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Financial Planners in Tacoma, WA: 2026 rankings

148 financial planners 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. 36

    Most-reviewed: BECU credit union, 409 Google reviews at 3.5★, the most of 148 ranked; ranked #36.

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

148 Tacoma financial planners are ranked here by RFA Score, from eight published factors. 41 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.3★ across 148 rated firms.

Top 10 financial planners 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 planners 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——
7Apex Tax & Financial Solutions695.0★ (77)Kent, 13 mi away——
8First Command Financial Advisor - Cassy Randolph, RICP®|CMFA™695.0★ (52)Lakewood, 6 mi away——
9First Command Financial Advisor - Mark Claudio, RICP®695.0★ (47)Lakewood, 6 mi away——
10Equal Path Investments685.0★ (27)Tacoma——

All 148 financial planners 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

  14. #14 BECU credit union

    Based in University Place, 5 mi away

    67/100RFA 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

  18. #18 BECU credit union

    Based in Puyallup, 10 mi away

    66/100RFA Score

    Ranked #18 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

  23. #23 O Bee Credit Union

    Based in Tacoma

    66/100RFA Score

    Ranked #23 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

  24. #24 BECU

    Based in Federal Way, 7 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.7★ from 137 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 137 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
    35105 Enchanted Pkwy S, Federal Way, WA 98003
    View profile for BECU(800) 233-2328

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

financial planners in Tacoma, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Puget Sound Financial Strategies654.8★ (16)In Tacoma
27Nate Driggs - Edelman Financial Engines655.0★ (23)8 mi
28Commencement Bank654.4★ (18)In Tacoma
29Global Credit Union654.6★ (34)11 mi
30Global Credit Union654.3★ (81)18 mi
31Credit Team USA644.4★ (32)8 mi
32Jays Financial Services LLC645.0★ (27)13 mi
33BECU credit union643.5★ (124)8 mi
34BECU credit union643.8★ (87)11 mi
35Conestoga Wealth Partners LLC645.0★ (17)8 mi
36BECU credit union633.5★ (409)18 mi
37Mutual of Omaha Mortgage634.5★ (24)10 mi
38BMO Bank N.A Branches633.3★ (37)In Tacoma
39Global Credit Union633.8★ (44)8 mi
40Global Credit Union633.8★ (43)8 mi
41Sokountea “Soky” Mings, Financial Professional-New York Life635.0★ (8)In Tacoma
42Bankers Life633.4★ (24)In Tacoma
43BECU credit union633.9★ (77)16 mi
44Batik Financial635.0★ (13)7 mi
45Elevated Financial Management635.0★ (26)18 mi
46Bank of America Financial Center633.0★ (83)In Tacoma
47Global Credit Union634.4★ (33)15 mi
48First Command Financial Advisor - George Calbert624.7★ (12)6 mi
49Edelman Financial Engines625.0★ (12)8 mi
50BECU credit union623.9★ (69)18 mi

Also serving Tacoma

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 Tacoma
BusinessGoogle ratingDistance
BNY Mellon Asset Servicing4.5★ (2)In Tacoma
Bulwark Capital Management4.3★ (17)In Tacoma
Charles Schwab3.2★ (29)In Tacoma
Composition Wealth (Formerly Edgewater Wealth Management)5.0★ (11)In Tacoma
Edward Jones - Financial Advisor5.0★ (3)In Tacoma
Edward Jones - Financial Advisor: Adam A Gulley3.3★ (3)In Tacoma
Edward Jones - Financial Advisor: Brent B Wojtanowicz1.0★ (2)In Tacoma
Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®5.0★ (4)In Tacoma
Edward Jones - Financial Advisor: Lance Rieland, CFP®|AAMS®|CRPC™5.0★ (4)In Tacoma
Edward Jones - Financial Advisor: Molly A Axworthy, CFP®|CRPS™5.0★ (4)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
Maclean Wealth Planning5.0★ (2)In Tacoma
Morgan Stanley Financial Advisors4.3★ (3)In Tacoma
Penny Lane Financial4.8★ (35)In Tacoma
Portfolio Strategies, Inc.4.0★ (2)In Tacoma
Principal Financial Group4.0★ (5)In Tacoma
Private Bank, Bank of America2.6★ (5)In Tacoma
Senior Retirement Advisors3.0★ (4)In Tacoma

How we ranked Tacoma financial planners

We scored 148 Tacoma 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 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 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 Tacoma: frequently asked questions

Which financial planner has the highest RFA Score in Tacoma?

By RFA Score, the highest-ranked financial planner 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 148 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Tacoma?

RankedFinancialAdvisors ranks 148 financial planners serving Tacoma, WA. 10 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 planners in Tacoma work on weekends?

41 of 148 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - South Tacoma Branch (#3), America's Credit Union - Lakewood Branch (#13) and BECU credit union (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tacoma financial planners have?

The median Google rating among 148 rated financial planners in Tacoma is 4.3★, with a median of 29 reviews. BECU credit union has the most, 409 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 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 Tacoma count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 148 financial planners serving Tacoma.

More financial planners and Tacoma pages