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Financial Advisors in Mount Vernon, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Mount Vernon: Choice Plus LLC, RFA Score 79/100; 4.9★ from 583 Google reviews.

  2. 41

    Most-reviewed: Evergreen Home Loans Bellingham NMLS 2463019, 222 Google reviews at 5.0★, the most of 49 ranked after Choice Plus LLC; ranked #41.

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

49 Mount Vernon financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 49 rated firms.

Top 10 financial advisors in Mount Vernon 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 Mount Vernon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Choice Plus LLC794.9★ (583)Mount Vernon—Top score
2Evergreen Home Loans Mount Vernon NMLS 2471753745.0★ (61)Mount Vernon——
3Global Credit Union693.8★ (42)Mount Vernon——
4John R Brown, Accounting684.8★ (5)Mount Vernon——
5First Command Financial Advisor - Kelley Conley, RICP®|WMCP®|CMFA™675.0★ (24)Anacortes, 14 mi away——
6LifePlan Financial Inc.674.8★ (23)Camano, 12 mi away——
7Prism Capital Management675.0★ (4)Mount Vernon——
8Marguerite Senger: Primerica - Financial Services675.0★ (4)Mount Vernon——
9Wendy L Lucas: Primerica - Financial Services675.0★ (4)Mount Vernon——
10BECU credit union674.6★ (25)Camano, 13 mi awaySat—

All 49 financial advisors in Mount Vernon, 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 Mount Vernon

    #1 Choice Plus LLC

    Based in Mount Vernon

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 583 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 583 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    855 S Alder St Ste B, Burlington, WA 98233
    View profile for Choice Plus LLC(866) 446-2086

  3. #3 Global Credit Union

    Based in Mount Vernon

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.8★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    119 E College Way, Mount Vernon, WA 98273
    View profile for Global Credit Union(800) 525-9094

  10. #10 BECU credit union

    Based in Camano, 13 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.6★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    9128 Viking Way Ste D, Stanwood, WA 98292
    View profile for BECU credit union(800) 233-2328

  11. #11 D.A. Davidson

    Based in Mount Vernon

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 6:30 AM–4 PM · Sat–Sun closed
    Address
    195 E George Hopper Rd, Burlington, WA 98233
    View profile for D.A. Davidson(360) 757-9400

  12. #12 BECU credit union

    Based in Bellingham, 23 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ 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
    1066 Lakeway Dr, Bellingham, WA 98226
    View profile for BECU credit union(800) 233-2328

  16. #16 First Command

    Based in Anacortes, 14 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    317 Commercial Ave Ste 100, Anacortes, WA 98221
    View profile for First Command(360) 692-0277

  22. #22 McIlrath and Eck

    Based in Arlington, 20 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3325 Smokey Point Dr Ste 201, Arlington, WA 98223
    View profile for McIlrath and Eck(360) 657-8600

  23. #23 West Invest

    Based in Bellingham, 24 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1801 F St, Bellingham, WA 98225
    View profile for West Invest(360) 738-6019

All 49 financial advisors

#1 to #25 are shown in full above. Here are #26 to #49, in RFA Score order; each links to its profile.

financial advisors in Mount Vernon, ranks 26 to 49
RankBusinessRFA ScoreGoogle ratingDistance
26BECU credit union633.7★ (66)20 mi
27Clearbrook Investment Management LLC635.0★ (4)16 mi
28Edward Jones - Financial Advisor: Jonathan R Montes, CFP®634.0★ (4)14 mi
29Edward Jones - Financial Advisor: Gene Kelly Barner635.0★ (4)17 mi
30Edward Jones - Financial Advisor: Angie Lane, ABFP®635.0★ (6)20 mi
31Financial Plan625.0★ (9)24 mi
32Balance Financial - Planning & Investment Strategies625.0★ (6)22 mi
33Edward Jones - Financial Advisor: Eric L Schelling625.0★ (3)17 mi
34Edward Jones - Financial Advisor: River Powers, CFP®|ChFC®625.0★ (3)17 mi
35Skyline Advisors625.0★ (6)22 mi
36Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP®625.0★ (4)20 mi
37The Barkley Team - COUNTRY Financial624.3★ (12)25 mi
38McKeon Financial625.0★ (3)19 mi
39Edward Jones - Financial Advisor: Greg Jensen, CFP®|ChFC®|AAMS®615.0★ (4)23 mi
40Edward Jones - Financial Advisor: Shannon Day, ChFC®615.0★ (3)22 mi
41Evergreen Home Loans Bellingham NMLS 2463019615.0★ (222)25 mi
42Trail Financial Planning LLC615.0★ (4)24 mi
43Edward Jones - Financial Advisor: Jeremy Ferrera615.0★ (4)24 mi
44Salish Wealth Management603.5★ (6)25 mi
45Edward Jones - Financial Advisor: Rob Naidu, AAMS®604.0★ (4)25 mi
46Bank of America Financial Center603.3★ (104)24 mi
47Gene Bell & Associates CFP , EA603.0★ (4)24 mi
48Toyer Wealth Management594.6★ (24)18 mi
49Evergreen Home Loans Stanwood One NMLS 1543142535.0★ (3)13 mi

Also serving Mount Vernon

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 Mount Vernon
BusinessGoogle ratingDistance
Amy Schwab - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Mount Vernon
Arrow Financial Group - Ameriprise Financial Services, LLC1.0★ (1)In Mount Vernon
Baird Private Wealth Management4.5★ (2)In Mount Vernon
Colin Sands - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Mount Vernon
Doussard Financial5.0★ (1)In Mount Vernon
Edward Jones - Financial AdvisorIn Mount Vernon
Edward Jones - Financial Advisor: Lori M Stewart5.0★ (2)In Mount Vernon
Edward Jones - Financial Advisor: Luke S Mize, CFP®5.0★ (1)In Mount Vernon
Edward Jones - Financial Advisor: Melissa S Cates, AAMS®5.0★ (1)In Mount Vernon
Edward Jones - Financial Advisor: Timothy U Price, CEPA®|CMFA®|AAMS®5.0★ (2)In Mount Vernon
EP Wealth Advisors5.0★ (1)In Mount Vernon
First American Exchange of Skagit County5.0★ (1)In Mount Vernon
Heritage Wealth Advisors - Ameriprise Financial Services, LLC1.0★ (1)In Mount Vernon
Jana R Braaten - Financial Advisor, Ameriprise Financial Services, LLCIn Mount Vernon
Jana R Pasma - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Mount Vernon
Kristy K Heise - Financial Advisor, Ameriprise Financial Services, LLCIn Mount Vernon
Loretta Anne Pulido: Primerica - Financial Services5.0★ (1)In Mount Vernon
The Dey Company5.0★ (1)In Mount Vernon
Tyler Visten - Financial Advisor, Ameriprise Financial Services, LLCIn Mount Vernon
U.S. Bancorp Advisors - Financial Advisors: Mount VernonIn Mount Vernon

How we ranked Mount Vernon financial advisors

We scored 49 Mount Vernon 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 Mount Vernon 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 Mount Vernon: frequently asked questions

Which financial advisor has the highest RFA Score in Mount Vernon?

By RFA Score, the highest-ranked financial advisor in Mount Vernon, WA is Choice Plus LLC with an RFA Score of 79/100. It has 4.9★ from 583 Google reviews. Evergreen Home Loans Mount Vernon NMLS 2471753 (#2) and Global Credit Union (#3) follow. We ranked 49 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Mount Vernon?

RankedFinancialAdvisors ranks 49 financial advisors serving Mount Vernon, WA. 9 of them are based in Mount Vernon; 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 Mount Vernon work on weekends?

4 of 49 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are BECU credit union (#10), BECU credit union (#12) and Whatcom Credit Restoration (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mount Vernon financial advisors have?

The median Google rating among 49 rated financial advisors in Mount Vernon is 5.0★, with a median of 6 reviews. Choice Plus LLC has the most, 583 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 Mount Vernon count in this ranking?

Yes, if they are within 25 mi of the Mount Vernon 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 Mount Vernon 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 Mount Vernon 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 Mount Vernon

  1. November 2026: RFA Scores recalculated for 49 financial advisors serving Mount Vernon.

More financial advisors and Mount Vernon pages