Financial advisors in Kirkland, WA

303 advisors · page 1 of 11

April Wilson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Barrett Henry
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Brian Gawthrop
Financial advisor at Five Cedars
Five Cedars · $22.9M AUM
CFP®VerifiedFinancial planning
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Chad Bushon
Financial advisor at Spg Advisors LLC
Spg Advisors LLC · $535.4M AUM
CFP®VerifiedFinancial planning
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Dwayne Reinike
Financial advisor at Valiant Financial Planning, LLC
Valiant Financial Planning, LLC · $22.1M AUM
CFP®VerifiedFinancial planning
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Emily Bushong
Financial advisor at Kaizen Financial Advisors, LLC
Kaizen Financial Advisors, LLC · $283.7M AUM
CFP®VerifiedFinancial planning
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Evan Schmidt
Financial advisor at Schmidt Financial Management
Schmidt Financial Management · $497.5M AUM
CFP®VerifiedFinancial planning
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Ezra Altaras
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Frank Busichio
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Franklin Hsu
Financial advisor at Nomad Capital Group, LLC
Nomad Capital Group, LLC · $23.6M AUM
CFP®VerifiedFinancial planning
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Gregory Camperos
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ha Nguyen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Hilary Doherty
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Jamie Chambers
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Preti
Financial advisor at Unleashed Financial LLC
Unleashed Financial LLC · $10.5M AUM
CFP®VerifiedFinancial planning
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John Robertson
Financial advisor at Greystone Financial & Estate Services, Inc.
Greystone Financial & Estate Services, Inc. · $117.1M AUM
CFP®Verified
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Jon Snare
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Dime
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Cook
Financial advisor at Abacus Financial Planning
Abacus Financial Planning · $6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keanan Jacobson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kelly McLaughlin
Financial advisor at T. Rowe Price Associates, Inc.
T. Rowe Price Associates, Inc. · $2.2T AUM
CFP®Verified
View page Check on SEC IAPD ↗
Kevin Kramer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kurt Jonson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Gionet
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurie Klein
Financial advisor at Kaizen Financial Advisors, LLC
Kaizen Financial Advisors, LLC · $283.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leeann Huggins
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Loren Winter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mustafa Binns
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nemanja Grujicic
Financial advisor at North Pine Strategic Wealth
North Pine Strategic Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robin Tan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Kirkland, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Kirkland, WA.

How this list works

Before you hire an advisor in Kirkland, WA