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Stockbrokers in Lakewood, WA: 2026 rankings

42 stockbrokers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lakewood: North Financial Inc, RFA Score 62/100; 4.3★ from 9 Google reviews.

  2. 2

    Most-reviewed: Charles Schwab, 29 Google reviews at 3.2★, the most of 42 ranked; ranked #2.

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

42 Lakewood stockbrokers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 42 rated firms.

Top 10 stockbrokers in Lakewood 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 stockbrokers in Lakewood at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1North Financial Inc624.3★ (9)University Place, 3 mi away—Top score
2Charles Schwab613.2★ (29)Tacoma, 7 mi away—Most reviews
3Edward Jones - Financial Advisor: Chris McNabb, CFP®605.0★ (5)University Place, 4 mi away——
4Edward Jones - Financial Advisor: Cara MacMillan604.7★ (13)Olympia, 17 mi away——
5Edward Jones - Financial Advisor: Brad Ortega605.0★ (3)Lakewood——
6Principal Financial Group604.0★ (5)Tacoma, 4 mi awaySat—
7Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®595.0★ (4)Tacoma, 4 mi away——
8Edward Jones - Financial Advisor: Jimmy Morgan, CRPC™595.0★ (7)Graham, 13 mi away——
9Edward Jones - Financial Advisor: Nikolette E McRoberts Legg595.0★ (7)Federal Way, 13 mi away——
10Edward Jones - Financial Advisor: Cameron A Daniels595.0★ (9)Lacey, 17 mi away——

All 42 stockbrokers in Lakewood, 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 Lakewood

    #1 North Financial Inc

    Based in University Place, 3 mi away

    62/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.3★ from 9 Google reviews, listed on Google as “Tax preparation service”.

    • 4.3★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4103 Bridgeport Way W Ste C, University Place, WA 98466
    View profile for North Financial Inc(253) 460-3541

  2. #2 Charles Schwab

    Based in Tacoma, 7 mi away

    61/100RFA Score

    Ranked #2 because of its Google rating and review volume: 3.2★ from 29 Google reviews, the most in Lakewood.

    • 3.2★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1148 Broadway Unit 110, Tacoma, WA 98402
    View profile for Charles Schwab(253) 382-4776

  22. #22 Edward Jones - Financial Advisor: Derek J O'Sullivan

    Based in Puyallup, 12 mi away

    57/100RFA Score

    Ranked #22 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 7:30 AM–3:30 PM · Tue 8 AM–4 PM · Wed–Thu 7:30 AM–3:30 PM · Fri 7:30 AM–2:30 PM · Sat–Sun closed
    Address
    10418 156th St E Suite 106, Puyallup, WA 98374
    View profile for Edward Jones - Financial Advisor: Derek J O'Sullivan(253) 893-8742

All 42 stockbrokers

#1 to #25 are shown in full above. Here are #26 to #42, in RFA Score order; each links to its profile.

stockbrokers in Lakewood, ranks 26 to 42
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Scott Shoemaker, CFP®564.2★ (5)17 mi
27Edward Jones - Financial Advisor: Laine M Ducote, CRPC™565.0★ (3)15 mi
28Edward Jones - Financial Advisor: Shane B Klingenstein555.0★ (3)16 mi
29Edward Jones - Financial Advisor: Shane J Feist554.0★ (4)17 mi
30Edward Jones - Financial Advisor: Joseph G Crest, AAMS®553.7★ (3)14 mi
31Edward Jones - Financial Advisor: Chris Dolan, CFP®553.7★ (3)15 mi
32Edward Jones - Financial Advisor: Denette K Chu, AAMS®554.2★ (6)23 mi
33Edward Jones - Financial Advisor: Zach Baggenstos555.0★ (4)21 mi
34Edward Jones - Financial Advisor: Jon Emerson, CEPA®|AAMS®555.0★ (3)19 mi
35Edward Jones - Financial Advisor: Whitney C Kershner555.0★ (4)22 mi
36Edward Jones - Financial Advisor: Greg Dobbs, CFP®543.7★ (3)17 mi
37Edward Jones - Financial Advisor: Elizabeth McCullough, CFP®|CEPA®|AAMS®|CRPC™|CRPS™545.0★ (3)20 mi
38Edward Jones - Financial Advisor: Dave Wilson545.0★ (3)21 mi
39Edward Jones - Financial Advisor: Benjamin M Bisnett545.0★ (3)23 mi
40Edward Jones - Financial Advisor: Noelle Bellavance, ChFC®543.7★ (3)21 mi
41Edward Jones - Financial Advisor: Sarah C Keister, CRPC™535.0★ (3)24 mi
42Edward Jones - Financial Advisor: Laura B Urban, CFP®|AAMS®535.0★ (3)25 mi

Also serving Lakewood

20 more stockbrokers within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked stockbrokers serving Lakewood
BusinessGoogle ratingDistance
ACU Financial Services3.7★ (3)In Lakewood
Batik Financial5.0★ (13)In Lakewood
Edward Jones - Financial Advisor: Bart Dalton4.5★ (2)In Lakewood
Edward Jones - Financial Advisor: Brandon ArenasIn Lakewood
Edward Jones - Financial Advisor: Charles J Dietrich5.0★ (2)In Lakewood
Edward Jones - Financial Advisor: Dan Gibbon, CFP®In Lakewood
Edward Jones - Financial Advisor: Jordan A WalterIn Lakewood
Edward Jones - Financial Advisor: Keith E BeasingerIn Lakewood
Edward Jones - Financial Advisor: Michael P Batt5.0★ (2)In Lakewood
First Command4.2★ (5)In Lakewood
First Command District Advisor - Bryan Coleman, ChFC®|RICP®|MBA5.0★ (3)In Lakewood
First Command Financial Advisor - Chris Muller5.0★ (6)In Lakewood
First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®5.0★ (27)In Lakewood
First Command Financial Advisor - Mark Claudio, RICP®5.0★ (47)In Lakewood
First Command Financial Advisor - Robert Chinneth5.0★ (6)In Lakewood
First Command Financial Advisor - Ryan Feng5.0★ (91)In Lakewood
Johnson Wealth Advisors5.0★ (4)In Lakewood
Rockridge Financial ServicesIn Lakewood
Stephen Bowden InvestmentsIn Lakewood
Wells Fargo Advisors5.0★ (1)In Lakewood

How we ranked Lakewood stockbrokers

We scored 42 Lakewood stockbrokers 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 Lakewood 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 stockbroker

  1. Confirm the stockbroker 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 stockbroker

  • 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 stockbroker?
  • 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.

Stockbrokers in Lakewood: frequently asked questions

Which stockbroker has the highest RFA Score in Lakewood?

By RFA Score, the highest-ranked stockbroker in Lakewood, WA is North Financial Inc with an RFA Score of 62/100. It has 4.3★ from 9 Google reviews. Charles Schwab (#2) and Edward Jones - Financial Advisor: Chris McNabb, CFP® (#3) follow. We ranked 42 stockbrokers on eight factors, last updated November 9, 2026.

How many stockbrokers are there in Lakewood?

RankedFinancialAdvisors ranks 42 stockbrokers serving Lakewood, WA. 1 of them is based in Lakewood; 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 stockbrokers in Lakewood work on weekends?

1 of 42 ranked stockbrokers post Saturday hours. The highest-ranked open Saturdays is Principal Financial Group (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lakewood stockbrokers have?

The median Google rating among 42 rated stockbrokers in Lakewood is 5.0★, with a median of 4 reviews. Charles Schwab has the most, 29 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank stockbrokers?

Each stockbroker 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 stockbrokers outside Lakewood count in this ranking?

Yes, if they are within 25 mi of the Lakewood city center, our service radius for stockbrokers. 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 stockbrokers 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 stockbroker do?

Stockbrokers buy and sell stocks, bonds, funds and other securities for clients and may recommend them. In the US they are registered representatives of a FINRA member broker-dealer; in Canada they work for a CIRO-regulated investment dealer.

How are stockbrokers in Lakewood ranked?

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

How do I check a stockbroker’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 stockbroker in Lakewood 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 stockbrokers 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 Lakewood

  1. November 2026: RFA Scores recalculated for 42 stockbrokers serving Lakewood.

More stockbrokers and Lakewood pages