Skip to content

Financial Advisors in Tacoma, WA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tacoma: Briarwood Financial, RFA Score 74/100; 5.0★ from 163 Google reviews.

  2. 48

    Most-reviewed: BECU credit union, 409 Google reviews at 3.5★, the most of 233 ranked; ranked #48.

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

233 Tacoma financial advisors are ranked here by RFA Score, from eight published factors. 46 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.4★ across 233 rated firms.

Top 10 financial advisors in Tacoma 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 Tacoma at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Briarwood Financial745.0★ (163)Artondale, 7 mi away—Top score
2Wave Lending Group #21751745.0★ (166)Puyallup, 8 mi away——
3America's Credit Union - South Tacoma Branch734.5★ (179)TacomaSat—
4First Command Financial Advisor - Ryan Feng725.0★ (91)Lakewood, 6 mi away——
5Humble Sandhu Services714.9★ (132)Kent, 14 mi away——
6America's Credit Union - Madigan Branch704.9★ (85)Joint Base Lewis McChord, 11 mi away——
7First Command Financial Advisor - Cassy Randolph, RICP®|CMFA™695.0★ (52)Lakewood, 6 mi away——
8Apex Tax & Financial Solutions695.0★ (77)Kent, 13 mi away——
9First Command Financial Advisor - Mark Claudio, RICP®695.0★ (47)Lakewood, 6 mi away——
10Penny Lane Financial694.8★ (35)Tacoma——

All 233 financial advisors in Tacoma, 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 Tacoma

    #1 Briarwood Financial

    Based in Artondale, 7 mi away

    74/100RFA Score

    Ranked #1 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

  10. #10 Penny Lane Financial

    Based in Tacoma

    69/100RFA Score

    Ranked #10 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

  14. #14 BECU credit union

    Based in University Place, 5 mi away

    68/100RFA Score

    Ranked #14 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

  23. #23 BECU credit union

    Based in Puyallup, 10 mi away

    66/100RFA Score

    Ranked #23 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

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

financial advisors in Tacoma, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26O Bee Credit Union664.1★ (33)In Tacoma
27Steele Capital Management665.0★ (16)In Tacoma
28BECU663.7★ (137)7 mi
29Puget Sound Financial Strategies664.8★ (16)In Tacoma
30Nate Driggs - Edelman Financial Engines655.0★ (23)8 mi
31Commencement Bank654.4★ (18)In Tacoma
32Global Credit Union654.6★ (34)11 mi
33Credit Team USA654.4★ (32)8 mi
34Bulwark Capital Management654.3★ (17)In Tacoma
35Jays Financial Services LLC655.0★ (27)13 mi
36Global Credit Union654.3★ (81)18 mi
37Composition Wealth (Formerly Edgewater Wealth Management)655.0★ (11)In Tacoma
38.645.0★ (29)15 mi
39BECU credit union643.5★ (124)8 mi
40BECU credit union643.8★ (87)11 mi
41Evergreen Home Loans Gig Harbor NMLS 1102863645.0★ (188)9 mi
42Conestoga Wealth Partners LLC645.0★ (17)8 mi
43Mutual of Omaha Mortgage644.5★ (24)10 mi
44BMO Bank N.A Branches643.3★ (37)In Tacoma
45Sokountea “Soky” Mings, Financial Professional-New York Life645.0★ (8)In Tacoma
46Global Credit Union643.8★ (44)8 mi
47Global Credit Union643.8★ (43)8 mi
48BECU credit union633.5★ (409)18 mi
49Bankers Life633.4★ (24)In Tacoma
50Batik Financial635.0★ (13)7 mi

Also serving Tacoma

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 Tacoma
BusinessGoogle ratingDistance
BNY Mellon Asset Servicing4.5★ (2)In Tacoma
CLA (CliftonLarsonAllen)2.0★ (1)In Tacoma
Edward Jones - Financial Advisor: Brent B Wojtanowicz1.0★ (2)In Tacoma
Edward Jones - Financial Advisor: Matthew Jensen5.0★ (2)In Tacoma
Edward Jones - Financial Advisor: Tim Scheuffele, CFP®|CEPA®5.0★ (2)In Tacoma
Financial Insights Wealth Management5.0★ (2)In Tacoma
Garth Conner - RBC Wealth Management Financial Advisor5.0★ (2)In Tacoma
Gould Capital4.5★ (2)In Tacoma
Key Private Bank5.0★ (1)In Tacoma
Maclean Wealth Planning5.0★ (2)In Tacoma
Madrona Financial2.0★ (1)In Tacoma
Mass Mutual Financial Group5.0★ (2)In Tacoma
Merrill Lynch Financial Advisor Nikolay Terekhin5.0★ (1)In Tacoma
Merrill Lynch Financial Advisor Stephanie Bauer5.0★ (1)In Tacoma
Modern Woodmen of America, Regional Office5.0★ (1)In Tacoma
Portfolio Strategies, Inc.4.0★ (2)In Tacoma
Rainier Family Wealth5.0★ (1)In Tacoma
RBC Wealth Management Branch - Tacoma1.0★ (1)In Tacoma
slusser financial5.0★ (1)In Tacoma
Wells Fargo Private Client Services5.0★ (1)In Tacoma

How we ranked Tacoma financial advisors

We scored 233 Tacoma 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 Tacoma 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 Tacoma: frequently asked questions

Which financial advisor has the highest RFA Score in Tacoma?

By RFA Score, the highest-ranked financial advisor in Tacoma, WA is Briarwood Financial with an RFA Score of 74/100. It has 5.0★ from 163 Google reviews. Wave Lending Group #21751 (#2) and America's Credit Union - South Tacoma Branch (#3) follow. We ranked 233 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Tacoma?

RankedFinancialAdvisors ranks 233 financial advisors serving Tacoma, WA. 13 of them are based in Tacoma; 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 Tacoma work on weekends?

46 of 233 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - South Tacoma Branch (#3), BECU credit union (#14) 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 Tacoma financial advisors have?

The median Google rating among 233 rated financial advisors in Tacoma is 4.4★, with a median of 10 reviews. BECU credit union has the most, 409 reviews, and ranks #48. 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 Tacoma count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 233 financial advisors serving Tacoma.

More financial advisors and Tacoma pages