (179)Tacoma, 8 mi awaySat—
8First Command Financial Advisor - Mario Oliver, RICP®724.9★ (49)Joint Base Lewis McChord——
9First Command Financial Advisor - Cassy Randolph, RICP®|CMFA™725.0★ (52)Lakewood, 6 mi away——
10Mike Oliver - COUNTRY Financial Representative714.9★ (80)Lacey, 12 mi away——

All 173 financial advisors in Joint Base Lewis McChord, 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 Joint Base Lewis McChord

    #1 America's Credit Union - Madigan Branch

    Based in Joint Base Lewis McChord

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    9035 Jackson Ave, Joint Base Lewis-McChord, WA 98433
    View profile for America's Credit Union - Madigan Branch(253) 964-3113

  2. #2 Briarwood Financial

    Based in Artondale, 14 mi away

    74/100RFA Score

    Ranked #2 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 America's Credit Union - South Tacoma Branch

    Based in Tacoma, 8 mi away

    73/100RFA Score

    Ranked #7 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

  13. #13 BECU credit union

    Based in University Place, 8 mi away

    69/100RFA Score

    Ranked #13 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

  20. #20 Penny Lane Financial

    Based in Tacoma, 10 mi away

    68/100RFA Score

    Ranked #20 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

  21. #21 BECU credit union

    Based in Puyallup, 14 mi away

    67/100RFA Score

    Ranked #21 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

  22. #22 Equal Path Investments

    Based in Tacoma, 12 mi away

    67/100RFA Score

    Ranked #22 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

  24. #24 Batik Financial

    Based in Lakewood, 5 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5920 100th St SW #7, Lakewood, WA 98499
    View profile for Batik Financial(253) 650-7526

  25. #25 O Bee Credit Union

    Based in Tacoma, 9 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.1★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 33 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu 9 AM–5:30 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    8002 Pacific Ave, Tacoma, WA 98408
    View profile for O Bee Credit Union(800) 642-4014

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

financial advisors in Joint Base Lewis McChord, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Scott Reitz - COUNTRY Financial Agent665.0★ (29)18 mi
27America's Credit Union - Tumwater Branch664.9★ (29)17 mi
28Kimball Creek Partners665.0★ (19)12 mi
29Puget Sound Financial Strategies654.8★ (16)9 mi
30First Command Financial Advisor - George Calbert654.7★ (12)6 mi
31BECU653.7★ (137)18 mi
32Global Credit Union653.8★ (44)11 mi
33Steele Capital Management655.0★ (16)12 mi
34America's Credit Union - North Fort Lewis Branch654.3★ (8)In Joint Base Lewis McChord
35Stable Wealth645.0★ (15)13 mi
36Evergreen Home Loans Gig Harbor NMLS 1102863645.0★ (188)15 mi
37Retirement Resource Center LLC644.8★ (22)17 mi
38Nate Driggs - Edelman Financial Engines645.0★ (23)20 mi
39Conestoga Wealth Partners LLC645.0★ (17)15 mi
40Commencement Bank644.4★ (18)12 mi
41Global Credit Union644.6★ (34)21 mi
42Mutual of Omaha Mortgage644.5★ (24)16 mi
43Heart Financial Group644.7★ (23)18 mi
44Credit Team USA644.4★ (32)19 mi
45Jays Financial Services LLC645.0★ (27)24 mi
46Bulwark Capital Management644.3★ (17)12 mi
47Bankers Life643.4★ (24)7 mi
48Ross Investment Group - Financial Advisor: Brent Ross645.0★ (13)14 mi
49Edward Jones - Financial Advisor: Cara MacMillan634.7★ (13)13 mi
50BECU credit union633.8★ (87)22 mi

Also serving Joint Base Lewis McChord

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 Joint Base Lewis McChord
BusinessGoogle ratingDistance
BNY Mellon Asset Servicing4.5★ (2)12 mi
CAPitalize Your Finances5.0★ (2)8 mi
Davis Global Investments, LLCIn Joint Base Lewis McChord
Edward Jones - Financial Advisor: Bart Dalton4.5★ (2)5 mi
Edward Jones - Financial Advisor: Brent B Wojtanowicz1.0★ (2)12 mi
Edward Jones - Financial Advisor: Charles J Dietrich5.0★ (2)5 mi
Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS®|ADPA®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Jeff Kopp5.0★ (2)9 mi
Edward Jones - Financial Advisor: Michael P Batt5.0★ (2)7 mi
Edward Jones - Financial Advisor: Pamela J Ferris5.0★ (2)12 mi
Financial Insights Wealth Management5.0★ (2)12 mi
First Command5.0★ (2)In Joint Base Lewis McChord
Garth Conner - RBC Wealth Management Financial Advisor5.0★ (2)12 mi
Maclean Wealth Planning5.0★ (2)12 mi
Matt Sullivan - Raymond James5.0★ (2)2 mi
Portfolio Strategies, Inc.4.0★ (2)10 mi
RealPassiveIncomeIn Joint Base Lewis McChord
Sarah Elizabeth Manley: Primerica - Financial Services4.0★ (2)9 mi
Universal Realty Advisors4.0★ (2)5 mi
Weinand Financial3.0★ (2)10 mi

How we ranked Joint Base Lewis McChord financial advisors

We scored 173 Joint Base Lewis McChord 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 Joint Base Lewis McChord 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 Joint Base Lewis McChord: frequently asked questions

Which financial advisor has the highest RFA Score in Joint Base Lewis McChord?

By RFA Score, the highest-ranked financial advisor in Joint Base Lewis McChord, WA is America's Credit Union - Madigan Branch with an RFA Score of 75/100. It has 4.9★ from 85 Google reviews. Briarwood Financial (#2) and Wave Lending Group #21751 (#3) follow. We ranked 173 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Joint Base Lewis McChord?

RankedFinancialAdvisors ranks 173 financial advisors serving Joint Base Lewis McChord, WA. 6 of them are based in Joint Base Lewis McChord; 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 Joint Base Lewis McChord work on weekends?

29 of 173 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - South Tacoma Branch (#7), America's Credit Union - Lakewood Branch (#12) and BECU credit union (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Joint Base Lewis McChord financial advisors have?

The median Google rating among 173 rated financial advisors in Joint Base Lewis McChord is 4.7★, with a median of 10 reviews. Evergreen Home Loans Gig Harbor NMLS 1102863 has the most, 188 reviews, and ranks #36. 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 Joint Base Lewis McChord count in this ranking?

Yes, if they are within 25 mi of the Joint Base Lewis McChord 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 Joint Base Lewis McChord 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 Joint Base Lewis McChord 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 Joint Base Lewis McChord

  1. November 2026: RFA Scores recalculated for 173 financial advisors serving Joint Base Lewis McChord.

More financial advisors and Joint Base Lewis McChord pages