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Investment Advisors in Lacey, WA: 2026 rankings

45 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lacey: Bulwark Capital Management, RFA Score 63/100; 4.3★ from 17 Google reviews.

  2. 6

    Most-reviewed: America's Credit Union - South Tacoma Branch, 179 Google reviews at 4.5★, the most of 45 ranked; ranked #6.

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

45 Lacey investment advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.6★ across 45 rated firms.

Top 10 investment advisors in Lacey 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 investment advisors in Lacey at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bulwark Capital Management634.3★ (17)Tacoma, 23 mi away—Top score
2America's Credit Union - DuPont Branch624.6★ (93)Joint Base Lewis McChord, 9 mi away——
3America's Credit Union - Main Office624.7★ (78)Joint Base Lewis McChord, 11 mi away——
4America's Credit Union - Tumwater Branch614.9★ (29)Tumwater, 4 mi awaySat—
5Columbia Crest Financial Advisors614.4★ (7)Centralia, 25 mi away——
6America's Credit Union - South Tacoma Branch614.5★ (179)Tacoma, 20 mi awaySatMost reviews
7THEORY (Real Estate, Construction, Property Management, Investments)594.5★ (106)Tacoma, 20 mi away——
8Edward Jones - Financial Advisor: Cara MacMillan594.7★ (13)Olympia, 2 mi away——
9Edward Jones - Financial Advisor: Cameron A Daniels595.0★ (9)Lacey——
10Steele Capital Management595.0★ (16)Tacoma, 23 mi away——

All 45 investment advisors in Lacey, 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.

  11. #11 Unity Homes WA

    Based in Tacoma, 20 mi away

    58/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Real estate consultant”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5401 S Tacoma Way, Tacoma, WA 98409
    View profile for Unity Homes WA(206) 600-2869

  13. #13 Global Credit Union

    Based in Olympia, 6 mi away

    58/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.9★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 27 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    1313 Cooper Point Rd SW, Olympia, WA 98502
    View profile for Global Credit Union(800) 525-9094

  15. #15 BECU credit union

    Based in University Place, 19 mi away

    57/100RFA Score

    Ranked #15 because of its Google rating and review volume: 4.0★ from 115 Google reviews.

    • 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

  16. #16 Edward Jones - Financial Advisor: Jon Emerson, CEPA®|AAMS®

    Based in Lacey

    56/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon 8 AM–4:30 PM · Tue–Wed 7:30 AM–4:30 PM · Thu–Fri 7:30 AM–2 PM · Sat–Sun closed
    Address
    5340 Corporate Center Loop SE Suite B, Lacey, WA 98503
    View profile for Edward Jones - Financial Advisor: Jon Emerson, CEPA®|AAMS®(360) 486-0370

  17. #17 sybil kuhn

    Based in Centralia, 22 mi away

    56/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Real estate agent”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    **MOBILE** 2510 Sandra Ave A 3333 Capital Blvd Olympia WA 98501, Centralia, WA 98531
    View profile for sybil kuhn(360) 388-6651

  21. #21 Edward Jones - Financial Advisor: Elizabeth McCullough, CFP®|CEPA®|AAMS®|CRPC™|CRPS™

    Based in Olympia, 5 mi away

    55/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1801 W Bay Dr NW Ste 205, Olympia, WA 98502
    View profile for Edward Jones - Financial Advisor: Elizabeth McCullough, CFP®|CEPA®|AAMS®|CRPC™|CRPS™(360) 764-8753

  22. #22 Conestoga Wealth Partners LLC

    Based in Artondale, 23 mi away

    55/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Tue 6:30 AM–4 PM · Wed 8 AM–4 PM · Thu–Fri 6:30 AM–4 PM · Sat–Sun closed
    Address
    3226 Rosedale St NW #200, Gig Harbor, WA 98335
    View profile for Conestoga Wealth Partners LLC(253) 358-7966

  23. #23 Global Credit Union

    Based in University Place, 19 mi away

    54/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Bank”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3555 Market Pl W Ste 7, University Place, WA 98466
    View profile for Global Credit Union(800) 525-9094

  25. #25 Pacific Asset Management

    Based in Artondale, 24 mi away

    54/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4320 Harborview Dr, Gig Harbor, WA 98332
    View profile for Pacific Asset Management(253) 649-4600

All 45 investment advisors

#1 to #25 are shown in full above. Here are #26 to #45, in RFA Score order; each links to its profile.

investment advisors in Lacey, ranks 26 to 45
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Sarah C Keister, CRPC™545.0★ (3)10 mi
27Global Credit Union533.8★ (44)24 mi
28North Financial Inc534.3★ (9)19 mi
29Edward Jones - Financial Advisor: Timothy W Bridges533.7★ (3)10 mi
30Edward Jones - Financial Advisor: Chris McNabb, CFP®525.0★ (5)20 mi
31Summit Wealth Management525.0★ (7)23 mi
32Edward Jones - Financial Advisor: Brad Ortega525.0★ (3)16 mi
33Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®525.0★ (4)20 mi
34Charles Schwab513.2★ (29)23 mi
35Principal Financial Group514.0★ (5)21 mi
36Edward Jones - Financial Advisor: Lance Rieland, CFP®|AAMS®|CRPC™515.0★ (4)24 mi
37David Cook - Branch Manager, Ameriprise Financial Services, LLC514.2★ (5)24 mi
38Northwestern Mutual - Tacoma503.7★ (6)24 mi
39Merrill Lynch Wealth Management503.2★ (6)24 mi
40Edward Jones - Financial Advisor: Adam A Gulley503.3★ (3)20 mi
41Edward Jones - Financial Advisor: Brent Tayet, CFP®|CEPA®505.0★ (3)23 mi
42Ark Wealth Management - Ameriprise Financial Services, LLC505.0★ (3)24 mi
43Global Credit Union502.6★ (5)22 mi
44Morgan Stanley Financial Advisors504.3★ (3)24 mi
45Bright Road Wealth Management, LLC493.7★ (3)24 mi

Also serving Lacey

20 more investment 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 investment advisors serving Lacey
BusinessGoogle ratingDistance
Access GroupIn Lacey
Cameron Wealth Management, Inc5.0★ (4)In Lacey
CLA (CliftonLarsonAllen)In Lacey
Edward Jones - Financial Advisor: Andrew Reid, CFP®|ChFC®|AAMS®In Lacey
Edward Jones - Financial Advisor: Devin WhiteIn Lacey
Edward Jones - Financial Advisor: Garrett Balduff, AAMS®5.0★ (1)In Lacey
Edward Jones - Financial Advisor: Jeff Kopp5.0★ (2)In Lacey
Edward Jones - Financial Advisor: Kevin Rowe5.0★ (2)In Lacey
Edward Jones - Financial Advisor: Lisa M Brager5.0★ (1)In Lacey
Edward Jones - Financial Advisor: O Hansen Barr, CFA®In Lacey
Edward Jones - Financial Advisor: Pamela J Ferris5.0★ (2)In Lacey
Michael Neuschwander - Prudential FinancialIn Lacey
Mike Oliver - COUNTRY Financial Representative4.9★ (80)In Lacey
Navigate Financial3.0★ (2)In Lacey
Pillar Financial Group5.0★ (1)In Lacey
Stable Wealth5.0★ (15)In Lacey
Vitality Wealth Planning5.0★ (1)In Lacey
Weinand Financial3.0★ (2)In Lacey
Wells Fargo AdvisorsIn Lacey
Whitehill FinancialIn Lacey

How we ranked Lacey investment advisors

We scored 45 Lacey investment 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 Lacey 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Lacey: frequently asked questions

Which investment advisor has the highest RFA Score in Lacey?

By RFA Score, the highest-ranked investment advisor in Lacey, WA is Bulwark Capital Management with an RFA Score of 63/100. It has 4.3★ from 17 Google reviews. America's Credit Union - DuPont Branch (#2) and America's Credit Union - Main Office (#3) follow. We ranked 45 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lacey?

RankedFinancialAdvisors ranks 45 investment advisors serving Lacey, WA. 4 of them are based in Lacey; 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 investment advisors in Lacey work on weekends?

7 of 45 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - Tumwater Branch (#4), America's Credit Union - South Tacoma Branch (#6) and Unity Homes WA (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lacey investment advisors have?

The median Google rating among 45 rated investment advisors in Lacey is 4.6★, with a median of 6 reviews. America's Credit Union - South Tacoma Branch has the most, 179 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Lacey count in this ranking?

Yes, if they are within 25 mi of the Lacey city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Lacey ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Lacey 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 investment 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 Lacey

  1. November 2026: RFA Scores recalculated for 45 investment advisors serving Lacey.

More investment advisors and Lacey pages