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Financial Planners in Burien, WA: 2026 rankings

316 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burien: Humble Sandhu Services, RFA Score 72/100; 4.9★ from 132 Google reviews.

  2. 7

    Most-reviewed: Sound Planning Group, 419 Google reviews at 5.0★, the most of 316 ranked; ranked #7.

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

316 Burien financial planners are ranked here by RFA Score, from eight published factors. 65 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.5★ across 316 rated firms.

Top 10 financial planners in Burien 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 planners in Burien at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Humble Sandhu Services724.9★ (132)Kent, 10 mi awayTop score
2Briarwood Financial725.0★ (163)Artondale, 16 mi away—
3Wave Lending Group #21751715.0★ (166)Puyallup, 20 mi away—
4Apex Tax & Financial Solutions705.0★ (77)Kent, 9 mi away—
5Avier Wealth Advisors695.0★ (75)Bellevue, 12 mi away—
6Paramount Tax & Accounting Kirkland685.0★ (89)Kirkland, 18 mi away—
7Sound Planning Group685.0★ (419)Kirkland, 18 mi awayMost reviews
8TrueWealth Financial Partners685.0★ (59)Bellevue, 12 mi away—
9Alterra Advisors685.0★ (59)Bellevue, 12 mi away—
10Global Credit Union684.3★ (81)Renton, 5 mi away—

All 316 financial planners in Burien, 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 Burien

    #1 Humble Sandhu Services

    Based in Kent, 10 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    25748 101st Ave SE, Kent, WA 98030
    View profile for Humble Sandhu Services(253) 338-9487

  2. #2 Briarwood Financial

    Based in Artondale, 16 mi away

    72/100RFA 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

  5. #5 Avier Wealth Advisors

    Based in Bellevue, 12 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10655 NE 4th St Suite 500, Bellevue, WA 98004
    View profile for Avier Wealth Advisors(425) 467-1011

  7. #7 Sound Planning Group

    Based in Kirkland, 18 mi away

    68/100RFA Score

    Ranked #7 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

  9. #9 Alterra Advisors

    Based in Bellevue, 12 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Unit 1700, Bellevue, WA 98004
    View profile for Alterra Advisors(425) 749-3300

  10. #10 Global Credit Union

    Based in Renton, 5 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.3★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 81 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Parking lot, 1107 Southwest Grady Wy Ste 170, Renton, WA 98057
    View profile for Global Credit Union(800) 525-9094

  11. #11 America's Credit Union - South Tacoma Branch

    Based in Tacoma, 20 mi away

    68/100RFA Score

    Ranked #11 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 Russell Investments

    Based in Seattle, 10 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 86 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    401 Union St FL18, Seattle, WA 98101
    View profile for Russell Investments(206) 505-7877

  15. #15 BECU credit union

    Based in Tukwila, 4 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.5★ from 409 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 409 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
    12770 Gateway Dr, Tukwila, WA 98168
    View profile for BECU credit union(800) 233-2328

  16. #16 BECU credit union

    Based in Burien

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.9★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 77 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
    508 SW 152nd St, Burien, WA 98166
    View profile for BECU credit union(800) 233-2328

  18. #18 Brighton Jones

    Based in Seattle, 10 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2030 1st Ave 3rd floor, Seattle, WA 98121
    View profile for Brighton Jones(206) 258-5000

  19. #19 Creative Planning

    Based in Bellevue, 12 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004
    View profile for Creative Planning(866) 273-2848

  21. #21 CreditCEO

    Based in Seattle, 9 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.7★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 40 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    701 5th Ave Suite 4200, Seattle, WA 98104
    View profile for CreditCEO(800) 216-2725

Financial planners 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 316 ranked financial planners here; the rest are on their profiles.

financial planners in Burien, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BECU credit union653.9★ (69)7 mi
27First Command Financial Advisor - Cassy Randolph, RICP®|CMFA™655.0★ (52)22 mi
28Scott Reitz - COUNTRY Financial Agent655.0★ (29)12 mi
29S. R. Schill & Associates655.0★ (24)10 mi
30Fulcrum Wealth Advisors654.9★ (33)14 mi
31First Command Financial Advisor - Mark Claudio, RICP®645.0★ (47)22 mi
32BECU643.8★ (64)7 mi
33BECU credit union643.9★ (89)12 mi
34Leverage Planners644.9★ (29)13 mi
35Fidelity Investments644.0★ (31)4 mi
36Nate Driggs - Edelman Financial Engines645.0★ (23)11 mi
37Global Credit Union644.6★ (34)13 mi
38Jeffrey McIntosh QPFC®645.0★ (25)12 mi
39BECU643.7★ (137)13 mi
40Goldbloom Wealth Management, LLC644.7★ (24)10 mi
41BECU credit union644.5★ (69)22 mi
42Better Tomorrow Financial645.0★ (31)17 mi
43Larry Han - COUNTRY Financial Agent645.0★ (18)8 mi
44BECU credit union643.8★ (87)12 mi
45Credit Team USA644.4★ (32)11 mi
46Equal Path Investments645.0★ (27)15 mi
47Global Credit Union644.4★ (33)12 mi
48BECU credit union634.0★ (115)19 mi
49BECU credit union634.7★ (48)21 mi
50BECU credit union634.0★ (41)10 mi

Also serving Burien

20 more financial planners 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 planners serving Burien
BusinessGoogle ratingDistance
Alan Osaki: Primerica - Financial ServicesIn Burien
Auto crédito latino5.0★ (2)In Burien
Darren Fox: Primerica - Financial Services5.0★ (1)In Burien
Edward Jones - Financial Advisor: Jennifer J SchaferIn Burien
Edward Jones - Financial Advisor: Jordan J Pomeroy5.0★ (1)In Burien
Edward Jones - Financial Advisor: Noelle Bellavance, ChFC®3.7★ (3)In Burien
Edward Jones - Financial Advisor: Seth R Giandomenico, AAMS®In Burien
Edward Jones - Financial Advisor: Tiffany KocherIn Burien
Fabs Solutions IncIn Burien
Financial Freedom For Families5.0★ (13)In Burien
Kimberly Diane Warren: Primerica - Financial Services5.0★ (1)In Burien
McKay Wealth Management5.0★ (2)5 mi
Microflex IncIn Burien
MM BookIn Burien
Peridot Capital Management LLC5.0★ (2)4 mi
Secure Retirement Resources3.0★ (2)In Burien
Skaggs Financial Planning, LLCIn Burien
U.S. Bancorp Advisors - Financial Advisors: BurienIn Burien
Wealth Management Associate - U.S. Bancorp Investments: Nate EngstromIn Burien
Wells Fargo AdvisorsIn Burien

How we ranked Burien financial planners

We scored 316 Burien financial planners 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 Burien 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Burien: frequently asked questions

Which financial planner has the highest RFA Score in Burien?

By RFA Score, the highest-ranked financial planner in Burien, WA is Humble Sandhu Services with an RFA Score of 72/100. It has 4.9★ from 132 Google reviews. Briarwood Financial (#2) and Wave Lending Group #21751 (#3) follow. We ranked 316 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Burien?

RankedFinancialAdvisors ranks 316 financial planners serving Burien, WA. 1 of them is based in Burien; 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 planners in Burien work on weekends?

65 of 316 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - South Tacoma Branch (#11), BECU credit union (#15) and BECU credit union (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burien financial planners have?

The median Google rating among 316 rated financial planners in Burien is 4.5★, with a median of 16 reviews. Sound Planning Group has the most, 419 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Burien count in this ranking?

Yes, if they are within 25 mi of the Burien city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Burien ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Burien 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 planners 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 Burien

  1. November 2026: RFA Scores recalculated for 316 financial planners serving Burien.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Burien pages